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 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-494- 2.11% |
$85.6K - $93.8K
|
22.9K
$4.69M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-500- 8.39% |
$86.7K - $94.9K
|
5.46K
$1.12M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-510- 3.19% |
$88.4K - $96.8K
|
15.5K
$3.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-520- 2.39% |
$90.1K - $98.7K
|
21.3K
$4.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-523- 31.49% |
$90.7K - $99.3K
|
1.14K
$233K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-524- 13.82% |
$90.8K - $99.5K
|
3.27K
$669K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-529- 5.74% |
$91.7K - $100K
|
8.69K
$1.78M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-537- 11.74% |
$93.1K - $102K
|
4.04K
$827K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-546- 1.84% |
$94.7K - $104K
|
29.1K
$5.97M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-555- 19.89% |
$96.2K - $105K
|
2.24K
$458K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-556- 0.49% |
$96.4K - $106K
|
113K
$23.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Campion Asset Management
|
SELL
|
- |
-567- 21.23% |
$98.3K - $108K
|
2.1K
$431K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-569- 2.52% |
$98.6K - $108K
|
22K
$4.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-574- 8.62% |
$99.5K - $109K
|
6.08K
$1.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-579- 2.01% |
$100K - $110K
|
28.2K
$5.78M
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-586- 1.42% |
$102K - $111K
|
40.7K
$8.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-596- 9.46% |
$103K - $113K
|
5.7K
$1.17M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-620- 2.8% |
$107K - $118K
|
21.5K
$4.41M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-632- 7.01% |
$110K - $120K
|
8.39K
$1.72M
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-638- 16.88% |
$111K - $121K
|
3.14K
$643K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-641- 0.92% |
$111K - $122K
|
68.7K
$14.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-642- 2.27% |
$111K - $122K
|
27.6K
$5.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-642- 12.28% |
$111K - $122K
|
4.58K
$939K
|
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-652- 7.67% |
$113K - $124K
|
7.85K
$1.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-661- 16.33% |
$115K - $125K
|
3.39K
$694K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-662- 31.02% |
$115K - $126K
|
1.47K
$301K
|
|
|
Nov 13, 2024
Q3 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-682- 3.35% |
$118K - $129K
|
19.7K
$4.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-683- 13.42% |
$118K - $130K
|
4.41K
$903K
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-700- 2.23% |
$121K - $133K
|
30.8K
$6.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-706- 3.2% |
$122K - $134K
|
21.4K
$4.37M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-727- 11.72% |
$126K - $138K
|
5.47K
$1.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-735- 2.52% |
$127K - $140K
|
28.4K
$5.82M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-740- 12.88% |
$128K - $140K
|
5.01K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-741- 1.92% |
$128K - $141K
|
37.9K
$7.76M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-753- 1.31% |
$131K - $143K
|
56.7K
$11.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-763- 8.12% |
$132K - $145K
|
8.63K
$1.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-764- 1.49% |
$132K - $145K
|
50.6K
$10.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-766- 22.87% |
$133K - $145K
|
2.58K
$529K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-774- 0.58% |
$134K - $147K
|
134K
$27.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-777- 10.23% |
$135K - $147K
|
6.82K
$1.4M
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-780- 0.27% |
$135K - $148K
|
286K
$58.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-783- 0.21% |
$136K - $149K
|
376K
$77M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-785- 16.03% |
$136K - $149K
|
4.11K
$842K
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-786- 1.37% |
$136K - $149K
|
56.4K
$11.6M
|
|
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-786- 3.16% |
$136K - $149K
|
24.1K
$4.93M
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-787- 0.36% |
$136K - $149K
|
221K
$45.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-808- 11.5% |
$140K - $153K
|
6.22K
$1.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Coho Partners, Ltd.
|
SELL
|
- |
-820- 34.57% |
$142K - $156K
|
1.55K
$318K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-842- 2.2% |
$146K - $160K
|
37.4K
$7.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-855- 13.27% |
$148K - $162K
|
5.59K
$1.14M
|