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 30, 2024
Q2 2024
|
Holistic Financial Partners
|
SELL
|
- |
-72- 0.34% |
$12.2K - $12.9K
|
21.2K
$3.94M
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-73- 57.03% |
$12.4K - $13.1K
|
55
$10.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-73- 0.88% |
$12.4K - $13.1K
|
8.18K
$1.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-73- 0.26% |
$12.4K - $13.1K
|
28K
$5.19M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-74- 0.38% |
$12.5K - $13.2K
|
19.4K
$3.59M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-75- 8.06% |
$12.7K - $13.4K
|
855
$159K
|
|
|
Jul 16, 2024
Q2 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-79- 0.91% |
$13.4K - $14.1K
|
8.6K
$1.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-79- 0.21% |
$13.4K - $14.1K
|
38.3K
$7.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-80- 2.08% |
$13.6K - $14.3K
|
3.76K
$697K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-84- 12.32% |
$14.2K - $15K
|
598
$111K
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
SELL
|
- |
-85- 3.98% |
$14.4K - $15.2K
|
2.05K
$381K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-85- 22.79% |
$14.4K - $15.2K
|
288
$53.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-85- 0.31% |
$14.4K - $15.2K
|
27.4K
$5.09M
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-87- 0.51% |
$14.7K - $15.6K
|
17K
$3.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-89- 0.28% |
$15.1K - $15.9K
|
31.6K
$5.86M
|
|
|
Jul 08, 2024
Q2 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-90- 0.93% |
$15.2K - $16.1K
|
9.64K
$1.79M
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-90- 0.55% |
$15.2K - $16.1K
|
16.3K
$3.02M
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-91- 1.53% |
$15.4K - $16.3K
|
5.87K
$1.09M
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-91- 13.96% |
$15.4K - $16.3K
|
561
$104K
|
|
|
Jul 29, 2024
Q2 2024
|
Members Trust CO
|
SELL
|
- |
-91- 3.92% |
$15.4K - $16.3K
|
2.23K
$414K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-92- 6.26% |
$15.6K - $16.5K
|
1.38K
$255K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-93- 1.07% |
$15.8K - $16.7K
|
8.61K
$1.6M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-94- 25.97% |
$15.9K - $16.8K
|
268
$49.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-95- 0.75% |
$16.1K - $17K
|
12.5K
$2.32M
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-96- 97.96% |
$16.3K - $17.2K
|
2
$371
|
|
|
Jul 26, 2024
Q2 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-98- 2.26% |
$16.6K - $17.5K
|
4.24K
$786K
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-98- 4.78% |
$16.6K - $17.5K
|
1.95K
$362K
|
|
|
Aug 12, 2024
Q2 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-98- 1.09% |
$16.6K - $17.5K
|
8.9K
$1.65M
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-100- 0.97% |
$16.9K - $17.9K
|
10.3K
$1.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-100- 53.76% |
$16.9K - $17.9K
|
86
$16K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-101- 2.01% |
$17.1K - $18.1K
|
4.92K
$914K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-102- 2.02% |
$17.3K - $18.3K
|
4.95K
$919K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-104- 19.77% |
$17.6K - $18.6K
|
422
$78.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-105- 1.07% |
$17.8K - $18.8K
|
9.68K
$1.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-106- 1.14% |
$18K - $19K
|
9.21K
$1.71M
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-106- 2.42% |
$18K - $19K
|
4.27K
$792K
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-107- 1.93% |
$18.1K - $19.2K
|
5.44K
$1.01M
|
|
|
Aug 02, 2024
Q2 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-107- 2.48% |
$18.1K - $19.2K
|
4.21K
$781K
|
|
|
Aug 14, 2024
Q2 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-109- 3.7% |
$18.5K - $19.5K
|
2.84K
$527K
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-110- 2.12% |
$18.6K - $19.7K
|
5.08K
$943K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-113- 0.98% |
$19.1K - $20.2K
|
11.4K
$2.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-114- 4.21% |
$19.3K - $20.4K
|
2.59K
$481K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-117- 1.39% |
$19.8K - $20.9K
|
8.28K
$1.54M
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-118- 0.74% |
$20K - $21.1K
|
15.9K
$2.95M
|
|
|
Aug 05, 2024
Q2 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-118- 0.3% |
$20K - $21.1K
|
39K
$7.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-121- 2.9% |
$20.5K - $21.7K
|
4.05K
$751K
|
|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
SELL
|
- |
-129- 2.51% |
$21.9K - $23.1K
|
5K
$928K
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-130- 0.64% |
$22K - $23.3K
|
20.1K
$3.72M
|
|
|
Jul 17, 2024
Q2 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-130- 3.49% |
$22K - $23.3K
|
3.59K
$666K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-131- 3.23% |
$22.2K - $23.5K
|
3.92K
$727K
|