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 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
6.49K+ 3.29% |
$1.19M - $1.3M
|
203K
$38.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
6.42KNew |
$1.18M - $1.28M
|
6.42K
$1.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
6.4KNew |
$1.17M - $1.28M
|
6.4K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
6.39KNew |
$1.17M - $1.28M
|
6.39K
$1.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
6.29K+ 260.51% |
$1.15M - $1.26M
|
8.71K
$1.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
6.07KNew |
$1.11M - $1.21M
|
6.07K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.05K+ 10.62% |
$1.11M - $1.21M
|
63K
$11.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
5.96KNew |
$1.09M - $1.19M
|
5.96K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
5.86KNew |
$1.07M - $1.17M
|
5.86K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
5.85K+ 41.75% |
$1.07M - $1.17M
|
19.8K
$3.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
5.72K+ 43.9% |
$1.05M - $1.14M
|
18.8K
$3.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
5.7K+ 15.36% |
$1.04M - $1.14M
|
42.8K
$8.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
5.7K+ 11.22% |
$1.04M - $1.14M
|
56.5K
$10.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
5.67KNew |
$1.04M - $1.13M
|
5.67K
$1.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
5.61K+ 60.01% |
$1.03M - $1.12M
|
15K
$2.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
5.58KNew |
$1.02M - $1.12M
|
5.58K
$1.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Seizert Capital Partners, LLC
|
BUY
|
- |
5.54KNew |
$1.02M - $1.11M
|
5.54K
$1.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
5.36KNew |
$982K - $1.07M
|
5.36K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.34K+ 2.45% |
$979K - $1.07M
|
224K
$42.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
5.3KNew |
$972K - $1.06M
|
5.3K
$1M
|
|
|
Jan 28, 2025
Q4 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
5.28KNew |
$967K - $1.05M
|
5.28K
$995K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
5.25KNew |
$962K - $1.05M
|
5.25K
$989K
|
|
|
Jan 24, 2025
Q4 2024
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
5.22KNew |
$956K - $1.04M
|
5.22K
$983K
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
5.2K+ 456.14% |
$953K - $1.04M
|
6.34K
$1.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
5.18K+ 122.91% |
$949K - $1.03M
|
9.39K
$1.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
5.08K+ 2.81% |
$931K - $1.02M
|
186K
$35M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
5.08KNew |
$930K - $1.01M
|
5.08K
$956K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
5.06K+ 190.37% |
$928K - $1.01M
|
7.72K
$1.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
5.05KNew |
$924K - $1.01M
|
5.05K
$951K
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
5.03KNew |
$921K - $1M
|
5.03K
$947K
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
5KNew |
$917K - $1M
|
5K
$943K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
4.97KNew |
$910K - $992K
|
4.97K
$936K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.96K+ 1.29% |
$908K - $991K
|
389K
$73.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.82K+ 0.73% |
$883K - $963K
|
667K
$126M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.79K+ 0.72% |
$877K - $956K
|
672K
$127M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
4.77KNew |
$873K - $952K
|
4.77K
$898K
|
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
4.74K+ 45.47% |
$869K - $947K
|
15.2K
$2.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
4.73K+ 11.59% |
$866K - $944K
|
45.5K
$8.58M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.72K+ 280.56% |
$865K - $943K
|
6.4K
$1.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
4.61KNew |
$845K - $921K
|
4.61K
$869K
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
4.57KNew |
$837K - $913K
|
4.57K
$861K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
4.56KNew |
$836K - $912K
|
4.56K
$860K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
4.33KNew |
$794K - $866K
|
4.33K
$817K
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
4.15KNew |
$760K - $829K
|
4.15K
$782K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
4.15K+ 1.1% |
$760K - $829K
|
380K
$71.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.14K+ 665.92% |
$759K - $828K
|
4.76K
$898K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
4.14KNew |
$758K - $826K
|
4.14K
$780K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
4.1K+ 88.13% |
$751K - $819K
|
8.75K
$1.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
4.07K+ 14.1% |
$745K - $813K
|
32.9K
$6.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.05K+ 15.24% |
$742K - $810K
|
30.6K
$5.77M
|