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 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
258+ 0.88% |
$43.7K - $46.2K
|
29.7K
$5.51M
|
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
255+ 12.1% |
$43.2K - $45.7K
|
2.36K
$438K
|
|
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
245+ 13.26% |
$41.5K - $43.9K
|
2.09K
$388K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
244+ 0.13% |
$41.3K - $43.7K
|
183K
$33.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
240New |
$40.7K - $43K
|
240
$44.5K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
236+ 3.48% |
$40K - $42.3K
|
7.03K
$1.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
234+ 1.61% |
$39.6K - $41.9K
|
14.8K
$2.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
233+ 0.73% |
$39.5K - $41.7K
|
32.2K
$5.98M
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
232+ 0.29% |
$39.3K - $41.5K
|
79.3K
$14.7M
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
232New |
$39.3K - $41.5K
|
232
$43K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
231+ 0.36% |
$39.1K - $41.4K
|
64.1K
$11.9M
|
|
|
Jul 19, 2024
Q2 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
222+ 2.03% |
$37.6K - $39.7K
|
11.2K
$2.07M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
213New |
$36.1K - $38.1K
|
213
$39.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
213+ 4.57% |
$36.1K - $38.1K
|
4.87K
$904K
|
|
|
Aug 13, 2024
Q2 2024
|
Becker Capital Management Inc
|
BUY
|
- |
209+ 5.55% |
$35.4K - $37.4K
|
3.98K
$738K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
204+ 6.88% |
$34.6K - $36.5K
|
3.17K
$588K
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis
Paris, I0 |
BUY
|
- |
204+ 2.85% |
$34.6K - $36.5K
|
7.36K
$1.36M
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
201+ 3.08% |
$34K - $36K
|
6.72K
$1.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
199+ 5.72% |
$33.7K - $35.6K
|
3.68K
$683K
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
198+ 10.65% |
$33.5K - $35.5K
|
2.06K
$382K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
197New |
$33.4K - $35.3K
|
197
$36.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
196+ 0.45% |
$33.2K - $35.1K
|
44.1K
$8.18M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
191+ 3.73% |
$32.4K - $34.2K
|
5.31K
$985K
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
191+ 1.94% |
$32.4K - $34.2K
|
10.1K
$1.86M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
189+ 3.74% |
$32K - $33.8K
|
5.25K
$973K
|
|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
185New |
$31.3K - $33.1K
|
185
$34.3K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
184+ 0.97% |
$31.2K - $32.9K
|
19.2K
$3.57M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
184+ 3.0% |
$31.2K - $32.9K
|
6.31K
$1.17M
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
184+ 1.99% |
$31.2K - $32.9K
|
9.45K
$1.75M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
183+ 1.86% |
$31K - $32.8K
|
10K
$1.86M
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
183+ 0.28% |
$31K - $32.8K
|
65.9K
$12.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
180+ 1.34% |
$30.5K - $32.2K
|
13.6K
$2.53M
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
179+ 1.89% |
$30.3K - $32K
|
9.63K
$1.79M
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
179+ 1.36% |
$30.3K - $32K
|
13.3K
$2.48M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
178+ 5.13% |
$30.2K - $31.9K
|
3.65K
$677K
|
|
|
Jul 15, 2024
Q2 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
177+ 12.66% |
$30K - $31.7K
|
1.58K
$292K
|
|
|
Jul 31, 2024
Q2 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
171+ 6.13% |
$29K - $30.6K
|
2.96K
$549K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
170+ 1.13% |
$28.8K - $30.4K
|
15.2K
$2.82M
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
167+ 7.44% |
$28.3K - $29.9K
|
2.41K
$448K
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
165+ 3.54% |
$28K - $29.5K
|
4.83K
$896K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
165+ 0.76% |
$28K - $29.5K
|
21.9K
$4.06M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
161New |
$27.3K - $28.8K
|
161
$29.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
161+ 2.12% |
$27.3K - $28.8K
|
7.77K
$1.44M
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
160+ 1.22% |
$27.1K - $28.6K
|
13.3K
$2.46M
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
156+ 1.61% |
$26.4K - $27.9K
|
9.86K
$1.83M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
154+ 0.31% |
$26.1K - $27.6K
|
50K
$9.28M
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
BUY
|
- |
154+ 3.46% |
$26.1K - $27.6K
|
4.61K
$855K
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
BUY
|
- |
154+ 0.66% |
$26.1K - $27.6K
|
23.6K
$4.37M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
152+ 12.9% |
$25.7K - $27.2K
|
1.33K
$247K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
149+ 382.05% |
$25.2K - $26.7K
|
188
$34.9K
|