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 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
149+ 0.85% |
$27.2K - $29.2K
|
17.6K
$3.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
146+ 3.19% |
$26.7K - $28.6K
|
4.72K
$852K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
145+ 4.08% |
$26.5K - $28.5K
|
3.7K
$668K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
141+ 7.34% |
$25.8K - $27.7K
|
2.06K
$372K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
128+ 43.84% |
$23.4K - $25.1K
|
420
$75.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
125+ 1.46% |
$22.9K - $24.5K
|
8.71K
$1.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
114+ 2.04% |
$20.8K - $22.4K
|
5.7K
$1.03M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
112+ 3.58% |
$20.5K - $22K
|
3.24K
$585K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
108+ 0.37% |
$19.7K - $21.2K
|
29.7K
$5.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
103New |
$18.8K - $20.2K
|
103
$18.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
100+ 17.42% |
$18.3K - $19.6K
|
674
$122K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
92+ 15.83% |
$16.8K - $18.1K
|
673
$121K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
91+ 1.13% |
$16.6K - $17.9K
|
8.12K
$1.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
86+ 3.29% |
$15.7K - $16.9K
|
2.7K
$487K
|
|
|
Apr 24, 2025
Q1 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
86+ 7.9% |
$15.7K - $16.9K
|
1.18K
$212K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
84+ 1.74% |
$15.4K - $16.5K
|
4.9K
$884K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
80+ 55.94% |
$14.6K - $15.7K
|
223
$40.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
75+ 5.12% |
$13.7K - $14.7K
|
1.54K
$278K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
69+ 2.96% |
$12.6K - $13.5K
|
2.4K
$434K
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
68+ 1.81% |
$12.4K - $13.3K
|
3.83K
$691K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
63+ 0.6% |
$11.5K - $12.4K
|
10.6K
$1.91M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
63+ 0.32% |
$11.5K - $12.4K
|
19.5K
$3.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
53+ 0.83% |
$9.69K - $10.4K
|
6.45K
$1.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
51+ 9.26% |
$9.32K - $10K
|
602
$109K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
46+ 0.18% |
$8.41K - $9.03K
|
26.2K
$4.72M
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
45+ 0.34% |
$8.23K - $8.83K
|
13.2K
$2.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
41+ 8.97% |
$7.5K - $8.04K
|
498
$89.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
39+ 0.2% |
$7.13K - $7.65K
|
19.8K
$3.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
34+ 0.12% |
$6.22K - $6.67K
|
27.4K
$4.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
33+ 4.76% |
$6.03K - $6.47K
|
727
$131K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
32New |
$5.85K - $6.28K
|
32
$5.77K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
30+ 2.21% |
$5.48K - $5.89K
|
1.39K
$250K
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
29+ 1.22% |
$5.3K - $5.69K
|
2.41K
$434K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
29+ 0.15% |
$5.3K - $5.69K
|
19.8K
$3.57M
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
28+ 0.39% |
$5.12K - $5.49K
|
7.27K
$1.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
28+ 1.02% |
$5.12K - $5.49K
|
2.77K
$500K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
27+ 0.18% |
$4.94K - $5.3K
|
14.7K
$2.65M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
23+ 1.53% |
$4.2K - $4.51K
|
1.53K
$276K
|
|
|
Apr 22, 2025
Q1 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
23+ 0.43% |
$4.2K - $4.51K
|
5.38K
$971K
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
21+ 0.42% |
$3.84K - $4.12K
|
5.07K
$914K
|
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
19+ 0.42% |
$3.47K - $3.73K
|
4.49K
$811K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
18+ 1.36% |
$3.29K - $3.53K
|
1.34K
$242K
|
|
|
Apr 25, 2025
Q1 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
16+ 0.42% |
$2.93K - $3.14K
|
3.8K
$685K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
14+ 0.46% |
$2.56K - $2.75K
|
3.08K
$556K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
13+ 0.37% |
$2.38K - $2.55K
|
3.52K
$635K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
12+ 0.14% |
$2.19K - $2.35K
|
8.88K
$1.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
12+ 0.39% |
$2.19K - $2.35K
|
3.06K
$552K
|
|
|
Apr 21, 2025
Q1 2025
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
12+ 0.29% |
$2.19K - $2.35K
|
4.08K
$737K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
11+ 0.14% |
$2.01K - $2.16K
|
7.65K
$1.38M
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
11+ 0.4% |
$2.01K - $2.16K
|
2.77K
$500K
|