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 06, 2024
Q3 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-2.61K- 3.94% |
$453K - $496K
|
63.7K
$12.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.63K- 6.87% |
$456K - $499K
|
35.6K
$6.9M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-2.68K- 21.99% |
$464K - $508K
|
9.5K
$1.84M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.68K- 1.67% |
$465K - $509K
|
158K
$30.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-2.72K- 4.03% |
$471K - $515K
|
64.7K
$12.5M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.74K- 3.09% |
$475K - $520K
|
86.1K
$16.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2.76K- 0.74% |
$479K - $525K
|
369K
$71.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-2.79K- 8.05% |
$484K - $530K
|
31.9K
$6.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-2.95K- 13.06% |
$511K - $559K
|
19.6K
$3.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.04K- 0.93% |
$528K - $578K
|
326K
$63.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.08K- 9.26% |
$533K - $584K
|
30.2K
$5.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-3.17K- 21.56% |
$550K - $602K
|
11.5K
$2.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-3.36K- 1.67% |
$582K - $637K
|
198K
$38.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-3.42K- 30.1% |
$593K - $649K
|
7.95K
$1.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.48K- 2.8% |
$604K - $661K
|
121K
$23.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-3.53K- 43.05% |
$611K - $669K
|
4.66K
$904K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.57K- 1.95% |
$619K - $678K
|
179K
$34.7M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-3.6K- 23.92% |
$624K - $684K
|
11.5K
$2.22M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.68K- 5.57% |
$639K - $699K
|
62.4K
$12.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-3.92K- 0.64% |
$679K - $743K
|
607K
$118M
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-3.97K- 27.79% |
$688K - $753K
|
10.3K
$2M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.99K- 5.39% |
$692K - $758K
|
70K
$13.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-4.06K- 10.75% |
$703K - $770K
|
33.7K
$6.53M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.09K- 6.45% |
$709K - $777K
|
59.4K
$11.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.39K- 13.14% |
$762K - $834K
|
29K
$5.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-4.59K- 2.35% |
$796K - $871K
|
191K
$37M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.69K- 67.51% |
$814K - $891K
|
2.26K
$438K
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.72K- 44.85% |
$818K - $896K
|
5.8K
$1.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.85K- 0.73% |
$841K - $921K
|
662K
$128M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-4.9K- 4.12% |
$849K - $929K
|
114K
$22.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.9K- 79.96% |
$849K - $930K
|
1.23K
$238K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-4.96K- 7.42% |
$859K - $941K
|
61.8K
$12M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-4.98K- 10.75% |
$864K - $946K
|
41.4K
$8.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-5K- 4.0% |
$867K - $949K
|
120K
$23.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-5.11K- 6.93% |
$885K - $969K
|
68.6K
$13.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.12K- 1.36% |
$887K - $971K
|
370K
$71.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
SELL
|
- |
-5.2K- 6.78% |
$902K - $988K
|
71.5K
$13.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-5.29K- 24.1% |
$916K - $1M
|
16.6K
$3.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-5.3K- 15.73% |
$919K - $1.01M
|
28.4K
$5.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-5.35K- 8.36% |
$928K - $1.02M
|
58.7K
$11.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-5.41K- 66.41% |
$937K - $1.03M
|
2.73K
$530K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-5.53K- 48.76% |
$959K - $1.05M
|
5.81K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.61K- 6.68% |
$972K - $1.06M
|
78.3K
$15.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-6.18K- 4.85% |
$1.07M - $1.17M
|
121K
$23.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-6.29K- 20.74% |
$1.09M - $1.19M
|
24.1K
$4.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.45K- 3.8% |
$1.12M - $1.22M
|
163K
$31.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-6.55K- 17.95% |
$1.14M - $1.24M
|
29.9K
$5.8M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-6.61K- 3.87% |
$1.15M - $1.25M
|
164K
$31.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-6.98K- 65.92% |
$1.21M - $1.32M
|
3.61K
$699K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-7.15K- 11.16% |
$1.24M - $1.36M
|
56.9K
$11M
|