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 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-393- 14.93% |
$68.1K - $74.6K
|
2.24K
$415K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-400- 53.76% |
$69.3K - $75.9K
|
344
$63.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-401- 1.92% |
$69.5K - $76.1K
|
20.4K
$3.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-401- 4.47% |
$69.5K - $76.1K
|
8.58K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-401- 6.58% |
$69.5K - $76.1K
|
5.69K
$1.05M
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-402- 1.18% |
$69.7K - $76.3K
|
33.6K
$6.21M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-402- 7.64% |
$69.7K - $76.3K
|
4.86K
$899K
|
|
|
Nov 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-402- 5.17% |
$69.7K - $76.3K
|
7.38K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
SELL
|
- |
-407- 0.35% |
$70.6K - $77.2K
|
115K
$21.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-410- 3.8% |
$71.1K - $77.8K
|
10.4K
$1.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-437- 1.46% |
$75.8K - $82.9K
|
29.4K
$5.45M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-447- 2.56% |
$77.5K - $84.8K
|
17K
$3.15M
|
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-447- 2.76% |
$77.5K - $84.8K
|
15.8K
$2.92M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-450- 17.9% |
$78K - $85.4K
|
2.06K
$382K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-454- 1.07% |
$78.7K - $86.2K
|
42.1K
$7.79M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-454- 2.99% |
$78.7K - $86.2K
|
14.7K
$2.73M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-456- 4.1% |
$79.1K - $86.5K
|
10.7K
$1.98M
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-456- 1.2% |
$79.1K - $86.5K
|
37.4K
$6.92M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-473- 21.29% |
$82K - $89.8K
|
1.75K
$324K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-473- 50.81% |
$82K - $89.8K
|
458
$84.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-476- 0.35% |
$82.5K - $90.3K
|
135K
$25.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-477- 5.03% |
$82.7K - $90.5K
|
9K
$1.67M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-480- 24.58% |
$83.2K - $91.1K
|
1.47K
$273K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-482- 14.45% |
$83.6K - $91.5K
|
2.85K
$528K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-494- 2.11% |
$85.6K - $93.8K
|
22.9K
$4.24M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-500- 8.39% |
$86.7K - $94.9K
|
5.46K
$1.01M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-510- 3.19% |
$88.4K - $96.8K
|
15.5K
$2.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-520- 2.39% |
$90.1K - $98.7K
|
21.3K
$3.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-523- 31.49% |
$90.7K - $99.3K
|
1.14K
$211K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-524- 13.82% |
$90.8K - $99.5K
|
3.27K
$605K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-529- 5.74% |
$91.7K - $100K
|
8.69K
$1.61M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-537- 11.74% |
$93.1K - $102K
|
4.04K
$748K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-546- 1.84% |
$94.7K - $104K
|
29.1K
$5.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-555- 19.89% |
$96.2K - $105K
|
2.24K
$414K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-556- 0.49% |
$96.4K - $106K
|
113K
$20.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Campion Asset Management
|
SELL
|
- |
-567- 21.23% |
$98.3K - $108K
|
2.1K
$390K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-569- 2.52% |
$98.6K - $108K
|
22K
$4.07M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-574- 8.62% |
$99.5K - $109K
|
6.08K
$1.13M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-579- 2.01% |
$100K - $110K
|
28.2K
$5.22M
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-586- 1.42% |
$102K - $111K
|
40.7K
$7.54M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-596- 9.46% |
$103K - $113K
|
5.7K
$1.06M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-620- 2.8% |
$107K - $118K
|
21.5K
$3.99M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-632- 7.01% |
$110K - $120K
|
8.39K
$1.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-638- 16.88% |
$111K - $121K
|
3.14K
$582K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-641- 0.92% |
$111K - $122K
|
68.7K
$12.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-642- 2.27% |
$111K - $122K
|
27.6K
$5.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-642- 12.28% |
$111K - $122K
|
4.58K
$849K
|
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-652- 7.67% |
$113K - $124K
|
7.85K
$1.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-661- 16.33% |
$115K - $125K
|
3.39K
$627K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-662- 31.02% |
$115K - $126K
|
1.47K
$273K
|