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 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-221- 0.4% |
$37.4K - $39.6K
|
54.5K
$10.1M
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-221- 0.4% |
$37.4K - $39.6K
|
54.5K
$10.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-222- 1.36% |
$37.6K - $39.7K
|
16.1K
$2.98M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
SELL
|
- |
-226- 10.75% |
$38.3K - $40.5K
|
1.88K
$348K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-227- 7.49% |
$38.5K - $40.6K
|
2.8K
$520K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-229- 3.43% |
$38.8K - $41K
|
6.45K
$1.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-230- 11.98% |
$39K - $41.2K
|
1.69K
$314K
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-230- 79.58% |
$39K - $41.2K
|
59
$10.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-233- 0.29% |
$39.5K - $41.7K
|
80.1K
$14.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
SELL
|
- |
-235- 3.89% |
$39.8K - $42.1K
|
5.81K
$1.08M
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-244- 3.71% |
$41.3K - $43.7K
|
6.33K
$1.17M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-248- 0.92% |
$42K - $44.4K
|
26.6K
$4.94M
|
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-267- 1.71% |
$45.2K - $47.8K
|
15.3K
$2.84M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-268- 8.14% |
$45.4K - $48K
|
3.03K
$561K
|
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
SELL
|
- |
-281- 1.23% |
$47.6K - $50.3K
|
22.6K
$4.18M
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-282- 18.63% |
$47.8K - $50.5K
|
1.23K
$229K
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-282- 4.36% |
$47.8K - $50.5K
|
6.19K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-284- 5.9% |
$48.1K - $50.9K
|
4.53K
$840K
|
|
|
Jul 22, 2024
Q2 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-285- 2.19% |
$48.3K - $51K
|
12.7K
$2.36M
|
|
|
Jul 16, 2024
Q2 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-287- 0.34% |
$48.6K - $51.4K
|
85K
$15.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-289- 1.94% |
$49K - $51.7K
|
14.6K
$2.71M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-290- 2.11% |
$49.1K - $51.9K
|
13.5K
$2.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-291- 1.16% |
$49.3K - $52.1K
|
24.8K
$4.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-295- 18.91% |
$50K - $52.8K
|
1.27K
$235K
|
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-300- 14.81% |
$50.8K - $53.7K
|
1.73K
$320K
|
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-300- 1.88% |
$50.8K - $53.7K
|
15.6K
$2.9M
|
|
|
Jul 26, 2024
Q2 2024
|
West Bancorporation Inc
|
SELL
|
- |
-303- 0.53% |
$51.3K - $54.3K
|
56.4K
$10.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-304- 17.29% |
$51.5K - $54.4K
|
1.45K
$270K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-318- 4.72% |
$53.9K - $56.9K
|
6.42K
$1.19M
|
|
|
Jul 26, 2024
Q2 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-319- 4.9% |
$54K - $57.1K
|
6.2K
$1.15M
|
|
|
Jul 22, 2024
Q2 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-321- 6.79% |
$54.4K - $57.5K
|
4.41K
$818K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-324- 2.67% |
$54.9K - $58K
|
11.8K
$2.19M
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-326- 3.87% |
$55.2K - $58.4K
|
8.1K
$1.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-330- 1.12% |
$55.9K - $59.1K
|
29.1K
$5.41M
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
SELL
|
- |
-336- 6.86% |
$56.9K - $60.2K
|
4.56K
$846K
|
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-345- 0.4% |
$58.4K - $61.8K
|
85.9K
$15.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-349- 5.54% |
$59.1K - $62.5K
|
5.95K
$1.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
SELL
|
- |
-356- 9.07% |
$60.3K - $63.7K
|
3.57K
$662K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-359- 7.69% |
$60.8K - $64.3K
|
4.31K
$800K
|
|
|
Aug 12, 2024
Q2 2024
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-362- 3.63% |
$61.3K - $64.8K
|
9.6K
$1.78M
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
SELL
|
- |
-365- 0.67% |
$61.8K - $65.4K
|
54.1K
$10M
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-366- 13.56% |
$62K - $65.5K
|
2.33K
$433K
|
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
SELL
|
- |
-373- 23.52% |
$63.2K - $66.8K
|
1.21K
$225K
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-374- 8.46% |
$63.4K - $67K
|
4.05K
$751K
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-379- 1.13% |
$64.2K - $67.9K
|
33.1K
$6.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-380- 3.96% |
$64.4K - $68K
|
9.22K
$1.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-380- 0.98% |
$64.4K - $68K
|
38.2K
$7.09M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-385- 5.47% |
$65.2K - $68.9K
|
6.66K
$1.24M
|
|
|
Jul 09, 2024
Q2 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-395- 3.61% |
$66.9K - $70.7K
|
10.5K
$1.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-398- 1.98% |
$67.4K - $71.3K
|
19.7K
$3.65M
|