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 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-52.2K- 33.37% |
$9.04M - $9.9M
|
104K
$20.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-56.3K- 20.51% |
$9.76M - $10.7M
|
218K
$42.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-58.2K- 2.76% |
$10.1M - $11.1M
|
2.05M
$397M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-65.1K- 2.87% |
$11.3M - $12.4M
|
2.2M
$426M
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-81K- 26.55% |
$14M - $15.4M
|
224K
$43.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-81.4K- 4.14% |
$14.1M - $15.5M
|
1.88M
$365M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-83.1K- 82.64% |
$14.4M - $15.8M
|
17.5K
$3.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-86K- 77.32% |
$14.9M - $16.3M
|
25.2K
$4.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-91.2K- 18.92% |
$15.8M - $17.3M
|
391K
$75.6M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-98.8K- 2.71% |
$17.1M - $18.7M
|
3.55M
$687M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-103K- 54.75% |
$17.9M - $19.6M
|
85.5K
$16.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-113K- 11.45% |
$19.5M - $21.4M
|
872K
$169M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-140K- 49.94% |
$24.3M - $26.6M
|
140K
$27.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-155K- 25.3% |
$26.9M - $29.5M
|
459K
$88.8M
|
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-175K- 91.93% |
$30.4M - $33.3M
|
15.4K
$2.98M
|
|
|
Nov 27, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-190K- 30.79% |
$33M - $36.1M
|
428K
$82.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-268K- 46.47% |
$46.5M - $50.9M
|
309K
$59.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-363K- 3.74% |
$62.9M - $68.9M
|
9.34M
$1.81B
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-413K- 99.45% |
$71.5M - $78.3M
|
2.27K
$439K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-436K- 4.83% |
$75.5M - $82.7M
|
8.58M
$1.66B
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-436K- 4.83% |
$75.5M - $82.7M
|
8.58M
$1.66B
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-560K- 3.55% |
$97.1M - $106M
|
15.2M
$2.95B
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-705K- 2.17% |
$122M - $134M
|
31.9M
$6.17B
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-856K- 1.7% |
$148M - $162M
|
49.4M
$9.55B
|