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
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
21+ 1.66% |
$3.85K - $4.2K
|
1.28K
$248K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
20+ 0.12% |
$3.66K - $4K
|
16.3K
$3.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
20+ 0.05% |
$3.66K - $4K
|
43.7K
$8.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
20+ 1.49% |
$3.66K - $4K
|
1.36K
$263K
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
20+ 0.83% |
$3.66K - $4K
|
2.44K
$471K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
20+ 0.53% |
$3.66K - $4K
|
3.78K
$731K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
18+ 0.52% |
$3.3K - $3.6K
|
3.51K
$678K
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
17+ 0.49% |
$3.11K - $3.4K
|
3.47K
$670K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
17+ 0.54% |
$3.11K - $3.4K
|
3.17K
$613K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
15+ 0.75% |
$2.75K - $3K
|
2.03K
$391K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
15+ 0.55% |
$2.75K - $3K
|
2.76K
$533K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
15+ 0.97% |
$2.75K - $3K
|
1.56K
$302K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
14+ 1.79% |
$2.57K - $2.8K
|
797
$154K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
13+ 0.6% |
$2.38K - $2.6K
|
2.19K
$422K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
13+ 0.42% |
$2.38K - $2.6K
|
3.14K
$606K
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
12+ 0.84% |
$2.2K - $2.4K
|
1.44K
$278K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
12+ 0.4% |
$2.2K - $2.4K
|
2.99K
$578K
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
11+ 0.52% |
$2.02K - $2.2K
|
2.14K
$413K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
11+ 0.02% |
$2.02K - $2.2K
|
56.4K
$10.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
11+ 0.14% |
$2.02K - $2.2K
|
8.03K
$1.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
10+ 0.08% |
$1.83K - $2K
|
12.4K
$2.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
9+ 0.07% |
$1.65K - $1.8K
|
12.3K
$2.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
8+ 0.21% |
$1.47K - $1.6K
|
3.76K
$727K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
8+ 0.3% |
$1.47K - $1.6K
|
2.64K
$510K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
8+ 0.12% |
$1.47K - $1.6K
|
6.76K
$1.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
7+ 0.53% |
$1.28K - $1.4K
|
1.32K
$256K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
7+ 0.56% |
$1.28K - $1.4K
|
1.26K
$243K
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
7+ 0.34% |
$1.28K - $1.4K
|
2.1K
$405K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
7+ 0.18% |
$1.28K - $1.4K
|
3.8K
$734K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.52% |
$1.28K - $1.4K
|
1.34K
$259K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
7+ 0.28% |
$1.28K - $1.4K
|
2.53K
$489K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6+ 0.18% |
$1.1K - $1.2K
|
3.31K
$639K
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
6+ 0.42% |
$1.1K - $1.2K
|
1.43K
$277K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
6+ 0.17% |
$1.1K - $1.2K
|
3.53K
$681K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
6+ 0.23% |
$1.1K - $1.2K
|
2.63K
$507K
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
5+ 0.46% |
$916 - $999
|
1.09K
$211K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
4+ 0.28% |
$733 - $799
|
1.46K
$281K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4+ 0.01% |
$733 - $799
|
53.6K
$10.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
4+ 0.37% |
$733 - $799
|
1.1K
$212K
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
BUY
|
- |
4+ 0.16% |
$733 - $799
|
2.54K
$491K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
4+ 0.05% |
$733 - $799
|
8.87K
$1.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
3+ 0.65% |
$550 - $599
|
462
$89.3K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
3+ 0.52% |
$550 - $599
|
581
$112K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3+ 0.09% |
$550 - $599
|
3.38K
$653K
|
|
|
Feb 06, 2025
Q4 2024
|
Stegner Investment Associates Inc.
|
BUY
|
- |
3+ 0.01% |
$550 - $599
|
26.6K
$5.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3+ 0.08% |
$550 - $599
|
3.61K
$698K
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
BUY
|
- |
2+ 0.1% |
$366 - $400
|
2.01K
$388K
|
|
|
Feb 03, 2025
Q4 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
2+ 0.13% |
$366 - $400
|
1.58K
$305K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2+ 0.07% |
$366 - $400
|
2.88K
$556K
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
2+ 0.09% |
$366 - $400
|
2.29K
$442K
|