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 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-666- 5.47% |
$113K - $119K
|
11.5K
$2.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-675- 0.74% |
$114K - $121K
|
90K
$16.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-686- 13.14% |
$116K - $123K
|
4.53K
$841K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-690- 8.41% |
$117K - $124K
|
7.51K
$1.39M
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-723- 10.34% |
$122K - $129K
|
6.27K
$1.16M
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-729- 5.54% |
$123K - $131K
|
12.4K
$2.31M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-735- 7.41% |
$125K - $132K
|
9.19K
$1.71M
|
|
|
Jul 25, 2024
Q2 2024
|
Brown Financial Advisory
|
SELL
|
- |
-743- 12.49% |
$126K - $133K
|
5.21K
$966K
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-749- 2.45% |
$127K - $134K
|
29.9K
$5.54M
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-765- 66.99% |
$130K - $137K
|
377
$69.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-765- 1.49% |
$130K - $137K
|
50.7K
$9.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-770- 2.66% |
$130K - $138K
|
28.1K
$5.22M
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-777- 5.18% |
$132K - $139K
|
14.2K
$2.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-785- 1.79% |
$133K - $141K
|
43.1K
$8M
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-799- 3.91% |
$135K - $143K
|
19.6K
$3.65M
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-807- 19.02% |
$137K - $144K
|
3.44K
$637K
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-816- 11.2% |
$138K - $146K
|
6.47K
$1.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-829- 2.3% |
$140K - $148K
|
35.2K
$6.53M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-834- 2.64% |
$141K - $149K
|
30.8K
$5.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-846- 0.67% |
$143K - $151K
|
126K
$23.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-868- 5.58% |
$147K - $155K
|
14.7K
$2.72M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-870- 6.52% |
$147K - $156K
|
12.5K
$2.32M
|
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-903- 2.75% |
$153K - $162K
|
32K
$5.93M
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-912- 6.15% |
$154K - $163K
|
13.9K
$2.58M
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-912- 33.27% |
$154K - $163K
|
1.83K
$339K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-925- 43.1% |
$157K - $166K
|
1.22K
$227K
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-946- 17.09% |
$160K - $169K
|
4.59K
$851K
|
|
|
Aug 13, 2024
Q2 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-949- 44.06% |
$161K - $170K
|
1.21K
$224K
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-952- 30.58% |
$161K - $170K
|
2.16K
$401K
|
|
|
Jul 30, 2024
Q2 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-978- 35.94% |
$166K - $175K
|
1.74K
$323K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-980- 7.45% |
$166K - $175K
|
12.2K
$2.26M
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.01K- 4.04% |
$171K - $181K
|
24K
$4.44M
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.01K- 3.27% |
$172K - $181K
|
30K
$5.56M
|
|
|
Aug 16, 2024
Q2 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-1.02K- 1.54% |
$173K - $183K
|
65.6K
$12.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.05K- 5.87% |
$178K - $189K
|
16.9K
$3.13M
|
|
|
Jul 17, 2024
Q2 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-1.1K- 55.13% |
$187K - $197K
|
896
$166K
|
|
|
Jul 24, 2024
Q2 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-1.11K- 32.88% |
$188K - $199K
|
2.26K
$420K
|
|
|
Aug 02, 2024
Q2 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-1.14K- 0.4% |
$193K - $204K
|
287K
$53.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.15K- 4.83% |
$194K - $205K
|
22.6K
$4.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.16K- 4.75% |
$197K - $208K
|
23.3K
$4.32M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.16K- 2.45% |
$197K - $208K
|
46.3K
$8.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.16K- 26.04% |
$197K - $208K
|
3.3K
$613K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.17K- 4.68% |
$198K - $210K
|
23.9K
$4.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.19K- 4.86% |
$202K - $214K
|
23.4K
$4.33M
|
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.24K- 38.68% |
$210K - $222K
|
1.97K
$365K
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
SELL
|
- |
-1.27K- 45.92% |
$215K - $227K
|
1.49K
$277K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.31K- 8.37% |
$222K - $234K
|
14.3K
$2.66M
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.31K- 10.35% |
$222K - $235K
|
11.4K
$2.11M
|
|
|
Jul 17, 2024
Q2 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.32K- 4.5% |
$223K - $235K
|
27.9K
$5.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.33K- 8.9% |
$225K - $238K
|
13.6K
$2.52M
|