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 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
738New |
$135K - $145K
|
738
$133K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
730+ 2.22% |
$133K - $143K
|
33.6K
$6.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
727+ 5.69% |
$133K - $143K
|
13.5K
$2.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
710+ 3.21% |
$130K - $139K
|
22.8K
$4.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
676+ 1.79% |
$124K - $133K
|
38.5K
$6.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
646+ 2.69% |
$118K - $127K
|
24.7K
$4.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
625+ 22.43% |
$114K - $123K
|
3.41K
$615K
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
624+ 50.24% |
$114K - $122K
|
1.87K
$337K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
620+ 33.05% |
$113K - $122K
|
2.5K
$450K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
612+ 1.59% |
$112K - $120K
|
39.1K
$7.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
607+ 2.6% |
$111K - $119K
|
23.9K
$4.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
554+ 2.56% |
$101K - $109K
|
22.2K
$4.01M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
539+ 9.05% |
$98.5K - $106K
|
6.5K
$1.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
536+ 1.28% |
$98K - $105K
|
42.5K
$7.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
507+ 3.72% |
$92.7K - $99.5K
|
14.1K
$2.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
500+ 3125.0% |
$91.4K - $98.1K
|
516
$93.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
498+ 24.2% |
$91K - $97.7K
|
2.56K
$461K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
475+ 1.45% |
$86.8K - $93.2K
|
33.3K
$6.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
451+ 37.58% |
$82.5K - $88.5K
|
1.65K
$298K
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
444+ 1.1% |
$81.2K - $87.1K
|
40.9K
$7.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
436+ 1.81% |
$79.7K - $85.5K
|
24.5K
$4.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
433+ 8.08% |
$79.2K - $85K
|
5.79K
$1.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
426+ 12.61% |
$77.9K - $83.6K
|
3.81K
$687K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
424+ 1.2% |
$77.5K - $83.2K
|
35.8K
$6.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
403+ 14.85% |
$73.7K - $79.1K
|
3.12K
$562K
|
|
|
Apr 22, 2025
Q1 2025
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
397+ 5.77% |
$72.6K - $77.9K
|
7.28K
$1.31M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
396New |
$72.4K - $77.7K
|
396
$71.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
378+ 20.49% |
$69.1K - $74.2K
|
2.22K
$401K
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
375+ 375.0% |
$68.6K - $73.6K
|
475
$85.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
373+ 0.84% |
$68.2K - $73.2K
|
45K
$8.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
344+ 2.03% |
$62.9K - $67.5K
|
17.3K
$3.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
330+ 13.52% |
$60.3K - $64.7K
|
2.77K
$500K
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
325+ 3.05% |
$59.4K - $63.8K
|
11K
$1.98M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
301+ 1.04% |
$55K - $59.1K
|
29.2K
$5.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
294+ 1.25% |
$53.7K - $57.7K
|
23.8K
$4.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
283+ 2.88% |
$51.7K - $55.5K
|
10.1K
$1.83M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
271+ 4.3% |
$49.5K - $53.2K
|
6.57K
$1.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
269+ 0.54% |
$49.2K - $52.8K
|
49.7K
$8.97M
|
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
257+ 5.38% |
$47K - $50.4K
|
5.04K
$909K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
245+ 140.8% |
$44.8K - $48.1K
|
419
$75.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
224+ 10.45% |
$41K - $44K
|
2.37K
$427K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
218New |
$39.9K - $42.8K
|
218
$39.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
204+ 3.02% |
$37.3K - $40K
|
6.97K
$1.26M
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
200New |
$36.6K - $39.2K
|
200
$36.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
190New |
$34.7K - $37.3K
|
190
$34.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
185+ 11.77% |
$33.8K - $36.3K
|
1.76K
$317K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
184+ 0.32% |
$33.6K - $36.1K
|
57.2K
$10.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
181+ 0.46% |
$33.1K - $35.5K
|
39.4K
$7.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
177New |
$32.4K - $34.7K
|
177
$31.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
157+ 7.19% |
$28.7K - $30.8K
|
2.34K
$423K
|