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 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.43K+ 13.61% |
$595K - $651K
|
28.6K
$5.53M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.4K+ 2595.42% |
$589K - $645K
|
3.53K
$682K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.31K+ 17.86% |
$573K - $627K
|
21.8K
$4.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
BUY
|
- |
3.25K+ 15.62% |
$564K - $617K
|
24.1K
$4.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
3.24KNew |
$562K - $615K
|
3.24K
$626K
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
3.24K+ 21.14% |
$561K - $615K
|
18.6K
$3.59M
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
3.23K+ 10.15% |
$560K - $614K
|
35.1K
$6.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.22K+ 4.02% |
$558K - $611K
|
83.3K
$16.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
3.19K+ 25.64% |
$554K - $606K
|
15.7K
$3.02M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.17K+ 0.61% |
$550K - $602K
|
525K
$101M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.17K+ 43.01% |
$549K - $601K
|
10.5K
$2.03M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.16K+ 16.33% |
$548K - $600K
|
22.5K
$4.35M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.16K+ 57.24% |
$547K - $599K
|
8.67K
$1.68M
|
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
3.13KNew |
$542K - $594K
|
3.13K
$605K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.12K+ 61.48% |
$540K - $592K
|
8.19K
$1.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.07K+ 20.83% |
$533K - $583K
|
17.8K
$3.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
3.04KNew |
$528K - $578K
|
3.04K
$588K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.03K+ 58.33% |
$526K - $576K
|
8.24K
$1.59M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.95K+ 1.34% |
$512K - $560K
|
224K
$43.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.77K+ 6.8% |
$480K - $526K
|
43.5K
$8.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
2.77K+ 10.31% |
$480K - $525K
|
29.6K
$5.72M
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
2.76K+ 73.76% |
$478K - $524K
|
6.5K
$1.26M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
2.74K+ 8.4% |
$475K - $520K
|
35.4K
$6.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.74K+ 13.94% |
$474K - $519K
|
22.4K
$4.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.68KNew |
$465K - $509K
|
2.68K
$519K
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
2.67KNew |
$462K - $506K
|
2.67K
$515K
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
2.65KNew |
$459K - $502K
|
2.65K
$511K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.65K+ 86.69% |
$459K - $502K
|
5.7K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
2.59KNew |
$449K - $491K
|
2.59K
$500K
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
2.59K+ 11.3% |
$448K - $491K
|
25.5K
$4.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.58K+ 6.76% |
$448K - $490K
|
40.8K
$7.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Cypress Capital, LLC
|
BUY
|
- |
2.52KNew |
$437K - $478K
|
2.52K
$487K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
2.5K+ 3.74% |
$433K - $474K
|
69.3K
$13.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
2.48K+ 25.79% |
$429K - $470K
|
12.1K
$2.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
2.41K+ 22.72% |
$418K - $458K
|
13K
$2.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
2.34K+ 20.24% |
$406K - $445K
|
13.9K
$2.69M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.34K+ 5.4% |
$405K - $443K
|
45.5K
$8.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.33K+ 65.33% |
$404K - $442K
|
5.9K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.33K+ 32.59% |
$403K - $441K
|
9.46K
$1.83M
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
2.32K+ 8.42% |
$402K - $440K
|
29.8K
$5.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
2.29KNew |
$397K - $435K
|
2.29K
$443K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.28K+ 86.31% |
$395K - $432K
|
4.91K
$949K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.27K+ 4.78% |
$393K - $430K
|
49.7K
$9.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.25K+ 21.81% |
$390K - $427K
|
12.6K
$2.43M
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
BUY
|
- |
2.22K+ 6.71% |
$385K - $421K
|
35.3K
$6.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.21K+ 68.7% |
$383K - $420K
|
5.43K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
2.17KNew |
$376K - $412K
|
2.17K
$419K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.14K+ 16.58% |
$372K - $407K
|
15.1K
$2.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Independent Family Office, LLC
|
BUY
|
- |
2.12K+ 2.65% |
$367K - $402K
|
82K
$15.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
2.07K+ 52.72% |
$358K - $392K
|
5.99K
$1.16M
|