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 19, 2024
Q2 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.06K+ 1.06% |
$180K - $190K
|
101K
$18.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.04K+ 57.78% |
$177K - $187K
|
2.85K
$528K
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.02K+ 12.22% |
$173K - $183K
|
9.4K
$1.74M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
1.02K+ 268.34% |
$172K - $182K
|
1.4K
$259K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1K+ 0.77% |
$170K - $180K
|
132K
$24.5M
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
1KNew |
$169K - $179K
|
1K
$186K
|
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
986+ 20.54% |
$167K - $177K
|
5.79K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
955+ 4.1% |
$162K - $171K
|
24.3K
$4.5M
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
BUY
|
- |
920+ 30.7% |
$156K - $165K
|
3.92K
$727K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
902+ 1.37% |
$153K - $162K
|
66.8K
$12.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
868+ 1.41% |
$147K - $155K
|
62.6K
$11.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
845+ 40.59% |
$143K - $151K
|
2.93K
$543K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
838+ 1.84% |
$142K - $150K
|
46.4K
$8.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
829+ 12.33% |
$140K - $148K
|
7.55K
$1.4M
|
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
827+ 6.02% |
$140K - $148K
|
14.6K
$2.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
818New |
$139K - $146K
|
818
$152K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
802+ 28.99% |
$136K - $144K
|
3.57K
$662K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
786+ 15.85% |
$133K - $141K
|
5.75K
$1.07M
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
771+ 6.98% |
$131K - $138K
|
11.8K
$2.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
746+ 59.35% |
$126K - $134K
|
2K
$372K
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
745+ 11.3% |
$126K - $133K
|
7.34K
$1.36M
|
|
|
Jul 15, 2024
Q2 2024
|
Ballast, Inc.
|
BUY
|
- |
744+ 2.22% |
$126K - $133K
|
34.3K
$6.37M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
725+ 2.03% |
$123K - $130K
|
36.4K
$6.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
717+ 124.05% |
$121K - $128K
|
1.3K
$240K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
710+ 6.69% |
$120K - $127K
|
11.3K
$2.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
674+ 0.6% |
$114K - $121K
|
113K
$21M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
659+ 1.63% |
$112K - $118K
|
41K
$7.61M
|
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
658+ 31.13% |
$111K - $118K
|
2.77K
$514K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
654+ 32.15% |
$111K - $117K
|
2.69K
$499K
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
651+ 12.91% |
$110K - $117K
|
5.7K
$1.06M
|
|
|
Jul 25, 2024
Q2 2024
|
Forte Asset Management LLC
|
BUY
|
- |
636+ 3.15% |
$108K - $114K
|
20.8K
$3.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
615+ 40.59% |
$104K - $110K
|
2.13K
$395K
|
|
|
Jul 25, 2024
Q2 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
601+ 10.2% |
$102K - $108K
|
6.49K
$1.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
598+ 8.49% |
$101K - $107K
|
7.64K
$1.42M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
585New |
$99.1K - $105K
|
585
$109K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
585New |
$99.1K - $105K
|
585
$109K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
575+ 0.85% |
$97.4K - $103K
|
67.8K
$12.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
561+ 23.51% |
$95K - $100K
|
2.95K
$547K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
554+ 1.73% |
$93.8K - $99.2K
|
32.5K
$6.04M
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
541+ 10.54% |
$91.6K - $96.9K
|
5.67K
$1.05M
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
538+ 14.08% |
$91.1K - $96.3K
|
4.36K
$809K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
536+ 5.36% |
$90.8K - $96K
|
10.5K
$1.95M
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
533+ 14.9% |
$90.3K - $95.4K
|
4.11K
$762K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
531+ 31.38% |
$90K - $95.1K
|
2.22K
$412K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
523+ 32.46% |
$88.6K - $93.6K
|
2.13K
$396K
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
522+ 2.9% |
$88.4K - $93.5K
|
18.5K
$3.43M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
516+ 9.08% |
$87.4K - $92.4K
|
6.2K
$1.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
498+ 8.9% |
$84.4K - $89.2K
|
6.09K
$1.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
496New |
$84K - $88.8K
|
496
$92K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
492+ 11.35% |
$83.3K - $88.1K
|
4.83K
$895K
|