Purchases and Sales Made in Q1 2024 in Ishares Russell 1000 Val ETF (IWD)

IWD Quotes by TradingView

This table provides information about the institutional ownership of Ishares Russell 1000 Val ETF (IWD) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES RUSSELL 1000 VAL ETF.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Apr 11, 2024 Q1 2024
Wiley Bros. Aintree Capital, LLC

SELL
 -
-5.62K
- 51.95%
$909K - $1.01M
5.19K $1.01M
May 14, 2024 Q1 2024
Westwood Holdings Group Inc

Dallas, TX
SELL
 -
-5.66K
- 5.87%
$916K - $1.01M
90.7K $17.6M
May 13, 2024 Q1 2024
D.A. Davidson & Co.

SELL
 -
-5.98K
- 23.54%
$968K - $1.07M
19.4K $3.76M
May 15, 2024 Q1 2024
Glenmede Trust CO Na

Philadelphia, PA
SELL
 -
-6.32K
- 7.65%
$1.02M - $1.13M
76.2K $14.8M
Apr 18, 2024 Q1 2024
Park Place Capital Corp

Birmingham, AL
SELL
 -
-6.81K
- 42.15%
$1.1M - $1.22M
9.34K $1.81M
Aug 26, 2024 Q1 2024
Atlanta Consulting Group Advisors, LLC

Atlanta, GA
SELL
 -
-7.02K
- 66.26%
$1.14M - $1.26M
3.57K $691K
May 03, 2024 Q1 2024
F Dx Advisors, Inc.

SELL
 -
-7.28K
- 7.3%
$1.18M - $1.3M
92.4K $17.9M
May 02, 2024 Q1 2024
Financial Counselors Inc

SELL
 -
-7.36K
- 6.14%
$1.19M - $1.32M
112K $21.8M
May 14, 2024 Q1 2024
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-7.38K
- 2.28%
$1.19M - $1.32M
316K $61.1M
May 15, 2024 Q1 2024
Warren Averett Asset Management, LLC

Birmingham, AL
SELL
 -
-7.65K
- 5.7%
$1.24M - $1.37M
126K $24.5M
May 15, 2024 Q1 2024
Stephens Inc

SELL
 -
-8.01K
- 1.19%
$1.3M - $1.43M
664K $128M
May 07, 2024 Q1 2024
Sei Investments CO

Oaks, PA
SELL
 -
-8.11K
- 17.18%
$1.31M - $1.45M
39.1K $7.57M
Apr 15, 2024 Q1 2024
Wealth Enhancement Advisory Services, LLC

SELL
 -
-8.62K
- 1.14%
$1.39M - $1.54M
750K $145M
Apr 30, 2024 Q1 2024
Pinnacle Financial Partners Inc

SELL
 -
-8.7K
- 5.1%
$1.41M - $1.56M
162K $31.3M
May 15, 2024 Q1 2024
Cohen & Steers, Inc.

New York, NY
SELL
 -
-9K
- 53.83%
$1.46M - $1.61M
7.72K $1.49M
May 15, 2024 Q1 2024
Becker Capital Management Inc

SELL
 -
-9.18K
- 70.9%
$1.49M - $1.64M
3.77K $729K
May 06, 2024 Q1 2024
Assetmark, Inc

SELL
 -
-9.18K
- 99.56%
$1.49M - $1.64M
41 $7.94K
May 14, 2024 Q1 2024
Circle Wealth Management, LLC

Summit, NJ
SELL
 -
-9.35K
- 1.51%
$1.51M - $1.67M
611K $118M
May 14, 2024 Q1 2024
Modera Wealth Management, LLC

SELL
 -
-9.63K
- 2.04%
$1.56M - $1.72M
462K $89.5M
Aug 13, 2024 Q1 2024
Correct Capital Wealth Management

Clayton, MO
SELL
 -
-9.81K
Closed
$1.59M - $1.76M
0 $0
Apr 24, 2024 Q1 2024
First Pacific Financial

SELL
 -
-9.94K
- 94.55%
$1.61M - $1.78M
573 $111K
Apr 10, 2024 Q1 2024
Park Avenue Securities LLC

SELL
 -
-9.99K
- 52.08%
$1.62M - $1.79M
9.19K $1.78M
May 10, 2024 Q1 2024
Citigroup Inc

SELL
 -
-10K
- 0.96%
$1.62M - $1.79M
1.04M $201M
May 09, 2024 Q1 2024
Waldron Private Wealth LLC

SELL
 -
-10.2K
- 1.12%
$1.65M - $1.83M
900K $174M
Apr 26, 2024 Q1 2024
First Horizon Advisors, Inc.

