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 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-664- 7.39% |
$121K - $130K
|
8.32K
$1.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-713- 1.4% |
$130K - $140K
|
50.2K
$9.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-724- 9.38% |
$132K - $142K
|
7K
$1.26M
|
|
|
Apr 24, 2025
Q1 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-728- 34.39% |
$133K - $143K
|
1.39K
$251K
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-800- 1.17% |
$146K - $157K
|
67.5K
$12.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-812- 1.33% |
$148K - $159K
|
60.1K
$10.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-853- 3.98% |
$156K - $167K
|
20.6K
$3.71M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-864- 2.77% |
$158K - $170K
|
30.3K
$5.46M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-907- 1.95% |
$166K - $178K
|
45.7K
$8.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-921- 1.01% |
$168K - $181K
|
90.3K
$16.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-970- 15.08% |
$177K - $190K
|
5.46K
$986K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-988- 17.18% |
$181K - $194K
|
4.76K
$860K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1K- 7.53% |
$184K - $197K
|
12.3K
$2.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-1.07K- 0.78% |
$195K - $209K
|
136K
$24.6M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.07K- 37.88% |
$196K - $210K
|
1.76K
$317K
|
|
|
Apr 22, 2025
Q1 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-1.08K- 1.78% |
$197K - $211K
|
59.4K
$10.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-1.14K- 9.98% |
$208K - $223K
|
10.3K
$1.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-1.14K- 6.11% |
$209K - $224K
|
17.5K
$3.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.15K- 12.65% |
$210K - $225K
|
7.92K
$1.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.16K- 33.93% |
$212K - $228K
|
2.26K
$408K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-1.18K- 50.26% |
$216K - $231K
|
1.17K
$211K
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.2K- 4.37% |
$219K - $235K
|
26.3K
$4.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1.22K- 18.11% |
$224K - $240K
|
5.53K
$998K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.24K- 16.41% |
$227K - $244K
|
6.33K
$1.14M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1.3K- 20.98% |
$237K - $255K
|
4.89K
$882K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.39K- 5.62% |
$254K - $273K
|
23.4K
$4.22M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.48K- 6.37% |
$270K - $289K
|
21.7K
$3.91M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.48K- 46.9% |
$271K - $291K
|
1.68K
$303K
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-1.53K- 9.92% |
$279K - $300K
|
13.9K
$2.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.57K- 4.33% |
$287K - $308K
|
34.8K
$6.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-1.63K- 5.93% |
$298K - $320K
|
25.9K
$4.67M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.65K- 48.21% |
$302K - $325K
|
1.78K
$321K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.73K- 6.13% |
$316K - $340K
|
26.5K
$4.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.73K- 17.96% |
$317K - $340K
|
7.91K
$1.43M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.73K- 1.59% |
$317K - $340K
|
107K
$19.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.78K- 2.1% |
$326K - $349K
|
83K
$15M
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-1.81K- 1.55% |
$331K - $355K
|
115K
$20.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-1.81K- 35.66% |
$331K - $356K
|
3.27K
$590K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.05K- 0.72% |
$374K - $402K
|
283K
$51M
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-2.09K- 6.95% |
$382K - $410K
|
28K
$5.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.15K- 7.35% |
$393K - $422K
|
27.1K
$4.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-2.33K- 8.53% |
$426K - $457K
|
25K
$4.51M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.36K- 1.18% |
$432K - $464K
|
197K
$35.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.51K- 1.91% |
$458K - $492K
|
128K
$23.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.52K- 33.08% |
$460K - $494K
|
5.1K
$919K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-2.52K- 5.48% |
$461K - $495K
|
43.5K
$7.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-2.57K- 4.19% |
$469K - $504K
|
58.7K
$10.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.66K- 2.2% |
$486K - $521K
|
118K
$21.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-2.75K- 13.29% |
$502K - $539K
|
17.9K
$3.23M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.05K- 28.53% |
$557K - $597K
|
7.63K
$1.38M
|