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 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
10+ 0.13% |
$1.83K - $1.96K
|
7.72K
$1.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.23% |
$1.65K - $1.77K
|
3.87K
$698K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
8+ 0.42% |
$1.46K - $1.57K
|
1.91K
$344K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
7+ 0.38% |
$1.28K - $1.37K
|
1.87K
$337K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
7+ 0.27% |
$1.28K - $1.37K
|
2.65K
$477K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
7+ 0.08% |
$1.28K - $1.37K
|
8.87K
$1.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
7+ 0.43% |
$1.28K - $1.37K
|
1.65K
$298K
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
6+ 0.23% |
$1.1K - $1.18K
|
2.59K
$468K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
6+ 0.45% |
$1.1K - $1.18K
|
1.33K
$240K
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
5+ 0.12% |
$914 - $981
|
4.19K
$755K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.37% |
$914 - $981
|
1.35K
$243K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
5+ 0.39% |
$914 - $981
|
1.3K
$235K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
5+ 0.21% |
$914 - $981
|
2.44K
$441K
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
5+ 0.19% |
$914 - $981
|
2.63K
$475K
|
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
4+ 0.37% |
$731 - $785
|
1.1K
$198K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4+ 0.5% |
$731 - $785
|
801
$145K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3+ 0.39% |
$548 - $589
|
775
$140K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3+ 0.08% |
$548 - $589
|
3.77K
$680K
|
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
3+ 0.24% |
$548 - $589
|
1.23K
$222K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2+ 0.08% |
$366 - $392
|
2.47K
$445K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.03% |
$366 - $392
|
7.77K
$1.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2+ 0.09% |
$366 - $392
|
2.23K
$403K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.18% |
$366 - $392
|
1.14K
$206K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
2+ 0.05% |
$366 - $392
|
4.09K
$737K
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
2+ 0.17% |
$366 - $392
|
1.16K
$210K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.5% |
$183 - $196
|
203
$36.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
1+ 0.02% |
$183 - $196
|
4.32K
$779K
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
BUY
|
- |
1+ 0.05% |
$183 - $196
|
2.01K
$362K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.36% |
$183 - $196
|
279
$50.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$183 - $196
|
5.82K
$1.05M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1+ 0.09% |
$183 - $196
|
1.12K
$202K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.02% |
$183 - $196
|
5.54K
$1M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-1- 0.02% |
$183 - $196
|
4.61K
$832K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-1- 0.05% |
$183 - $196
|
1.88K
$339K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-3- 0.08% |
$548 - $589
|
3.61K
$651K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4- 0.1% |
$731 - $785
|
3.94K
$710K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-4- 0.06% |
$731 - $785
|
6.84K
$1.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-6- 0.34% |
$1.1K - $1.18K
|
1.78K
$322K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-7- 0.36% |
$1.28K - $1.37K
|
1.92K
$346K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-7- 0.46% |
$1.28K - $1.37K
|
1.51K
$273K
|
|
|
Apr 22, 2025
Q1 2025
|
Echo Wealth Management, LLC
|
SELL
|
- |
-7- 0.49% |
$1.28K - $1.37K
|
1.43K
$258K
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-8- 0.43% |
$1.46K - $1.57K
|
1.87K
$337K
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-9- 0.39% |
$1.65K - $1.77K
|
2.32K
$418K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-9- 0.3% |
$1.65K - $1.77K
|
2.99K
$539K
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-9- 0.2% |
$1.65K - $1.77K
|
4.55K
$822K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-9- 0.15% |
$1.65K - $1.77K
|
6.01K
$1.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-10- 0.78% |
$1.83K - $1.96K
|
1.27K
$229K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-10- 0.45% |
$1.83K - $1.96K
|
2.22K
$400K
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-11- 0.25% |
$2.01K - $2.16K
|
4.31K
$777K
|