IWD Stock Ownership Activity

ISHARES RUSSELL 1000 VALUE E 13F holders

2 value investing gurus have made changes to the ISHARES RUSSELL 1000 VALUE E (IWD) position according to the gurus' latest SEC quarterly report(s). IWD has been bought (as a new position) by 2 guru(s)

Which gurus or hedge funds are buying IWD now?

According to the latest SEC filing(s) ISHARES RUSSELL 1000 VALUE E (IWD) has been bought by 2 gurus: Ravenel Boykin Curry IV - Eagle Capital Management (new buy) and C.T. Fitzpatrick - Vulcan Value Partners (new buy).

To see more about who is investing in ISHARES RUSSELL 1000 VALUE E (IWD), please go to the IWD ownership page.

History
Name
Company
%
Activity
Share
Change
% change to
Portfolio
% of
Portfolio
2024 Q4 (2 results)
Ravenel Boykin Curry IV
Eagle Capital Management
buy
+118,685
+0.09%
0.08%
C.T. Fitzpatrick
Vulcan Value Partners
buy
+3,336
+0.01%
0.01%
Current price: $192.64 4.06% AVG reported price*: $185.13
2024 Q2 (1 result)
Donald G. Smith
Donald Smith & Co.
+18.67%
+1,931
+0.01%
0.05%
Current price: $192.64 10.41% Reported price*: $174.48
2024 Q1 (1 result)
Ravenel Boykin Curry IV
Eagle Capital Management
-100.00%
-23,724
-0.02%
0.00%
Current price: $192.64 16.57% Reported price*: $165.25
2023 Q4 (1 result)
Ravenel Boykin Curry IV
Eagle Capital Management
+919.51%
+21,397
+0.02%
0.00%
Current price: $192.64 16.57% Reported price*: $165.25
2023 Q3 (1 result)
Ravenel Boykin Curry IV
Eagle Capital Management
-58.84%
-3,326
-0.00%
0.00%
Current price: $192.64 26.89% Reported price*: $151.82
2023 Q2 (2 results)
Ravenel Boykin Curry IV
Eagle Capital Management
buy
+5,653
+0.00%
0.00%
Donald G. Smith
Donald Smith & Co.
+15.38%
+2,000
+0.01%
0.08%
Current price: $192.64 22.06% AVG reported price*: $157.83
2023 Q1 (2 results)
Donald G. Smith
Donald Smith & Co.
buy
+13,000
+0.07%
0.07%
Ravenel Boykin Curry IV
Eagle Capital Management
-100.00%
-226,407
-0.16%
0.00%
Current price: $192.64 26.52% AVG reported price*: $152.26
2022 Q4 (1 result)
Ravenel Boykin Curry IV
Eagle Capital Management
+660.14%
+196,622
+0.14%
0.00%
Current price: $192.64 27.03% Reported price*: $151.65
2022 Q3 (2 results)
Ravenel Boykin Curry IV
Eagle Capital Management
+50.31%
+9,969
+0.01%
0.02%
C.T. Fitzpatrick
Vulcan Value Partners
-100.00%
-13,164
-0.02%
0.00%
Current price: $192.64 41.67% AVG reported price*: $135.97
2022 Q2 (2 results)
Ravenel Boykin Curry IV
Eagle Capital Management
buy
+19,816
+0.01%
0.01%
C.T. Fitzpatrick
Vulcan Value Partners
buy
+13,164
+0.02%
0.00%
Current price: $192.64 32.87% AVG reported price*: $144.98
2022 Q1 (1 result)
Ravenel Boykin Curry IV
Eagle Capital Management
-100.00%
-60,419
-0.03%
0.00%
Current price: $192.64 14.72% Reported price*: $167.93
2021 Q4 (1 result)
Ravenel Boykin Curry IV
Eagle Capital Management
buy
+60,419
+0.03%
0.00%
Current price: $192.64 14.72% Reported price*: $167.93
2021 Q1 (1 result)
Ravenel Boykin Curry IV
Eagle Capital Management
-100.00%
-70,966
-0.03%
0.00%
Current price: $192.64 40.89% Reported price*: $136.73
