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
|
Activest Wealth Management
|
SELL
|
- |
-28- 2.01% |
$4.85K - $5.31K
|
1.37K
$265K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-29- 1.93% |
$5.03K - $5.5K
|
1.48K
$286K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-29- 0.38% |
$5.03K - $5.5K
|
7.65K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-29- 0.06% |
$5.03K - $5.5K
|
47.1K
$9.14M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-30- 1.59% |
$5.2K - $5.69K
|
1.86K
$360K
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-30- 2.59% |
$5.2K - $5.69K
|
1.13K
$219K
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-31- 3.51% |
$5.37K - $5.88K
|
852
$165K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-32- 0.48% |
$5.55K - $6.07K
|
6.62K
$1.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-32- 1.12% |
$5.55K - $6.07K
|
2.83K
$548K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-32- 0.22% |
$5.55K - $6.07K
|
14.6K
$2.82M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-34- 0.45% |
$5.89K - $6.45K
|
7.47K
$1.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-34- 0.11% |
$5.89K - $6.45K
|
31.9K
$6.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-35- 5.09% |
$6.07K - $6.64K
|
653
$127K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-36- 0.27% |
$6.24K - $6.83K
|
13.2K
$2.57M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-37- 25.52% |
$6.41K - $7.02K
|
108
$20.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-37- 1.64% |
$6.41K - $7.02K
|
2.22K
$429K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-37- 0.53% |
$6.41K - $7.02K
|
6.88K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-37- 0.33% |
$6.41K - $7.02K
|
11.2K
$2.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-39- 0.25% |
$6.76K - $7.4K
|
15.6K
$3.02M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-39- 0.34% |
$6.76K - $7.4K
|
11.5K
$2.22M
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-39- 22.81% |
$6.76K - $7.4K
|
132
$25.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-39- 0.43% |
$6.76K - $7.4K
|
8.96K
$1.74M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-39- 10.43% |
$6.76K - $7.4K
|
335
$64.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-39- 3.24% |
$6.76K - $7.4K
|
1.17K
$226K
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-40- 0.55% |
$6.93K - $7.59K
|
7.22K
$1.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-41- 1.4% |
$7.11K - $7.78K
|
2.88K
$559K
|
|
|
Nov 14, 2024
Q3 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-41- 0.17% |
$7.11K - $7.78K
|
24.6K
$4.76M
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-42- 0.33% |
$7.28K - $7.97K
|
12.6K
$2.43M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-46- 1.28% |
$7.97K - $8.73K
|
3.55K
$688K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-47- 0.16% |
$8.15K - $8.92K
|
29.9K
$5.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-47- 3.72% |
$8.15K - $8.92K
|
1.22K
$236K
|
|
|
Oct 01, 2024
Q3 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-49- 1.24% |
$8.49K - $9.3K
|
3.91K
$757K
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-50- 0.52% |
$8.67K - $9.49K
|
9.51K
$1.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
SELL
|
- |
-50- 1.58% |
$8.67K - $9.49K
|
3.11K
$602K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-51- 1.57% |
$8.84K - $9.68K
|
3.19K
$618K
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-51- 4.06% |
$8.84K - $9.68K
|
1.2K
$233K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-52- 21.67% |
$9.01K - $9.87K
|
188
$36.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-53- 0.09% |
$9.19K - $10.1K
|
61K
$11.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-54- 0.94% |
$9.36K - $10.2K
|
5.68K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-54- 1.56% |
$9.36K - $10.2K
|
3.41K
$661K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-58- 0.75% |
$10.1K - $11K
|
7.65K
$1.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-58- 1.76% |
$10.1K - $11K
|
3.25K
$629K
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-58- 0.38% |
$10.1K - $11K
|
15.2K
$2.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
SELL
|
- |
-58- 9.91% |
$10.1K - $11K
|
527
$102K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-61- 2.02% |
$10.6K - $11.6K
|
2.97K
$575K
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-62- 2.6% |
$10.7K - $11.8K
|
2.33K
$451K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-63- 1.98% |
$10.9K - $12K
|
3.12K
$605K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-63- 19.5% |
$10.9K - $12K
|
260
$50.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-68- 2.72% |
$11.8K - $12.9K
|
2.43K
$471K
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-70- 1.98% |
$12.1K - $13.3K
|
3.46K
$670K
|