Purchases and Sales Made in Q2 2024 in Ishares Russell 1000 Val ETF (IWD)

IWD Quotes by TradingView

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 15, 2024 Q2 2024
Nemes Rush Group LLC

Novi, MI
BUY
 -
149
+ 382.05%
$25.2K - $26.7K
188 $34.5K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
145
New
$24.6K - $26K
145 $26.6K
Jul 19, 2024 Q2 2024
Platte River Wealth Advisors, LLC

BUY
 -
143
+ 0.29%
$24.2K - $25.6K
49.7K $9.13M
Jul 15, 2024 Q2 2024
Parisi Gray Wealth Management

BUY
 -
141
+ 2.74%
$23.9K - $25.2K
5.3K $972K
Aug 02, 2024 Q2 2024
Vance Wealth, Inc.

Santa Clarita, CA
BUY
 -
137
+ 1.93%
$23.2K - $24.5K
7.25K $1.33M
Aug 02, 2024 Q2 2024
South State Corp

BUY
 -
136
+ 2.57%
$23K - $24.4K
5.44K $998K
Sep 11, 2024 Q2 2024
Newbridge Financial Services Group, Inc.

BUY
 -
135
+ 6750.0%
$22.9K - $24.2K
137 $25.1K
Jul 16, 2024 Q2 2024
North Crest Asset Manangement, LLC

BUY
 -
130
+ 1.43%
$22K - $23.3K
9.2K $1.69M
Jul 12, 2024 Q2 2024
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
127
+ 3175.0%
$21.5K - $22.7K
131 $24K
Aug 15, 2024 Q2 2024
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
126
+ 8.11%
$21.3K - $22.6K
1.68K $308K
Oct 28, 2024 Q2 2024
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
123
+ 6.62%
$20.8K - $22K
1.98K $363K
Aug 09, 2024 Q2 2024
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
122
+ 2.15%
$20.7K - $21.8K
5.8K $1.06M
Jul 31, 2024 Q2 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
120
+ 4.74%
$20.3K - $21.5K
2.65K $487K
Aug 08, 2024 Q2 2024
Meeder Advisory Services, Inc.

Dublin, OH
BUY
 -
117
+ 3.9%
$19.8K - $20.9K
3.12K $572K
Aug 13, 2024 Q2 2024
Stuart Chaussee & Associates, Inc.

BUY
 -
117
New
$19.8K - $20.9K
117 $21.5K
Aug 20, 2024 Q2 2024
Next Capital Management LLC

BUY
 -
117
+ 0.63%
$19.8K - $20.9K
18.7K $3.43M
Aug 06, 2024 Q2 2024
First Foundation Advisors

Irvine, CA
BUY
 -
113
+ 2.19%
$19.1K - $20.2K
5.27K $967K
Jul 25, 2024 Q2 2024
Addison Capital CO

BUY
 -
110
+ 6.07%
$18.6K - $19.7K
1.92K $353K
Jul 26, 2024 Q2 2024
Allspring Global Investments Holdings, LLC

BUY
 -
109
+ 0.23%
$18.5K - $19.5K
47K $8.63M
Aug 02, 2024 Q2 2024
Mascoma Wealth Management LLC

BUY
 -
109
+ 1.75%
$18.5K - $19.5K
6.33K $1.16M
Jul 05, 2024 Q2 2024
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
106
New
$18K - $19K
106 $19.5K
Aug 14, 2024 Q2 2024
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
105
+ 5.22%
$17.8K - $18.8K
2.12K $389K
Jul 31, 2024 Q2 2024
Ntv Asset Management LLC

BUY
 -
104
+ 0.67%
$17.6K - $18.6K
15.6K $2.86M
Jul 18, 2024 Q2 2024
Gsb Wealth Management, LLC

BUY
 -
102
+ 8.53%
$17.3K - $18.3K
1.3K $238K
Aug 01, 2024 Q2 2024
Carret Asset Management, LLC

BUY
 -
101
+ 0.96%
$17.1K - $18.1K
10.7K $1.96M
Jul 09, 2024 Q2 2024
Baker Ellis Asset Management LLC

BUY
 -
100
+ 6.72%
$16.9K - $17.9K
1.59K $291K
Jul 15, 2024 Q2 2024
Occidental Asset Management, LLC

BUY
 -
100
+ 2.6%
$16.9K - $17.9K
3.94K $723K
Aug 05, 2024 Q2 2024
Cullen/Frost Bankers, Inc.

