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
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.71M+ 16.91% |
$798M - $844M
|
32.6M
$6.05B
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.71M+ 16.91% |
$798M - $844M
|
32.6M
$6.05B
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
577K+ 1407312.25% |
$97.7M - $103M
|
577K
$107M
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
537K+ 27.81% |
$90.9M - $96.1M
|
2.47M
$458M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
534K+ 669.13% |
$90.5M - $95.6M
|
614K
$114M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
445K+ 204.53% |
$75.3M - $79.6M
|
662K
$123M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
421K+ 0.85% |
$71.3M - $75.4M
|
50.2M
$9.32B
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
413K+ 17863.42% |
$69.9M - $73.9M
|
415K
$77M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
390K+ 177.31% |
$66M - $69.8M
|
610K
$113M
|
|
|
Jul 19, 2024
Q2 2024
|
River Road Asset Management, LLC
|
BUY
|
- |
303KNew |
$51.4M - $54.3M
|
303K
$56.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
281KNew |
$47.5M - $50.2M
|
281K
$52.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
269K+ 31.58% |
$45.6M - $48.2M
|
1.12M
$208M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
240K+ 1.54% |
$40.7M - $43M
|
15.8M
$2.93B
|
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
231K+ 308.98% |
$39M - $41.3M
|
305K
$56.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
214K+ 12.84% |
$36.2M - $38.2M
|
1.88M
$348M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
208KNew |
$35.3M - $37.3M
|
208K
$38.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
198K+ 1174.01% |
$33.5M - $35.5M
|
215K
$39.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
173K+ 7.58% |
$29.2M - $30.9M
|
2.45M
$454M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
143K+ 40.33% |
$24.3M - $25.6M
|
498K
$92.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
133K+ 3.59% |
$22.5M - $23.8M
|
3.83M
$711M
|
|
|
Aug 14, 2024
Q2 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
125KNew |
$21.2M - $22.4M
|
125K
$23.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
120K+ 49.89% |
$20.3M - $21.4M
|
359K
$66.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
119KNew |
$20.2M - $21.3M
|
119K
$22.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Boston Partners
Boston, MA |
BUY
|
- |
104K+ 193.6% |
$17.6M - $18.6M
|
157K
$29.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
84.3K+ 117.45% |
$14.3M - $15.1M
|
156K
$28.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
80.3K+ 2.52% |
$13.6M - $14.4M
|
3.27M
$607M
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
75.5K+ 93.33% |
$12.8M - $13.5M
|
156K
$29M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
69.6K+ 89.59% |
$11.8M - $12.5M
|
147K
$27.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
60.5KNew |
$10.3M - $10.8M
|
60.5K
$11.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
52.6K+ 1.42% |
$8.9M - $9.41M
|
3.75M
$695M
|
|
|
Aug 13, 2024
Q2 2024
|
M.D. Sass Investors Services, Inc.
New York, NY |
BUY
|
- |
48.4KNew |
$8.2M - $8.67M
|
48.4K
$8.98M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
42.1KNew |
$7.13M - $7.54M
|
42.1K
$7.81M
|
|
|
Jul 12, 2024
Q2 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
39.5KNew |
$6.69M - $7.07M
|
39.5K
$7.33M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambiar Investors LLC
|
BUY
|
- |
39.2K+ 95.47% |
$6.64M - $7.01M
|
80.2K
$14.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
37.3K+ 141.05% |
$6.31M - $6.67M
|
63.7K
$11.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
37.2K+ 0.59% |
$6.31M - $6.67M
|
6.32M
$1.17B
|
|
|
Aug 09, 2024
Q2 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
36.3K+ 45.84% |
$6.15M - $6.5M
|
115K
$21.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
35.9K+ 0.79% |
$6.09M - $6.43M
|
4.58M
$850M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
35.1K+ 10.31% |
$5.95M - $6.29M
|
376K
$69.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
34K+ 9.83% |
$5.76M - $6.09M
|
380K
$70.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
33.4K+ 236.97% |
$5.65M - $5.98M
|
47.5K
$8.81M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
33.2K+ 2171.26% |
$5.63M - $5.95M
|
34.8K
$6.45M
|
|
|
Sep 10, 2024
Q2 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
30KNew |
$5.08M - $5.37M
|
30K
$5.57M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25.8KNew |
$4.37M - $4.62M
|
25.8K
$4.79M
|
|
|
Dec 03, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
25.1K+ 48.93% |
$4.26M - $4.5M
|
76.5K
$14.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
24.4K+ 2866.35% |
$4.13M - $4.36M
|
25.2K
$4.68M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
23.8K+ 991.57% |
$4.02M - $4.25M
|
26.2K
$4.85M
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
23.2K+ 17.2% |
$3.92M - $4.15M
|
158K
$29.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
23.1K+ 445.23% |
$3.92M - $4.14M
|
28.3K
$5.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
23KNew |
$3.89M - $4.11M
|
23K
$4.26M
|