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 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-7.27K- 62.99% |
$1.33M - $1.45M
|
4.27K
$813K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-7.63K- 9.86% |
$1.4M - $1.52M
|
69.7K
$13.3M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-8.43K- 73.52% |
$1.54M - $1.68M
|
3.03K
$577K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-8.76K- 2.84% |
$1.61M - $1.75M
|
300K
$57.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-9.59K- 33.49% |
$1.76M - $1.92M
|
19.1K
$3.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-10.1K- 5.31% |
$1.86M - $2.03M
|
181K
$34.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-10.7K- 63.44% |
$1.95M - $2.13M
|
6.14K
$1.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-11K- 3.37% |
$2.01M - $2.19M
|
315K
$59.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-12.5K- 62.52% |
$2.28M - $2.49M
|
7.47K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-12.7K- 1.66% |
$2.32M - $2.53M
|
751K
$143M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-13.2K- 1.51% |
$2.41M - $2.63M
|
859K
$163M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-14K- 59.0% |
$2.57M - $2.8M
|
9.74K
$1.85M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-14.1K- 33.98% |
$2.58M - $2.81M
|
27.3K
$5.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-14.1K- 1.15% |
$2.58M - $2.82M
|
1.21M
$231M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-14.6K- 2.47% |
$2.67M - $2.91M
|
576K
$110M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-14.6K- 45.15% |
$2.67M - $2.91M
|
17.7K
$3.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-15.3K- 87.49% |
$2.8M - $3.05M
|
2.18K
$416K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-16.3K- 91.2% |
$2.98M - $3.25M
|
1.57K
$299K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-16.5K- 45.53% |
$3.02M - $3.29M
|
19.7K
$3.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-16.8K- 4.11% |
$3.07M - $3.35M
|
391K
$74.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-16.9K- 20.49% |
$3.1M - $3.38M
|
65.6K
$12.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.9K- 4.34% |
$3.1M - $3.38M
|
374K
$71.1M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-18.8K- 93.22% |
$3.44M - $3.75M
|
1.37K
$260K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-18.8K- 5.28% |
$3.44M - $3.76M
|
337K
$64.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-19.5K- 99.91% |
$3.58M - $3.9M
|
17
$3.24K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-20.1K- 98.34% |
$3.68M - $4.02M
|
340
$64.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-21.1K- 80.11% |
$3.87M - $4.22M
|
5.24K
$998K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-21.5K- 5.52% |
$3.93M - $4.29M
|
367K
$69.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-23.6K- 7.3% |
$4.33M - $4.72M
|
300K
$57.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-25.4K- 24.86% |
$4.66M - $5.08M
|
76.9K
$14.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
SELL
|
- |
-27.7K- 78.55% |
$5.08M - $5.54M
|
7.58K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-34.4K- 93.07% |
$6.3M - $6.86M
|
2.56K
$487K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-39.3K- 37.77% |
$7.21M - $7.86M
|
64.8K
$12.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-41.8K- 70.31% |
$7.66M - $8.35M
|
17.7K
$3.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-45K- 97.61% |
$8.25M - $8.99M
|
1.1K
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-50K- 41.67% |
$9.16M - $9.99M
|
70K
$13.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-52.8K- 2.8% |
$9.67M - $10.5M
|
1.83M
$348M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-53.2K- 4.92% |
$9.76M - $10.6M
|
1.03M
$196M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-69.1K- 45.96% |
$12.7M - $13.8M
|
81.2K
$15.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-70.8K- 83.3% |
$13M - $14.1M
|
14.2K
$2.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-75.7K- 33.74% |
$13.9M - $15.1M
|
149K
$28.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-86.2K- 4.2% |
$15.8M - $17.2M
|
1.97M
$374M
|
|
|
Feb 12, 2025
Q4 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-98.9K- 29.45% |
$18.1M - $19.8M
|
237K
$45.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-101K- 65.17% |
$18.5M - $20.2M
|
53.9K
$10.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-106K- 4.32% |
$19.5M - $21.3M
|
2.36M
$449M
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-220K- 99.46% |
$40.4M - $44M
|
1.2K
$228K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-326K- 3.49% |
$59.7M - $65.1M
|
9.01M
$1.72B
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-418K- 99.41% |
$76.6M - $83.6M
|
2.46K
$469K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-513K- 29.4% |
$93.9M - $102M
|
1.23M
$234M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.4M- 99.24% |
$256M - $279M
|
10.7K
$2.03M
|