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 10, 2024
Q2 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-1.34K- 0.37% |
$228K - $240K
|
359K
$66.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.37K- 2.34% |
$232K - $245K
|
57.2K
$10.6M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-1.37K- 21.08% |
$232K - $246K
|
5.14K
$953K
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-1.37K- 5.23% |
$233K - $246K
|
24.9K
$4.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.38K- 19.37% |
$233K - $246K
|
5.72K
$1.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.38K- 9.25% |
$233K - $246K
|
13.5K
$2.5M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.41K- 1.38% |
$239K - $253K
|
101K
$18.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-1.42K- 9.48% |
$240K - $254K
|
13.5K
$2.51M
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-1.42K- 7.71% |
$241K - $254K
|
17K
$3.16M
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.46K- 21.88% |
$247K - $261K
|
5.21K
$966K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.48K- 1.18% |
$251K - $265K
|
124K
$23M
|
|
|
Jul 10, 2024
Q2 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-1.5K- 2.4% |
$254K - $269K
|
61.1K
$11.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1.51K- 10.66% |
$255K - $270K
|
12.6K
$2.34M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.52K- 4.05% |
$257K - $272K
|
35.9K
$6.67M
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.54K- 6.61% |
$261K - $276K
|
21.8K
$4.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Awm Capital, LLC
|
SELL
|
- |
-1.58K- 1.35% |
$267K - $283K
|
115K
$21.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.6K- 0.99% |
$271K - $286K
|
160K
$29.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.6K- 4.2% |
$271K - $286K
|
36.5K
$6.77M
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-1.6K- 3.3% |
$271K - $286K
|
46.9K
$8.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.64K- 20.58% |
$277K - $293K
|
6.32K
$1.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.64K- 24.88% |
$278K - $294K
|
4.95K
$919K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.76K- 1.37% |
$299K - $316K
|
127K
$23.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.78K- 4.09% |
$301K - $318K
|
41.6K
$7.72M
|
|
|
Aug 05, 2024
Q2 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-1.81K- 7.39% |
$307K - $325K
|
22.7K
$4.22M
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.82K- 19.34% |
$308K - $326K
|
7.6K
$1.41M
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.91K- 9.06% |
$323K - $341K
|
19.1K
$3.55M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.93K- 8.12% |
$327K - $346K
|
21.8K
$4.05M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.98K- 1.45% |
$336K - $355K
|
134K
$24.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.99K- 9.93% |
$337K - $356K
|
18.1K
$3.35M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-1.99K- 0.3% |
$338K - $357K
|
662K
$123M
|
|
|
Aug 14, 2024
Q2 2024
|
Alamar Capital Management, LLC
|
SELL
|
- |
-2.02K- 22.37% |
$342K - $361K
|
7K
$1.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.03K- 93.29% |
$344K - $363K
|
146
$27.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.17K- 78.47% |
$368K - $389K
|
596
$111K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.29K- 2.29% |
$387K - $409K
|
97.7K
$18.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.31K- 6.79% |
$391K - $414K
|
31.7K
$5.88M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.34K- 0.55% |
$396K - $418K
|
425K
$78.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.34K- 0.51% |
$397K - $419K
|
460K
$85.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.34K- 50.95% |
$397K - $420K
|
2.26K
$419K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-2.36K- 1.2% |
$399K - $422K
|
195K
$36.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.39K- 3.88% |
$405K - $428K
|
59.1K
$11M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.41K- 7.94% |
$408K - $431K
|
27.9K
$5.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-2.41K- 18.51% |
$409K - $432K
|
10.6K
$1.97M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.42K- 0.31% |
$409K - $433K
|
772K
$143M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.45K- 31.88% |
$414K - $438K
|
5.23K
$970K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-2.5K- 61.68% |
$424K - $448K
|
1.55K
$288K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-2.54K- 58.47% |
$430K - $454K
|
1.8K
$334K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-2.55K- 10.69% |
$432K - $456K
|
21.3K
$3.95M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.56K- 1.53% |
$433K - $457K
|
165K
$30.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.59K- 2.56% |
$438K - $463K
|
98.4K
$18.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-2.65K- 33.48% |
$448K - $474K
|
5.26K
$976K
|