Purchases and Sales Made in Q2 2024 in Ishares Russell 1000 Val ETF (IWD)
This table provides information about the institutional ownership of Ishares Russell 1000 Val ETF (IWD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-131- 3.23% |
$22.2K - $23.5K
|
3.92K
$760K
|
|
|
Jul 30, 2024
Q2 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-137- 1.91% |
$23.2K - $24.5K
|
7.02K
$1.36M
|
|
|
Aug 06, 2024
Q2 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-137- 1.98% |
$23.2K - $24.5K
|
6.78K
$1.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-138- 2.26% |
$23.4K - $24.7K
|
5.97K
$1.16M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-139- 3.37% |
$23.5K - $24.9K
|
3.99K
$772K
|
|
|
Jul 08, 2024
Q2 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-140- 1.44% |
$23.7K - $25.1K
|
9.61K
$1.86M
|
|
|
Jul 29, 2024
Q2 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-140- 9.98% |
$23.7K - $25.1K
|
1.26K
$245K
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-141- 49.3% |
$23.9K - $25.2K
|
145
$28.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-142- 14.3% |
$24.1K - $25.4K
|
851
$165K
|
|
|
Jul 31, 2024
Q2 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-143- 0.55% |
$24.2K - $25.6K
|
25.6K
$4.97M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-144- 1.54% |
$24.4K - $25.8K
|
9.2K
$1.78M
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-144- 2.06% |
$24.4K - $25.8K
|
6.84K
$1.33M
|
|
|
Aug 06, 2024
Q2 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-144- 5.83% |
$24.4K - $25.8K
|
2.33K
$451K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-144- 1.28% |
$24.4K - $25.8K
|
11.1K
$2.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-150- 55.15% |
$25.4K - $26.9K
|
122
$23.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-154- 3.81% |
$26.1K - $27.6K
|
3.89K
$753K
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-154- 1.47% |
$26.1K - $27.6K
|
10.3K
$2M
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-155- 1.58% |
$26.3K - $27.8K
|
9.65K
$1.87M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-161- 7.7% |
$27.3K - $28.8K
|
1.93K
$374K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-164- 34.89% |
$27.8K - $29.4K
|
306
$59.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-165- 1.9% |
$28K - $29.5K
|
8.5K
$1.65M
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-167- 6.75% |
$28.3K - $29.9K
|
2.31K
$447K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-168- 20.49% |
$28.5K - $30.1K
|
652
$126K
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-170- 0.36% |
$28.8K - $30.4K
|
47.3K
$9.17M
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-180- 3.46% |
$30.5K - $32.2K
|
5.03K
$974K
|
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-180- 6.45% |
$30.5K - $32.2K
|
2.61K
$506K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-180- 75.0% |
$30.5K - $32.2K
|
60
$11.6K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-181- 2.6% |
$30.7K - $32.4K
|
6.79K
$1.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-183- 2.93% |
$31K - $32.8K
|
6.05K
$1.17M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-183- 2.93% |
$31K - $32.8K
|
6.05K
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-184- 4.41% |
$31.2K - $32.9K
|
3.99K
$773K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-185- 11.87% |
$31.3K - $33.1K
|
1.37K
$266K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-185- 5.27% |
$31.3K - $33.1K
|
3.33K
$644K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-186- 0.49% |
$31.5K - $33.3K
|
37.4K
$7.25M
|
|
|
Aug 15, 2024
Q2 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-196- 2.09% |
$33.2K - $35.1K
|
9.2K
$1.78M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-197- 0.51% |
$33.4K - $35.3K
|
38.6K
$7.49M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-197- 1.37% |
$33.4K - $35.3K
|
14.2K
$2.75M
|
|
|
Jul 19, 2024
Q2 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-199- 0.7% |
$33.7K - $35.6K
|
28.4K
$5.49M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
SELL
|
- |
-200- 3.21% |
$33.9K - $35.8K
|
6.03K
$1.17M
|
|
|
Jul 18, 2024
Q2 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-200- 0.74% |
$33.9K - $35.8K
|
26.7K
$5.17M
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-203- 0.93% |
$34.4K - $36.3K
|
21.7K
$4.21M
|
|
|
Aug 02, 2024
Q2 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-203- 2.58% |
$34.4K - $36.3K
|
7.67K
$1.49M
|
|
|
Jul 12, 2024
Q2 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-205- 1.25% |
$34.7K - $36.7K
|
16.2K
$3.14M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-206- 3.9% |
$34.9K - $36.9K
|
5.07K
$983K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-207- 1.43% |
$35.1K - $37.1K
|
14.3K
$2.77M
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-210- 1.36% |
$35.6K - $37.6K
|
15.2K
$2.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-213- 7.56% |
$36.1K - $38.1K
|
2.6K
$505K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-214- 2.91% |
$36.3K - $38.3K
|
7.14K
$1.38M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-215- 7.95% |
$36.4K - $38.5K
|
2.49K
$483K
|
|
|
Aug 14, 2024
Q2 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-216- 9.8% |
$36.6K - $38.7K
|
1.99K
$385K
|