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 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-60- 0.38% |
$11K - $12K
|
15.9K
$2.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-64- 3.79% |
$11.7K - $12.8K
|
1.62K
$286K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-69- 1.22% |
$12.6K - $13.8K
|
5.61K
$988K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-69- 1.56% |
$12.6K - $13.8K
|
4.35K
$768K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-69- 3.13% |
$12.6K - $13.8K
|
2.14K
$377K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-69- 7.34% |
$12.6K - $13.8K
|
871
$154K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
SELL
|
- |
-70- 3.4% |
$12.8K - $14K
|
1.99K
$351K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-71- 0.75% |
$13K - $14.2K
|
9.43K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-71- 1.31% |
$13K - $14.2K
|
5.33K
$940K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-72- 1.16% |
$13.2K - $14.4K
|
6.14K
$1.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-72- 1.13% |
$13.2K - $14.4K
|
6.3K
$1.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-73- 1.4% |
$13.4K - $14.6K
|
5.13K
$904K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-73- 0.71% |
$13.4K - $14.6K
|
10.2K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-73- 1.55% |
$13.4K - $14.6K
|
4.64K
$817K
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-80- 1.38% |
$14.7K - $16K
|
5.74K
$1.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-81- 0.65% |
$14.8K - $16.2K
|
12.4K
$2.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-81- 0.63% |
$14.8K - $16.2K
|
12.9K
$2.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-84- 1.14% |
$15.4K - $16.8K
|
7.25K
$1.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-84- 1.86% |
$15.4K - $16.8K
|
4.43K
$782K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-85- 1.47% |
$15.6K - $17K
|
5.69K
$1M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
SELL
|
- |
-86- 1.61% |
$15.8K - $17.2K
|
5.26K
$928K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-87- 1.2% |
$15.9K - $17.4K
|
7.17K
$1.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Brown Financial Advisory
|
SELL
|
- |
-90- 1.73% |
$16.5K - $18K
|
5.12K
$902K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-92- 0.46% |
$16.9K - $18.4K
|
19.7K
$3.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-93- 2.37% |
$17K - $18.6K
|
3.83K
$675K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-98- 0.58% |
$18K - $19.6K
|
16.9K
$2.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-98- 7.29% |
$18K - $19.6K
|
1.25K
$220K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-99- 1.15% |
$18.1K - $19.8K
|
8.53K
$1.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-100- 4.3% |
$18.3K - $20K
|
2.23K
$392K
|
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-100- 0.69% |
$18.3K - $20K
|
14.5K
$2.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-100- 1.93% |
$18.3K - $20K
|
5.07K
$894K
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-101- 0.84% |
$18.5K - $20.2K
|
12K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-102- 0.29% |
$18.7K - $20.4K
|
35.5K
$6.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-104- 1.74% |
$19.1K - $20.8K
|
5.86K
$1.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-108- 7.38% |
$19.8K - $21.6K
|
1.36K
$239K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-108- 3.47% |
$19.8K - $21.6K
|
3K
$529K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-108- 1.66% |
$19.8K - $21.6K
|
6.39K
$1.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-110- 4.22% |
$20.2K - $22K
|
2.5K
$441K
|
|
|
Feb 13, 2025
Q4 2024
|
Campion Asset Management
|
SELL
|
- |
-111- 5.28% |
$20.3K - $22.2K
|
1.99K
$351K
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-113- 0.72% |
$20.7K - $22.6K
|
15.7K
$2.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-116- 2.39% |
$21.3K - $23.2K
|
4.74K
$836K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-116- 1.98% |
$21.3K - $23.2K
|
5.74K
$1.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-118- 2.76% |
$21.6K - $23.6K
|
4.16K
$733K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-118- 10.37% |
$21.6K - $23.6K
|
1.02K
$180K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-120- 0.81% |
$22K - $24K
|
14.6K
$2.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-121- 3.06% |
$22.2K - $24.2K
|
3.84K
$677K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-123- 6.62% |
$22.5K - $24.6K
|
1.73K
$306K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-125- 0.41% |
$22.9K - $25K
|
30.6K
$5.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-126- 14.08% |
$23.1K - $25.2K
|
769
$136K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-126- 1.1% |
$23.1K - $25.2K
|
11.4K
$2.01M
|