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 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-2.65K- 33.48% |
$448K - $474K
|
5.26K
$965K
|
|
|
Aug 14, 2024
Q2 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-2.65K- 3.21% |
$449K - $474K
|
79.9K
$14.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-2.66K- 6.3% |
$451K - $476K
|
39.6K
$7.27M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.68K- 3.02% |
$454K - $479K
|
86K
$15.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.69K- 7.48% |
$455K - $481K
|
33.2K
$6.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.75K- 2.19% |
$465K - $492K
|
122K
$22.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2.82K- 2.65% |
$477K - $505K
|
103K
$19M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.86K- 3.46% |
$484K - $512K
|
79.7K
$14.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.86K- 0.55% |
$485K - $513K
|
521K
$95.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-2.88K- 9.84% |
$488K - $515K
|
26.4K
$4.84M
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-3.17K- 12.64% |
$537K - $568K
|
21.9K
$4.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-3.2K- 52.74% |
$543K - $573K
|
2.87K
$527K
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-3.25K- 10.5% |
$551K - $582K
|
27.7K
$5.09M
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-3.28K- 4.07% |
$556K - $587K
|
77.4K
$14.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.32K- 43.16% |
$562K - $594K
|
4.37K
$802K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3.41K- 3.54% |
$577K - $610K
|
93K
$17.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.52K- 12.15% |
$597K - $631K
|
25.5K
$4.68M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.57K- 1.13% |
$605K - $640K
|
312K
$57.3M
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.61K- 3.9% |
$611K - $645K
|
88.8K
$16.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-3.64K- 1.01% |
$617K - $652K
|
357K
$65.6M
|
|
|
Aug 13, 2024
Q2 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-3.66K- 1.88% |
$619K - $655K
|
191K
$35M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.75K- 3.74% |
$635K - $671K
|
96.5K
$17.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.99K- 0.19% |
$676K - $714K
|
2.11M
$388M
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-4.01K- 14.62% |
$679K - $718K
|
23.4K
$4.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-4.16K- 3.04% |
$705K - $745K
|
133K
$24.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.33K- 1.14% |
$734K - $776K
|
375K
$68.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-4.37K- 1.94% |
$740K - $782K
|
221K
$40.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-4.41K- 2.93% |
$746K - $789K
|
146K
$26.8M
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-4.58K- 2.61% |
$775K - $820K
|
171K
$31.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.74K- 17.29% |
$803K - $849K
|
22.7K
$4.16M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.78K- 27.06% |
$809K - $855K
|
12.9K
$2.36M
|
|
|
Aug 06, 2024
Q2 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-5K- 7.01% |
$846K - $895K
|
66.3K
$12.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-5.04K- 8.21% |
$854K - $903K
|
56.4K
$10.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Eastern Bank
|
SELL
|
- |
-5.23K- 37.3% |
$887K - $937K
|
8.8K
$1.62M
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-5.34K- 2.66% |
$905K - $956K
|
195K
$35.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-5.4K- 13.81% |
$915K - $967K
|
33.7K
$6.19M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-5.68K- 19.88% |
$961K - $1.02M
|
22.9K
$4.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-5.91K- 68.15% |
$1M - $1.06M
|
2.76K
$507K
|
|
|
Aug 06, 2024
Q2 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-5.91K- 68.15% |
$1M - $1.06M
|
2.76K
$507K
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-6.06K- 9.57% |
$1.03M - $1.09M
|
57.2K
$10.5M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6.26K- 3.04% |
$1.06M - $1.12M
|
200K
$36.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.26K- 51.96% |
$1.06M - $1.12M
|
5.79K
$1.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-6.31K- 4.45% |
$1.07M - $1.13M
|
135K
$24.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-6.52K- 24.01% |
$1.1M - $1.17M
|
20.6K
$3.79M
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-6.89K- 0.77% |
$1.17M - $1.23M
|
894K
$164M
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-6.9K- 1.82% |
$1.17M - $1.24M
|
372K
$68.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-7.53K- 32.82% |
$1.28M - $1.35M
|
15.4K
$2.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-7.94K- 11.04% |
$1.35M - $1.42M
|
64K
$11.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-7.96K- 85.89% |
$1.35M - $1.43M
|
1.31K
$240K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.03K- 79.11% |
$1.36M - $1.44M
|
2.12K
$389K
|