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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-4- 0.02% |
$693 - $759
|
24.3K
$4.64M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-5- 0.32% |
$867 - $949
|
1.58K
$302K
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-5- 0.07% |
$867 - $949
|
6.83K
$1.31M
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-6- 12.0% |
$1.04K - $1.14K
|
44
$8.43K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.19% |
$1.04K - $1.14K
|
3.15K
$603K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-6- 4.26% |
$1.04K - $1.14K
|
135
$25.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-7- 0.06% |
$1.21K - $1.33K
|
11K
$2.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-7- 0.29% |
$1.21K - $1.33K
|
2.39K
$457K
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-7- 0.15% |
$1.21K - $1.33K
|
4.53K
$867K
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-7- 0.24% |
$1.21K - $1.33K
|
2.88K
$552K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-9- 0.09% |
$1.56K - $1.71K
|
9.63K
$1.84M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-9- 3.13% |
$1.56K - $1.71K
|
279
$53.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-9- 0.73% |
$1.56K - $1.71K
|
1.22K
$234K
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-9- 0.12% |
$1.56K - $1.71K
|
7.24K
$1.39M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-10- 15.38% |
$1.73K - $1.9K
|
55
$10.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-10- 4.26% |
$1.73K - $1.9K
|
225
$43.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-11- 0.08% |
$1.91K - $2.09K
|
14.2K
$2.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-11- 0.92% |
$1.91K - $2.09K
|
1.19K
$227K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-12- 0.33% |
$2.08K - $2.28K
|
3.68K
$704K
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-12- 0.12% |
$2.08K - $2.28K
|
10.4K
$1.99M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
SELL
|
- |
-12- 1.26% |
$2.08K - $2.28K
|
944
$181K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-12- 0.03% |
$2.08K - $2.28K
|
41K
$7.85M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-13- 0.59% |
$2.25K - $2.47K
|
2.2K
$422K
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-13- 0.63% |
$2.25K - $2.47K
|
2.04K
$391K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-14- 0.3% |
$2.43K - $2.66K
|
4.63K
$886K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-14- 0.07% |
$2.43K - $2.66K
|
19.8K
$3.8M
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-15- 0.72% |
$2.6K - $2.85K
|
2.08K
$398K
|
|
|
Oct 25, 2024
Q3 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
SELL
|
- |
-16- 0.85% |
$2.77K - $3.04K
|
1.86K
$356K
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-16- 0.1% |
$2.77K - $3.04K
|
16.2K
$3.11M
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-17- 0.06% |
$2.95K - $3.23K
|
27.7K
$5.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-18- 0.41% |
$3.12K - $3.42K
|
4.39K
$841K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-18- 0.64% |
$3.12K - $3.42K
|
2.78K
$533K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-20- 0.56% |
$3.47K - $3.8K
|
3.54K
$678K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-20- 0.04% |
$3.47K - $3.8K
|
50.7K
$9.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-21- 0.85% |
$3.64K - $3.99K
|
2.45K
$470K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-22- 1.38% |
$3.81K - $4.18K
|
1.57K
$300K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-23- 0.09% |
$3.99K - $4.37K
|
24.9K
$4.76M
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-24- 1.24% |
$4.16K - $4.56K
|
1.92K
$367K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-24- 1.31% |
$4.16K - $4.56K
|
1.8K
$345K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-24- 0.72% |
$4.16K - $4.56K
|
3.3K
$632K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-24- 1.87% |
$4.16K - $4.56K
|
1.26K
$242K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-25- 1.93% |
$4.33K - $4.75K
|
1.27K
$243K
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-25- 0.34% |
$4.33K - $4.75K
|
7.25K
$1.39M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-25- 0.94% |
$4.33K - $4.75K
|
2.64K
$505K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-26- 0.02% |
$4.51K - $4.93K
|
127K
$24.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-26- 0.73% |
$4.51K - $4.93K
|
3.52K
$675K
|
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-27- 0.63% |
$4.68K - $5.12K
|
4.23K
$810K
|
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-27- 1.21% |
$4.68K - $5.12K
|
2.2K
$422K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-27- 13.57% |
$4.68K - $5.12K
|
172
$32.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-28- 0.27% |
$4.85K - $5.31K
|
10.2K
$1.95M
|