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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
740+ 25.94% |
$136K - $148K
|
3.59K
$684K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
735New |
$135K - $147K
|
735
$140K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
723+ 13.03% |
$132K - $144K
|
6.27K
$1.19M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
719+ 204.84% |
$132K - $144K
|
1.07K
$204K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
705+ 4.6% |
$129K - $141K
|
16K
$3.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
700+ 2.75% |
$128K - $140K
|
26.1K
$4.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
695+ 1.42% |
$127K - $139K
|
49.8K
$9.48M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
687New |
$126K - $137K
|
687
$131K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
675+ 7.1% |
$124K - $135K
|
10.2K
$1.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
671+ 26.95% |
$123K - $134K
|
3.16K
$602K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
664+ 40.69% |
$122K - $133K
|
2.3K
$437K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
661+ 40.6% |
$121K - $132K
|
2.29K
$436K
|
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
660New |
$121K - $132K
|
660
$126K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
658+ 2.75% |
$121K - $131K
|
24.6K
$4.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
652+ 111.26% |
$119K - $130K
|
1.24K
$236K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
642+ 16.93% |
$118K - $128K
|
4.43K
$844K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
634+ 2.39% |
$116K - $127K
|
27.2K
$5.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
630+ 18.32% |
$115K - $126K
|
4.07K
$774K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
630+ 2.8% |
$115K - $126K
|
23.1K
$4.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
627+ 2.52% |
$115K - $125K
|
25.6K
$4.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
625+ 11.75% |
$115K - $125K
|
5.95K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
624New |
$114K - $125K
|
624
$119K
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
BUY
|
- |
622+ 1.09% |
$114K - $124K
|
57.8K
$11M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
613+ 72.03% |
$112K - $122K
|
1.46K
$279K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
610+ 12.58% |
$112K - $122K
|
5.46K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
607+ 8.85% |
$111K - $121K
|
7.47K
$1.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
596+ 7.11% |
$109K - $119K
|
8.98K
$1.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
595+ 8.44% |
$109K - $119K
|
7.64K
$1.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
593New |
$109K - $118K
|
593
$113K
|
|
|
Feb 14, 2025
Q4 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
587+ 2.2% |
$108K - $117K
|
27.2K
$5.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
583+ 17.43% |
$107K - $116K
|
3.93K
$747K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
580+ 1.53% |
$106K - $116K
|
38.5K
$7.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
579+ 13.06% |
$106K - $116K
|
5.01K
$954K
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
577New |
$106K - $115K
|
577
$110K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
576+ 0.72% |
$106K - $115K
|
80.4K
$15.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
BUY
|
- |
564+ 6.26% |
$103K - $113K
|
9.57K
$1.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
564+ 2.12% |
$103K - $113K
|
27.1K
$5.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
563+ 2.0% |
$103K - $112K
|
28.7K
$5.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
562+ 38.39% |
$103K - $112K
|
2.03K
$386K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
534+ 8.61% |
$97.8K - $107K
|
6.74K
$1.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
521+ 0.13% |
$95.5K - $104K
|
413K
$78.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
519+ 45.05% |
$95.1K - $104K
|
1.67K
$318K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
518+ 21.33% |
$94.9K - $103K
|
2.95K
$561K
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
506+ 136.39% |
$92.7K - $101K
|
877
$167K
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
505+ 2.15% |
$92.5K - $101K
|
24K
$4.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
502+ 13.87% |
$92K - $100K
|
4.12K
$784K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
501+ 8.8% |
$91.8K - $100K
|
6.19K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
497New |
$91.1K - $99.3K
|
497
$94.6K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
492New |
$90.1K - $98.3K
|
492
$93.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
474New |
$86.9K - $94.7K
|
474
$90.2K
|