Purchases and Sales Made in Q3 2024 in Ishares Russell 1000 Val ETF (IWD)
This table provides information about the institutional ownership of Ishares Russell 1000 Val ETF (IWD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.4M+ 20632.55% |
$243M - $266M
|
1.41M
$261M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
692K+ 18.46% |
$120M - $131M
|
4.44M
$824M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
620K+ 46.95% |
$108M - $118M
|
1.94M
$360M
|
|
|
Nov 14, 2024
Q3 2024
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
482K+ 77.4% |
$83.6M - $91.5M
|
1.11M
$205M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
447K+ 311.22% |
$77.5M - $84.9M
|
591K
$110M
|
|
|
Nov 08, 2024
Q3 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
292KNew |
$50.7M - $55.5M
|
292K
$54.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
274K+ 11.19% |
$47.4M - $51.9M
|
2.72M
$504M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
163K+ 24.61% |
$28.3M - $30.9M
|
825K
$153M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
156K+ 2.47% |
$27.1M - $29.6M
|
6.48M
$1.2B
|
|
|
Oct 04, 2024
Q3 2024
|
Stairway Partners, LLC
|
BUY
|
- |
146K+ 13.94% |
$25.3M - $27.7M
|
1.19M
$221M
|
|
|
Nov 12, 2024
Q3 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
122K+ 57.35% |
$21.2M - $23.2M
|
336K
$62.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
121K+ 1.8% |
$21.1M - $23.1M
|
6.87M
$1.27B
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
111K+ 280.56% |
$19.2M - $21M
|
150K
$27.9M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
102KNew |
$17.7M - $19.4M
|
102K
$19M
|
|
|
Nov 12, 2024
Q3 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
88.1K+ 2209.23% |
$15.3M - $16.7M
|
92.1K
$17.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
86.6K+ 2.26% |
$15M - $16.4M
|
3.92M
$727M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
83.6K+ 1.37% |
$14.5M - $15.9M
|
6.18M
$1.15B
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
82.6K+ 8.28% |
$14.3M - $15.7M
|
1.08M
$201M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
75.2K+ 94.44% |
$13M - $14.3M
|
155K
$28.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
70.6K+ 3.76% |
$12.2M - $13.4M
|
1.95M
$361M
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
68.6KNew |
$11.9M - $13M
|
68.6K
$12.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
68.4K+ 412.34% |
$11.9M - $13M
|
85K
$15.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
50.5K+ 4.5% |
$8.75M - $9.58M
|
1.17M
$218M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
47.7K+ 335.75% |
$8.27M - $9.06M
|
61.9K
$11.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
47.6KNew |
$8.25M - $9.03M
|
47.6K
$8.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
47.6KNew |
$8.25M - $9.03M
|
47.6K
$8.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
45.1K+ 211.71% |
$7.81M - $8.55M
|
66.4K
$12.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
45K+ 4090.91% |
$7.8M - $8.54M
|
46.1K
$8.55M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
42.9KNew |
$7.43M - $8.13M
|
42.9K
$7.95M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
40K+ 236.92% |
$6.94M - $7.6M
|
56.9K
$10.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Polianta LTD
|
BUY
|
- |
38.9KNew |
$6.74M - $7.38M
|
38.9K
$7.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
34.7K+ 1.23% |
$6.02M - $6.59M
|
2.85M
$529M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
32.4K+ 3.39% |
$5.61M - $6.14M
|
986K
$183M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
31.7K+ 44.96% |
$5.5M - $6.02M
|
102K
$19M
|
|
|
Oct 30, 2024
Q3 2024
|
River Road Asset Management, LLC
|
BUY
|
- |
29K+ 9.55% |
$5.02M - $5.5M
|
332K
$61.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
26.7KNew |
$4.63M - $5.07M
|
26.7K
$4.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.4K+ 112.01% |
$4.58M - $5.02M
|
50.1K
$9.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
25.1K+ 16.7% |
$4.35M - $4.76M
|
175K
$32.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
24.2K+ 274.91% |
$4.19M - $4.59M
|
33K
$6.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.2K+ 0.71% |
$4.02M - $4.4M
|
3.29M
$611M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
23K+ 116.93% |
$3.98M - $4.36M
|
42.6K
$7.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22.3K+ 0.61% |
$3.87M - $4.23M
|
3.67M
$680M
|
|
|
Oct 08, 2024
Q3 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
21.9K+ 42.26% |
$3.79M - $4.15M
|
73.6K
$13.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
21.1K+ 24.51% |
$3.66M - $4M
|
107K
$19.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
20.9K+ 69.9% |
$3.62M - $3.97M
|
50.8K
$9.42M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
20.8K+ 4.17% |
$3.61M - $3.95M
|
519K
$96.3M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
20.2KNew |
$3.49M - $3.83M
|
20.2K
$3.74M
|
|
|
Nov 13, 2024
Q3 2024
|
M.D. Sass Investors Services, Inc.
New York, NY |
BUY
|
- |
19.9K+ 41.05% |
$3.45M - $3.77M
|
68.3K
$12.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
19.8K+ 0.43% |
$3.44M - $3.76M
|
4.6M
$854M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
19.5K+ 81.72% |
$3.38M - $3.7M
|
43.4K
$8.05M
|