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
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-8- 7.69% |
$1.36K - $1.43K
|
96
$18.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-9- 0.39% |
$1.52K - $1.61K
|
2.3K
$445K
|
|
|
Jul 12, 2024
Q2 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-10- 0.03% |
$1.69K - $1.79K
|
31.6K
$6.12M
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-10- 6.62% |
$1.69K - $1.79K
|
141
$27.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-10- 0.27% |
$1.69K - $1.79K
|
3.66K
$709K
|
|
|
Jul 17, 2024
Q2 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-11- 0.68% |
$1.86K - $1.97K
|
1.61K
$312K
|
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-11- 0.57% |
$1.86K - $1.97K
|
1.92K
$371K
|
|
|
Jul 31, 2024
Q2 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-11- 0.32% |
$1.86K - $1.97K
|
3.44K
$667K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-13- 0.96% |
$2.2K - $2.33K
|
1.34K
$259K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-13- 0.08% |
$2.2K - $2.33K
|
16.6K
$3.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-13- 0.39% |
$2.2K - $2.33K
|
3.3K
$640K
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-14- 0.07% |
$2.37K - $2.51K
|
19.8K
$3.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-14- 0.48% |
$2.37K - $2.51K
|
2.89K
$560K
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
SELL
|
- |
-15- 0.29% |
$2.54K - $2.69K
|
5.2K
$1.01M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-16- 6.18% |
$2.71K - $2.86K
|
243
$47.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-16- 1.32% |
$2.71K - $2.86K
|
1.2K
$233K
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-16- 1.0% |
$2.71K - $2.86K
|
1.59K
$308K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-16- 0.38% |
$2.71K - $2.86K
|
4.25K
$823K
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-17- 0.1% |
$2.88K - $3.04K
|
17.5K
$3.38M
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-19- 1.56% |
$3.22K - $3.4K
|
1.2K
$233K
|
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-20- 0.18% |
$3.39K - $3.58K
|
11K
$2.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-21- 0.79% |
$3.56K - $3.76K
|
2.63K
$510K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-22- 0.83% |
$3.73K - $3.94K
|
2.64K
$511K
|
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-22- 0.15% |
$3.73K - $3.94K
|
15K
$2.91M
|
|
|
Jul 29, 2024
Q2 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-22- 0.76% |
$3.73K - $3.94K
|
2.86K
$555K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-22- 8.56% |
$3.73K - $3.94K
|
235
$45.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-24- 1.05% |
$4.07K - $4.3K
|
2.25K
$436K
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-25- 1.01% |
$4.24K - $4.48K
|
2.45K
$475K
|
|
|
Jul 23, 2024
Q2 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-25- 1.36% |
$4.24K - $4.48K
|
1.82K
$352K
|
|
|
Jul 25, 2024
Q2 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-25- 2.02% |
$4.24K - $4.48K
|
1.21K
$235K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-25- 5.19% |
$4.24K - $4.48K
|
457
$88.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-27- 0.07% |
$4.57K - $4.83K
|
41.3K
$8.01M
|
|
|
Aug 05, 2024
Q2 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-27- 1.44% |
$4.57K - $4.83K
|
1.84K
$357K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-28- 0.02% |
$4.74K - $5.01K
|
157K
$30.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
SELL
|
- |
-29- 1.8% |
$4.91K - $5.19K
|
1.58K
$307K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-29- 0.46% |
$4.91K - $5.19K
|
6.29K
$1.22M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-30- 0.29% |
$5.08K - $5.37K
|
10.2K
$1.97M
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-30- 0.96% |
$5.08K - $5.37K
|
3.09K
$599K
|
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-30- 0.38% |
$5.08K - $5.37K
|
7.91K
$1.53M
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-31- 1.22% |
$5.25K - $5.55K
|
2.52K
$487K
|
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
SELL
|
- |
-35- 0.78% |
$5.93K - $6.27K
|
4.46K
$863K
|
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-35- 0.72% |
$5.93K - $6.27K
|
4.85K
$940K
|
|
|
Jul 15, 2024
Q2 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-36- 2.46% |
$6.1K - $6.45K
|
1.43K
$277K
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-36- 0.41% |
$6.1K - $6.45K
|
8.65K
$1.68M
|
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-38- 0.11% |
$6.44K - $6.8K
|
34.4K
$6.67M
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-40- 1.16% |
$6.78K - $7.16K
|
3.4K
$658K
|
|
|
Jul 31, 2024
Q2 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-40- 3.09% |
$6.78K - $7.16K
|
1.26K
$243K
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-40- 0.31% |
$6.78K - $7.16K
|
12.9K
$2.49M
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-41- 22.28% |
$6.95K - $7.34K
|
143
$27.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-42- 3.68% |
$7.11K - $7.52K
|
1.1K
$213K
|