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
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
13+ 0.74% |
$2.38K - $2.55K
|
1.76K
$345K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
13+ 108.33% |
$2.38K - $2.55K
|
25
$4.9K
|
|
|
May 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
13+ 0.22% |
$2.38K - $2.55K
|
5.87K
$1.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
12+ 0.39% |
$2.19K - $2.35K
|
3.06K
$600K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
12+ 0.14% |
$2.19K - $2.35K
|
8.88K
$1.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
12+ 0.29% |
$2.19K - $2.35K
|
4.08K
$801K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
12+ 0.25% |
$2.19K - $2.35K
|
4.8K
$941K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
12+ 1.0% |
$2.19K - $2.35K
|
1.21K
$237K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
11+ 0.4% |
$2.01K - $2.16K
|
2.77K
$544K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
11+ 0.14% |
$2.01K - $2.16K
|
7.65K
$1.5M
|
|
|
May 05, 2025
Q1 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
11+ 0.42% |
$2.01K - $2.16K
|
2.61K
$513K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
11+ 0.48% |
$2.01K - $2.16K
|
2.31K
$454K
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
10+ 0.13% |
$1.83K - $1.96K
|
7.72K
$1.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.23% |
$1.65K - $1.77K
|
3.87K
$759K
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
9+ 0.43% |
$1.65K - $1.77K
|
2.08K
$409K
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
9+ 0.3% |
$1.65K - $1.77K
|
3K
$589K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
8+ 0.42% |
$1.46K - $1.57K
|
1.91K
$374K
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
8+ 0.15% |
$1.46K - $1.57K
|
5.49K
$1.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
7+ 0.08% |
$1.28K - $1.37K
|
8.87K
$1.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
7+ 0.43% |
$1.28K - $1.37K
|
1.65K
$324K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
7+ 0.27% |
$1.28K - $1.37K
|
2.65K
$519K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
7+ 0.38% |
$1.28K - $1.37K
|
1.87K
$366K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
7New |
$1.28K - $1.37K
|
7
$1.37K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
7+ 0.14% |
$1.28K - $1.37K
|
5.16K
$1.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
6+ 0.23% |
$1.1K - $1.18K
|
2.59K
$508K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
6+ 0.45% |
$1.1K - $1.18K
|
1.33K
$261K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
6+ 0.29% |
$1.1K - $1.18K
|
2.1K
$412K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
6+ 0.12% |
$1.1K - $1.18K
|
4.96K
$973K
|
|
|
May 13, 2025
Q1 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
6+ 0.05% |
$1.1K - $1.18K
|
12.2K
$2.39M
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
6+ 0.34% |
$1.1K - $1.18K
|
1.78K
$350K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.37% |
$914 - $981
|
1.35K
$264K
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
5+ 0.12% |
$914 - $981
|
4.19K
$821K
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
5+ 0.19% |
$914 - $981
|
2.63K
$516K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
5+ 0.21% |
$914 - $981
|
2.44K
$479K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
5+ 0.39% |
$914 - $981
|
1.3K
$255K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5+ 0.01% |
$914 - $981
|
53.6K
$10.5M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
5+ 0.14% |
$914 - $981
|
3.64K
$714K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
5+ 0.07% |
$914 - $981
|
7.69K
$1.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4+ 0.5% |
$731 - $785
|
801
$157K
|
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
4+ 0.37% |
$731 - $785
|
1.1K
$215K
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
4+ 0.01% |
$731 - $785
|
34.3K
$6.73M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
4+ 0.08% |
$731 - $785
|
5.31K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.01% |
$731 - $785
|
47.2K
$9.25M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
4+ 0.13% |
$731 - $785
|
3.05K
$599K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4+ 0.05% |
$731 - $785
|
7.37K
$1.45M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4+ 5.97% |
$731 - $785
|
71
$13.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3+ 0.08% |
$548 - $589
|
3.77K
$739K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3+ 0.39% |
$548 - $589
|
775
$152K
|
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
3+ 0.24% |
$548 - $589
|
1.23K
$241K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3+ 0.0% |
$548 - $589
|
64.2K
$12.6M
|