Purchases and Sales Made in Q3 2024 in Ishares Russell 1000 Val ETF (IWD)

IWD Quotes by TradingView

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 22, 2024 Q3 2024
Bogart Wealth, LLC

BUY
 -
248
+ 5.5%
$43K - $47.1K
4.75K $882K
Oct 31, 2024 Q3 2024
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
243
+ 6.02%
$42.1K - $46.1K
4.28K $794K
Oct 31, 2024 Q3 2024
Quantum Private Wealth, LLC

Lake Forest, IL
BUY
 -
242
+ 11.03%
$42K - $45.9K
2.44K $452K
Nov 07, 2024 Q3 2024
Trinity Point Wealth, LLC

BUY
 -
237
+ 18.68%
$41.1K - $45K
1.51K $279K
Oct 31, 2024 Q3 2024
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
235
+ 1.99%
$40.7K - $44.6K
12.1K $2.24M
Oct 21, 2024 Q3 2024
Northwest Investment Counselors, LLC

BUY
 -
234
New
$40.6K - $44.4K
234 $43.4K
Oct 25, 2024 Q3 2024
Cornerstone Wealth Group, LLC

BUY
 -
224
+ 11.54%
$38.8K - $42.5K
2.17K $402K
Oct 30, 2024 Q3 2024
Plante Moran Financial Advisors, LLC

BUY
 -
216
+ 4.36%
$37.4K - $41K
5.17K $959K
Nov 14, 2024 Q3 2024
Fort Sheridan Advisors LLC

Highland Park, IL
BUY
 -
212
+ 5.76%
$36.8K - $40.2K
3.89K $722K
Nov 12, 2024 Q3 2024
Fusion Capital, LLC

BUY
 -
209
+ 8.98%
$36.2K - $39.7K
2.54K $471K
Nov 12, 2024 Q3 2024
Sand Hill Global Advisors, LLC

Palo Alto, CA
BUY
 -
203
+ 7.83%
$35.2K - $38.5K
2.8K $519K
Oct 15, 2024 Q3 2024
Cornell Pochily Investment Advisors, Inc.

BUY
 -
200
+ 6.22%
$34.7K - $38K
3.41K $633K
Oct 29, 2024 Q3 2024
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
197
+ 14.22%
$34.2K - $37.4K
1.58K $294K
Oct 23, 2024 Q3 2024
Joel Isaacson & Co., LLC

BUY
 -
194
+ 1.56%
$33.6K - $36.8K
12.6K $2.34M
Oct 29, 2024 Q3 2024
Carmichael Hill & Associates, Inc.

BUY
 -
193
+ 536.11%
$33.5K - $36.6K
229 $42.5K
Oct 31, 2024 Q3 2024
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
193
+ 6.44%
$33.5K - $36.6K
3.19K $592K
Oct 21, 2024 Q3 2024
Horst & Graben Wealth Management LLC

BUY
 -
191
+ 13.92%
$33.1K - $36.3K
1.56K $290K
Nov 05, 2024 Q3 2024
Wakefield Asset Management Lllp

Englewood, CO
BUY
 -
189
+ 0.83%
$32.8K - $35.9K
22.9K $4.25M
Oct 22, 2024 Q3 2024
Mc Adam, LLC

BUY
 -
188
+ 1.85%
$32.6K - $35.7K
10.3K $1.92M
Oct 31, 2024 Q3 2024
Waterfront Wealth Inc.

BUY
 -
185
+ 5.55%
$32.1K - $35.1K
3.52K $653K
Nov 14, 2024 Q3 2024
Texas Capital Bank Wealth Management Services Inc

BUY
 -
173
+ 3.42%
$30K - $32.8K
5.23K $971K
Oct 22, 2024 Q3 2024
Eagle Bay Advisors LLC

New York, NY
BUY
 -
171
New
$29.6K - $32.5K
171 $31.7K
Nov 12, 2024 Q3 2024
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
171
+ 2.06%
$29.6K - $32.5K
8.45K $1.57M
Nov 14, 2024 Q3 2024
Harvest Investment Services, LLC

BUY
 -
170
+ 3.11%
$29.5K - $32.3K
5.63K $1.05M
Oct 08, 2024 Q3 2024
Saxon Interests, Inc.

