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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
13New |
$2.25K - $2.47K
|
13
$2.49K
|
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
13+ 0.56% |
$2.25K - $2.47K
|
2.35K
$451K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
12+ 0.42% |
$2.08K - $2.28K
|
2.87K
$550K
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
12+ 0.57% |
$2.08K - $2.28K
|
2.11K
$404K
|
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
12+ 0.01% |
$2.08K - $2.28K
|
85K
$16.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
12+ 0.1% |
$2.08K - $2.28K
|
12.3K
$2.35M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
11+ 0.17% |
$1.91K - $2.09K
|
6.46K
$1.24M
|
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
11+ 0.37% |
$1.91K - $2.09K
|
2.98K
$571K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
11+ 0.44% |
$1.91K - $2.09K
|
2.53K
$484K
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
11+ 0.52% |
$1.91K - $2.09K
|
2.13K
$407K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
11+ 1.39% |
$1.91K - $2.09K
|
802
$154K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
11+ 0.39% |
$1.91K - $2.09K
|
2.85K
$546K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
10+ 0.43% |
$1.73K - $1.9K
|
2.31K
$443K
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
10+ 0.24% |
$1.73K - $1.9K
|
4.21K
$806K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
10+ 0.26% |
$1.73K - $1.9K
|
3.86K
$739K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
10+ 0.09% |
$1.73K - $1.9K
|
11.4K
$2.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
9+ 0.45% |
$1.56K - $1.71K
|
2.02K
$386K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9+ 0.16% |
$1.56K - $1.71K
|
5.67K
$1.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
9New |
$1.56K - $1.71K
|
9
$1.72K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
9New |
$1.56K - $1.71K
|
9
$1.72K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
9+ 0.18% |
$1.56K - $1.71K
|
5.14K
$984K
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
9+ 0.56% |
$1.56K - $1.71K
|
1.61K
$308K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
8+ 0.3% |
$1.39K - $1.52K
|
2.63K
$504K
|
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
7+ 0.52% |
$1.21K - $1.33K
|
1.36K
$261K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
7+ 0.34% |
$1.21K - $1.33K
|
2.06K
$394K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
7+ 0.19% |
$1.21K - $1.33K
|
3.79K
$726K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
7+ 0.38% |
$1.21K - $1.33K
|
1.86K
$357K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
7+ 0.14% |
$1.21K - $1.33K
|
5.1K
$977K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
7+ 0.27% |
$1.21K - $1.33K
|
2.62K
$501K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7+ 3.61% |
$1.21K - $1.33K
|
201
$38.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
7+ 0.19% |
$1.21K - $1.33K
|
3.67K
$702K
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
7+ 0.41% |
$1.21K - $1.33K
|
1.7K
$326K
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
6+ 0.06% |
$1.04K - $1.14K
|
9.62K
$1.84M
|
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
6+ 0.52% |
$1.04K - $1.14K
|
1.17K
$224K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
6+ 0.27% |
$1.04K - $1.14K
|
2.2K
$421K
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
6+ 0.42% |
$1.04K - $1.14K
|
1.43K
$273K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
6+ 0.1% |
$1.04K - $1.14K
|
5.8K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
6+ 0.1% |
$1.04K - $1.14K
|
6.06K
$1.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
5+ 0.03% |
$867 - $949
|
17.1K
$3.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
5New |
$867 - $949
|
5
$957
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
BUY
|
- |
5+ 0.19% |
$867 - $949
|
2.61K
$500K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
5+ 0.07% |
$867 - $949
|
7.36K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5+ 0.14% |
$867 - $949
|
3.65K
$698K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
4+ 0.26% |
$693 - $759
|
1.54K
$294K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4+ 0.51% |
$693 - $759
|
783
$150K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
4+ 4.08% |
$693 - $759
|
102
$19.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4+ 0.01% |
$693 - $759
|
53.6K
$10.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
4+ 0.26% |
$693 - $759
|
1.55K
$297K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4+ 0.31% |
$693 - $759
|
1.3K
$249K
|
|
|
Nov 13, 2024
Q3 2024
|
Nixon Capital, LLC
Austin, TX |
BUY
|
- |
4New |
$693 - $759
|
4
$766
|