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 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
11New |
$2.02K - $2.2K
|
11
$2.07K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
10+ 0.08% |
$1.83K - $2K
|
12.4K
$2.34M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
9+ 0.07% |
$1.65K - $1.8K
|
12.3K
$2.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
9+ 0.51% |
$1.65K - $1.8K
|
1.78K
$335K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
9+ 0.45% |
$1.65K - $1.8K
|
2.03K
$382K
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
9+ 0.56% |
$1.65K - $1.8K
|
1.62K
$305K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
9+ 0.18% |
$1.65K - $1.8K
|
5.15K
$971K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
8+ 0.21% |
$1.47K - $1.6K
|
3.76K
$709K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
8+ 0.12% |
$1.47K - $1.6K
|
6.76K
$1.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
8+ 0.3% |
$1.47K - $1.6K
|
2.64K
$497K
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
8+ 0.52% |
$1.47K - $1.6K
|
1.54K
$291K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.52% |
$1.28K - $1.4K
|
1.34K
$253K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
7+ 0.56% |
$1.28K - $1.4K
|
1.26K
$237K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
7+ 0.18% |
$1.28K - $1.4K
|
3.8K
$716K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
7+ 0.28% |
$1.28K - $1.4K
|
2.53K
$477K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
7+ 0.53% |
$1.28K - $1.4K
|
1.32K
$249K
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
7+ 0.34% |
$1.28K - $1.4K
|
2.1K
$395K
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
7+ 0.23% |
$1.28K - $1.4K
|
3.05K
$574K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
6+ 0.23% |
$1.1K - $1.2K
|
2.63K
$495K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
6+ 0.17% |
$1.1K - $1.2K
|
3.53K
$664K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6+ 0.18% |
$1.1K - $1.2K
|
3.31K
$623K
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
6+ 0.42% |
$1.1K - $1.2K
|
1.43K
$270K
|
|
|
Feb 13, 2025
Q4 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
6+ 0.56% |
$1.1K - $1.2K
|
1.07K
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
6+ 0.08% |
$1.1K - $1.2K
|
7.37K
$1.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
5+ 0.46% |
$916 - $999
|
1.09K
$206K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
5+ 0.17% |
$916 - $999
|
2.89K
$544K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
5+ 0.16% |
$916 - $999
|
3.05K
$575K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5+ 0.04% |
$916 - $999
|
11.4K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
5+ 0.05% |
$916 - $999
|
10.4K
$1.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
4+ 0.37% |
$733 - $799
|
1.1K
$206K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
4+ 0.05% |
$733 - $799
|
8.87K
$1.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4+ 0.01% |
$733 - $799
|
53.6K
$10.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
4+ 0.28% |
$733 - $799
|
1.46K
$274K
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
BUY
|
- |
4+ 0.16% |
$733 - $799
|
2.54K
$479K
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
4+ 0.01% |
$733 - $799
|
34.3K
$6.47M
|
|
|
Feb 18, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
4+ 0.14% |
$733 - $799
|
2.97K
$559K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
3+ 0.52% |
$550 - $599
|
581
$110K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3+ 0.08% |
$550 - $599
|
3.61K
$681K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
3+ 0.65% |
$550 - $599
|
462
$87.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3+ 0.09% |
$550 - $599
|
3.38K
$637K
|
|
|
Feb 06, 2025
Q4 2024
|
Stegner Investment Associates Inc.
|
BUY
|
- |
3+ 0.01% |
$550 - $599
|
26.6K
$5.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
2+ 0.09% |
$366 - $400
|
2.29K
$431K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2+ 0.09% |
$366 - $400
|
2.23K
$420K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.03% |
$366 - $400
|
7.77K
$1.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
BUY
|
- |
2+ 0.1% |
$366 - $400
|
2.01K
$378K
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
2+ 0.1% |
$366 - $400
|
2.06K
$388K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.72% |
$366 - $400
|
278
$52.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2+ 0.14% |
$366 - $400
|
1.41K
$266K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2+ 0.07% |
$366 - $400
|
2.88K
$542K
|
|
|
Feb 03, 2025
Q4 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
2+ 0.13% |
$366 - $400
|
1.58K
$298K
|