BUY
 -
168
+ 1.31%
$29.1K - $31.9K
13K $2.42M
Oct 29, 2024 Q3 2024
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
166
+ 0.63%
$28.8K - $31.5K
26.6K $4.93M
Nov 13, 2024 Q3 2024
Titleist Asset Management, LLC

San Antonio, TX
BUY
 -
166
+ 5.22%
$28.8K - $31.5K
3.34K $620K
Nov 25, 2024 Q3 2024
Sja Financial Advisory, LLC

BUY
 -
164
+ 0.64%
$28.4K - $31.1K
25.8K $4.79M
Oct 04, 2024 Q3 2024
Gainplan LLC

Bloomfield Hills, MI
BUY
 -
162
+ 0.12%
$28.1K - $30.7K
130K $24.2M
Oct 11, 2024 Q3 2024
Oliver Luxxe Assets LLC

Gladstone, NJ
BUY
 -
162
+ 6.2%
$28.1K - $30.7K
2.77K $515K
Nov 08, 2024 Q3 2024
Wedbush Securities Inc

BUY
 -
159
+ 1.79%
$27.6K - $30.2K
9.05K $1.68M
Nov 01, 2024 Q3 2024
Mesirow Financial Investment Management, Inc.

BUY
 -
157
+ 0.08%
$27.2K - $29.8K
209K $38.7M
Nov 01, 2024 Q3 2024
Washington Trust Advisors, Inc.

BUY
 -
157
+ 4.53%
$27.2K - $29.8K
3.63K $673K
Oct 15, 2024 Q3 2024
Apexium Financial, LP

BUY
 -
152
+ 2.62%
$26.4K - $28.8K
5.96K $1.11M
Oct 15, 2024 Q3 2024
Luts & Greenleigh Group, Inc

Bethesda, MD
BUY
 -
150
+ 1.91%
$26K - $28.5K
8K $1.48M
Nov 08, 2024 Q3 2024
Howe & Rusling Inc

Rochester, NY
BUY
 -
147
+ 144.12%
$25.5K - $27.9K
249 $46.2K
Oct 17, 2024 Q3 2024
Hanson & Doremus Investment Management

BUY
 -
146
+ 0.54%
$25.3K - $27.7K
27.2K $5.05M
Nov 05, 2024 Q3 2024
Main Street Financial Solutions, LLC

BUY
 -
146
+ 4.2%
$25.3K - $27.7K
3.62K $672K
Oct 23, 2024 Q3 2024
Allworth Financial LP

BUY
 -
143
+ 0.43%
$24.8K - $27.1K
33.4K $6.19M
Dec 09, 2024 Q3 2024
Forthright Family Wealth Advisory LLC

Houston, TX
BUY
 -
142
+ 3.66%
$24.6K - $27K
4.02K $745K
Oct 17, 2024 Q3 2024
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
140
+ 6.47%
$24.3K - $26.6K
2.31K $428K
Oct 22, 2024 Q3 2024
David Kennon Inc

Sarasota, FL
BUY
 -
140
+ 2.16%
$24.3K - $26.6K
6.63K $1.23M
Oct 30, 2024 Q3 2024
Catalina Capital Group, LLC

Torrance, CA
BUY
 -
140
+ 4.42%
$24.3K - $26.6K
3.31K $614K
Oct 24, 2024 Q3 2024
Barrett & Company, Inc.

Providence, RI
BUY
 -
139
+ 1.76%
$24.1K - $26.4K
8.02K $1.49M
Oct 28, 2024 Q3 2024
Red Tortoise LLC

Atlanta, GA
BUY
 -
139
+ 0.47%
$24.1K - $26.4K
29.4K $5.46M
Oct 24, 2024 Q3 2024
J.W. Cole Advisors, Inc.

BUY
 -
136
+ 0.47%
$23.6K - $25.8K
28.8K $5.34M
Oct 25, 2024 Q3 2024
Sandy Spring Bank

BUY
 -
135
+ 0.61%
$23.4K - $25.6K
22.4K $4.15M
Oct 16, 2024 Q3 2024
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
133
+ 0.17%
$23.1K - $25.2K
79.9K $14.8M
Oct 22, 2024 Q3 2024
Central Trust CO

Jefferson City, MO
BUY
 -
133
+ 2.68%
$23.1K - $25.2K
5.09K $944K

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