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
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-60- 4.23% |
$11K - $11.8K
|
1.36K
$267K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-60- 4.92% |
$11K - $11.8K
|
1.16K
$227K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-61- 1.11% |
$11.2K - $12K
|
5.43K
$1.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-62- 1.6% |
$11.3K - $12.2K
|
3.81K
$747K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-65- 1.92% |
$11.9K - $12.8K
|
3.32K
$651K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-67- 0.62% |
$12.2K - $13.1K
|
10.8K
$2.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-67- 0.29% |
$12.2K - $13.1K
|
23.3K
$4.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-69- 2.92% |
$12.6K - $13.5K
|
2.29K
$449K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-69- 2.4% |
$12.6K - $13.5K
|
2.81K
$551K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-70- 0.56% |
$12.8K - $13.7K
|
12.3K
$2.42M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-70- 19.72% |
$12.8K - $13.7K
|
285
$55.9K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-70- 3.46% |
$12.8K - $13.7K
|
1.96K
$384K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-71- 21.91% |
$13K - $13.9K
|
253
$49.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-72- 1.95% |
$13.2K - $14.1K
|
3.62K
$710K
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-73- 0.99% |
$13.3K - $14.3K
|
7.27K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-75- 0.3% |
$13.7K - $14.7K
|
25.3K
$4.97M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-79- 1.81% |
$14.4K - $15.5K
|
4.28K
$839K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-80- 5.34% |
$14.6K - $15.7K
|
1.42K
$278K
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-80- 1.25% |
$14.6K - $15.7K
|
6.31K
$1.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-81- 18.84% |
$14.8K - $15.9K
|
349
$68.5K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-81- 0.48% |
$14.8K - $15.9K
|
16.9K
$3.32M
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-81- 2.6% |
$14.8K - $15.9K
|
3.03K
$594K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-83- 3.05% |
$15.2K - $16.3K
|
2.64K
$517K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-83- 1.61% |
$15.2K - $16.3K
|
5.07K
$994K
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-83- 5.68% |
$15.2K - $16.3K
|
1.38K
$270K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-84- 1.32% |
$15.4K - $16.5K
|
6.27K
$1.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-85- 5.4% |
$15.5K - $16.7K
|
1.49K
$292K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-85- 2.88% |
$15.5K - $16.7K
|
2.87K
$563K
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-86- 1.32% |
$15.7K - $16.9K
|
6.44K
$1.26M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-88- 5.03% |
$16.1K - $17.3K
|
1.66K
$326K
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-88- 6.09% |
$16.1K - $17.3K
|
1.36K
$266K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-89- 2.74% |
$16.3K - $17.5K
|
3.16K
$620K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-90- 1.58% |
$16.5K - $17.7K
|
5.6K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-90- 1.11% |
$16.5K - $17.7K
|
8.03K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-92- 61.33% |
$16.8K - $18.1K
|
58
$11.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-93- 3.83% |
$17K - $18.2K
|
2.34K
$458K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-95- 4.34% |
$17.4K - $18.6K
|
2.09K
$411K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-96- 5.93% |
$17.6K - $18.8K
|
1.52K
$299K
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
SELL
|
- |
-96- 0.46% |
$17.6K - $18.8K
|
20.7K
$4.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-98- 5.12% |
$17.9K - $19.2K
|
1.82K
$356K
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-98- 0.65% |
$17.9K - $19.2K
|
14.9K
$2.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-99- 6.64% |
$18.1K - $19.4K
|
1.39K
$273K
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-100- 6.06% |
$18.3K - $19.6K
|
1.55K
$304K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-100- 4.12% |
$18.3K - $19.6K
|
2.33K
$457K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-100- 5.95% |
$18.3K - $19.6K
|
1.58K
$310K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-101- 5.41% |
$18.5K - $19.8K
|
1.77K
$346K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-101- 8.19% |
$18.5K - $19.8K
|
1.13K
$222K
|
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-102- 6.14% |
$18.6K - $20K
|
1.56K
$306K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-103- 0.65% |
$18.8K - $20.2K
|
15.8K
$3.09M
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-103- 0.31% |
$18.8K - $20.2K
|
33.2K
$6.51M
|