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 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-148- 1.91% |
$27.1K - $29K
|
7.58K
$1.49M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-151- 9.65% |
$27.6K - $29.6K
|
1.41K
$277K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-153- 3.5% |
$28K - $30K
|
4.22K
$828K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-155- 8.18% |
$28.3K - $30.4K
|
1.74K
$341K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-156- 1.17% |
$28.5K - $30.6K
|
13.2K
$2.59M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-157- 6.47% |
$28.7K - $30.8K
|
2.27K
$445K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-158- 0.49% |
$28.9K - $31K
|
31.8K
$6.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-159- 4.65% |
$29.1K - $31.2K
|
3.26K
$640K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-159- 2.02% |
$29.1K - $31.2K
|
7.72K
$1.51M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-160- 44.32% |
$29.3K - $31.4K
|
201
$39.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-163- 1.53% |
$29.8K - $32K
|
10.5K
$2.06M
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-165- 1.87% |
$30.2K - $32.4K
|
8.68K
$1.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-170- 10.72% |
$31.1K - $33.4K
|
1.42K
$278K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-170- 0.85% |
$31.1K - $33.4K
|
19.9K
$3.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-171- 0.59% |
$31.3K - $33.6K
|
28.9K
$5.67M
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-171- 3.66% |
$31.3K - $33.6K
|
4.5K
$882K
|
|
|
Jul 08, 2025
Q1 2025
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-171- 9.32% |
$31.3K - $33.6K
|
1.66K
$326K
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-175- 8.69% |
$32K - $34.3K
|
1.84K
$361K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-179- 0.7% |
$32.7K - $35.1K
|
25.4K
$4.98M
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-180- 6.07% |
$32.9K - $35.3K
|
2.79K
$547K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-181- 6.85% |
$33.1K - $35.5K
|
2.46K
$483K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-181- 3.42% |
$33.1K - $35.5K
|
5.12K
$1M
|
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-183- 4.3% |
$33.5K - $35.9K
|
4.07K
$799K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-185- 0.46% |
$33.8K - $36.3K
|
39.9K
$7.82M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-188- 2.06% |
$34.4K - $36.9K
|
8.96K
$1.76M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-189- 4.13% |
$34.6K - $37.1K
|
4.38K
$860K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-198- 1.99% |
$36.2K - $38.8K
|
9.75K
$1.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-199- 8.7% |
$36.4K - $39K
|
2.09K
$410K
|
|
|
Apr 22, 2025
Q1 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-200- 0.76% |
$36.6K - $39.2K
|
26K
$5.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-201- 1.5% |
$36.7K - $39.4K
|
13.2K
$2.59M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-204- 3.43% |
$37.3K - $40K
|
5.74K
$1.13M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-204- 1.48% |
$37.3K - $40K
|
13.6K
$2.66M
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-210- 4.72% |
$38.4K - $41.2K
|
4.24K
$832K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-213- 4.84% |
$38.9K - $41.8K
|
4.19K
$821K
|
|
|
Apr 14, 2025
Q1 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-215- 1.77% |
$39.3K - $42.2K
|
11.9K
$2.34M
|
|
|
May 13, 2025
Q1 2025
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-216- 15.15% |
$39.5K - $42.4K
|
1.21K
$237K
|
|
|
Jul 15, 2025
Q1 2025
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-216- 15.15% |
$39.5K - $42.4K
|
1.21K
$237K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-217- 5.93% |
$39.7K - $42.6K
|
3.44K
$675K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-217- 9.96% |
$39.7K - $42.6K
|
1.96K
$385K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-220- 1.1% |
$40.2K - $43.2K
|
19.8K
$3.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-224- 3.27% |
$41K - $44K
|
6.63K
$1.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-225- 13.85% |
$41.1K - $44.1K
|
1.4K
$275K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-226- 12.23% |
$41.3K - $44.3K
|
1.62K
$318K
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-226- 3.91% |
$41.3K - $44.3K
|
5.56K
$1.09M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-228- 4.92% |
$41.7K - $44.7K
|
4.41K
$865K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-229- 26.69% |
$41.9K - $44.9K
|
629
$123K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-232- 13.42% |
$42.4K - $45.5K
|
1.5K
$294K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-233- 11.49% |
$42.6K - $45.7K
|
1.79K
$352K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-235- 7.83% |
$43K - $46.1K
|
2.77K
$543K
|
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-235- 12.23% |
$43K - $46.1K
|
1.69K
$331K
|