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 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-246- 2.2% |
$42.6K - $46.7K
|
10.9K
$2.02M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-248- 4.94% |
$43K - $47.1K
|
4.78K
$884K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-249- 1.57% |
$43.2K - $47.3K
|
15.6K
$2.89M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-250- 2.0% |
$43.3K - $47.5K
|
12.3K
$2.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-254- 11.92% |
$44K - $48.2K
|
1.88K
$347K
|
|
|
Nov 05, 2024
Q3 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-255- 16.69% |
$44.2K - $48.4K
|
1.27K
$236K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-258- 3.84% |
$44.7K - $49K
|
6.46K
$1.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-258- 0.91% |
$44.7K - $49K
|
28.1K
$5.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-259- 4.1% |
$44.9K - $49.2K
|
6.06K
$1.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-259- 6.11% |
$44.9K - $49.2K
|
3.98K
$737K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-265- 0.74% |
$45.9K - $50.3K
|
35.7K
$6.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-267- 1.23% |
$46.3K - $50.7K
|
21.5K
$3.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-270- 11.53% |
$46.8K - $51.2K
|
2.07K
$384K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-271- 8.17% |
$47K - $51.4K
|
3.05K
$564K
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
SELL
|
- |
-274- 16.98% |
$47.5K - $52K
|
1.34K
$248K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-274- 1.73% |
$47.5K - $52K
|
15.5K
$2.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-278- 2.16% |
$48.2K - $52.8K
|
12.6K
$2.33M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-279- 0.79% |
$48.4K - $53K
|
34.9K
$6.47M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-283- 3.63% |
$49.1K - $53.7K
|
7.51K
$1.39M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-283- 2.92% |
$49.1K - $53.7K
|
9.4K
$1.74M
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-283- 3.06% |
$49.1K - $53.7K
|
8.98K
$1.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-288- 6.78% |
$49.9K - $54.7K
|
3.96K
$733K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-289- 5.08% |
$50.1K - $54.9K
|
5.4K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-295- 4.6% |
$51.1K - $56K
|
6.12K
$1.13M
|
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-298- 0.99% |
$51.7K - $56.6K
|
29.7K
$5.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-302- 4.82% |
$52.4K - $57.3K
|
5.97K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-302- 10.87% |
$52.4K - $57.3K
|
2.48K
$459K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-303- 2.68% |
$52.5K - $57.5K
|
11K
$2.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-305- 0.5% |
$52.9K - $57.9K
|
60.8K
$11.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-306- 10.44% |
$53K - $58.1K
|
2.63K
$486K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-308- 2.28% |
$53.4K - $58.5K
|
13.2K
$2.45M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-311- 5.25% |
$53.9K - $59K
|
5.61K
$1.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-311- 1.13% |
$53.9K - $59K
|
27.1K
$5.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-313- 2.09% |
$54.3K - $59.4K
|
14.7K
$2.72M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-320- 2.42% |
$55.5K - $60.7K
|
12.9K
$2.39M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-322- 1.34% |
$55.8K - $61.1K
|
23.7K
$4.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-325- 3.65% |
$56.3K - $61.7K
|
8.58K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-328- 16.5% |
$56.9K - $62.3K
|
1.66K
$307K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-330- 3.29% |
$57.2K - $62.6K
|
9.7K
$1.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-330- 9.72% |
$57.2K - $62.6K
|
3.07K
$568K
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-330- 6.72% |
$57.2K - $62.6K
|
4.58K
$848K
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-345- 2.37% |
$59.8K - $65.5K
|
14.2K
$2.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-353- 6.3% |
$61.2K - $67K
|
5.25K
$971K
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-355- 47.97% |
$61.5K - $67.4K
|
385
$71.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-357- 2.22% |
$61.9K - $67.8K
|
15.7K
$2.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-360- 2.82% |
$62.4K - $68.3K
|
12.4K
$2.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-360- 0.84% |
$62.4K - $68.3K
|
42.7K
$7.91M
|
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-374- 3.55% |
$64.8K - $71K
|
10.2K
$1.88M
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
SELL
|
- |
-381- 1.79% |
$66.1K - $72.3K
|
20.9K
$3.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-392- 0.87% |
$68K - $74.4K
|
44.7K
$8.27M
|