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 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-236- 12.87% |
$43.1K - $46.3K
|
1.6K
$288K
|
|
|
Apr 22, 2025
Q1 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-238- 6.12% |
$43.5K - $46.7K
|
3.65K
$659K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-258- 1.73% |
$47.2K - $50.6K
|
14.7K
$2.65M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-259- 0.89% |
$47.4K - $50.8K
|
28.9K
$5.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-268- 17.02% |
$49K - $52.6K
|
1.31K
$236K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
SELL
|
- |
-278- 3.67% |
$50.8K - $54.5K
|
7.3K
$1.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-278- 10.83% |
$50.8K - $54.5K
|
2.29K
$413K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-278- 0.4% |
$50.8K - $54.5K
|
69.4K
$12.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-281- 2.46% |
$51.4K - $55.1K
|
11.1K
$2.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-291- 0.22% |
$53.2K - $57.1K
|
133K
$24M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-292- 1.91% |
$53.4K - $57.3K
|
15K
$2.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-294- 2.02% |
$53.7K - $57.7K
|
14.3K
$2.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-300- 1.92% |
$54.8K - $58.9K
|
15.4K
$2.77M
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-309- 2.97% |
$56.5K - $60.6K
|
10.1K
$1.82M
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-321- 18.03% |
$58.7K - $63K
|
1.46K
$263K
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-324- 15.17% |
$59.2K - $63.6K
|
1.81K
$327K
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-329- 12.57% |
$60.1K - $64.6K
|
2.29K
$413K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-334- 4.48% |
$61.1K - $65.5K
|
7.12K
$1.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-343- 9.33% |
$62.7K - $67.3K
|
3.33K
$602K
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
SELL
|
- |
-346- 0.67% |
$63.3K - $67.9K
|
51.4K
$9.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-353- 13.19% |
$64.5K - $69.3K
|
2.32K
$419K
|
|
|
Apr 15, 2025
Q1 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-353- 2.33% |
$64.5K - $69.3K
|
14.8K
$2.68M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-354- 4.91% |
$64.7K - $69.5K
|
6.86K
$1.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-359- 1.74% |
$65.6K - $70.4K
|
20.2K
$3.65M
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-369- 4.0% |
$67.5K - $72.4K
|
8.85K
$1.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-373- 1.93% |
$68.2K - $73.2K
|
18.9K
$3.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-377- 5.7% |
$68.9K - $74K
|
6.24K
$1.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-377- 9.12% |
$68.9K - $74K
|
3.76K
$678K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-386- 5.05% |
$70.6K - $75.7K
|
7.26K
$1.31M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-387- 1.64% |
$70.8K - $75.9K
|
23.2K
$4.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-387- 7.26% |
$70.8K - $75.9K
|
4.94K
$892K
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-400- 19.38% |
$73.1K - $78.5K
|
1.66K
$300K
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-425- 5.93% |
$77.7K - $83.4K
|
6.74K
$1.22M
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-430- 6.49% |
$78.6K - $84.4K
|
6.2K
$1.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-432- 1.46% |
$79K - $84.8K
|
29.1K
$5.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-440- 5.05% |
$80.4K - $86.3K
|
8.27K
$1.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-446- 14.83% |
$81.5K - $87.5K
|
2.56K
$462K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-447- 15.21% |
$81.7K - $87.7K
|
2.49K
$449K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-454- 8.55% |
$83K - $89.1K
|
4.85K
$876K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-514- 2.01% |
$94K - $101K
|
25K
$4.52M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-515- 17.48% |
$94.2K - $101K
|
2.43K
$439K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-526- 7.04% |
$96.2K - $103K
|
6.94K
$1.25M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-531- 2.57% |
$97.1K - $104K
|
20.1K
$3.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-533- 2.53% |
$97.4K - $105K
|
20.5K
$3.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
SELL
|
- |
-566- 70.75% |
$103K - $111K
|
234
$42.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-574- 3.39% |
$105K - $113K
|
16.3K
$2.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-629- 33.39% |
$115K - $123K
|
1.26K
$226K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-641- 7.88% |
$117K - $126K
|
7.5K
$1.35M
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-651- 1.54% |
$119K - $128K
|
41.6K
$7.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-657- 12.38% |
$120K - $129K
|
4.65K
$839K
|