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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-398- 1.98% |
$67.4K - $71.3K
|
19.7K
$3.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-398- 1.48% |
$67.4K - $71.3K
|
26.5K
$5.14M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-399- 12.51% |
$67.6K - $71.4K
|
2.79K
$541K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-400- 17.62% |
$67.8K - $71.6K
|
1.87K
$362K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-403- 0.43% |
$68.3K - $72.2K
|
92.4K
$17.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-405- 18.47% |
$68.6K - $72.5K
|
1.79K
$346K
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-407- 0.51% |
$68.9K - $72.9K
|
79.4K
$15.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
SELL
|
- |
-411- 7.42% |
$69.6K - $73.6K
|
5.13K
$994K
|
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-419- 1.39% |
$71K - $75K
|
29.7K
$5.76M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-422- 10.68% |
$71.5K - $75.6K
|
3.53K
$684K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-425- 13.33% |
$72K - $76.1K
|
2.76K
$536K
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-429- 0.61% |
$72.7K - $76.8K
|
69.4K
$13.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-440- 3.1% |
$74.5K - $78.8K
|
13.7K
$2.66M
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-442- 0.12% |
$74.9K - $79.1K
|
377K
$73M
|
|
|
Jul 08, 2024
Q2 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-443- 3.92% |
$75K - $79.3K
|
10.9K
$2.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-445- 0.47% |
$75.4K - $79.7K
|
94.5K
$18.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-448- 8.92% |
$75.9K - $80.2K
|
4.58K
$887K
|
|
|
Aug 06, 2024
Q2 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-452- 0.67% |
$76.6K - $80.9K
|
67.5K
$13.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
SELL
|
- |
-458- 4.07% |
$77.6K - $82K
|
10.8K
$2.09M
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-459- 1.19% |
$77.8K - $82.2K
|
38.3K
$7.41M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-459- 12.76% |
$77.8K - $82.2K
|
3.14K
$608K
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-475- 1.62% |
$80.5K - $85K
|
28.8K
$5.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-477- 15.29% |
$80.8K - $85.4K
|
2.64K
$512K
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-486- 15.44% |
$82.3K - $87K
|
2.66K
$516K
|
|
|
Aug 14, 2024
Q2 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-498- 1.98% |
$84.4K - $89.2K
|
24.6K
$4.77M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-502- 8.11% |
$85K - $89.9K
|
5.69K
$1.1M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-505- 62.89% |
$85.5K - $90.4K
|
298
$57.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-505- 3.8% |
$85.5K - $90.4K
|
12.8K
$2.48M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-513- 3.11% |
$86.9K - $91.9K
|
16K
$3.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-515- 3.41% |
$87.2K - $92.2K
|
14.6K
$2.83M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-517- 5.5% |
$87.6K - $92.6K
|
8.89K
$1.72M
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-528- 13.69% |
$89.4K - $94.5K
|
3.33K
$645K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-534- 6.16% |
$90.5K - $95.6K
|
8.14K
$1.58M
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-537- 16.79% |
$91K - $96.1K
|
2.66K
$516K
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-537- 0.57% |
$91K - $96.1K
|
93.8K
$18.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-550- 3.99% |
$93.2K - $98.5K
|
13.2K
$2.56M
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-552- 10.26% |
$93.5K - $98.8K
|
4.83K
$935K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-563- 29.17% |
$95.4K - $101K
|
1.37K
$265K
|
|
|
Jul 31, 2024
Q2 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-570- 2.72% |
$96.6K - $102K
|
20.4K
$3.95M
|
|
|
Jul 23, 2024
Q2 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-573- 15.66% |
$97.1K - $103K
|
3.09K
$598K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-578- 6.21% |
$97.9K - $103K
|
8.73K
$1.69M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-581- 22.1% |
$98.4K - $104K
|
2.05K
$397K
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-585- 0.43% |
$99.1K - $105K
|
136K
$26.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-622- 6.45% |
$105K - $111K
|
9.02K
$1.75M
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-623- 2.22% |
$106K - $112K
|
27.5K
$5.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-625- 8.33% |
$106K - $112K
|
6.88K
$1.33M
|
|
|
Jul 12, 2024
Q2 2024
|
Avondale Wealth Management
|
SELL
|
- |
-626- 43.05% |
$106K - $112K
|
828
$160K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-645- 3.55% |
$109K - $115K
|
17.5K
$3.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-647- 6.72% |
$110K - $116K
|
8.98K
$1.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-654- 3.89% |
$111K - $117K
|
16.2K
$3.13M
|