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 16, 2025
Q1 2025
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-12- 0.98% |
$2.19K - $2.35K
|
1.21K
$218K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
SELL
|
- |
-12- 0.13% |
$2.19K - $2.35K
|
9.56K
$1.73M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-15- 0.07% |
$2.74K - $2.94K
|
22K
$3.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-15- 0.29% |
$2.74K - $2.94K
|
5.23K
$943K
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-17- 0.2% |
$3.11K - $3.34K
|
8.59K
$1.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-20- 0.73% |
$3.66K - $3.92K
|
2.73K
$492K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-20- 1.47% |
$3.66K - $3.92K
|
1.34K
$242K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-21- 0.99% |
$3.84K - $4.12K
|
2.1K
$379K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-22- 26.51% |
$4.02K - $4.32K
|
61
$11K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-23- 0.4% |
$4.2K - $4.51K
|
5.67K
$1.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-26- 72.22% |
$4.75K - $5.1K
|
10
$1.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-27- 0.54% |
$4.94K - $5.3K
|
4.99K
$899K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-29- 0.06% |
$5.3K - $5.69K
|
46.1K
$8.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-30- 0.49% |
$5.48K - $5.89K
|
6.11K
$1.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-34- 1.94% |
$6.22K - $6.67K
|
1.72K
$310K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-34- 1.96% |
$6.22K - $6.67K
|
1.7K
$307K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-36- 0.85% |
$6.58K - $7.06K
|
4.21K
$760K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-36- 0.87% |
$6.58K - $7.06K
|
4.12K
$744K
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-38- 0.22% |
$6.95K - $7.46K
|
16.9K
$3.05M
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-40- 0.32% |
$7.31K - $7.85K
|
12.3K
$2.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-41- 0.19% |
$7.5K - $8.04K
|
21K
$3.79M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-42- 2.46% |
$7.68K - $8.24K
|
1.67K
$301K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-43- 0.77% |
$7.86K - $8.44K
|
5.56K
$1M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-45- 2.85% |
$8.23K - $8.83K
|
1.53K
$276K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-45- 0.76% |
$8.23K - $8.83K
|
5.86K
$1.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-48- 1.89% |
$8.78K - $9.42K
|
2.49K
$448K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-48- 3.63% |
$8.78K - $9.42K
|
1.27K
$230K
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-52- 1.48% |
$9.51K - $10.2K
|
3.47K
$626K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-54- 6.89% |
$9.87K - $10.6K
|
730
$132K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-60- 1.02% |
$11K - $11.8K
|
5.83K
$1.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-60- 0.36% |
$11K - $11.8K
|
16.4K
$2.97M
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-60- 1.14% |
$11K - $11.8K
|
5.2K
$939K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-62- 1.6% |
$11.3K - $12.2K
|
3.81K
$687K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-67- 0.29% |
$12.2K - $13.1K
|
23.3K
$4.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-67- 0.62% |
$12.2K - $13.1K
|
10.8K
$1.94M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-69- 2.4% |
$12.6K - $13.5K
|
2.81K
$506K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-69- 2.92% |
$12.6K - $13.5K
|
2.29K
$413K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-70- 0.56% |
$12.8K - $13.7K
|
12.3K
$2.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-79- 1.81% |
$14.4K - $15.5K
|
4.28K
$771K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-80- 5.34% |
$14.6K - $15.7K
|
1.42K
$256K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-83- 3.05% |
$15.2K - $16.3K
|
2.64K
$475K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-85- 5.4% |
$15.5K - $16.7K
|
1.49K
$269K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-85- 2.88% |
$15.5K - $16.7K
|
2.87K
$518K
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-86- 1.32% |
$15.7K - $16.9K
|
6.44K
$1.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-88- 6.09% |
$16.1K - $17.3K
|
1.36K
$245K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-88- 5.03% |
$16.1K - $17.3K
|
1.66K
$300K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-90- 1.58% |
$16.5K - $17.7K
|
5.6K
$1.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-93- 3.83% |
$17K - $18.2K
|
2.34K
$422K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-95- 4.34% |
$17.4K - $18.6K
|
2.09K
$378K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-96- 5.93% |
$17.6K - $18.8K
|
1.52K
$275K
|