Purchases and Sales Made in Q3 2024 in Ishares Russell 1000 Val ETF (IWD)
This table provides information about the institutional ownership of Ishares Russell 1000 Val ETF (IWD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
49+ 0.17% |
$8.49K - $9.3K
|
28.2K
$5.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
48New |
$8.32K - $9.11K
|
48
$9.19K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
47+ 1.29% |
$8.15K - $8.92K
|
3.7K
$708K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
46+ 0.24% |
$7.97K - $8.73K
|
19.4K
$3.72M
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
46+ 2.11% |
$7.97K - $8.73K
|
2.23K
$427K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
46+ 1.0% |
$7.97K - $8.73K
|
4.65K
$891K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
46+ 15.03% |
$7.97K - $8.73K
|
352
$67.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
46+ 37.7% |
$7.97K - $8.73K
|
168
$32.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
44+ 0.71% |
$7.63K - $8.35K
|
6.23K
$1.19M
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
42+ 0.44% |
$7.28K - $7.97K
|
9.68K
$1.85M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
41+ 0.42% |
$7.11K - $7.78K
|
9.9K
$1.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
BUY
|
- |
39+ 31.71% |
$6.76K - $7.4K
|
162
$31K
|
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
36+ 0.13% |
$6.24K - $6.83K
|
28K
$5.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
35+ 0.54% |
$6.07K - $6.64K
|
6.51K
$1.25M
|
|
|
Oct 04, 2024
Q3 2024
|
Jvl Associates LLC
|
BUY
|
- |
32+ 0.31% |
$5.55K - $6.07K
|
10.2K
$1.96M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
32+ 0.3% |
$5.55K - $6.07K
|
10.6K
$2.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
29+ 0.99% |
$5.03K - $5.5K
|
2.96K
$568K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
29+ 0.39% |
$5.03K - $5.5K
|
7.44K
$1.42M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
27+ 0.2% |
$4.68K - $5.12K
|
13.4K
$2.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
25+ 0.51% |
$4.33K - $4.75K
|
4.9K
$938K
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
25+ 0.09% |
$4.33K - $4.75K
|
26.5K
$5.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
23+ 0.52% |
$3.99K - $4.37K
|
4.45K
$852K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
22+ 0.35% |
$3.81K - $4.18K
|
6.35K
$1.22M
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
22+ 0.08% |
$3.81K - $4.18K
|
25.9K
$4.97M
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
22+ 0.52% |
$3.81K - $4.18K
|
4.23K
$810K
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
21+ 1.13% |
$3.64K - $3.99K
|
1.88K
$360K
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
BUY
|
- |
21+ 0.05% |
$3.64K - $3.99K
|
43.7K
$8.37M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
21+ 1.1% |
$3.64K - $3.99K
|
1.92K
$368K
|
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
20+ 0.53% |
$3.47K - $3.8K
|
3.76K
$720K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
20+ 0.39% |
$3.47K - $3.8K
|
5.15K
$986K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
19+ 0.15% |
$3.29K - $3.61K
|
12.3K
$2.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
19+ 17.59% |
$3.29K - $3.61K
|
127
$24.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
19+ 0.72% |
$3.29K - $3.61K
|
2.67K
$511K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
19+ 0.42% |
$3.29K - $3.61K
|
4.56K
$873K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
18+ 2.43% |
$3.12K - $3.42K
|
760
$146K
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
18+ 0.52% |
$3.12K - $3.42K
|
3.45K
$661K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
17+ 0.39% |
$2.95K - $3.23K
|
4.39K
$840K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
16+ 0.51% |
$2.77K - $3.04K
|
3.15K
$604K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
16+ 0.46% |
$2.77K - $3.04K
|
3.49K
$668K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
16+ 1.27% |
$2.77K - $3.04K
|
1.27K
$244K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
15+ 0.55% |
$2.6K - $2.85K
|
2.75K
$526K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
15+ 0.5% |
$2.6K - $2.85K
|
3.04K
$582K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
15+ 0.31% |
$2.6K - $2.85K
|
4.84K
$928K
|
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
14+ 0.17% |
$2.43K - $2.66K
|
8.45K
$1.62M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
14+ 0.07% |
$2.43K - $2.66K
|
19.8K
$3.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
14+ 0.17% |
$2.43K - $2.66K
|
8.36K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
14+ 0.2% |
$2.43K - $2.66K
|
6.89K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
14+ 0.52% |
$2.43K - $2.66K
|
2.72K
$521K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
14+ 0.61% |
$2.43K - $2.66K
|
2.31K
$443K
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
13+ 0.25% |
$2.25K - $2.47K
|
5.31K
$1.02M
|