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 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.25K- 0.95% |
$217K - $238K
|
131K
$25.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.26K- 4.52% |
$218K - $239K
|
26.6K
$5.15M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.27K- 14.58% |
$221K - $241K
|
7.45K
$1.44M
|
|
|
Nov 08, 2024
Q3 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-1.28K- 66.34% |
$221K - $242K
|
648
$125K
|
|
|
Nov 04, 2024
Q3 2024
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-1.29K- 40.18% |
$224K - $245K
|
1.92K
$372K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.31K- 17.44% |
$227K - $249K
|
6.2K
$1.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-1.32K- 2.65% |
$229K - $250K
|
48.4K
$9.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.32K- 3.68% |
$229K - $251K
|
34.6K
$6.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.33K- 6.46% |
$231K - $253K
|
19.3K
$3.74M
|
|
|
Oct 16, 2024
Q3 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-1.38K- 6.32% |
$238K - $261K
|
20.4K
$3.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.48K- 10.28% |
$257K - $281K
|
12.9K
$2.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-1.49K- 0.51% |
$258K - $283K
|
292K
$56.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Newton One Investments LLC
|
SELL
|
- |
-1.51K- 2.78% |
$261K - $286K
|
52.6K
$10.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.51K- 26.39% |
$262K - $287K
|
4.21K
$815K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.6K- 21.59% |
$277K - $303K
|
5.79K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.63K- 38.52% |
$282K - $309K
|
2.6K
$502K
|
|
|
Nov 14, 2024
Q3 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-1.66K- 46.57% |
$287K - $314K
|
1.9K
$368K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.73K- 12.79% |
$299K - $327K
|
11.8K
$2.28M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-1.74K- 96.78% |
$302K - $331K
|
58
$11.2K
|
|
|
Dec 06, 2024
Q3 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-1.75K- 36.03% |
$304K - $333K
|
3.11K
$602K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.8K- 18.75% |
$312K - $342K
|
7.8K
$1.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.8K- 2.73% |
$312K - $342K
|
64.1K
$12.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.81K- 27.52% |
$314K - $344K
|
4.77K
$924K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.83K- 7.5% |
$317K - $348K
|
22.6K
$4.37M
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-1.84K- 4.73% |
$320K - $350K
|
37.1K
$7.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.92K- 3.24% |
$332K - $364K
|
57.2K
$11.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.98K- 4.76% |
$344K - $376K
|
39.6K
$7.67M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2K- 3.99% |
$346K - $379K
|
48K
$9.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-2K- 65.05% |
$347K - $380K
|
1.08K
$208K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.02K- 9.03% |
$350K - $384K
|
20.4K
$3.94M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.05K- 2.58% |
$355K - $389K
|
77.3K
$15M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-2.1K- 49.47% |
$365K - $399K
|
2.15K
$416K
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-2.12K- 24.68% |
$367K - $402K
|
6.46K
$1.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.14K- 7.43% |
$371K - $407K
|
26.7K
$5.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.23K- 0.96% |
$386K - $423K
|
230K
$44.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.24K- 1.23% |
$389K - $426K
|
181K
$35M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-2.26K- 0.56% |
$392K - $430K
|
399K
$77.3M
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-2.26K- 53.85% |
$392K - $430K
|
1.94K
$375K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.29K- 8.59% |
$397K - $434K
|
24.3K
$4.71M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.33K- 1.16% |
$403K - $441K
|
197K
$38.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-2.38K- 2.77% |
$412K - $451K
|
83.6K
$16.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-2.38K- 40.72% |
$413K - $452K
|
3.47K
$671K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.39K- 18.59% |
$415K - $454K
|
10.5K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-2.46K- 11.79% |
$426K - $466K
|
18.4K
$3.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2.46K- 13.63% |
$426K - $467K
|
15.6K
$3.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-2.49K- 5.32% |
$432K - $473K
|
44.4K
$8.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.52K- 2.56% |
$437K - $478K
|
95.9K
$18.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-2.55K- 0.1% |
$443K - $485K
|
2.46M
$477M
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-2.6K- 1.18% |
$451K - $494K
|
218K
$42.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-2.61K- 3.37% |
$452K - $494K
|
74.8K
$14.5M
|