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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-44- 15.49% |
$7.45K - $7.88K
|
240
$46.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-45- 0.68% |
$7.62K - $8.06K
|
6.58K
$1.28M
|
|
|
Jul 29, 2024
Q2 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-45- 1.12% |
$7.62K - $8.06K
|
3.96K
$767K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-45- 0.48% |
$7.62K - $8.06K
|
9.4K
$1.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-45- 0.36% |
$7.62K - $8.06K
|
12.3K
$2.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-45- 0.16% |
$7.62K - $8.06K
|
27.3K
$5.28M
|
|
|
Aug 09, 2024
Q2 2024
|
Capital City Trust CO
|
SELL
|
- |
-46- 1.44% |
$7.79K - $8.24K
|
3.16K
$611K
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-49- 0.07% |
$8.3K - $8.77K
|
66.8K
$12.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-50- 2.62% |
$8.47K - $8.95K
|
1.86K
$361K
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-50- 0.68% |
$8.47K - $8.95K
|
7.26K
$1.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-50- 2.75% |
$8.47K - $8.95K
|
1.77K
$342K
|
|
|
Aug 12, 2024
Q2 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-51- 0.19% |
$8.64K - $9.13K
|
26.6K
$5.15M
|
|
|
Jul 23, 2024
Q2 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-52- 0.81% |
$8.81K - $9.31K
|
6.4K
$1.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-52- 2.63% |
$8.81K - $9.31K
|
1.93K
$373K
|
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-53- 0.92% |
$8.98K - $9.49K
|
5.69K
$1.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-53- 0.92% |
$8.98K - $9.49K
|
5.69K
$1.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-53- 1.77% |
$8.98K - $9.49K
|
2.94K
$569K
|
|
|
Aug 14, 2024
Q2 2024
|
Campion Asset Management
|
SELL
|
- |
-53- 1.95% |
$8.98K - $9.49K
|
2.67K
$518K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-54- 1.3% |
$9.15K - $9.67K
|
4.11K
$796K
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-55- 2.17% |
$9.32K - $9.85K
|
2.47K
$479K
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-55- 0.16% |
$9.32K - $9.85K
|
34K
$6.58M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-55- 0.79% |
$9.32K - $9.85K
|
6.88K
$1.33M
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-56- 0.33% |
$9.49K - $10K
|
17K
$3.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-56- 3.33% |
$9.49K - $10K
|
1.63K
$315K
|
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-57- 4.67% |
$9.66K - $10.2K
|
1.16K
$225K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-58- 0.83% |
$9.83K - $10.4K
|
6.92K
$1.34M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-58- 1.27% |
$9.83K - $10.4K
|
4.52K
$876K
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-60- 3.56% |
$10.2K - $10.7K
|
1.63K
$315K
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-60- 3.07% |
$10.2K - $10.7K
|
1.9K
$367K
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-60- 3.03% |
$10.2K - $10.7K
|
1.92K
$372K
|
|
|
Jul 18, 2024
Q2 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-61- 1.3% |
$10.3K - $10.9K
|
4.64K
$899K
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-61- 1.98% |
$10.3K - $10.9K
|
3.03K
$587K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-62- 2.91% |
$10.5K - $11.1K
|
2.07K
$401K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-62- 3.88% |
$10.5K - $11.1K
|
1.53K
$297K
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-62- 1.87% |
$10.5K - $11.1K
|
3.26K
$632K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-62- 14.22% |
$10.5K - $11.1K
|
374
$72.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-63- 0.15% |
$10.7K - $11.3K
|
42.5K
$8.24M
|
|
|
Jul 17, 2024
Q2 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-64- 0.73% |
$10.8K - $11.5K
|
8.72K
$1.69M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-64- 0.09% |
$10.8K - $11.5K
|
70.4K
$13.7M
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-65- 2.63% |
$11K - $11.6K
|
2.4K
$465K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-65- 2.23% |
$11K - $11.6K
|
2.85K
$551K
|
|
|
Jul 29, 2024
Q2 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-65- 2.57% |
$11K - $11.6K
|
2.46K
$477K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-67- 3.1% |
$11.3K - $12K
|
2.09K
$406K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-68- 0.14% |
$11.5K - $12.2K
|
47.2K
$9.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-68- 2.39% |
$11.5K - $12.2K
|
2.78K
$539K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-69- 41.32% |
$11.7K - $12.4K
|
98
$19K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-70- 10.87% |
$11.9K - $12.5K
|
574
$111K
|
|
|
Jul 24, 2024
Q2 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-70- 0.55% |
$11.9K - $12.5K
|
12.8K
$2.47M
|
|
|
Jul 31, 2024
Q2 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-70- 3.04% |
$11.9K - $12.5K
|
2.23K
$432K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-72- 0.13% |
$12.2K - $12.9K
|
57.1K
$11.1M
|