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 12, 2024
Q2 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
6.85K+ 20.48% |
$1.16M - $1.23M
|
40.3K
$7.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.74K+ 43.04% |
$1.14M - $1.21M
|
22.4K
$4.11M
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
6.59K+ 21.37% |
$1.12M - $1.18M
|
37.4K
$6.87M
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
BUY
|
- |
6.25K+ 0.95% |
$1.06M - $1.12M
|
665K
$122M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.15K+ 22.09% |
$1.04M - $1.1M
|
34K
$6.24M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
6.13KNew |
$1.04M - $1.1M
|
6.13K
$1.12M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.91K+ 3.61% |
$1M - $1.06M
|
170K
$31.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
5.87K+ 13.37% |
$994K - $1.05M
|
49.7K
$9.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.77K+ 488.16% |
$977K - $1.03M
|
6.95K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.72K+ 1.82% |
$969K - $1.02M
|
320K
$58.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
5.64K+ 20.54% |
$956K - $1.01M
|
33.1K
$6.08M
|
|
|
Jul 17, 2024
Q2 2024
|
Corundum Group, Inc.
|
BUY
|
- |
5.6K+ 4.6% |
$948K - $1M
|
127K
$23.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.49K+ 34.29% |
$931K - $984K
|
21.5K
$3.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
5.46KNew |
$925K - $978K
|
5.46K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
5.46K+ 1.89% |
$924K - $977K
|
293K
$53.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
5.42K+ 14.35% |
$919K - $971K
|
43.2K
$7.93M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.42K+ 3.06% |
$917K - $970K
|
183K
$33.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
5.2K+ 35.72% |
$880K - $930K
|
19.7K
$3.62M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
5.13K+ 2.74% |
$869K - $918K
|
193K
$35.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
5.09KNew |
$862K - $911K
|
5.09K
$934K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.82K+ 189.95% |
$817K - $863K
|
7.36K
$1.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
4.75K+ 6.23% |
$804K - $850K
|
81K
$14.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.67K+ 243.25% |
$791K - $836K
|
6.59K
$1.21M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
4.59K+ 3.2% |
$777K - $821K
|
148K
$27.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
4.57K+ 6.08% |
$774K - $818K
|
79.7K
$14.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.57K+ 13.77% |
$774K - $818K
|
37.7K
$6.93M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
4.56K+ 70.72% |
$772K - $816K
|
11K
$2.02M
|
|
|
Aug 14, 2024
Q2 2024
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
4.52K+ 160.64% |
$766K - $810K
|
7.34K
$1.35M
|
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
4.49K+ 1.11% |
$761K - $805K
|
409K
$75.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
4.47K+ 20.84% |
$757K - $800K
|
25.9K
$4.76M
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
4.42K+ 13.98% |
$748K - $791K
|
36K
$6.61M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.29K+ 1.79% |
$727K - $768K
|
245K
$44.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
4.25KNew |
$720K - $761K
|
4.25K
$780K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.16K+ 0.87% |
$704K - $744K
|
482K
$88.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.09K+ 39.66% |
$693K - $733K
|
14.4K
$2.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
4.08K+ 6.17% |
$690K - $730K
|
70.2K
$12.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
4.06KNew |
$688K - $728K
|
4.06K
$746K
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4.01K+ 1.85% |
$680K - $719K
|
222K
$40.7M
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4.01K+ 1.85% |
$680K - $719K
|
222K
$40.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
3.87K+ 81.94% |
$655K - $692K
|
8.58K
$1.58M
|
|
|
Jul 22, 2024
Q2 2024
|
Churchill Management Corp
|
BUY
|
- |
3.85K+ 5.29% |
$653K - $690K
|
76.7K
$14.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
3.76K+ 25.64% |
$637K - $673K
|
18.4K
$3.38M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
3.76KNew |
$637K - $673K
|
3.76K
$690K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.7K+ 34.79% |
$627K - $662K
|
14.3K
$2.63M
|
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
3.59K+ 3.69% |
$607K - $642K
|
101K
$18.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
3.58K+ 1.81% |
$606K - $640K
|
201K
$36.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
3.55K+ 1.17% |
$601K - $635K
|
306K
$56.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.53K+ 75.64% |
$597K - $632K
|
8.19K
$1.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
3.47KNew |
$587K - $621K
|
3.47K
$636K
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.38K+ 3.21% |
$572K - $604K
|
109K
$19.9M
|