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 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.15K- 7.35% |
$393K - $422K
|
27.1K
$4.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-2.33K- 8.53% |
$426K - $457K
|
25K
$4.51M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.36K- 1.18% |
$432K - $464K
|
197K
$35.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.51K- 1.91% |
$458K - $492K
|
128K
$23.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.52K- 33.08% |
$460K - $494K
|
5.1K
$919K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-2.52K- 5.48% |
$461K - $495K
|
43.5K
$7.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-2.57K- 4.19% |
$469K - $504K
|
58.7K
$10.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.66K- 2.2% |
$486K - $521K
|
118K
$21.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-2.75K- 13.29% |
$502K - $539K
|
17.9K
$3.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.78K- 7.2% |
$508K - $545K
|
35.8K
$6.46M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.05K- 28.53% |
$557K - $597K
|
7.63K
$1.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.19K- 5.68% |
$583K - $625K
|
52.9K
$9.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Miller Howard Investments Inc
|
SELL
|
- |
-3.2K- 60.57% |
$585K - $627K
|
2.08K
$376K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.28K- 5.08% |
$599K - $643K
|
61.2K
$11M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.87K- 7.93% |
$707K - $759K
|
44.9K
$8.11M
|
|
|
Apr 01, 2025
Q1 2025
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-3.92K- 2.32% |
$716K - $768K
|
165K
$29.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-4.27K- 2.01% |
$781K - $838K
|
209K
$37.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-4.39K- 41.92% |
$802K - $861K
|
6.08K
$1.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-4.5K- 6.47% |
$823K - $884K
|
65.1K
$11.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-4.68K- 12.77% |
$856K - $918K
|
32K
$5.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-5.11K- 50.69% |
$933K - $1M
|
4.97K
$896K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5.13K- 80.13% |
$938K - $1.01M
|
1.27K
$230K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-5.32K- 54.6% |
$972K - $1.04M
|
4.42K
$798K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-5.5K- 44.3% |
$1.01M - $1.08M
|
6.92K
$1.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-5.83K- 2.62% |
$1.07M - $1.14M
|
216K
$39.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-6.14K- 16.44% |
$1.12M - $1.2M
|
31.2K
$5.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.75K- 10.62% |
$1.23M - $1.32M
|
56.8K
$10.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-7.12K- 3.99% |
$1.3M - $1.4M
|
171K
$30.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.24K- 18.65% |
$1.32M - $1.42M
|
31.6K
$5.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-7.49K- 82.78% |
$1.37M - $1.47M
|
1.56K
$281K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-9.14K- 58.08% |
$1.67M - $1.79M
|
6.59K
$1.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-9.62K- 62.81% |
$1.76M - $1.89M
|
5.69K
$1.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10.4K- 71.62% |
$1.91M - $2.05M
|
4.14K
$747K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-10.5K- 30.62% |
$1.92M - $2.06M
|
23.8K
$4.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-10.8K- 12.83% |
$1.97M - $2.12M
|
73.2K
$13.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-10.8K- 55.79% |
$1.98M - $2.13M
|
8.59K
$1.55M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10.8K- 84.63% |
$1.98M - $2.13M
|
1.97K
$355K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-13.9K- 40.74% |
$2.55M - $2.73M
|
20.2K
$3.65M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-17.1K- 5.06% |
$3.12M - $3.35M
|
320K
$57.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-18.7K- 28.25% |
$3.41M - $3.66M
|
47.4K
$8.55M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-24.2K- 85.36% |
$4.43M - $4.75M
|
4.16K
$750K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-25.7K- 50.0% |
$4.7M - $5.04M
|
25.7K
$4.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-58.1K- 27.66% |
$10.6M - $11.4M
|
152K
$27.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-65.4K- 32.16% |
$12M - $12.8M
|
138K
$24.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-234K- 70.19% |
$42.8M - $45.9M
|
99.4K
$17.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-2.57M- 99.47% |
$470M - $505M
|
13.7K
$2.48M
|