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 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-36- 1.71% |
$6.6K - $7.19K
|
2.07K
$401K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-37- 2.07% |
$6.78K - $7.39K
|
1.75K
$339K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-37- 0.45% |
$6.78K - $7.39K
|
8.15K
$1.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-38- 0.39% |
$6.96K - $7.59K
|
9.64K
$1.87M
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-38- 2.09% |
$6.96K - $7.59K
|
1.78K
$344K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-40- 0.14% |
$7.33K - $7.99K
|
29.1K
$5.63M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-41- 1.18% |
$7.51K - $8.19K
|
3.43K
$663K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-43- 1.96% |
$7.88K - $8.59K
|
2.15K
$415K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-44- 2.49% |
$8.06K - $8.79K
|
1.72K
$334K
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
SELL
|
- |
-46- 0.22% |
$8.43K - $9.19K
|
20.8K
$4.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-46- 13.07% |
$8.43K - $9.19K
|
306
$59.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-48- 0.95% |
$8.8K - $9.59K
|
4.99K
$965K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-48- 0.2% |
$8.8K - $9.59K
|
23.4K
$4.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-49- 3.24% |
$8.98K - $9.79K
|
1.46K
$283K
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-50- 2.55% |
$9.16K - $9.99K
|
1.91K
$370K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-50- 29.76% |
$9.16K - $9.99K
|
118
$22.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-50- 3.55% |
$9.16K - $9.99K
|
1.36K
$263K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-51- 4.2% |
$9.34K - $10.2K
|
1.16K
$225K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-53- 1.06% |
$9.71K - $10.6K
|
4.95K
$959K
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-53- 0.67% |
$9.71K - $10.6K
|
7.8K
$1.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-55- 0.5% |
$10.1K - $11K
|
10.9K
$2.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-55- 1.65% |
$10.1K - $11K
|
3.28K
$634K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-56- 65.12% |
$10.3K - $11.2K
|
30
$5.81K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-57- 0.87% |
$10.4K - $11.4K
|
6.53K
$1.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-58- 0.29% |
$10.6K - $11.6K
|
20K
$3.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-60- 1.49% |
$11K - $12K
|
3.96K
$766K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-60- 0.38% |
$11K - $12K
|
15.9K
$3.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-64- 3.79% |
$11.7K - $12.8K
|
1.62K
$314K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-69- 1.56% |
$12.6K - $13.8K
|
4.35K
$843K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-69- 1.22% |
$12.6K - $13.8K
|
5.61K
$1.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-69- 3.13% |
$12.6K - $13.8K
|
2.14K
$413K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
SELL
|
- |
-70- 3.4% |
$12.8K - $14K
|
1.99K
$385K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-71- 0.75% |
$13K - $14.2K
|
9.43K
$1.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-72- 1.16% |
$13.2K - $14.4K
|
6.14K
$1.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-72- 1.13% |
$13.2K - $14.4K
|
6.3K
$1.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-73- 0.71% |
$13.4K - $14.6K
|
10.2K
$1.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-73- 1.4% |
$13.4K - $14.6K
|
5.13K
$993K
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-80- 1.38% |
$14.7K - $16K
|
5.74K
$1.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-81- 0.63% |
$14.8K - $16.2K
|
12.9K
$2.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-81- 0.65% |
$14.8K - $16.2K
|
12.4K
$2.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-84- 1.86% |
$15.4K - $16.8K
|
4.43K
$858K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-84- 1.14% |
$15.4K - $16.8K
|
7.25K
$1.4M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-85- 1.47% |
$15.6K - $17K
|
5.69K
$1.1M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
SELL
|
- |
-86- 1.61% |
$15.8K - $17.2K
|
5.26K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-87- 1.2% |
$15.9K - $17.4K
|
7.17K
$1.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Brown Financial Advisory
|
SELL
|
- |
-90- 1.73% |
$16.5K - $18K
|
5.12K
$990K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-92- 0.46% |
$16.9K - $18.4K
|
19.7K
$3.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-93- 2.37% |
$17K - $18.6K
|
3.83K
$741K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-98- 0.58% |
$18K - $19.6K
|
16.9K
$3.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-98- 7.29% |
$18K - $19.6K
|
1.25K
$241K
|