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 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4+ 0.57% |
$693 - $759
|
704
$136K
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
BUY
|
- |
3+ 0.05% |
$520 - $569
|
6.59K
$1.28M
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
3+ 0.03% |
$520 - $569
|
8.86K
$1.72M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
3+ 0.13% |
$520 - $569
|
2.29K
$443K
|
|
|
Oct 11, 2024
Q3 2024
|
Stegner Investment Associates Inc.
|
BUY
|
- |
3+ 0.01% |
$520 - $569
|
26.6K
$5.15M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
3+ 0.52% |
$520 - $569
|
578
$112K
|
|
|
Oct 22, 2024
Q3 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
3+ 0.19% |
$520 - $569
|
1.58K
$306K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
3+ 0.07% |
$520 - $569
|
4.32K
$836K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.05% |
$520 - $569
|
6.29K
$1.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.1% |
$520 - $569
|
2.96K
$574K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
3+ 0.03% |
$520 - $569
|
11.5K
$2.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
3+ 0.19% |
$520 - $569
|
1.6K
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3+ 0.05% |
$520 - $569
|
6.31K
$1.22M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 0.68% |
$347 - $380
|
294
$57K
|
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
BUY
|
- |
2+ 0.1% |
$347 - $380
|
2.01K
$389K
|
|
|
Oct 23, 2024
Q3 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
2+ 0.17% |
$347 - $380
|
1.21K
$234K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.23% |
$347 - $380
|
857
$166K
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.16% |
$347 - $380
|
1.23K
$239K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.03% |
$347 - $380
|
7.77K
$1.51M
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2+ 0.14% |
$347 - $380
|
1.41K
$273K
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
2+ 0.02% |
$347 - $380
|
10.7K
$2.08M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2+ 0.09% |
$347 - $380
|
2.21K
$427K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.14% |
$347 - $380
|
1.46K
$282K
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
2+ 0.11% |
$347 - $380
|
1.77K
$343K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.12% |
$347 - $380
|
1.68K
$326K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2+ 0.64% |
$347 - $380
|
315
$61K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$173 - $190
|
14.3K
$2.78M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.41% |
$173 - $190
|
245
$47.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1+ 0.08% |
$173 - $190
|
1.3K
$252K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.15% |
$173 - $190
|
653
$127K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
1+ 0.08% |
$173 - $190
|
1.23K
$238K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
1+ 0.07% |
$173 - $190
|
1.34K
$260K
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1+ 0.06% |
$173 - $190
|
1.77K
$343K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1+ 0.03% |
$173 - $190
|
3.02K
$585K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1+ 0.06% |
$173 - $190
|
1.69K
$327K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.33% |
$173 - $190
|
304
$58.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1+ 0.02% |
$173 - $190
|
4.32K
$837K
|
|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1+ 0.05% |
$173 - $190
|
2.11K
$409K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1+ 0.05% |
$173 - $190
|
2.15K
$417K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.01% |
$173 - $190
|
15.7K
$3.05M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 0.03% |
$173 - $190
|
3.94K
$763K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 0.47% |
$173 - $190
|
215
$41.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-1- 0.11% |
$173 - $190
|
895
$173K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-1- 0.05% |
$173 - $190
|
1.87K
$363K
|
|
|
Oct 28, 2024
Q3 2024
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-1- 0.02% |
$173 - $190
|
4.04K
$782K
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1- 0.03% |
$173 - $190
|
2.97K
$575K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-2- 0.17% |
$347 - $380
|
1.18K
$229K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2- 0.04% |
$347 - $380
|
4.52K
$875K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
SELL
|
- |
-3- 0.03% |
$520 - $569
|
9.01K
$1.75M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-3- 3.49% |
$520 - $569
|
83
$16.1K
|