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 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
22.2KNew |
$3.75M - $3.97M
|
22.2K
$4.11M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
20.9K+ 42.14% |
$3.55M - $3.75M
|
70.6K
$13.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
20.7K+ 256.22% |
$3.51M - $3.72M
|
28.8K
$5.35M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
19.4K+ 1.96% |
$3.29M - $3.47M
|
1.01M
$187M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
18.8K+ 4.9% |
$3.18M - $3.36M
|
402K
$74.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
18.2K+ 45.15% |
$3.09M - $3.26M
|
58.6K
$10.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
18.2KNew |
$3.08M - $3.25M
|
18.2K
$3.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
18.1K+ 575.35% |
$3.07M - $3.25M
|
21.3K
$3.95M
|
|
|
Jul 02, 2024
Q2 2024
|
Stairway Partners, LLC
|
BUY
|
- |
17.9K+ 1.74% |
$3.04M - $3.21M
|
1.05M
$194M
|
|
|
Aug 05, 2024
Q2 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
17.8KNew |
$3.02M - $3.19M
|
17.8K
$3.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
17.8KNew |
$3.01M - $3.19M
|
17.8K
$3.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
17.3KNew |
$2.92M - $3.09M
|
17.3K
$3.2M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.6K+ 20.23% |
$2.82M - $2.98M
|
98.8K
$18.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
16.5KNew |
$2.8M - $2.95M
|
16.5K
$3.06M
|
|
|
Jul 11, 2024
Q2 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
15.8K+ 10.43% |
$2.67M - $2.83M
|
167K
$31M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
15.4K+ 47.99% |
$2.61M - $2.76M
|
47.6K
$8.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
15K+ 0.54% |
$2.54M - $2.69M
|
2.81M
$522M
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
14.8K+ 58.97% |
$2.51M - $2.65M
|
40K
$7.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
14.6K+ 92.66% |
$2.47M - $2.61M
|
30.3K
$5.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
14.6KNew |
$2.47M - $2.61M
|
14.6K
$2.71M
|
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
13.6K+ 11.53% |
$2.31M - $2.44M
|
132K
$24.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
13.6K+ 959.46% |
$2.3M - $2.43M
|
15K
$2.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
13.5K+ 1126.0% |
$2.29M - $2.42M
|
14.7K
$2.73M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13K+ 18.33% |
$2.2M - $2.33M
|
83.9K
$15.6M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
12.7K+ 33.78% |
$2.15M - $2.27M
|
50.2K
$9.32M
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
12.3K+ 23.97% |
$2.08M - $2.2M
|
63.5K
$11.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12K+ 64.3% |
$2.03M - $2.15M
|
30.7K
$5.69M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12K+ 0.33% |
$2.03M - $2.14M
|
3.64M
$676M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
11.7K+ 4.46% |
$1.99M - $2.1M
|
275K
$50.9M
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
11.5KNew |
$1.95M - $2.06M
|
11.5K
$2.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
11.2KNew |
$1.9M - $2.01M
|
11.2K
$2.09M
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
10.9KNew |
$1.85M - $1.96M
|
10.9K
$2.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10.9K+ 5.26% |
$1.85M - $1.95M
|
218K
$40.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
10K+ 8.38% |
$1.7M - $1.8M
|
130K
$24.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
9.93K+ 701.41% |
$1.68M - $1.78M
|
11.3K
$2.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9.6KNew |
$1.63M - $1.72M
|
9.6K
$1.78M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
9.49K+ 3.15% |
$1.61M - $1.7M
|
311K
$57.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
9.46K+ 14.1% |
$1.6M - $1.69M
|
76.5K
$14.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.18K+ 16.13% |
$1.56M - $1.64M
|
66.1K
$12.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
8.85K+ 6.25% |
$1.5M - $1.58M
|
150K
$27.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
8.78K+ 1.18% |
$1.49M - $1.57M
|
754K
$140M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
8.62K+ 26.85% |
$1.46M - $1.54M
|
40.7K
$7.56M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.24K+ 29.6% |
$1.4M - $1.48M
|
36.1K
$6.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
8KNew |
$1.36M - $1.43M
|
8K
$1.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
7.78KNew |
$1.32M - $1.39M
|
7.78K
$1.44M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
7.68KNew |
$1.3M - $1.37M
|
7.68K
$1.42M
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
7.5KNew |
$1.27M - $1.34M
|
7.5K
$1.39M
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
7.15K+ 74.58% |
$1.21M - $1.28M
|
16.7K
$3.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
7.02K+ 196.42% |
$1.19M - $1.26M
|
10.6K
$1.96M
|
|
|
Jul 12, 2024
Q2 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
6.85K+ 20.48% |
$1.16M - $1.23M
|
40.3K
$7.47M
|