SELL
 -
-12.2K
- 5.58%
$1.97M - $2.18M
206K $39.8M
May 15, 2024 Q1 2024
Ae Wealth Management LLC

SELL
 -
-12.2K
- 62.29%
$1.97M - $2.18M
7.38K $1.43M
May 15, 2024 Q1 2024
Camden Capital, LLC

SELL
 -
-12.4K
- 16.8%
$2.01M - $2.22M
61.4K $11.9M
Jul 31, 2024 Q1 2024
First American Bank

Dundee, IL
SELL
 -
-12.4K
Closed
$2.01M - $2.22M
0 $0
May 13, 2024 Q1 2024
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-12.8K
- 11.22%
$2.06M - $2.29M
101K $19.5M
Apr 22, 2024 Q1 2024
Raymond James & Associates

St Petersburg, FL
SELL
 -
-12.8K
- 0.35%
$2.07M - $2.29M
3.63M $703M
Apr 24, 2024 Q1 2024
Premier Path Wealth Partners, LLC

Madison, NJ
SELL
 -
-12.9K
- 35.59%
$2.09M - $2.31M
23.3K $4.52M
May 14, 2024 Q1 2024
Flaharty Asset Management, LLC

SELL
 -
-13.1K
- 5.36%
$2.11M - $2.34M
231K $44.6M
May 15, 2024 Q1 2024
Visionary Wealth Advisors

O'fallon, IL
SELL
 -
-13.5K
- 17.98%
$2.18M - $2.41M
61.5K $11.9M
Apr 24, 2024 Q1 2024
Dakota Wealth Management

SELL
 -
-13.5K
- 74.27%
$2.18M - $2.41M
4.67K $904K
May 07, 2024 Q1 2024
M&T Bank Corp

SELL
 -
-13.5K
- 0.37%
$2.19M - $2.43M
3.66M $709M
Apr 12, 2024 Q1 2024
Steph & CO

SELL
 -
-13.6K
- 61.12%
$2.2M - $2.44M
8.65K $1.67M
Apr 24, 2024 Q1 2024
Hms Capital Management, LLC

SELL
 -
-13.7K
- 26.3%
$2.22M - $2.45M
38.4K $7.43M
May 08, 2024 Q1 2024
Avantax Advisory Services, Inc.

SELL
 -
-14K
- 16.58%
$2.27M - $2.51M
70.5K $13.6M
May 15, 2024 Q1 2024
Al Ti Global, Inc.

New York, NY
SELL
 -
-14.6K
- 35.12%
$2.36M - $2.61M
26.9K $5.21M
May 13, 2024 Q1 2024
Brandywine Global Investment Management, LLC

Philadelphia, PA
SELL
 -
-15.2K
- 6.35%
$2.46M - $2.72M
224K $43.4M
May 01, 2024 Q1 2024
Prosperity Consulting Group, LLC

SELL
 -
-15.8K
- 78.09%
$2.55M - $2.82M
4.42K $856K
May 07, 2024 Q1 2024
Qrg Capital Management, Inc.

Berwyn, PA
SELL
 -
-16.1K
- 70.71%
$2.6M - $2.88M
6.66K $1.29M
May 10, 2024 Q1 2024
Tiaa Trust, National Association

Charlotte, NC
SELL
 -
-16.1K
- 1.26%
$2.6M - $2.88M
1.27M $245M
Apr 24, 2024 Q1 2024
Country Club Bank

SELL
 -
-16.2K
- 16.73%
$2.62M - $2.9M
80.7K $15.6M
Apr 19, 2024 Q1 2024
Apexium Financial, LP

SELL
 -
-16.3K
- 72.93%
$2.64M - $2.92M
6.05K $1.17M
May 15, 2024 Q1 2024
Voya Investment Management LLC

Atlanta, GA
SELL
 -
-16.5K
- 19.73%
$2.67M - $2.95M
67.1K $13M
Apr 24, 2024 Q1 2024
Brown Advisory Inc

SELL
 -
-16.8K
- 5.51%
$2.72M - $3.01M
288K $55.8M
Apr 26, 2024 Q1 2024
Umb Bank, N.A.

SELL
 -
-16.8K
- 26.15%
$2.72M - $3.01M
47.5K $9.2M
May 15, 2024 Q1 2024
Svb Wealth LLC

Boston, MA
SELL
 -
-17.9K
- 39.53%
$2.9M - $3.21M
27.4K $5.3M

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