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 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-104- 5.23% |
$19K - $20.4K
|
1.88K
$369K
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
SELL
|
- |
-104- 2.21% |
$19K - $20.4K
|
4.6K
$902K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-104- 0.73% |
$19K - $20.4K
|
14.1K
$2.77M
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
SELL
|
- |
-104- 4.54% |
$19K - $20.4K
|
2.19K
$429K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
SELL
|
- |
-105- 0.65% |
$19.2K - $20.6K
|
16K
$3.14M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-105- 1.45% |
$19.2K - $20.6K
|
7.15K
$1.4M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-105- 5.73% |
$19.2K - $20.6K
|
1.73K
$339K
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-107- 2.74% |
$19.6K - $21K
|
3.8K
$746K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-107- 3.97% |
$19.6K - $21K
|
2.59K
$507K
|
|
|
May 16, 2025
Q1 2025
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-109- 3.67% |
$19.9K - $21.4K
|
2.86K
$560K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-110- 1.09% |
$20.1K - $21.6K
|
9.98K
$1.96M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-111- 4.24% |
$20.3K - $21.8K
|
2.51K
$492K
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-112- 1.06% |
$20.5K - $22K
|
10.4K
$2.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-113- 1.91% |
$20.7K - $22.2K
|
5.8K
$1.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-114- 8.51% |
$20.8K - $22.4K
|
1.23K
$240K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-116- 4.08% |
$21.2K - $22.8K
|
2.73K
$535K
|
|
|
Apr 30, 2025
Q1 2025
|
Hourglass Capital, LLC
|
SELL
|
- |
-116- 9.79% |
$21.2K - $22.8K
|
1.07K
$210K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-117- 13.3% |
$21.4K - $23K
|
763
$150K
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-117- 1.13% |
$21.4K - $23K
|
10.2K
$2.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
SELL
|
- |
-118- 8.07% |
$21.6K - $23.2K
|
1.34K
$264K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-118- 4.2% |
$21.6K - $23.2K
|
2.69K
$528K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-120- 5.32% |
$21.9K - $23.5K
|
2.14K
$419K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-120- 0.41% |
$21.9K - $23.5K
|
29.1K
$5.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-124- 0.65% |
$22.7K - $24.3K
|
18.9K
$3.71M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-124- 8.4% |
$22.7K - $24.3K
|
1.35K
$265K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-124- 6.19% |
$22.7K - $24.3K
|
1.88K
$369K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-125- 4.33% |
$22.9K - $24.5K
|
2.76K
$541K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-127- 4.75% |
$23.2K - $24.9K
|
2.55K
$500K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-127- 2.19% |
$23.2K - $24.9K
|
5.68K
$1.11M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-127- 47.57% |
$23.2K - $24.9K
|
140
$27.5K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-128- 4.04% |
$23.4K - $25.1K
|
3.04K
$597K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-131- 51.78% |
$23.9K - $25.7K
|
122
$23.9K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-131- 6.33% |
$23.9K - $25.7K
|
1.94K
$380K
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-133- 1.31% |
$24.3K - $26.1K
|
10K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-133- 8.85% |
$24.3K - $26.1K
|
1.37K
$269K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-134- 9.01% |
$24.5K - $26.3K
|
1.35K
$265K
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-134- 2.17% |
$24.5K - $26.3K
|
6.05K
$1.19M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-134- 82.21% |
$24.5K - $26.3K
|
29
$5.69K
|
|
|
May 07, 2025
Q1 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
SELL
|
- |
-135- 7.26% |
$24.7K - $26.5K
|
1.73K
$338K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-138- 1.92% |
$25.2K - $27.1K
|
7.05K
$1.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-138- 0.68% |
$25.2K - $27.1K
|
20.3K
$3.98M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-140- 32.04% |
$25.6K - $27.5K
|
297
$58.3K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-140- 1.3% |
$25.6K - $27.5K
|
10.6K
$2.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
SELL
|
- |
-141- 1.58% |
$25.8K - $27.7K
|
8.8K
$1.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-141- 1.34% |
$25.8K - $27.7K
|
10.4K
$2.04M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-143- 2.31% |
$26.1K - $28.1K
|
6.05K
$1.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-144- 8.6% |
$26.3K - $28.3K
|
1.53K
$300K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-144- 4.44% |
$26.3K - $28.3K
|
3.1K
$608K
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-145- 8.63% |
$26.5K - $28.5K
|
1.54K
$301K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-147- 1.76% |
$26.9K - $28.8K
|
8.21K
$1.61M
|