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 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-1.76K- 3.63% |
$322K - $351K
|
46.6K
$9.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.77K- 4.46% |
$324K - $353K
|
37.9K
$7.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.8K- 2.16% |
$330K - $360K
|
81.7K
$15.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.91K- 2.75% |
$349K - $381K
|
67.5K
$13.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.92K- 4.0% |
$352K - $383K
|
46.1K
$8.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.98K- 1.43% |
$363K - $396K
|
137K
$26.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.99K- 3.39% |
$364K - $397K
|
56.7K
$11M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.06K- 31.88% |
$377K - $411K
|
4.4K
$852K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-2.11K- 1.54% |
$387K - $422K
|
136K
$26.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.13K- 95.26% |
$390K - $425K
|
106
$20.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-2.58K- 2.93% |
$473K - $516K
|
85.6K
$16.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.04K- 52.83% |
$557K - $607K
|
2.71K
$525K
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-3.2K- 4.47% |
$585K - $638K
|
68.3K
$13.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.41K- 0.7% |
$625K - $681K
|
486K
$94.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-3.47K- 4.63% |
$635K - $693K
|
71.3K
$13.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-3.72K- 16.33% |
$682K - $743K
|
19.1K
$3.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-3.73K- 10.44% |
$683K - $745K
|
32K
$6.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.03K- 40.67% |
$739K - $806K
|
5.89K
$1.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-4.05K- 1.1% |
$742K - $809K
|
364K
$70.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.06K- 11.43% |
$743K - $810K
|
31.4K
$6.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-4.07K- 3.36% |
$745K - $813K
|
117K
$22.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4.24K- 6.17% |
$776K - $847K
|
64.5K
$12.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-4.27K- 15.52% |
$783K - $854K
|
23.3K
$4.5M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-4.77K- 4.18% |
$874K - $953K
|
109K
$21.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-4.81K- 2.21% |
$881K - $961K
|
213K
$41.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-4.95K- 21.6% |
$907K - $989K
|
18K
$3.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-5.1K- 23.89% |
$935K - $1.02M
|
16.3K
$3.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-5.21K- 8.96% |
$955K - $1.04M
|
53K
$10.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-5.31K- 2.31% |
$973K - $1.06M
|
224K
$43.4M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-5.67K- 0.85% |
$1.04M - $1.13M
|
660K
$128M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-5.7K- 0.67% |
$1.05M - $1.14M
|
851K
$165M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5.73K- 47.21% |
$1.05M - $1.15M
|
6.41K
$1.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.84K- 1.29% |
$1.07M - $1.17M
|
446K
$86.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-5.94K- 5.18% |
$1.09M - $1.19M
|
109K
$21M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-6.18K- 10.0% |
$1.13M - $1.24M
|
55.6K
$10.8M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.26K- 7.28% |
$1.15M - $1.25M
|
79.8K
$15.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6.32K- 2.87% |
$1.16M - $1.26M
|
214K
$41.4M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-7.63K- 9.86% |
$1.4M - $1.52M
|
69.7K
$13.5M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-8.43K- 73.52% |
$1.54M - $1.68M
|
3.03K
$587K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-8.76K- 2.84% |
$1.61M - $1.75M
|
300K
$58.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-10.7K- 63.44% |
$1.95M - $2.13M
|
6.14K
$1.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-11K- 3.37% |
$2.01M - $2.19M
|
315K
$60.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-12.5K- 62.52% |
$2.28M - $2.49M
|
7.47K
$1.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-13.2K- 1.51% |
$2.41M - $2.63M
|
859K
$166M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-14K- 59.0% |
$2.57M - $2.8M
|
9.74K
$1.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-14.1K- 33.98% |
$2.58M - $2.81M
|
27.3K
$5.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-14.1K- 1.15% |
$2.58M - $2.82M
|
1.21M
$235M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-14.6K- 2.47% |
$2.67M - $2.91M
|
576K
$112M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-15.3K- 87.49% |
$2.8M - $3.05M
|
2.18K
$423K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-16.5K- 45.53% |
$3.02M - $3.29M
|
19.7K
$3.81M
|