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 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
1.96KNew |
$340K - $373K
|
1.96K
$364K
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
1.95KNew |
$338K - $370K
|
1.95K
$362K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.94K+ 9.13% |
$337K - $369K
|
23.2K
$4.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.94K+ 0.89% |
$336K - $368K
|
220K
$40.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.87KNew |
$325K - $355K
|
1.87K
$347K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.86KNew |
$322K - $352K
|
1.86K
$345K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
1.85KNew |
$321K - $352K
|
1.85K
$344K
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
1.81K+ 8.34% |
$314K - $344K
|
23.5K
$4.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
1.81K+ 1.8% |
$313K - $343K
|
102K
$19M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
1.79K+ 0.59% |
$311K - $341K
|
308K
$57.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.78K+ 4.87% |
$308K - $337K
|
38.2K
$7.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.77K+ 6.85% |
$306K - $335K
|
27.6K
$5.11M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.76K+ 80.4% |
$306K - $335K
|
3.96K
$734K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.76K+ 12.96% |
$305K - $334K
|
15.3K
$2.85M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.72K+ 26.74% |
$298K - $326K
|
8.14K
$1.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.7K+ 82.65% |
$295K - $323K
|
3.76K
$697K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.68K+ 33.2% |
$292K - $319K
|
6.75K
$1.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
1.61K+ 77.97% |
$279K - $305K
|
3.67K
$681K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.6KNew |
$277K - $303K
|
1.6K
$297K
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.57KNew |
$272K - $298K
|
1.57K
$291K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
1.56K+ 76.11% |
$271K - $297K
|
3.62K
$671K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.55K+ 1.92% |
$269K - $295K
|
82.5K
$15.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.55KNew |
$269K - $294K
|
1.55K
$288K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.54K+ 7.06% |
$267K - $292K
|
23.4K
$4.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
1.54KNew |
$266K - $292K
|
1.54K
$285K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.52K+ 18.57% |
$263K - $288K
|
9.7K
$1.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.52KNew |
$263K - $288K
|
1.52K
$282K
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
1.5K+ 84.16% |
$261K - $285K
|
3.29K
$611K
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1.49K+ 0.36% |
$259K - $283K
|
411K
$76.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.49K+ 4.5% |
$258K - $283K
|
34.6K
$6.42M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.48K+ 63.83% |
$257K - $282K
|
3.81K
$707K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.48K+ 70.66% |
$256K - $281K
|
3.57K
$663K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.45KNew |
$251K - $274K
|
1.45K
$268K
|
|
|
Oct 10, 2024
Q3 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
1.43KNew |
$247K - $271K
|
1.43K
$265K
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.42K+ 3.51% |
$245K - $269K
|
41.7K
$7.74M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
1.41KNew |
$245K - $268K
|
1.41K
$262K
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
1.41K+ 78.74% |
$245K - $268K
|
3.2K
$594K
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.38K+ 10.89% |
$238K - $261K
|
14K
$2.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
BUY
|
- |
1.37KNew |
$238K - $261K
|
1.37K
$255K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.37K+ 17.97% |
$238K - $260K
|
9K
$1.67M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
1.32KNew |
$228K - $250K
|
1.32K
$244K
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
1.3KNew |
$225K - $247K
|
1.3K
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.29KNew |
$224K - $245K
|
1.29K
$239K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.28K+ 30.09% |
$222K - $244K
|
5.55K
$1.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.26K+ 6.58% |
$218K - $239K
|
20.4K
$3.78M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.25KNew |
$217K - $237K
|
1.25K
$232K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.25KNew |
$216K - $237K
|
1.25K
$232K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
1.23K+ 5.49% |
$213K - $233K
|
23.6K
$4.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
1.22KNew |
$212K - $232K
|
1.22K
$227K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.22K+ 6.63% |
$212K - $232K
|
19.6K
$3.64M
|