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 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-26- 72.22% |
$4.75K - $5.1K
|
10
$1.96K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-26- 0.98% |
$4.75K - $5.1K
|
2.62K
$514K
|
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
SELL
|
- |
-26- 1.19% |
$4.75K - $5.1K
|
2.16K
$423K
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-27- 0.54% |
$4.94K - $5.3K
|
4.99K
$978K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-29- 0.06% |
$5.3K - $5.69K
|
46.1K
$9.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-30- 0.49% |
$5.48K - $5.89K
|
6.11K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-30- 1.39% |
$5.48K - $5.89K
|
2.13K
$418K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-32- 0.28% |
$5.85K - $6.28K
|
11.3K
$2.23M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-32- 1.05% |
$5.85K - $6.28K
|
3K
$589K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-32- 0.56% |
$5.85K - $6.28K
|
5.71K
$1.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-34- 1.96% |
$6.22K - $6.67K
|
1.7K
$333K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-34- 1.94% |
$6.22K - $6.67K
|
1.72K
$337K
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-35- 1.87% |
$6.4K - $6.87K
|
1.84K
$360K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-36- 0.85% |
$6.58K - $7.06K
|
4.21K
$826K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-36- 0.87% |
$6.58K - $7.06K
|
4.12K
$809K
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-38- 0.22% |
$6.95K - $7.46K
|
16.9K
$3.31M
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-38- 0.26% |
$6.95K - $7.46K
|
14.3K
$2.81M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-39- 1.67% |
$7.13K - $7.65K
|
2.3K
$451K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-40- 0.32% |
$7.31K - $7.85K
|
12.3K
$2.41M
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-40- 0.7% |
$7.31K - $7.85K
|
5.7K
$1.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-41- 0.19% |
$7.5K - $8.04K
|
21K
$4.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-41- 0.5% |
$7.5K - $8.04K
|
8.12K
$1.59M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-41- 0.95% |
$7.5K - $8.04K
|
4.29K
$841K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-42- 2.46% |
$7.68K - $8.24K
|
1.67K
$327K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-43- 0.77% |
$7.86K - $8.44K
|
5.56K
$1.09M
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-43- 1.07% |
$7.86K - $8.44K
|
3.97K
$779K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-44- 10.43% |
$8.04K - $8.63K
|
378
$74.1K
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
SELL
|
- |
-44- 0.55% |
$8.04K - $8.63K
|
7.97K
$1.56M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-45- 2.85% |
$8.23K - $8.83K
|
1.53K
$301K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-45- 0.76% |
$8.23K - $8.83K
|
5.86K
$1.15M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-45- 0.32% |
$8.23K - $8.83K
|
14.2K
$2.79M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-47- 0.35% |
$8.59K - $9.22K
|
13.4K
$2.62M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-48- 1.89% |
$8.78K - $9.42K
|
2.49K
$487K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-48- 3.63% |
$8.78K - $9.42K
|
1.27K
$250K
|
|
|
May 12, 2025
Q1 2025
|
Campion Asset Management
|
SELL
|
- |
-50- 2.51% |
$9.14K - $9.81K
|
1.94K
$381K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-51- 1.08% |
$9.32K - $10K
|
4.68K
$919K
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-52- 1.48% |
$9.51K - $10.2K
|
3.47K
$681K
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-52- 1.86% |
$9.51K - $10.2K
|
2.74K
$538K
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-52- 1.72% |
$9.51K - $10.2K
|
2.96K
$581K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-54- 6.89% |
$9.87K - $10.6K
|
730
$143K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-54- 1.71% |
$9.87K - $10.6K
|
3.11K
$609K
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-54- 1.68% |
$9.87K - $10.6K
|
3.16K
$619K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-54- 0.44% |
$9.87K - $10.6K
|
12.2K
$2.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-56- 0.58% |
$10.2K - $11K
|
9.56K
$1.88M
|
|
|
May 05, 2025
Q1 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-56- 2.02% |
$10.2K - $11K
|
2.71K
$532K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-57- 0.36% |
$10.4K - $11.2K
|
15.6K
$3.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-59- 4.86% |
$10.8K - $11.6K
|
1.16K
$227K
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-60- 1.14% |
$11K - $11.8K
|
5.2K
$1.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-60- 0.36% |
$11K - $11.8K
|
16.4K
$3.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-60- 1.02% |
$11K - $11.8K
|
5.83K
$1.14M
|