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
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.06K+ 0.97% |
$349K - $368K
|
215K
$39.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
2.01KNew |
$340K - $360K
|
2.01K
$373K
|
|
|
Oct 16, 2024
Q2 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
1.93K+ 9.72% |
$326K - $345K
|
21.7K
$4.03M
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
1.89K+ 6.97% |
$320K - $339K
|
29K
$5.38M
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.87K+ 1.71% |
$317K - $335K
|
111K
$20.6M
|
|
|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.83KNew |
$311K - $328K
|
1.83K
$340K
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.75KNew |
$296K - $313K
|
1.75K
$324K
|
|
|
Jul 26, 2024
Q2 2024
|
Northeast Investment Management
|
BUY
|
- |
1.7K+ 25.0% |
$288K - $304K
|
8.5K
$1.58M
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1.67K+ 140.71% |
$283K - $300K
|
2.86K
$531K
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.62K+ 8.99% |
$274K - $290K
|
19.6K
$3.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
1.61KNew |
$273K - $288K
|
1.61K
$299K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.59K+ 7.72% |
$270K - $285K
|
22.2K
$4.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.59KNew |
$269K - $284K
|
1.59K
$294K
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
1.57K+ 13.89% |
$266K - $281K
|
12.9K
$2.39M
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
1.56KNew |
$265K - $280K
|
1.56K
$290K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.54K+ 4.06% |
$261K - $276K
|
39.5K
$7.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.54K+ 47.08% |
$261K - $276K
|
4.82K
$894K
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.49KNew |
$252K - $266K
|
1.49K
$276K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.43K+ 0.77% |
$243K - $257K
|
189K
$35M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.4K+ 15.25% |
$237K - $251K
|
10.6K
$1.97M
|
|
|
Aug 09, 2024
Q2 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1.4K+ 2.55% |
$237K - $250K
|
56.4K
$10.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.37K+ 2.73% |
$232K - $245K
|
51.4K
$9.54M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.35K+ 27.53% |
$229K - $242K
|
6.25K
$1.16M
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
1.34K+ 1855.56% |
$226K - $239K
|
1.41K
$261K
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.32K+ 76.46% |
$224K - $237K
|
3.05K
$566K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.32K+ 61.6% |
$224K - $237K
|
3.47K
$643K
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.31KNew |
$222K - $235K
|
1.31K
$243K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.3K+ 126.83% |
$220K - $233K
|
2.33K
$431K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.28K+ 17.32% |
$217K - $229K
|
8.66K
$1.61M
|
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.27K+ 0.55% |
$216K - $228K
|
232K
$43M
|
|
|
Aug 14, 2024
Q2 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
1.27KNew |
$216K - $228K
|
1.27K
$236K
|
|
|
Aug 06, 2024
Q2 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1.24K+ 180.2% |
$210K - $222K
|
1.93K
$357K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.23K+ 2.1% |
$209K - $221K
|
60K
$11.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.22KNew |
$206K - $218K
|
1.22K
$226K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.22K+ 5.65% |
$206K - $218K
|
22.7K
$4.22M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.21K+ 46.88% |
$205K - $217K
|
3.79K
$703K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.19K+ 4.24% |
$202K - $214K
|
29.4K
$5.45M
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.19KNew |
$202K - $214K
|
1.19K
$221K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
1.17KNew |
$198K - $209K
|
1.17K
$217K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.17KNew |
$197K - $209K
|
1.17K
$216K
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
1.16KNew |
$197K - $208K
|
1.16K
$216K
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.15K+ 2.65% |
$194K - $206K
|
44.5K
$8.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
1.14K+ 4.42% |
$192K - $203K
|
26.8K
$4.98M
|
|
|
Jul 30, 2024
Q2 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
1.1KNew |
$186K - $197K
|
1.1K
$204K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.09K+ 28.6% |
$184K - $195K
|
4.9K
$909K
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.09K+ 83.04% |
$184K - $195K
|
2.4K
$445K
|
|
|
Oct 18, 2024
Q2 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
1.08K+ 12.41% |
$183K - $194K
|
9.81K
$1.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.08K+ 2.62% |
$183K - $194K
|
42.3K
$7.84M
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.08K+ 362.42% |
$183K - $193K
|
1.38K
$256K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.06K+ 6.67% |
$180K - $191K
|
17K
$3.16M
|