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 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
2.62KNew |
$480K - $523K
|
2.62K
$461K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
2.61KNew |
$478K - $522K
|
2.61K
$460K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.6K+ 8.19% |
$476K - $519K
|
34.3K
$6.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2.57K+ 1070.0% |
$471K - $513K
|
2.81K
$495K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.57K+ 2.27% |
$470K - $513K
|
116K
$20.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.56K+ 17.19% |
$469K - $512K
|
17.5K
$3.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
2.55K+ 5.75% |
$466K - $508K
|
46.8K
$8.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.55KNew |
$466K - $508K
|
2.55K
$449K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.53K+ 49.66% |
$463K - $505K
|
7.61K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.48K+ 1.76% |
$455K - $496K
|
144K
$25.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.46K+ 11.79% |
$450K - $491K
|
23.3K
$4.11M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
2.44K+ 110.63% |
$446K - $487K
|
4.64K
$818K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.42K+ 802.99% |
$443K - $483K
|
2.72K
$479K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.41KNew |
$442K - $482K
|
2.41K
$425K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.38K+ 2.48% |
$436K - $475K
|
98.3K
$17.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.37K+ 7.91% |
$434K - $473K
|
32.3K
$5.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.36K+ 40.58% |
$432K - $471K
|
8.16K
$1.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
2.35KNew |
$430K - $469K
|
2.35K
$414K
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
2.29KNew |
$420K - $458K
|
2.29K
$404K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.23KNew |
$408K - $445K
|
2.23K
$393K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.22K+ 1.13% |
$407K - $444K
|
199K
$35.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2.2K+ 11.22% |
$404K - $440K
|
21.8K
$3.85M
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
2.18KNew |
$400K - $436K
|
2.18K
$385K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.18KNew |
$399K - $435K
|
2.18K
$384K
|
|
|
Feb 05, 2025
Q4 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
2.15KNew |
$394K - $430K
|
2.15K
$379K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2.13KNew |
$391K - $426K
|
2.13K
$376K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.13K+ 170.75% |
$390K - $426K
|
3.38K
$596K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.12KNew |
$389K - $424K
|
2.12K
$374K
|
|
|
Feb 14, 2025
Q4 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
2.12KNew |
$388K - $423K
|
2.12K
$373K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.1KNew |
$384K - $419K
|
2.1K
$370K
|
|
|
Apr 17, 2025
Q4 2024
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
2.08KNew |
$381K - $416K
|
2.08K
$367K
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
2.01KNew |
$368K - $402K
|
2.01K
$354K
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
1.99KNew |
$364K - $397K
|
1.99K
$350K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.96K+ 159.36% |
$359K - $391K
|
3.19K
$562K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.96KNew |
$358K - $391K
|
1.96K
$345K
|
|
|
Feb 07, 2025
Q4 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
1.95K+ 2.65% |
$358K - $390K
|
75.6K
$13.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
1.94K+ 1.43% |
$355K - $388K
|
137K
$24.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
1.94K+ 44.24% |
$355K - $387K
|
6.32K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1.92KNew |
$352K - $384K
|
1.92K
$339K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.92K+ 84.99% |
$352K - $384K
|
4.18K
$737K
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
1.91KNew |
$351K - $382K
|
1.91K
$337K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1.88KNew |
$344K - $375K
|
1.88K
$331K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.87KNew |
$342K - $373K
|
1.87K
$329K
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
1.85KNew |
$338K - $369K
|
1.85K
$325K
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.85KNew |
$338K - $369K
|
1.85K
$325K
|
|
|
Feb 14, 2025
Q4 2024
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
1.85KNew |
$338K - $369K
|
1.85K
$325K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.83KNew |
$336K - $366K
|
1.83K
$323K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.83K+ 7.56% |
$336K - $366K
|
26.1K
$4.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
BUY
|
- |
1.81KNew |
$331K - $361K
|
1.81K
$318K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.81K+ 3.12% |
$331K - $361K
|
59.7K
$10.5M
|