Purchases and Sales Made in Q1 2025 in Ishares Russell 1000 Val ETF (IWD)
This table provides information about the institutional ownership of Ishares Russell 1000 Val ETF (IWD) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.57M+ 19297.47% |
$470M - $505M
|
2.59M
$467M
|
|
|
Apr 18, 2025
Q1 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
976K+ 18716.01% |
$178M - $192M
|
981K
$177M
|
|
|
Apr 22, 2025
Q1 2025
|
Coho Partners, Ltd.
|
BUY
|
- |
94.5K+ 44.52% |
$17.3M - $18.5M
|
307K
$55.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
94.3KNew |
$17.2M - $18.5M
|
94.3K
$17M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
49.1K+ 2138.33% |
$8.98M - $9.63M
|
51.4K
$9.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
48.8K+ 642.81% |
$8.92M - $9.57M
|
56.4K
$10.2M
|
|
|
Apr 07, 2025
Q1 2025
|
Stairway Partners, LLC
|
BUY
|
- |
35.9K+ 2.9% |
$6.56M - $7.04M
|
1.27M
$229M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
32.6K+ 46.75% |
$5.96M - $6.4M
|
102K
$18.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
32.1KNew |
$5.87M - $6.3M
|
32.1K
$5.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
31.6K+ 16.3% |
$5.77M - $6.19M
|
225K
$40.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
26.8K+ 7.32% |
$4.89M - $5.25M
|
392K
$70.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
24.3K+ 3.62% |
$4.44M - $4.77M
|
696K
$126M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
21.4K+ 11.5% |
$3.91M - $4.19M
|
207K
$37.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
20.6K+ 104.33% |
$3.76M - $4.03M
|
40.3K
$7.27M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
18.1K+ 106300.0% |
$3.3M - $3.55M
|
18.1K
$3.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
18K+ 2.36% |
$3.29M - $3.53M
|
782K
$141M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
17.3K+ 790.66% |
$3.16M - $3.39M
|
19.5K
$3.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
12.1K+ 14.93% |
$2.22M - $2.38M
|
93.4K
$16.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
11.6K+ 95.23% |
$2.13M - $2.29M
|
23.9K
$4.31M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
11.2K+ 96.5% |
$2.05M - $2.2M
|
22.8K
$4.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
BUY
|
- |
10.5KNew |
$1.92M - $2.06M
|
10.5K
$1.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
10.4K+ 10.73% |
$1.9M - $2.04M
|
107K
$19.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.81K+ 7.71% |
$1.79M - $1.92M
|
137K
$24.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
9.13K+ 240.45% |
$1.67M - $1.79M
|
12.9K
$2.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
8.63K+ 139.04% |
$1.58M - $1.69M
|
14.8K
$2.68M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
8.2K+ 269.21% |
$1.5M - $1.61M
|
11.2K
$2.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
7.99KNew |
$1.46M - $1.57M
|
7.99K
$1.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6.96K+ 295.37% |
$1.27M - $1.36M
|
9.31K
$1.68M
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
BUY
|
- |
6.85K+ 11.85% |
$1.25M - $1.34M
|
64.6K
$11.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
6.57K+ 35.04% |
$1.2M - $1.29M
|
25.3K
$4.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
6.55K+ 113.25% |
$1.2M - $1.28M
|
12.3K
$2.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
6.31K+ 9.87% |
$1.15M - $1.24M
|
70.2K
$12.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
5.92K+ 45.5% |
$1.08M - $1.16M
|
18.9K
$3.42M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
5.4KNew |
$987K - $1.06M
|
5.4K
$974K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.35K+ 83.47% |
$979K - $1.05M
|
11.8K
$2.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
5.26K+ 60.08% |
$961K - $1.03M
|
14K
$2.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5.01K+ 112.95% |
$915K - $982K
|
9.44K
$1.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
4.65K+ 6.16% |
$851K - $913K
|
80.2K
$14.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
4.21K+ 1.11% |
$769K - $825K
|
384K
$69.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
4.07K+ 4.9% |
$744K - $799K
|
87.2K
$15.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
4.07K+ 9.5% |
$743K - $798K
|
46.9K
$8.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.92K+ 3.4% |
$717K - $770K
|
119K
$21.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
3.89KNew |
$711K - $763K
|
3.89K
$701K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
3.69K+ 2.68% |
$675K - $725K
|
141K
$25.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.42K+ 6.86% |
$624K - $670K
|
53.2K
$9.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3.38K+ 11.36% |
$618K - $664K
|
33.2K
$5.98M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.31KNew |
$606K - $650K
|
3.31K
$598K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
3.29KNew |
$601K - $645K
|
3.29K
$593K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
2.79K+ 12.72% |
$509K - $546K
|
24.7K
$4.45M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
2.71K+ 7.49% |
$496K - $532K
|
38.9K
$7.02M
|