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 12, 2024
Q2 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
475+ 4.75% |
$80.5K - $85K
|
10.5K
$1.94M
|
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
462+ 1.92% |
$78.3K - $82.7K
|
24.5K
$4.54M
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
461+ 9.94% |
$78.1K - $82.5K
|
5.1K
$946K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
452+ 18.86% |
$76.6K - $80.9K
|
2.85K
$528K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
BUY
|
- |
446+ 1.32% |
$75.6K - $79.9K
|
34.3K
$6.36M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
443+ 6.02% |
$75K - $79.3K
|
7.8K
$1.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
441+ 0.23% |
$74.7K - $79K
|
189K
$35.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
BUY
|
- |
435+ 0.99% |
$73.7K - $77.9K
|
44.3K
$8.22M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
431+ 1.22% |
$73K - $77.2K
|
35.7K
$6.61M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
430+ 12.45% |
$72.8K - $77K
|
3.88K
$721K
|
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
430+ 2.72% |
$72.8K - $77K
|
16.2K
$3.01M
|
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
430New |
$72.8K - $77K
|
430
$79.8K
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
414+ 3.92% |
$70.1K - $74.1K
|
11K
$2.04M
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
410+ 4.07% |
$69.5K - $73.4K
|
10.5K
$1.95M
|
|
|
Aug 12, 2024
Q2 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
406+ 10.98% |
$68.8K - $72.7K
|
4.1K
$761K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
393+ 48.28% |
$66.6K - $70.4K
|
1.21K
$224K
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
387+ 20.05% |
$65.6K - $69.3K
|
2.32K
$430K
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
380+ 1.61% |
$64.4K - $68K
|
24K
$4.46M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
378+ 4.74% |
$64K - $67.7K
|
8.35K
$1.55M
|
|
|
Jul 17, 2024
Q2 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
375+ 0.99% |
$63.5K - $67.1K
|
38.3K
$7.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
364+ 17.92% |
$61.7K - $65.2K
|
2.4K
$444K
|
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
364+ 6.31% |
$61.7K - $65.2K
|
6.14K
$1.14M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
361+ 0.28% |
$61.2K - $64.6K
|
130K
$24.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
BUY
|
- |
360+ 4.16% |
$61K - $64.5K
|
9.01K
$1.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
360+ 8.93% |
$61K - $64.5K
|
4.39K
$814K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
357New |
$60.5K - $63.9K
|
357
$66.2K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
357+ 1.26% |
$60.5K - $63.9K
|
28.6K
$5.31M
|
|
|
Jul 19, 2024
Q2 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
355+ 4.59% |
$60.1K - $63.6K
|
8.09K
$1.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
355+ 92.21% |
$60.1K - $63.6K
|
740
$137K
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
349+ 19.71% |
$59.1K - $62.5K
|
2.12K
$393K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
344+ 86.0% |
$58.3K - $61.6K
|
744
$138K
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
341+ 15.59% |
$57.8K - $61.1K
|
2.53K
$469K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
337+ 0.69% |
$57.1K - $60.3K
|
49.3K
$9.15M
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
334+ 11.6% |
$56.6K - $59.8K
|
3.21K
$596K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
324+ 1.24% |
$54.9K - $58K
|
26.4K
$4.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
324+ 6.06% |
$54.9K - $58K
|
5.67K
$1.05M
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
313New |
$53K - $56K
|
313
$58.1K
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
304+ 14.92% |
$51.5K - $54.4K
|
2.34K
$435K
|
|
|
Aug 08, 2024
Q2 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
304+ 2.7% |
$51.5K - $54.4K
|
11.6K
$2.15M
|
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
300+ 3.24% |
$50.8K - $53.7K
|
9.56K
$1.77M
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
295+ 4.82% |
$50K - $52.8K
|
6.42K
$1.19M
|
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
290+ 6.35% |
$49.1K - $51.9K
|
4.86K
$902K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
289+ 21.06% |
$49K - $51.7K
|
1.66K
$308K
|
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
283+ 21.54% |
$47.9K - $50.7K
|
1.6K
$296K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
274+ 22.37% |
$46.4K - $49.1K
|
1.5K
$278K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
272+ 4.26% |
$46.1K - $48.7K
|
6.65K
$1.23M
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
269+ 8.09% |
$45.6K - $48.2K
|
3.6K
$667K
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
259+ 1.16% |
$43.9K - $46.4K
|
22.6K
$4.19M
|
|
|
Aug 06, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
259New |
$43.9K - $46.4K
|
259
$48.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
258+ 15.68% |
$43.7K - $46.2K
|
1.9K
$353K
|