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 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
625+ 11.75% |
$115K - $125K
|
5.95K
$1.15M
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
BUY
|
- |
622+ 1.09% |
$114K - $124K
|
57.8K
$11.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
613+ 72.03% |
$112K - $122K
|
1.46K
$283K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
610+ 12.58% |
$112K - $122K
|
5.46K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
607+ 8.85% |
$111K - $121K
|
7.47K
$1.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
596+ 7.11% |
$109K - $119K
|
8.98K
$1.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
595+ 8.44% |
$109K - $119K
|
7.64K
$1.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
593New |
$109K - $118K
|
593
$115K
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
577New |
$106K - $115K
|
577
$111K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
576+ 0.72% |
$106K - $115K
|
80.4K
$15.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
BUY
|
- |
564+ 6.26% |
$103K - $113K
|
9.57K
$1.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
564+ 2.12% |
$103K - $113K
|
27.1K
$5.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
563+ 2.0% |
$103K - $112K
|
28.7K
$5.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
534+ 8.61% |
$97.8K - $107K
|
6.74K
$1.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
519+ 45.05% |
$95.1K - $104K
|
1.67K
$323K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
518+ 21.33% |
$94.9K - $103K
|
2.95K
$569K
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
505+ 2.15% |
$92.5K - $101K
|
24K
$4.65M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
492New |
$90.1K - $98.3K
|
492
$95.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
463+ 9.56% |
$84.8K - $92.5K
|
5.31K
$1.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
462New |
$84.7K - $92.3K
|
462
$89.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
461+ 5122.22% |
$84.5K - $92.1K
|
470
$90.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
460+ 1.3% |
$84.3K - $91.9K
|
35.8K
$6.92M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
455+ 55.62% |
$83.4K - $90.9K
|
1.27K
$246K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
454+ 14.23% |
$83.2K - $90.7K
|
3.64K
$704K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
447+ 2.86% |
$81.9K - $89.3K
|
16.1K
$3.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
439+ 19.88% |
$80.4K - $87.7K
|
2.65K
$511K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
425New |
$77.9K - $84.9K
|
425
$82.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
407+ 1.67% |
$74.6K - $81.3K
|
24.8K
$4.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
399+ 10.25% |
$73.1K - $79.7K
|
4.29K
$829K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
391+ 1.44% |
$71.6K - $78.1K
|
27.5K
$5.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
386+ 16.74% |
$70.7K - $77.1K
|
2.69K
$520K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
371+ 15.44% |
$68K - $74.1K
|
2.77K
$536K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
367+ 0.44% |
$67.2K - $73.3K
|
83.1K
$16.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
360+ 1.09% |
$66K - $71.9K
|
33.3K
$6.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
340+ 5.23% |
$62.3K - $67.9K
|
6.85K
$1.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
337+ 1.42% |
$61.7K - $67.3K
|
24K
$4.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
337New |
$61.7K - $67.3K
|
337
$65.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
330+ 0.85% |
$60.5K - $65.9K
|
39.2K
$7.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
328+ 0.58% |
$60.1K - $65.5K
|
57.1K
$11M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
327+ 14.6% |
$59.9K - $65.3K
|
2.57K
$496K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
326+ 1.46% |
$59.7K - $65.1K
|
22.7K
$4.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
323+ 0.51% |
$59.2K - $64.5K
|
64.1K
$12.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
323+ 3.6% |
$59.2K - $64.5K
|
9.3K
$1.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
322+ 3.32% |
$59K - $64.3K
|
10K
$1.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
320+ 1.72% |
$58.6K - $63.9K
|
18.9K
$3.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
313+ 0.62% |
$57.4K - $62.5K
|
51K
$9.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
306+ 0.73% |
$56.1K - $61.1K
|
42K
$8.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
300+ 2.32% |
$55K - $59.9K
|
13.2K
$2.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
299+ 0.23% |
$54.8K - $59.7K
|
131K
$25.3M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
297+ 23.2% |
$54.4K - $59.3K
|
1.58K
$305K
|