Purchases and Sales Made in Q2 2024 in Ishares Russell 1000 Val ETF (IWD)
This table provides information about the institutional ownership of Ishares Russell 1000 Val ETF (IWD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
14+ 0.35% |
$2.37K - $2.51K
|
4.04K
$782K
|
|
|
Aug 09, 2024
Q2 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
14+ 0.41% |
$2.37K - $2.51K
|
3.43K
$665K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
13+ 1.32% |
$2.2K - $2.33K
|
998
$193K
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
13+ 0.48% |
$2.2K - $2.33K
|
2.71K
$524K
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
12+ 0.17% |
$2.03K - $2.15K
|
7.02K
$1.36M
|
|
|
Jul 30, 2024
Q2 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
12+ 0.4% |
$2.03K - $2.15K
|
3.03K
$586K
|
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
BUY
|
- |
12+ 0.12% |
$2.03K - $2.15K
|
10.4K
$2.02M
|
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
12New |
$2.03K - $2.15K
|
12
$2.33K
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
12+ 0.1% |
$2.03K - $2.15K
|
12.5K
$2.43M
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
11+ 0.24% |
$1.86K - $1.97K
|
4.55K
$882K
|
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
11+ 0.4% |
$1.86K - $1.97K
|
2.73K
$529K
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
11+ 0.32% |
$1.86K - $1.97K
|
3.47K
$673K
|
|
|
Aug 01, 2024
Q2 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
11+ 0.13% |
$1.86K - $1.97K
|
8.43K
$1.63M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
11New |
$1.86K - $1.97K
|
11
$2.13K
|
|
|
Aug 14, 2024
Q2 2024
|
Amundi
Paris, I0 |
BUY
|
- |
11+ 9.82% |
$1.86K - $1.97K
|
123
$23.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
10+ 0.12% |
$1.69K - $1.79K
|
8.58K
$1.66M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9+ 0.07% |
$1.52K - $1.61K
|
12.3K
$2.38M
|
|
|
Jul 23, 2024
Q2 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
9+ 0.43% |
$1.52K - $1.61K
|
2.11K
$410K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
9+ 0.25% |
$1.52K - $1.61K
|
3.65K
$708K
|
|
|
Jul 29, 2024
Q2 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
9+ 0.3% |
$1.52K - $1.61K
|
2.97K
$575K
|
|
|
Aug 09, 2024
Q2 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
9+ 0.04% |
$1.52K - $1.61K
|
22.1K
$4.28M
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
8+ 0.38% |
$1.36K - $1.43K
|
2.1K
$407K
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
8+ 0.22% |
$1.36K - $1.43K
|
3.69K
$715K
|
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
8+ 0.4% |
$1.36K - $1.43K
|
2.01K
$389K
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
7+ 0.46% |
$1.19K - $1.25K
|
1.52K
$294K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
7+ 0.18% |
$1.19K - $1.25K
|
3.85K
$746K
|
|
|
Jul 12, 2024
Q2 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
6+ 0.44% |
$1.02K - $1.07K
|
1.36K
$263K
|
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
6+ 0.38% |
$1.02K - $1.07K
|
1.6K
$310K
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
6+ 0.23% |
$1.02K - $1.07K
|
2.62K
$508K
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
6+ 0.12% |
$1.02K - $1.07K
|
5.13K
$995K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
5+ 0.16% |
$847 - $895
|
3.22K
$624K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
5+ 0.26% |
$847 - $895
|
1.94K
$376K
|
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
5+ 0.3% |
$847 - $895
|
1.7K
$328K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
5+ 0.24% |
$847 - $895
|
2.12K
$412K
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
5+ 0.19% |
$847 - $895
|
2.61K
$506K
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
5+ 0.27% |
$847 - $895
|
1.86K
$360K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
5+ 0.07% |
$847 - $895
|
7.36K
$1.43M
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 0.12% |
$678 - $716
|
3.24K
$628K
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
4+ 0.06% |
$678 - $716
|
6.52K
$1.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
4+ 0.26% |
$678 - $716
|
1.54K
$299K
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
3+ 0.21% |
$508 - $537
|
1.45K
$282K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3+ 0.01% |
$508 - $537
|
53.6K
$10.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
3+ 0.03% |
$508 - $537
|
8.86K
$1.72M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.08% |
$508 - $537
|
3.64K
$706K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3+ 0.14% |
$508 - $537
|
2.2K
$427K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3+ 0.07% |
$508 - $537
|
4.26K
$826K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
2+ 0.35% |
$339 - $358
|
575
$111K
|
|
|
Jul 22, 2024
Q2 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
2+ 0.09% |
$339 - $358
|
2.28K
$442K
|
|
|
Jul 23, 2024
Q2 2024
|
Stegner Investment Associates Inc.
|
BUY
|
- |
2+ 0.01% |
$339 - $358
|
26.6K
$5.15M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 0.11% |
$339 - $358
|
1.78K
$345K
|