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 28, 2024
Q3 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-135- 5.49% |
$23.4K - $25.6K
|
2.33K
$451K
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-135- 9.33% |
$23.4K - $25.6K
|
1.31K
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-137- 1.31% |
$23.8K - $26K
|
10.3K
$2M
|
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-140- 0.95% |
$24.3K - $26.6K
|
14.5K
$2.82M
|
|
|
Oct 09, 2024
Q3 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-141- 3.47% |
$24.4K - $26.8K
|
3.92K
$760K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-144- 1.78% |
$25K - $27.3K
|
7.96K
$1.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-145- 3.77% |
$25.1K - $27.5K
|
3.71K
$718K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-145- 5.09% |
$25.1K - $27.5K
|
2.7K
$524K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-146- 1.08% |
$25.3K - $27.7K
|
13.3K
$2.58M
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
SELL
|
- |
-147- 2.94% |
$25.5K - $27.9K
|
4.86K
$941K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-148- 1.52% |
$25.7K - $28.1K
|
9.62K
$1.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-149- 79.26% |
$25.8K - $28.3K
|
39
$7.56K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-150- 0.47% |
$26K - $28.5K
|
31.4K
$6.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-156- 2.45% |
$27K - $29.6K
|
6.22K
$1.2M
|
|
|
Oct 30, 2024
Q3 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-160- 6.81% |
$27.7K - $30.4K
|
2.19K
$424K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-161- 0.66% |
$27.9K - $30.6K
|
24.3K
$4.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-167- 2.38% |
$29K - $31.7K
|
6.86K
$1.33M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-169- 0.47% |
$29.3K - $32.1K
|
35.5K
$6.88M
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-170- 2.42% |
$29.5K - $32.3K
|
6.85K
$1.33M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-170- 1.62% |
$29.5K - $32.3K
|
10.3K
$2M
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-171- 2.92% |
$29.6K - $32.5K
|
5.7K
$1.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-173- 10.76% |
$30K - $32.8K
|
1.44K
$278K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-175- 0.6% |
$30.3K - $33.2K
|
28.8K
$5.59M
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-175- 1.37% |
$30.3K - $33.2K
|
12.6K
$2.44M
|
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-175- 12.03% |
$30.3K - $33.2K
|
1.28K
$248K
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-176- 4.74% |
$30.5K - $33.4K
|
3.54K
$685K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-176- 1.09% |
$30.5K - $33.4K
|
16K
$3.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-179- 2.14% |
$31K - $34K
|
8.17K
$1.58M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-183- 1.21% |
$31.7K - $34.7K
|
14.9K
$2.89M
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-183- 0.62% |
$31.7K - $34.7K
|
29.6K
$5.73M
|
|
|
Oct 21, 2024
Q3 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-185- 4.51% |
$32.1K - $35.1K
|
3.92K
$759K
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-187- 1.1% |
$32.4K - $35.5K
|
16.8K
$3.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-188- 13.88% |
$32.6K - $35.7K
|
1.17K
$226K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-190- 7.75% |
$32.9K - $36.1K
|
2.26K
$438K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-190- 13.8% |
$32.9K - $36.1K
|
1.19K
$230K
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-191- 0.8% |
$33.1K - $36.3K
|
23.8K
$4.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-194- 4.87% |
$33.6K - $36.8K
|
3.79K
$735K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-195- 6.66% |
$33.8K - $37K
|
2.73K
$529K
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
SELL
|
- |
-198- 10.3% |
$34.3K - $37.6K
|
1.73K
$334K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-199- 2.89% |
$34.5K - $37.8K
|
6.68K
$1.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-199- 1.81% |
$34.5K - $37.8K
|
10.8K
$2.09M
|
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-202- 14.13% |
$35K - $38.3K
|
1.23K
$238K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-202- 3.26% |
$35K - $38.3K
|
5.99K
$1.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Evergreen Advisors, LLC
|
SELL
|
- |
-214- 4.56% |
$37.1K - $40.6K
|
4.48K
$868K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-217- 6.52% |
$37.6K - $41.2K
|
3.11K
$603K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-226- 1.29% |
$39.2K - $42.9K
|
17.3K
$3.35M
|
|
|
Oct 25, 2024
Q3 2024
|
Sicart Associates LLC
|
SELL
|
- |
-227- 14.42% |
$39.4K - $43.1K
|
1.35K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-239- 12.98% |
$41.4K - $45.4K
|
1.6K
$311K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-239- 3.7% |
$41.4K - $45.4K
|
6.23K
$1.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-239- 13.37% |
$41.4K - $45.4K
|
1.55K
$300K
|