BUY
 -
96
+ 0.03%
$16.3K - $17.2K
329K $60.4M
Aug 06, 2024 Q2 2024
Pacific Capital Wealth Advisors, Inc

BUY
 -
96
+ 12.7%
$16.3K - $17.2K
852 $156K
Aug 09, 2024 Q2 2024
Rathbones Group PLC

Liverpool, X0
BUY
 -
95
+ 5.9%
$16.1K - $17K
1.71K $313K
Aug 13, 2024 Q2 2024
Mc Ilrath & Eck, LLC

BUY
 -
94
+ 5.76%
$15.9K - $16.8K
1.73K $317K
Jul 25, 2024 Q2 2024
Patten Group, Inc.

BUY
 -
92
+ 1.58%
$15.6K - $16.5K
5.92K $1.09M
Aug 06, 2024 Q2 2024
Davenport & CO LLC

BUY
 -
92
+ 2.97%
$15.6K - $16.5K
3.19K $585K
Aug 14, 2024 Q2 2024
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
92
+ 6.05%
$15.6K - $16.5K
1.61K $296K
Aug 08, 2024 Q2 2024
Encompass Wealth Advisors, LLC

BUY
 -
91
+ 1.56%
$15.4K - $16.3K
5.91K $1.08M
Aug 07, 2024 Q2 2024
Main Street Financial Solutions, LLC

BUY
 -
88
+ 2.6%
$14.9K - $15.8K
3.47K $638K
Jul 18, 2024 Q2 2024
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
87
+ 6.7%
$14.7K - $15.6K
1.39K $254K
Aug 05, 2024 Q2 2024
Advisor Os, LLC

BUY
 -
87
+ 4.41%
$14.7K - $15.6K
2.06K $378K
Aug 12, 2024 Q2 2024
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
84
+ 2.88%
$14.2K - $15K
3K $550K
Jul 30, 2024 Q2 2024
Benedict Financial Advisors Inc

BUY
 -
83
+ 0.9%
$14.1K - $14.9K
9.26K $1.7M
Jul 24, 2024 Q2 2024
Paladin Advisory Group, LLC

BUY
 -
78
+ 2.13%
$13.2K - $14K
3.74K $687K
Aug 07, 2024 Q2 2024
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
78
+ 0.34%
$13.2K - $14K
22.7K $4.17M
Jul 18, 2024 Q2 2024
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
75
+ 1.89%
$12.7K - $13.4K
4.03K $741K
Aug 02, 2024 Q2 2024
Bordeaux Wealth Advisors LLC

BUY
 -
75
+ 2.02%
$12.7K - $13.4K
3.78K $694K
Aug 09, 2024 Q2 2024
Horan Securities, Inc.

BUY
 -
74
+ 2.03%
$12.5K - $13.2K
3.71K $681K
Aug 09, 2024 Q2 2024
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
69
+ 0.24%
$11.7K - $12.4K
29K $5.32M
Aug 06, 2024 Q2 2024
Umpqua Bank

Lake Oswego, OR
BUY
 -
65
+ 3.76%
$11K - $11.6K
1.79K $329K
Aug 09, 2024 Q2 2024
Redwood Wealth Management Group, LLC

Moorestown, NJ
BUY
 -
65
New
$11K - $11.6K
65 $11.9K
Aug 12, 2024 Q2 2024
Northwest Financial Advisors

Herndon, VA
BUY
 -
64
+ 54.7%
$10.8K - $11.5K
181 $33.2K

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