2020 Q4 (1 result)
Ravenel Boykin Curry IV
Eagle Capital Management
buy
+70,966
+0.03%
0.00%
Current price: $192.64 40.89% Reported price*: $136.73
2020 Q2 (1 result)
Ravenel Boykin Curry IV
Eagle Capital Management
-100.00%
-66,365
-0.02%
0.00%
Current price: $192.64 94.24% Reported price*: $99.18
2020 Q1 (2 results)
Ravenel Boykin Curry IV
Eagle Capital Management
+266.94%
+48,279
+0.02%
0.00%
C.T. Fitzpatrick
Vulcan Value Partners
-100.00%
-15,632
-0.02%
0.00%
Current price: $192.64 63.51% AVG reported price*: $117.81
2019 Q4 (2 results)
Ravenel Boykin Curry IV
Eagle Capital Management
buy
+18,086
+0.01%
0.01%
C.T. Fitzpatrick
Vulcan Value Partners
buy
+15,632
+0.02%
0.00%
Current price: $192.64 41.17% AVG reported price*: $136.46
2019 Q1 (2 results)
Ravenel Boykin Curry IV
Eagle Capital Management
-100.00%
-73,458
-0.03%
0.00%
C.T. Fitzpatrick
Vulcan Value Partners
-100.00%
-30,490
-0.03%
0.00%
Current price: $192.64 73.46% AVG reported price*: $111.05
2018 Q4 (2 results)
Ravenel Boykin Curry IV
Eagle Capital Management
buy
+73,458
+0.03%
0.00%
C.T. Fitzpatrick
Vulcan Value Partners
buy
+30,490
+0.03%
0.00%
Current price: $192.64 73.46% AVG reported price*: $111.05
2018 Q1 (2 results)
Ravenel Boykin Curry IV
Eagle Capital Management
-100.00%
-24,073
-0.02%
0.00%
C.T. Fitzpatrick
Vulcan Value Partners
-100.00%
-12,903
-0.01%
0.00%
Current price: $192.64 54.95% AVG reported price*: $124.32
2017 Q4 (2 results)
C.T. Fitzpatrick
Vulcan Value Partners
buy
+12,903
+0.01%
0.00%
Ravenel Boykin Curry IV
Eagle Capital Management
+318.50%
+18,320
+0.01%
0.00%
Current price: $192.64 54.95% AVG reported price*: $124.32
2017 Q3 (1 result)
Ravenel Boykin Curry IV
Eagle Capital Management
buy
+8,217
+0.00%
0.00%
Current price: $192.64 62.56% Reported price*: $118.50
2017 Q1 (2 results)
Ravenel Boykin Curry IV
Eagle Capital Management
-100.00%
-46,600
-0.02%
0.00%
C.T. Fitzpatrick
Vulcan Value Partners
-100.00%
-3,203
-0.00%
0.00%
Current price: $192.64 71.91% AVG reported price*: $112.06
2016 Q4 (2 results)
C.T. Fitzpatrick
Vulcan Value Partners
buy
+3,203
+0.00%
0.00%
Ravenel Boykin Curry IV
Eagle Capital Management
buy
+46,600
+0.02%
0.00%
Current price: $192.64 71.91% AVG reported price*: $112.06
2016 Q1 (1 result)
Ravenel Boykin Curry IV
Eagle Capital Management
-100.00%
-75,100
-0.03%
0.00%
Current price: $192.64 96.86% Reported price*: $97.86
2015 Q4 (1 result)
Ravenel Boykin Curry IV
Eagle Capital Management
+126.89%
+42,000
+0.02%
0.00%
Current price: $192.64 96.86% Reported price*: $97.86
2015 Q3 (1 result)
Ravenel Boykin Curry IV
Eagle Capital Management
buy
+33,100
+0.01%
0.01%
Current price: $192.64 106.49% Reported price*: $93.29
2014 Q1 (1 result)
Ravenel Boykin Curry IV
Eagle Capital Management
-100.00%
-10,400
-0.00%
0.00%
Current price: $192.64 104.64% Reported price*: $94.13
2013 Q4 (1 result)
Ravenel Boykin Curry IV
Eagle Capital Management
buy
+10,400
+0.00%
0.00%
Current price: $192.64 104.64% Reported price*: $94.13
42 of 42

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.