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 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-486- 2.78% |
$89K - $97.1K
|
17K
$3.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-493- 2.21% |
$90.3K - $98.5K
|
21.9K
$4.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-493- 7.63% |
$90.3K - $98.5K
|
5.97K
$1.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-500- 78.62% |
$91.6K - $99.9K
|
136
$27.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-510- 1.03% |
$93.4K - $102K
|
49.2K
$10.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-511- 3.98% |
$93.6K - $102K
|
12.3K
$2.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-519- 11.04% |
$95.1K - $104K
|
4.18K
$856K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-526- 6.52% |
$96.4K - $105K
|
7.55K
$1.55M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-534- 2.32% |
$97.8K - $107K
|
22.5K
$4.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-540- 8.67% |
$98.9K - $108K
|
5.69K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-543- 2.4% |
$99.5K - $108K
|
22.1K
$4.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-545- 9.04% |
$99.9K - $109K
|
5.48K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-555- 32.78% |
$102K - $111K
|
1.14K
$233K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-563- 7.93% |
$103K - $112K
|
6.54K
$1.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-569- 24.75% |
$104K - $114K
|
1.73K
$354K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-584- 16.5% |
$107K - $117K
|
2.96K
$605K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-601- 5.81% |
$110K - $120K
|
9.74K
$2M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-601- 10.72% |
$110K - $120K
|
5.01K
$1.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-606- 1.74% |
$111K - $121K
|
34.3K
$7.03M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
SELL
|
- |
-609- 2.69% |
$112K - $122K
|
22.1K
$4.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-625- 1.35% |
$115K - $125K
|
45.7K
$9.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-635- 0.17% |
$116K - $127K
|
366K
$74.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-640- 5.09% |
$117K - $128K
|
11.9K
$2.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-650- 19.9% |
$119K - $130K
|
2.62K
$536K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-650- 29.27% |
$119K - $130K
|
1.57K
$322K
|
|
|
Aug 15, 2025
Q4 2024
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-650- 3.87% |
$119K - $130K
|
16.1K
$3.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-652- 12.77% |
$119K - $130K
|
4.45K
$912K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-656- 33.28% |
$120K - $131K
|
1.32K
$269K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-661- 23.35% |
$121K - $132K
|
2.17K
$444K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-668- 3.28% |
$122K - $133K
|
19.7K
$4.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-682- 6.7% |
$125K - $136K
|
9.5K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-694- 45.69% |
$127K - $139K
|
825
$169K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-716- 7.89% |
$131K - $143K
|
8.36K
$1.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-733- 2.13% |
$134K - $146K
|
33.6K
$6.89M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-734- 2.19% |
$134K - $147K
|
32.8K
$6.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-739- 1.97% |
$135K - $148K
|
36.7K
$7.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-741- 8.77% |
$136K - $148K
|
7.71K
$1.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-746- 22.18% |
$137K - $149K
|
2.62K
$536K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-754- 9.49% |
$138K - $151K
|
7.19K
$1.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-775- 2.59% |
$142K - $155K
|
29.2K
$5.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-781- 2.45% |
$143K - $156K
|
31.1K
$6.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-796- 4.6% |
$146K - $159K
|
16.5K
$3.38M
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-799- 2.42% |
$146K - $160K
|
32.3K
$6.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-800- 22.1% |
$147K - $160K
|
2.82K
$578K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-815- 3.56% |
$149K - $163K
|
22.1K
$4.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-823- 1.45% |
$151K - $164K
|
56.1K
$11.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-825- 1.27% |
$151K - $165K
|
64.2K
$13.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-832- 5.81% |
$152K - $166K
|
13.5K
$2.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-840- 0.44% |
$154K - $168K
|
190K
$38.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-860- 12.49% |
$158K - $172K
|
6.02K
$1.23M
|