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 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-73.7K- 50.0% |
$12.5M - $13.2M
|
73.7K
$13.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-74K- 3.99% |
$12.5M - $13.3M
|
1.78M
$331M
|
|
|
Aug 14, 2024
Q2 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-77K- 3.06% |
$13M - $13.8M
|
2.44M
$455M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-83.3K- 11.11% |
$14.1M - $14.9M
|
667K
$124M
|
|
|
Aug 14, 2024
Q2 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-88.1K- 95.67% |
$14.9M - $15.8M
|
3.99K
$743K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-99.4K- 8.12% |
$16.8M - $17.8M
|
1.12M
$209M
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-103K- 56.29% |
$17.4M - $18.4M
|
79.7K
$14.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-105K- 1.07% |
$17.7M - $18.7M
|
9.7M
$1.81B
|
|
|
Jul 12, 2024
Q2 2024
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-118K- 47.59% |
$20M - $21.1M
|
130K
$24.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-130K- 97.48% |
$22M - $23.2M
|
3.35K
$624K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-202K- 13.26% |
$34.2M - $36.2M
|
1.32M
$246M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-326K- 4.61% |
$55.3M - $58.4M
|
6.75M
$1.26B
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-560K- 75.25% |
$94.9M - $100M
|
184K
$34.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-709K- 7.29% |
$120M - $127M
|
9.02M
$1.68B
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.31M- 27.48% |
$391M - $413M
|
6.09M
$1.13B
|