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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
502+ 13.87% |
$92K - $100K
|
4.12K
$777K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
501+ 8.8% |
$91.8K - $100K
|
6.19K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
497New |
$91.1K - $99.3K
|
497
$93.7K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
492New |
$90.1K - $98.3K
|
492
$92.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
474New |
$86.9K - $94.7K
|
474
$89.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
468+ 12.29% |
$85.8K - $93.5K
|
4.28K
$806K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
463+ 9.56% |
$84.8K - $92.5K
|
5.31K
$1M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
462New |
$84.7K - $92.3K
|
462
$87.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
461+ 5122.22% |
$84.5K - $92.1K
|
470
$88.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
460+ 1.3% |
$84.3K - $91.9K
|
35.8K
$6.75M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
455+ 55.62% |
$83.4K - $90.9K
|
1.27K
$240K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
454+ 14.23% |
$83.2K - $90.7K
|
3.64K
$687K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
447+ 2.86% |
$81.9K - $89.3K
|
16.1K
$3.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
439+ 19.88% |
$80.4K - $87.7K
|
2.65K
$499K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
430New |
$78.8K - $85.9K
|
430
$81K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
425New |
$77.9K - $84.9K
|
425
$80.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
423+ 17.9% |
$77.5K - $84.5K
|
2.79K
$525K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
407+ 1.67% |
$74.6K - $81.3K
|
24.8K
$4.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
399+ 10.25% |
$73.1K - $79.7K
|
4.29K
$809K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
391+ 1.44% |
$71.6K - $78.1K
|
27.5K
$5.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
388+ 1.32% |
$71.1K - $77.5K
|
29.7K
$5.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
386+ 16.74% |
$70.7K - $77.1K
|
2.69K
$507K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
381+ 28.43% |
$69.8K - $76.1K
|
1.72K
$324K
|
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
380+ 10.31% |
$69.6K - $75.9K
|
4.06K
$766K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
371+ 15.44% |
$68K - $74.1K
|
2.77K
$523K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
367+ 0.44% |
$67.2K - $73.3K
|
83.1K
$15.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
360+ 1.09% |
$66K - $71.9K
|
33.3K
$6.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
354+ 5.14% |
$64.9K - $70.7K
|
7.24K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
345+ 0.9% |
$63.2K - $68.9K
|
38.6K
$7.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
340+ 5.23% |
$62.3K - $67.9K
|
6.85K
$1.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
337New |
$61.7K - $67.3K
|
337
$63.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
337+ 1.42% |
$61.7K - $67.3K
|
24K
$4.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
330+ 0.85% |
$60.5K - $65.9K
|
39.2K
$7.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
328+ 0.58% |
$60.1K - $65.5K
|
57.1K
$10.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
327+ 14.6% |
$59.9K - $65.3K
|
2.57K
$484K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
326+ 1.46% |
$59.7K - $65.1K
|
22.7K
$4.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
323+ 3.6% |
$59.2K - $64.5K
|
9.3K
$1.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
323+ 0.51% |
$59.2K - $64.5K
|
64.1K
$12.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
322+ 3.32% |
$59K - $64.3K
|
10K
$1.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
320+ 1.72% |
$58.6K - $63.9K
|
18.9K
$3.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
313+ 0.62% |
$57.4K - $62.5K
|
51K
$9.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
306+ 0.73% |
$56.1K - $61.1K
|
42K
$7.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
303New |
$55.5K - $60.5K
|
303
$57.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
300+ 2.32% |
$55K - $59.9K
|
13.2K
$2.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
300+ 1.28% |
$55K - $59.9K
|
23.7K
$4.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
300+ 0.24% |
$55K - $59.9K
|
127K
$24M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
299+ 0.23% |
$54.8K - $59.7K
|
131K
$24.7M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
297+ 23.2% |
$54.4K - $59.3K
|
1.58K
$297K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
285+ 1.94% |
$52.2K - $56.9K
|
15K
$2.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
283+ 23.14% |
$51.9K - $56.5K
|
1.51K
$284K
|