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 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
5.08K+ 2.81% |
$931K - $1.02M
|
186K
$35.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
5.08KNew |
$930K - $1.01M
|
5.08K
$981K
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
5.05KNew |
$924K - $1.01M
|
5.05K
$975K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
4.97KNew |
$910K - $992K
|
4.97K
$960K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.96K+ 1.29% |
$908K - $991K
|
389K
$75.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.82K+ 0.73% |
$883K - $963K
|
667K
$129M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
4.61KNew |
$845K - $921K
|
4.61K
$891K
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
4.57KNew |
$837K - $913K
|
4.57K
$883K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
4.56KNew |
$836K - $912K
|
4.56K
$882K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
4.33KNew |
$794K - $866K
|
4.33K
$837K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
4.14KNew |
$758K - $826K
|
4.14K
$799K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
4.1K+ 88.13% |
$751K - $819K
|
8.75K
$1.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
4.07K+ 14.1% |
$745K - $813K
|
32.9K
$6.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.05K+ 15.24% |
$742K - $810K
|
30.6K
$5.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.93K+ 23.47% |
$720K - $785K
|
20.7K
$4M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.9KNew |
$714K - $779K
|
3.9K
$753K
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
3.87K+ 2.89% |
$709K - $773K
|
138K
$26.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.87K+ 62.3% |
$708K - $772K
|
10.1K
$1.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3.65KNew |
$669K - $729K
|
3.65K
$705K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.63K+ 48.66% |
$665K - $725K
|
11.1K
$2.14M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
3.62K+ 1.76% |
$664K - $724K
|
210K
$40.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.61K+ 3.53% |
$662K - $722K
|
106K
$20.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
3.52KNew |
$645K - $704K
|
3.52K
$681K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.49K+ 1.41% |
$640K - $697K
|
252K
$48.7M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.39K+ 34.11% |
$621K - $677K
|
13.3K
$2.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
3.36KNew |
$616K - $672K
|
3.36K
$650K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3.07KNew |
$563K - $614K
|
3.07K
$593K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
3.07KNew |
$562K - $612K
|
3.07K
$592K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.03K+ 64.94% |
$555K - $605K
|
7.69K
$1.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3K+ 107.84% |
$550K - $599K
|
5.78K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.98K+ 8.85% |
$546K - $596K
|
36.7K
$7.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.96KNew |
$542K - $591K
|
2.96K
$571K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
2.94K+ 28.33% |
$539K - $588K
|
13.3K
$2.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
2.77KNew |
$507K - $553K
|
2.77K
$535K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2.65K+ 0.65% |
$486K - $530K
|
414K
$79.9M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2.63K+ 19.84% |
$481K - $525K
|
15.9K
$3.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
2.62KNew |
$480K - $523K
|
2.62K
$506K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2.57K+ 1070.0% |
$471K - $513K
|
2.81K
$543K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.57K+ 2.27% |
$470K - $513K
|
116K
$22.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.56K+ 17.19% |
$469K - $512K
|
17.5K
$3.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.53K+ 49.66% |
$463K - $505K
|
7.61K
$1.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.46K+ 11.79% |
$450K - $491K
|
23.3K
$4.5M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
2.44K+ 110.63% |
$446K - $487K
|
4.64K
$896K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.42K+ 802.99% |
$443K - $483K
|
2.72K
$525K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.41KNew |
$442K - $482K
|
2.41K
$466K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.38K+ 2.48% |
$436K - $475K
|
98.3K
$19M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
2.29KNew |
$420K - $458K
|
2.29K
$443K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.23KNew |
$408K - $445K
|
2.23K
$430K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.22K+ 1.13% |
$407K - $444K
|
199K
$38.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2.2K+ 11.22% |
$404K - $440K
|
21.8K
$4.22M
|