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 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
31.6K+ 16.3% |
$5.77M - $6.19M
|
225K
$44.2M
|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
26.8K+ 7.32% |
$4.89M - $5.25M
|
392K
$77M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
24.3K+ 3.62% |
$4.44M - $4.77M
|
696K
$137M
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
23K+ 18.02% |
$4.2M - $4.51M
|
151K
$29.5M
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
23KNew |
$4.2M - $4.51M
|
23K
$4.51M
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
22.2K+ 10.58% |
$4.06M - $4.36M
|
232K
$45.5M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21.8K+ 5.79% |
$3.99M - $4.28M
|
399K
$78.3M
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
21.7K+ 5.95% |
$3.96M - $4.25M
|
386K
$75.7M
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
21.4K+ 11.5% |
$3.91M - $4.19M
|
207K
$40.6M
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
20.6K+ 104.33% |
$3.76M - $4.03M
|
40.3K
$7.9M
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
18.7K+ 2.2% |
$3.42M - $3.67M
|
870K
$171M
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
18.2K+ 27.0% |
$3.33M - $3.58M
|
85.8K
$16.8M
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
18.1K+ 106300.0% |
$3.3M - $3.55M
|
18.1K
$3.55M
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
18K+ 2.36% |
$3.29M - $3.53M
|
782K
$153M
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
17.3K+ 790.66% |
$3.16M - $3.39M
|
19.5K
$3.82M
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
17.1KNew |
$3.12M - $3.35M
|
17.1K
$3.35M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16.5K+ 3.36% |
$3.03M - $3.25M
|
509K
$99.8M
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
15.5K+ 12.12% |
$2.84M - $3.05M
|
144K
$28.2M
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
15.1K+ 2.83% |
$2.77M - $2.97M
|
550K
$108M
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
15.1K+ 70.77% |
$2.75M - $2.95M
|
36.3K
$7.12M
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
15K+ 2.28% |
$2.75M - $2.95M
|
675K
$132M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
14.2K+ 0.56% |
$2.59M - $2.78M
|
2.53M
$497M
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
13.8K+ 115.6% |
$2.52M - $2.71M
|
25.7K
$5.05M
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
13.7K+ 23.01% |
$2.51M - $2.7M
|
73.5K
$14.4M
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
BUY
|
- |
13.7K+ 95.04% |
$2.5M - $2.68M
|
28.1K
$5.51M
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
13.3K+ 53.48% |
$2.43M - $2.61M
|
38.1K
$7.48M
|
|
May 01, 2025
Q1 2025
|
Q3 Asset Management
|
BUY
|
- |
13.3KNew |
$2.43M - $2.6M
|
13.3K
$2.6M
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
12.6K+ 84.29% |
$2.31M - $2.48M
|
27.6K
$5.41M
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
12.5KNew |
$2.29M - $2.46M
|
12.5K
$2.46M
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
12.2K+ 3.15% |
$2.24M - $2.4M
|
401K
$78.6M
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
12.1K+ 8.54% |
$2.22M - $2.38M
|
154K
$30.3M
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
12.1K+ 14.93% |
$2.22M - $2.38M
|
93.4K
$18.3M
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
12K+ 21.24% |
$2.19M - $2.35M
|
68.5K
$13.4M
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
11.6K+ 95.23% |
$2.13M - $2.29M
|
23.9K
$4.68M
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
11.6K+ 20.66% |
$2.13M - $2.28M
|
67.9K
$13.3M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.4K+ 2.9% |
$2.08M - $2.23M
|
402K
$78.9M
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
11.2K+ 4.3% |
$2.05M - $2.2M
|
272K
$53.4M
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
11.2K+ 96.5% |
$2.05M - $2.2M
|
22.8K
$4.47M
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
10.9K+ 67.5% |
$1.99M - $2.13M
|
27K
$5.29M
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
10.9K+ 141.08% |
$1.99M - $2.13M
|
18.6K
$3.64M
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
BUY
|
- |
10.5KNew |
$1.92M - $2.06M
|
10.5K
$2.06M
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
10.4K+ 10.73% |
$1.9M - $2.04M
|
107K
$21.1M
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.2K+ 6.15% |
$1.86M - $1.99M
|
175K
$34.4M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.81K+ 7.71% |
$1.79M - $1.92M
|
137K
$26.9M
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
9.74K+ 160.54% |
$1.78M - $1.91M
|
15.8K
$3.1M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.71K+ 5.37% |
$1.77M - $1.91M
|
191K
$37.4M
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
9.13K+ 240.45% |
$1.67M - $1.79M
|
12.9K
$2.54M
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.13KNew |
$1.67M - $1.79M
|
9.13K
$1.79M
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8.97K+ 2.84% |
$1.64M - $1.76M
|
324K
$63.6M
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
8.65K+ 26.8% |
$1.58M - $1.7M
|
41K
$8.03M
|