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 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4- 0.1% |
$731 - $785
|
3.94K
$772K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-4- 0.06% |
$731 - $785
|
6.84K
$1.34M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-4- 0.28% |
$731 - $785
|
1.4K
$275K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-5- 0.41% |
$914 - $981
|
1.21K
$238K
|
|
|
May 07, 2025
Q1 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-5- 0.03% |
$914 - $981
|
14.4K
$2.83M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-5- 0.08% |
$914 - $981
|
5.97K
$1.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-6- 0.34% |
$1.1K - $1.18K
|
1.78K
$350K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-6- 0.01% |
$1.1K - $1.18K
|
41.9K
$8.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-7- 0.36% |
$1.28K - $1.37K
|
1.92K
$376K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-7- 0.46% |
$1.28K - $1.37K
|
1.51K
$297K
|
|
|
Apr 22, 2025
Q1 2025
|
Echo Wealth Management, LLC
|
SELL
|
- |
-7- 0.49% |
$1.28K - $1.37K
|
1.43K
$280K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-7- 0.06% |
$1.28K - $1.37K
|
11K
$2.17M
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-7- 1.05% |
$1.28K - $1.37K
|
659
$129K
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-8- 0.43% |
$1.46K - $1.57K
|
1.87K
$366K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-9- 0.15% |
$1.65K - $1.77K
|
6.01K
$1.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-9- 0.2% |
$1.65K - $1.77K
|
4.55K
$893K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-9- 0.3% |
$1.65K - $1.77K
|
2.99K
$587K
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-9- 0.39% |
$1.65K - $1.77K
|
2.32K
$455K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-10- 0.78% |
$1.83K - $1.96K
|
1.27K
$249K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-10- 0.45% |
$1.83K - $1.96K
|
2.22K
$435K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-10- 0.09% |
$1.83K - $1.96K
|
10.9K
$2.13M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-10- 0.14% |
$1.83K - $1.96K
|
7.29K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-10- 5.81% |
$1.83K - $1.96K
|
162
$31.8K
|
|
|
May 15, 2025
Q1 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-10- 0.45% |
$1.83K - $1.96K
|
2.2K
$432K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-10- 0.54% |
$1.83K - $1.96K
|
1.83K
$360K
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-11- 0.25% |
$2.01K - $2.16K
|
4.31K
$844K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-11- 0.24% |
$2.01K - $2.16K
|
4.57K
$896K
|
|
|
May 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
SELL
|
- |
-11- 0.15% |
$2.01K - $2.16K
|
7.13K
$1.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-12- 0.98% |
$2.19K - $2.35K
|
1.21K
$237K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
SELL
|
- |
-12- 0.13% |
$2.19K - $2.35K
|
9.56K
$1.88M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-12- 1.22% |
$2.19K - $2.35K
|
971
$190K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-12- 0.24% |
$2.19K - $2.35K
|
5K
$980K
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-13- 0.55% |
$2.38K - $2.55K
|
2.34K
$459K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-13- 0.07% |
$2.38K - $2.55K
|
18.8K
$3.7M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-15- 0.07% |
$2.74K - $2.94K
|
22K
$4.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-15- 0.29% |
$2.74K - $2.94K
|
5.23K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-16- 0.75% |
$2.93K - $3.14K
|
2.12K
$415K
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-17- 0.2% |
$3.11K - $3.34K
|
8.59K
$1.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-19- 0.26% |
$3.47K - $3.73K
|
7.17K
$1.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-20- 0.73% |
$3.66K - $3.92K
|
2.73K
$535K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-20- 1.47% |
$3.66K - $3.92K
|
1.34K
$263K
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-20- 1.04% |
$3.66K - $3.92K
|
1.91K
$375K
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-20- 0.51% |
$3.66K - $3.92K
|
3.91K
$768K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-21- 0.99% |
$3.84K - $4.12K
|
2.1K
$412K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-22- 26.51% |
$4.02K - $4.32K
|
61
$12K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-23- 0.4% |
$4.2K - $4.51K
|
5.67K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-23- 12.3% |
$4.2K - $4.51K
|
164
$32.2K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-24- 1.39% |
$4.39K - $4.71K
|
1.71K
$335K
|
|
|
May 07, 2025
Q1 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
SELL
|
- |
-25- 2.27% |
$4.57K - $4.91K
|
1.07K
$211K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-25- 0.08% |
$4.57K - $4.91K
|
31.4K
$6.16M
|