Purchases and Sales Made in Q4 2024 in Ishares Russell 1000 Val ETF (IWD)
This table provides information about the institutional ownership of Ishares Russell 1000 Val ETF (IWD) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
418K+ 18440.46% |
$76.7M - $83.6M
|
421K
$81.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
299K+ 13.59% |
$54.8M - $59.8M
|
2.5M
$484M
|
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
BUY
|
- |
261K+ 811.84% |
$47.8M - $52.1M
|
293K
$56.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Coho Partners, Ltd.
|
BUY
|
- |
211K+ 13577.26% |
$38.6M - $42.1M
|
212K
$41.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
106K+ 91.63% |
$19.5M - $21.2M
|
222K
$43M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
106K+ 59.06% |
$19.4M - $21.1M
|
285K
$55.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
103KNew |
$18.8M - $20.5M
|
103K
$19.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
73.5K+ 702.35% |
$13.5M - $14.7M
|
84K
$16.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
63.1K+ 48.33% |
$11.6M - $12.6M
|
194K
$37.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
60.9KNew |
$11.2M - $12.2M
|
60.9K
$11.8M
|
|
|
Jan 06, 2025
Q4 2024
|
Stairway Partners, LLC
|
BUY
|
- |
42.9K+ 3.59% |
$7.86M - $8.57M
|
1.24M
$239M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
39K+ 126.75% |
$7.14M - $7.79M
|
69.7K
$13.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
37.9KNew |
$6.95M - $7.57M
|
37.9K
$7.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
37.4KNew |
$6.84M - $7.46M
|
37.4K
$7.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
36.9KNew |
$6.76M - $7.37M
|
36.9K
$7.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
31.3K+ 201.25% |
$5.73M - $6.25M
|
46.8K
$9.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
31.2K+ 4.71% |
$5.71M - $6.22M
|
692K
$134M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
28.4KNew |
$5.2M - $5.67M
|
28.4K
$5.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
24.5K+ 59.69% |
$4.5M - $4.9M
|
65.6K
$12.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
21.9KNew |
$4.01M - $4.37M
|
21.9K
$4.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
21KNew |
$3.85M - $4.2M
|
21K
$4.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
21K+ 29.95% |
$3.84M - $4.19M
|
91K
$17.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Hamlin Capital Management, LLC
|
BUY
|
- |
20.3KNew |
$3.71M - $4.05M
|
20.3K
$3.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
19KNew |
$3.49M - $3.8M
|
19K
$3.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
18.6KNew |
$3.42M - $3.72M
|
18.6K
$3.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
18K+ 37.37% |
$3.29M - $3.59M
|
66.1K
$12.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
17.6K+ 2.36% |
$3.23M - $3.52M
|
764K
$148M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
15.6KNew |
$2.86M - $3.12M
|
15.6K
$3.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
15.5K+ 14.55% |
$2.84M - $3.1M
|
122K
$23.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
15.2KNew |
$2.78M - $3.03M
|
15.2K
$2.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
13.4KNew |
$2.45M - $2.67M
|
13.4K
$2.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
13.3KNew |
$2.43M - $2.65M
|
13.3K
$2.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
12.9K+ 60.65% |
$2.36M - $2.58M
|
34.2K
$6.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
12.4K+ 150.84% |
$2.28M - $2.48M
|
20.7K
$4M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
12.3K+ 14.55% |
$2.26M - $2.46M
|
97K
$18.8M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
11.4KNew |
$2.09M - $2.28M
|
11.4K
$2.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
10.9KNew |
$2M - $2.18M
|
10.9K
$2.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.8K+ 550.63% |
$1.99M - $2.17M
|
12.8K
$2.48M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.7K+ 301.69% |
$1.97M - $2.14M
|
14.3K
$2.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
10.7KNew |
$1.96M - $2.14M
|
10.7K
$2.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
10.7KNew |
$1.95M - $2.13M
|
10.7K
$2.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
10.5KNew |
$1.92M - $2.09M
|
10.5K
$2.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
10.4K+ 15.11% |
$1.9M - $2.07M
|
79.1K
$15.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
10.3K+ 112.79% |
$1.89M - $2.06M
|
19.4K
$3.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
9.83KNew |
$1.8M - $1.96M
|
9.83K
$1.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
9.62K+ 168.91% |
$1.76M - $1.92M
|
15.3K
$2.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
9.44K+ 37.96% |
$1.73M - $1.89M
|
34.3K
$6.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
9.05KNew |
$1.66M - $1.81M
|
9.05K
$1.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
8.95K+ 124.97% |
$1.64M - $1.79M
|
16.1K
$3.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
8.54K+ 25.59% |
$1.56M - $1.71M
|
41.9K
$8.11M
|