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
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
3.34K+ 0.17% |
$566K - $598K
|
1.96M
$365M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
3.26KNew |
$552K - $584K
|
3.26K
$605K
|
|
|
Jul 18, 2024
Q2 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
3.22K+ 6.62% |
$545K - $576K
|
51.8K
$9.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
3.21K+ 5.39% |
$544K - $575K
|
62.9K
$11.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
3.21KNew |
$544K - $575K
|
3.21K
$596K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
3.13K+ 10.63% |
$531K - $561K
|
32.6K
$6.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.12K+ 4.4% |
$529K - $559K
|
74K
$13.7M
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
3.11K+ 26.02% |
$527K - $557K
|
15.1K
$2.79M
|
|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.1KNew |
$525K - $555K
|
3.1K
$575K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.02KNew |
$511K - $540K
|
3.02K
$560K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.01K+ 12.1% |
$509K - $538K
|
27.8K
$5.17M
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
2.99KNew |
$507K - $536K
|
2.99K
$555K
|
|
|
Jul 11, 2024
Q2 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
2.98K+ 16.82% |
$505K - $534K
|
20.7K
$3.85M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.97K+ 5.46% |
$504K - $532K
|
57.4K
$10.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
2.94K+ 9.64% |
$499K - $527K
|
33.5K
$6.21M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.84KNew |
$481K - $509K
|
2.84K
$527K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
2.83KNew |
$480K - $507K
|
2.83K
$525K
|
|
|
Aug 09, 2024
Q2 2024
|
Donald Smith & Co., Inc.
New York, NY |
BUY
|
- |
2.8K+ 18.67% |
$474K - $501K
|
17.8K
$3.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
2.79K+ 8.76% |
$473K - $500K
|
34.7K
$6.43M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
2.75K+ 85.67% |
$466K - $493K
|
5.96K
$1.11M
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.73KNew |
$462K - $489K
|
2.73K
$506K
|
|
|
Aug 14, 2024
Q2 2024
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
2.72K+ 326.89% |
$461K - $488K
|
3.56K
$660K
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2.7K+ 57.34% |
$457K - $483K
|
7.41K
$1.37M
|
|
|
Aug 06, 2024
Q2 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
2.69K+ 17.49% |
$455K - $481K
|
18K
$3.35M
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
2.51KNew |
$426K - $450K
|
2.51K
$466K
|
|
|
Jul 22, 2024
Q2 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
2.49K+ 1.14% |
$421K - $445K
|
220K
$40.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.48K+ 34.26% |
$421K - $445K
|
9.73K
$1.81M
|
|
|
Jul 24, 2024
Q2 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
2.48K+ 10.19% |
$420K - $444K
|
26.8K
$4.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.46K+ 0.24% |
$416K - $440K
|
1.04M
$193M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.45K+ 4.45% |
$415K - $439K
|
57.5K
$10.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.4K+ 49.66% |
$406K - $429K
|
7.22K
$1.34M
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.39K+ 171.38% |
$405K - $428K
|
3.78K
$702K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2.38K+ 27.41% |
$403K - $426K
|
11.1K
$2.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
2.38KNew |
$403K - $426K
|
2.38K
$441K
|
|
|
Jul 31, 2024
Q2 2024
|
Coho Partners, Ltd.
|
BUY
|
- |
2.37KNew |
$402K - $425K
|
2.37K
$440K
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.26K+ 41.52% |
$383K - $405K
|
7.71K
$1.43M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.26K+ 7.24% |
$382K - $404K
|
33.4K
$6.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
2.22KNew |
$376K - $398K
|
2.22K
$412K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.21K+ 33.79% |
$374K - $395K
|
8.74K
$1.62M
|
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
2.19KNew |
$372K - $393K
|
2.19K
$407K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.19KNew |
$371K - $392K
|
2.19K
$407K
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.17K+ 1.02% |
$368K - $389K
|
215K
$39.8M
|
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
2.15K+ 7.34% |
$364K - $385K
|
31.5K
$5.84M
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
2.15K+ 593.92% |
$364K - $385K
|
2.51K
$466K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.14K+ 130.11% |
$362K - $383K
|
3.78K
$702K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.12K+ 0.65% |
$359K - $379K
|
329K
$61M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.09K+ 9.3% |
$355K - $375K
|
24.6K
$4.56M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.08K+ 9.59% |
$352K - $372K
|
23.7K
$4.4M
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
2.06K+ 96.45% |
$350K - $370K
|
4.2K
$780K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.06K+ 1.56% |
$349K - $369K
|
135K
$25M
|