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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.01K+ 4.46% |
$1.21M - $1.33M
|
164K
$31.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
6.76K+ 1.88% |
$1.17M - $1.28M
|
366K
$70.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.67KNew |
$1.16M - $1.27M
|
6.67K
$1.29M
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
6.2KNew |
$1.07M - $1.18M
|
6.2K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
6.12KNew |
$1.06M - $1.16M
|
6.12K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
5.98KNew |
$1.04M - $1.13M
|
5.98K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
5.9K+ 2.37% |
$1.02M - $1.12M
|
255K
$49.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
5.84K+ 11.74% |
$1.01M - $1.11M
|
55.6K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
5.76KNew |
$998K - $1.09M
|
5.76K
$1.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5.7K+ 5.51% |
$987K - $1.08M
|
109K
$21.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5.56K+ 13.14% |
$964K - $1.05M
|
47.8K
$9.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
5.41K+ 0.54% |
$939K - $1.03M
|
1.01M
$196M
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
5.27K+ 221.74% |
$914K - $1M
|
7.65K
$1.48M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5.24K+ 217.96% |
$909K - $995K
|
7.65K
$1.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.11K+ 3.11% |
$886K - $970K
|
170K
$32.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.07K+ 7.88% |
$879K - $963K
|
69.4K
$13.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
5.05KNew |
$876K - $959K
|
5.05K
$976K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.03KNew |
$873K - $955K
|
5.03K
$973K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.98KNew |
$864K - $946K
|
4.98K
$963K
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.79K+ 71.35% |
$830K - $908K
|
11.5K
$2.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.69K+ 4.97% |
$813K - $890K
|
99.2K
$19.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
4.61KNew |
$800K - $876K
|
4.61K
$891K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
4.48KNew |
$777K - $851K
|
4.48K
$866K
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
4.48K+ 2.33% |
$777K - $850K
|
197K
$38.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
4.48KNew |
$776K - $850K
|
4.48K
$865K
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
4.43KNew |
$769K - $841K
|
4.43K
$857K
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
4.4KNew |
$762K - $834K
|
4.4K
$849K
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
4.37K+ 5.21% |
$757K - $829K
|
88.2K
$17M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.33K+ 1.18% |
$751K - $822K
|
372K
$71.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4.28K+ 3.94% |
$742K - $812K
|
113K
$21.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
4.26K+ 7.04% |
$738K - $808K
|
64.8K
$12.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
4.13KNew |
$717K - $785K
|
4.13K
$799K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.13K+ 71.27% |
$716K - $783K
|
9.92K
$1.92M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
4.07K+ 3.03% |
$706K - $773K
|
139K
$26.8M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
4.06K+ 74.66% |
$704K - $770K
|
9.5K
$1.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
4.01K+ 2.75% |
$695K - $761K
|
150K
$29M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.98K+ 38.57% |
$690K - $755K
|
14.3K
$2.76M
|
|
|
Nov 14, 2024
Q3 2024
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
3.92K+ 53.36% |
$679K - $743K
|
11.3K
$2.17M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
3.84K+ 2.95% |
$665K - $728K
|
134K
$25.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
3.83K+ 8.59% |
$663K - $726K
|
48.4K
$9.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.82K+ 1.56% |
$662K - $725K
|
248K
$48M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
3.76KNew |
$653K - $714K
|
3.76K
$727K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.74K+ 185.32% |
$648K - $709K
|
5.75K
$1.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
3.71K+ 65.75% |
$643K - $704K
|
9.35K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.71K+ 13.3% |
$643K - $704K
|
31.6K
$6.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.67K+ 162.47% |
$636K - $696K
|
5.92K
$1.14M
|
|
|
Jan 13, 2025
Q3 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
3.66KNew |
$634K - $695K
|
3.66K
$707K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.52K+ 5.0% |
$610K - $668K
|
74K
$14.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
3.48K+ 4.39% |
$604K - $661K
|
82.8K
$16M
|
|
|
Nov 14, 2024
Q3 2024
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
3.48K+ 45.84% |
$603K - $660K
|
11.1K
$2.14M
|