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 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-98- 0.65% |
$17.9K - $19.2K
|
14.9K
$2.68M
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-98- 5.12% |
$17.9K - $19.2K
|
1.82K
$327K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-99- 6.64% |
$18.1K - $19.4K
|
1.39K
$251K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-100- 5.95% |
$18.3K - $19.6K
|
1.58K
$285K
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-100- 6.06% |
$18.3K - $19.6K
|
1.55K
$280K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-100- 4.12% |
$18.3K - $19.6K
|
2.33K
$420K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-101- 5.41% |
$18.5K - $19.8K
|
1.77K
$318K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-101- 8.19% |
$18.5K - $19.8K
|
1.13K
$204K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-103- 0.65% |
$18.8K - $20.2K
|
15.8K
$2.84M
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
SELL
|
- |
-104- 2.21% |
$19K - $20.4K
|
4.6K
$829K
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-104- 5.23% |
$19K - $20.4K
|
1.88K
$340K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
SELL
|
- |
-105- 0.65% |
$19.2K - $20.6K
|
16K
$2.89M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-105- 1.45% |
$19.2K - $20.6K
|
7.15K
$1.29M
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-107- 2.74% |
$19.6K - $21K
|
3.8K
$686K
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-112- 1.06% |
$20.5K - $22K
|
10.4K
$1.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-113- 1.91% |
$20.7K - $22.2K
|
5.8K
$1.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-114- 8.51% |
$20.8K - $22.4K
|
1.23K
$221K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-116- 4.08% |
$21.2K - $22.8K
|
2.73K
$492K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-117- 13.3% |
$21.4K - $23K
|
763
$138K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-118- 4.2% |
$21.6K - $23.2K
|
2.69K
$485K
|
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
SELL
|
- |
-118- 8.07% |
$21.6K - $23.2K
|
1.34K
$242K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-120- 5.32% |
$21.9K - $23.5K
|
2.14K
$386K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-124- 0.65% |
$22.7K - $24.3K
|
18.9K
$3.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-124- 8.4% |
$22.7K - $24.3K
|
1.35K
$244K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-127- 4.75% |
$23.2K - $24.9K
|
2.55K
$460K
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-134- 2.17% |
$24.5K - $26.3K
|
6.05K
$1.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-134- 9.01% |
$24.5K - $26.3K
|
1.35K
$244K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-138- 1.92% |
$25.2K - $27.1K
|
7.05K
$1.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-140- 32.04% |
$25.6K - $27.5K
|
297
$53.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
SELL
|
- |
-141- 1.58% |
$25.8K - $27.7K
|
8.8K
$1.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-153- 3.5% |
$28K - $30K
|
4.22K
$762K
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-159- 4.65% |
$29.1K - $31.2K
|
3.26K
$589K
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-170- 10.72% |
$31.1K - $33.4K
|
1.42K
$255K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-171- 0.59% |
$31.3K - $33.6K
|
28.9K
$5.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-188- 2.06% |
$34.4K - $36.9K
|
8.96K
$1.62M
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-199- 8.7% |
$36.4K - $39K
|
2.09K
$377K
|
|
|
Apr 22, 2025
Q1 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-200- 0.76% |
$36.6K - $39.2K
|
26K
$4.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-201- 1.5% |
$36.7K - $39.4K
|
13.2K
$2.38M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-204- 3.43% |
$37.3K - $40K
|
5.74K
$1.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-213- 4.84% |
$38.9K - $41.8K
|
4.19K
$755K
|
|
|
Apr 14, 2025
Q1 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-215- 1.77% |
$39.3K - $42.2K
|
11.9K
$2.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-220- 1.1% |
$40.2K - $43.2K
|
19.8K
$3.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-224- 3.27% |
$41K - $44K
|
6.63K
$1.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-225- 13.85% |
$41.1K - $44.1K
|
1.4K
$253K
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-226- 3.91% |
$41.3K - $44.3K
|
5.56K
$1M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-226- 12.23% |
$41.3K - $44.3K
|
1.62K
$293K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-228- 4.92% |
$41.7K - $44.7K
|
4.41K
$796K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-229- 26.69% |
$41.9K - $44.9K
|
629
$113K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-235- 7.83% |
$43K - $46.1K
|
2.77K
$499K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-236- 0.12% |
$43.1K - $46.3K
|
190K
$34.3M
|