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 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-235- 2.74% |
$43K - $46.1K
|
8.33K
$1.63M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-236- 12.87% |
$43.1K - $46.3K
|
1.6K
$313K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-236- 0.12% |
$43.1K - $46.3K
|
190K
$37.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-238- 6.12% |
$43.5K - $46.7K
|
3.65K
$717K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-239- 42.6% |
$43.7K - $46.9K
|
322
$63.2K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-239- 4.04% |
$43.7K - $46.9K
|
5.67K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-242- 2.22% |
$44.2K - $47.5K
|
10.6K
$2.09M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-247- 6.87% |
$45.2K - $48.5K
|
3.35K
$656K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-248- 0.43% |
$45.3K - $48.7K
|
56.9K
$11.2M
|
|
|
May 12, 2025
Q1 2025
|
Barnett & Company, Inc.
|
SELL
|
- |
-255- 5.64% |
$46.6K - $50K
|
4.27K
$838K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-258- 1.73% |
$47.2K - $50.6K
|
14.7K
$2.88M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-259- 0.89% |
$47.4K - $50.8K
|
28.9K
$5.67M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-268- 17.02% |
$49K - $52.6K
|
1.31K
$256K
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-274- 1.69% |
$50.1K - $53.8K
|
16K
$3.14M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-278- 0.4% |
$50.8K - $54.5K
|
69.4K
$13.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-278- 10.83% |
$50.8K - $54.5K
|
2.29K
$449K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
SELL
|
- |
-278- 3.67% |
$50.8K - $54.5K
|
7.3K
$1.43M
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-281- 2.46% |
$51.4K - $55.1K
|
11.1K
$2.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-291- 0.22% |
$53.2K - $57.1K
|
133K
$26.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-292- 1.91% |
$53.4K - $57.3K
|
15K
$2.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-294- 2.02% |
$53.7K - $57.7K
|
14.3K
$2.8M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-294- 8.89% |
$53.7K - $57.7K
|
3.01K
$591K
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-295- 3.11% |
$53.9K - $57.9K
|
9.2K
$1.81M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-300- 1.92% |
$54.8K - $58.9K
|
15.4K
$3.01M
|
|
|
May 15, 2025
Q1 2025
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-300- 3.51% |
$54.8K - $58.9K
|
8.25K
$1.62M
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-302- 19.4% |
$55.2K - $59.3K
|
1.26K
$246K
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-309- 2.97% |
$56.5K - $60.6K
|
10.1K
$1.98M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-316- 5.31% |
$57.8K - $62K
|
5.63K
$1.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-319- 69.05% |
$58.3K - $62.6K
|
143
$28.1K
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-320- 9.66% |
$58.5K - $62.8K
|
2.99K
$587K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-321- 18.03% |
$58.7K - $63K
|
1.46K
$286K
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-324- 15.17% |
$59.2K - $63.6K
|
1.81K
$355K
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-329- 12.57% |
$60.1K - $64.6K
|
2.29K
$449K
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-331- 4.23% |
$60.5K - $64.9K
|
7.5K
$1.47M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-332- 15.54% |
$60.7K - $65.1K
|
1.8K
$354K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-334- 4.48% |
$61.1K - $65.5K
|
7.12K
$1.4M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-334- 8.73% |
$61.1K - $65.5K
|
3.49K
$685K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-343- 9.33% |
$62.7K - $67.3K
|
3.33K
$654K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-345- 7.28% |
$63.1K - $67.7K
|
4.4K
$862K
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
SELL
|
- |
-346- 0.67% |
$63.3K - $67.9K
|
51.4K
$10.1M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-348- 5.55% |
$63.6K - $68.3K
|
5.92K
$1.16M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-349- 1.05% |
$63.8K - $68.5K
|
33K
$6.47M
|
|
|
Apr 15, 2025
Q1 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-353- 2.33% |
$64.5K - $69.3K
|
14.8K
$2.91M
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-353- 13.19% |
$64.5K - $69.3K
|
2.32K
$456K
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-354- 4.91% |
$64.7K - $69.5K
|
6.86K
$1.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-359- 1.74% |
$65.6K - $70.4K
|
20.2K
$3.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-359- 16.93% |
$65.6K - $70.4K
|
1.76K
$345K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-364- 8.71% |
$66.5K - $71.4K
|
3.81K
$748K
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-366- 3.16% |
$66.9K - $71.8K
|
11.2K
$2.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-369- 4.0% |
$67.5K - $72.4K
|
8.85K
$1.74M
|