Purchases and Sales Made in Q3 2024 in Ishares Russell 1000 Val ETF (IWD)
This table provides information about the institutional ownership of Ishares Russell 1000 Val ETF (IWD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-6.98K- 65.92% |
$1.21M - $1.32M
|
3.61K
$697K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-7.15K- 11.16% |
$1.24M - $1.36M
|
56.9K
$11M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.44K- 3.46% |
$1.29M - $1.41M
|
207K
$40.1M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-7.61K- 15.15% |
$1.32M - $1.44M
|
42.6K
$8.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-7.65K- 2.39% |
$1.33M - $1.45M
|
313K
$60.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-7.69K- 1.02% |
$1.33M - $1.46M
|
747K
$144M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-7.71K- 83.81% |
$1.34M - $1.46M
|
1.49K
$288K
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-7.95K- 5.05% |
$1.38M - $1.51M
|
150K
$28.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-8.15K- 6.49% |
$1.41M - $1.55M
|
117K
$22.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-8.32K- 1.81% |
$1.44M - $1.58M
|
452K
$87.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-8.54K- 22.9% |
$1.48M - $1.62M
|
28.8K
$5.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-8.57K- 1.11% |
$1.49M - $1.63M
|
763K
$148M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.39K- 1.85% |
$1.63M - $1.78M
|
499K
$96.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-9.46K- 10.18% |
$1.64M - $1.8M
|
83.5K
$16.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.92K- 50.25% |
$1.72M - $1.88M
|
9.82K
$1.9M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-9.97K- 8.36% |
$1.73M - $1.89M
|
109K
$21.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-10.2K- 6.87% |
$1.76M - $1.93M
|
138K
$26.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-10.8K- 97.51% |
$1.87M - $2.05M
|
276
$53.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-10.8K- 8.0% |
$1.88M - $2.06M
|
125K
$24.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-12.1K- 21.16% |
$2.09M - $2.29M
|
45K
$8.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-12.1K- 2.85% |
$2.1M - $2.3M
|
413K
$79.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-13.5K- 3.2% |
$2.33M - $2.55M
|
408K
$78.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-13.6K- 90.67% |
$2.36M - $2.58M
|
1.4K
$270K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-14K- 45.53% |
$2.42M - $2.65M
|
16.7K
$3.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-14.3K- 78.73% |
$2.48M - $2.71M
|
3.86K
$746K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-15.1K- 1.21% |
$2.62M - $2.87M
|
1.23M
$237M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-15.3K- 27.08% |
$2.65M - $2.9M
|
41.1K
$7.94M
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-15.6K- 11.88% |
$2.71M - $2.97M
|
116K
$22.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-16K- 92.91% |
$2.78M - $3.04M
|
1.22K
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-16.4K- 10.39% |
$2.84M - $3.11M
|
141K
$27.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-16.7K- 16.43% |
$2.89M - $3.16M
|
84.7K
$16.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-16.7K- 41.89% |
$2.9M - $3.18M
|
23.2K
$4.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-16.9KClosed |
$2.93M - $3.21M
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-18.4K- 5.39% |
$3.2M - $3.5M
|
324K
$62.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-19.6K- 5.21% |
$3.39M - $3.71M
|
356K
$68.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-20K- 1.78% |
$3.47M - $3.8M
|
1.1M
$213M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-20.4K- 89.76% |
$3.54M - $3.87M
|
2.33K
$450K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-22.7K- 86.66% |
$3.93M - $4.3M
|
3.49K
$674K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-23.2K- 64.38% |
$4.03M - $4.41M
|
12.9K
$2.48M
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-23.6K- 88.02% |
$4.09M - $4.47M
|
3.21K
$620K
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-25.1K- 32.85% |
$4.36M - $4.77M
|
51.4K
$9.93M
|
|
|
Feb 07, 2025
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-25.1K- 32.85% |
$4.36M - $4.77M
|
51.4K
$9.93M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-26K- 76.57% |
$4.51M - $4.94M
|
7.96K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-26K- 14.14% |
$4.51M - $4.94M
|
158K
$30.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-26.6K- 29.55% |
$4.61M - $5.05M
|
63.4K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-27.9K- 1.38% |
$4.84M - $5.3M
|
1.99M
$385M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-33.4K- 95.95% |
$5.78M - $6.33M
|
1.41K
$272K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-35.4K- 1.99% |
$6.14M - $6.72M
|
1.74M
$337M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-37K- 4.14% |
$6.41M - $7.02M
|
857K
$166M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-37.3K- 3.6% |
$6.47M - $7.09M
|
1M
$193M
|