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
|
Wms Partners, LLC
|
BUY
|
- |
35+ 0.59% |
$6.41K - $6.99K
|
6K
$1.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
34+ 0.85% |
$6.23K - $6.79K
|
4.01K
$757K
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
34New |
$6.23K - $6.79K
|
34
$6.41K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32+ 2.56% |
$5.86K - $6.39K
|
1.28K
$242K
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
31+ 0.43% |
$5.68K - $6.19K
|
7.27K
$1.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
30+ 0.63% |
$5.5K - $5.99K
|
4.78K
$901K
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
30+ 2.04% |
$5.5K - $5.99K
|
1.5K
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
28+ 0.15% |
$5.13K - $5.59K
|
18.9K
$3.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
27New |
$4.95K - $5.39K
|
27
$5.09K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
27New |
$4.95K - $5.39K
|
27
$5.09K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
27+ 1.53% |
$4.95K - $5.39K
|
1.79K
$337K
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
26+ 0.39% |
$4.76K - $5.19K
|
6.63K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
26+ 1.19% |
$4.76K - $5.19K
|
2.21K
$417K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
25+ 0.4% |
$4.58K - $4.99K
|
6.26K
$1.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
24+ 1.85% |
$4.4K - $4.79K
|
1.32K
$249K
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
24+ 0.54% |
$4.4K - $4.79K
|
4.47K
$843K
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
23+ 0.54% |
$4.21K - $4.6K
|
4.25K
$802K
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
23+ 0.5% |
$4.21K - $4.6K
|
4.58K
$863K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
23New |
$4.21K - $4.6K
|
23
$4.33K
|
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
23+ 1.44% |
$4.21K - $4.6K
|
1.62K
$306K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
22+ 0.08% |
$4.03K - $4.4K
|
26K
$4.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
21+ 1.66% |
$3.85K - $4.2K
|
1.28K
$242K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
21+ 53.85% |
$3.85K - $4.2K
|
60
$11.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
20+ 0.83% |
$3.66K - $4K
|
2.44K
$460K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
20+ 0.53% |
$3.66K - $4K
|
3.78K
$713K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
20+ 0.12% |
$3.66K - $4K
|
16.3K
$3.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
20+ 0.05% |
$3.66K - $4K
|
43.7K
$8.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
20+ 1.49% |
$3.66K - $4K
|
1.36K
$256K
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
19+ 0.53% |
$3.48K - $3.8K
|
3.63K
$684K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
18+ 0.52% |
$3.3K - $3.6K
|
3.51K
$661K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
18+ 7.23% |
$3.3K - $3.6K
|
267
$50.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
18+ 0.32% |
$3.3K - $3.6K
|
5.65K
$1.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
17+ 0.54% |
$3.11K - $3.4K
|
3.17K
$598K
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
17+ 0.49% |
$3.11K - $3.4K
|
3.47K
$654K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
15+ 0.55% |
$2.75K - $3K
|
2.76K
$520K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
15+ 0.97% |
$2.75K - $3K
|
1.56K
$295K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
15+ 0.75% |
$2.75K - $3K
|
2.03K
$382K
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
15+ 0.53% |
$2.75K - $3K
|
2.85K
$536K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
14+ 1.79% |
$2.57K - $2.8K
|
797
$150K
|
|
|
Feb 13, 2025
Q4 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
14+ 0.54% |
$2.57K - $2.8K
|
2.6K
$490K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
13+ 0.6% |
$2.38K - $2.6K
|
2.19K
$412K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
13+ 0.42% |
$2.38K - $2.6K
|
3.14K
$591K
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
12+ 0.84% |
$2.2K - $2.4K
|
1.44K
$271K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
12+ 0.4% |
$2.2K - $2.4K
|
2.99K
$564K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
11+ 0.14% |
$2.02K - $2.2K
|
8.03K
$1.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
11+ 0.52% |
$2.02K - $2.2K
|
2.14K
$403K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
11+ 0.02% |
$2.02K - $2.2K
|
56.4K
$10.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
11+ 0.39% |
$2.02K - $2.2K
|
2.86K
$540K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11New |
$2.02K - $2.2K
|
11
$2.07K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
11+ 0.28% |
$2.02K - $2.2K
|
3.87K
$730K
|