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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Stegner Investment Associates Inc.
|
BUY
|
- |
3+ 0.01% |
$548 - $589
|
26.6K
$5.21M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
3+ 0.22% |
$548 - $589
|
1.34K
$263K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
2+ 0.05% |
$366 - $392
|
4.09K
$801K
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
2+ 0.17% |
$366 - $392
|
1.16K
$228K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.18% |
$366 - $392
|
1.14K
$224K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.03% |
$366 - $392
|
7.77K
$1.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2+ 0.09% |
$366 - $392
|
2.23K
$438K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2+ 0.08% |
$366 - $392
|
2.47K
$484K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
2+ 0.09% |
$366 - $392
|
2.21K
$434K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
2+ 0.2% |
$366 - $392
|
1.01K
$198K
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2+ 0.12% |
$366 - $392
|
1.63K
$319K
|
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
2+ 0.17% |
$366 - $392
|
1.21K
$237K
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
2+ 0.11% |
$366 - $392
|
1.9K
$372K
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
2+ 0.12% |
$366 - $392
|
1.63K
$319K
|
|
|
May 15, 2025
Q1 2025
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
2+ 0.22% |
$366 - $392
|
906
$178K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1+ 0.09% |
$183 - $196
|
1.12K
$220K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.36% |
$183 - $196
|
279
$54.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.5% |
$183 - $196
|
203
$39.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$183 - $196
|
5.82K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
1+ 0.02% |
$183 - $196
|
4.32K
$847K
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
BUY
|
- |
1+ 0.05% |
$183 - $196
|
2.01K
$394K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.02% |
$183 - $196
|
5.54K
$1.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
1+ 0.02% |
$183 - $196
|
4.15K
$814K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1+ 0.08% |
$183 - $196
|
1.28K
$251K
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
1+ 0.01% |
$183 - $196
|
6.74K
$1.32M
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
1+ 0.01% |
$183 - $196
|
10.7K
$2.11M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1+ 0.04% |
$183 - $196
|
2.72K
$534K
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
1+ 0.04% |
$183 - $196
|
2.5K
$490K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1+ 0.03% |
$183 - $196
|
3.98K
$781K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
1+ 0.08% |
$183 - $196
|
1.25K
$245K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.02% |
$183 - $196
|
6.08K
$1.19M
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
1New |
$183 - $196
|
1
$196
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$183 - $196
|
1
$196
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1+ 0.04% |
$183 - $196
|
2.74K
$537K
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 0.46% |
$183 - $196
|
217
$42.6K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
1+ 0.0% |
$183 - $196
|
33.6K
$6.6M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.41% |
$183 - $196
|
247
$48.5K
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1+ 0.02% |
$183 - $196
|
5.34K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$183 - $196
|
1
$196
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1+ 0.02% |
$183 - $196
|
5.76K
$1.13M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-1- 0.05% |
$183 - $196
|
1.88K
$368K
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-1- 0.02% |
$183 - $196
|
4.61K
$904K
|
|
|
Apr 30, 2025
Q1 2025
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-1- 0.01% |
$183 - $196
|
14.5K
$2.84M
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-2- 0.06% |
$366 - $392
|
3.52K
$690K
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-2- 0.13% |
$366 - $392
|
1.58K
$311K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-3- 0.08% |
$548 - $589
|
3.61K
$708K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-3- 0.25% |
$548 - $589
|
1.18K
$231K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-3- 0.25% |
$548 - $589
|
1.2K
$234K
|