Purchases and Sales Made in Q1 2025 in Ishares Russell 1000 Val ETF (IWD)
This table provides information about the institutional ownership of Ishares Russell 1000 Val ETF (IWD) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
119+ 0.32% |
$21.8K - $23.3K
|
36.8K
$7.22M
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
119New |
$21.8K - $23.3K
|
119
$23.3K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
118New |
$21.6K - $23.2K
|
118
$23.1K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
118+ 5.42% |
$21.6K - $23.2K
|
2.3K
$450K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
117+ 4.15% |
$21.4K - $23K
|
2.94K
$576K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
116+ 14.09% |
$21.2K - $22.8K
|
939
$184K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
114+ 2.04% |
$20.8K - $22.4K
|
5.7K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
113+ 9.01% |
$20.7K - $22.2K
|
1.37K
$268K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
112+ 3.58% |
$20.5K - $22K
|
3.24K
$636K
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
111+ 0.21% |
$20.3K - $21.8K
|
53.1K
$10.4M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
111+ 1009.09% |
$20.3K - $21.8K
|
122
$23.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
108+ 0.37% |
$19.7K - $21.2K
|
29.7K
$5.82M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
107+ 1.28% |
$19.6K - $21K
|
8.47K
$1.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
103New |
$18.8K - $20.2K
|
103
$20.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
100+ 17.42% |
$18.3K - $19.6K
|
674
$132K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
94+ 1.1% |
$17.2K - $18.4K
|
8.63K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
94+ 2.39% |
$17.2K - $18.4K
|
4.02K
$789K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
92+ 15.83% |
$16.8K - $18.1K
|
673
$132K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
92+ 77.97% |
$16.8K - $18.1K
|
210
$41.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
91+ 1.13% |
$16.6K - $17.9K
|
8.12K
$1.59M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
91+ 12.64% |
$16.6K - $17.9K
|
811
$159K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
90+ 1.5% |
$16.5K - $17.7K
|
6.11K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
90+ 0.41% |
$16.5K - $17.7K
|
22.2K
$4.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
87+ 2.57% |
$15.9K - $17.1K
|
3.47K
$680K
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
87+ 0.24% |
$15.9K - $17.1K
|
35.9K
$7.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
86+ 3.29% |
$15.7K - $16.9K
|
2.7K
$529K
|
|
|
Apr 24, 2025
Q1 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
86+ 7.9% |
$15.7K - $16.9K
|
1.18K
$230K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
85+ 1.98% |
$15.5K - $16.7K
|
4.38K
$858K
|
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
85+ 6.95% |
$15.5K - $16.7K
|
1.31K
$257K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
84+ 1.74% |
$15.4K - $16.5K
|
4.9K
$961K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
81+ 0.36% |
$14.8K - $15.9K
|
22.6K
$4.43M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
80+ 55.94% |
$14.6K - $15.7K
|
223
$43.7K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
79+ 1.56% |
$14.4K - $15.5K
|
5.15K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
79+ 3.75% |
$14.4K - $15.5K
|
2.19K
$429K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
78+ 4.52% |
$14.3K - $15.3K
|
1.8K
$353K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
77+ 2.11% |
$14.1K - $15.1K
|
3.73K
$732K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
75+ 5.12% |
$13.7K - $14.7K
|
1.54K
$302K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
69+ 2.96% |
$12.6K - $13.5K
|
2.4K
$471K
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
68+ 1.81% |
$12.4K - $13.3K
|
3.83K
$751K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
68New |
$12.4K - $13.3K
|
68
$13.3K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
68+ 0.26% |
$12.4K - $13.3K
|
26.2K
$5.13M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
67+ 7.69% |
$12.2K - $13.1K
|
938
$184K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
65New |
$11.9K - $12.8K
|
65
$12.8K
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
65+ 0.82% |
$11.9K - $12.8K
|
7.98K
$1.56M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
63+ 0.6% |
$11.5K - $12.4K
|
10.6K
$2.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
63+ 0.32% |
$11.5K - $12.4K
|
19.5K
$3.83M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
61+ 164.86% |
$11.2K - $12K
|
98
$19.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
55New |
$10.1K - $10.8K
|
55
$10.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
53+ 0.83% |
$9.69K - $10.4K
|
6.45K
$1.26M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
51+ 9.26% |
$9.32K - $10K
|
602
$118K
|