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 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
60+ 31.75% |
$10.2K - $10.7K
|
249
$46.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
60+ 3.94% |
$10.2K - $10.7K
|
1.58K
$294K
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
58+ 0.2% |
$9.83K - $10.4K
|
29.3K
$5.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
58+ 1.86% |
$9.83K - $10.4K
|
3.18K
$590K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
56+ 1.69% |
$9.49K - $10K
|
3.38K
$627K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
56+ 2.81% |
$9.49K - $10K
|
2.05K
$381K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
54+ 19.71% |
$9.15K - $9.67K
|
328
$60.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
50+ 0.22% |
$8.47K - $8.95K
|
22.5K
$4.17M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
49+ 0.42% |
$8.3K - $8.77K
|
11.6K
$2.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
49+ 0.95% |
$8.3K - $8.77K
|
5.2K
$965K
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
48+ 0.89% |
$8.13K - $8.59K
|
5.45K
$1.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
48New |
$8.13K - $8.59K
|
48
$8.91K
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
44+ 0.19% |
$7.45K - $7.88K
|
23.5K
$4.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
44+ 0.28% |
$7.45K - $7.88K
|
15.7K
$2.92M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
43+ 2.18% |
$7.28K - $7.7K
|
2.02K
$374K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
43+ 0.55% |
$7.28K - $7.7K
|
7.88K
$1.46M
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
42+ 0.33% |
$7.11K - $7.52K
|
12.6K
$2.34M
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
41New |
$6.95K - $7.34K
|
41
$7.61K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
41New |
$6.95K - $7.34K
|
41
$7.61K
|
|
|
Jul 18, 2024
Q2 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
38+ 0.06% |
$6.44K - $6.8K
|
61.1K
$11.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
38+ 0.91% |
$6.44K - $6.8K
|
4.22K
$783K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
37+ 0.17% |
$6.27K - $6.62K
|
21.8K
$4.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
34+ 0.23% |
$5.76K - $6.09K
|
14.7K
$2.72M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
33+ 0.17% |
$5.59K - $5.91K
|
19.4K
$3.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
31+ 0.08% |
$5.25K - $5.55K
|
39K
$7.23M
|
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
29+ 1.65% |
$4.91K - $5.19K
|
1.79K
$332K
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
28+ 0.34% |
$4.74K - $5.01K
|
8.19K
$1.52M
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
28+ 0.29% |
$4.74K - $5.01K
|
9.77K
$1.81M
|
|
|
Aug 01, 2024
Q2 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
26+ 0.39% |
$4.4K - $4.66K
|
6.71K
$1.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
26+ 0.11% |
$4.4K - $4.66K
|
24.4K
$4.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
26+ 0.4% |
$4.4K - $4.66K
|
6.47K
$1.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
25+ 0.15% |
$4.24K - $4.48K
|
17.1K
$3.16M
|
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
24+ 1.18% |
$4.07K - $4.3K
|
2.05K
$381K
|
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
24+ 0.63% |
$4.07K - $4.3K
|
3.84K
$712K
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
22+ 0.49% |
$3.73K - $3.94K
|
4.54K
$842K
|
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
22+ 0.22% |
$3.73K - $3.94K
|
10.2K
$1.89M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
21+ 0.1% |
$3.56K - $3.76K
|
20.8K
$3.87M
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
19+ 0.34% |
$3.22K - $3.4K
|
5.59K
$1.04M
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
18+ 2.37% |
$3.05K - $3.22K
|
779
$145K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
18+ 0.32% |
$3.05K - $3.22K
|
5.66K
$1.05M
|
|
|
Aug 08, 2024
Q2 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
18+ 0.41% |
$3.05K - $3.22K
|
4.43K
$821K
|
|
|
Aug 01, 2024
Q2 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
17+ 0.04% |
$2.88K - $3.04K
|
45K
$8.36M
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
17+ 0.23% |
$2.88K - $3.04K
|
7.28K
$1.35M
|
|
|
Jul 25, 2024
Q2 2024
|
Sierra Capital LLC
|
BUY
|
- |
15+ 0.03% |
$2.54K - $2.69K
|
43.7K
$8.1M
|
|
|
Aug 07, 2024
Q2 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
15+ 0.4% |
$2.54K - $2.69K
|
3.74K
$694K
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
15+ 1.17% |
$2.54K - $2.69K
|
1.29K
$240K
|
|
|
Aug 13, 2024
Q2 2024
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
15+ 0.2% |
$2.54K - $2.69K
|
7.59K
$1.41M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
14+ 28.57% |
$2.37K - $2.51K
|
63
$11.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
14+ 0.11% |
$2.37K - $2.51K
|
12.3K
$2.28M
|
|
|
Jul 31, 2024
Q2 2024
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
14+ 0.35% |
$2.37K - $2.51K
|
4.04K
$749K
|