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 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-373- 1.93% |
$68.2K - $73.2K
|
18.9K
$3.71M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-377- 9.12% |
$68.9K - $74K
|
3.76K
$737K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-377- 5.7% |
$68.9K - $74K
|
6.24K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-380- 21.74% |
$69.5K - $74.6K
|
1.37K
$268K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-386- 5.05% |
$70.6K - $75.7K
|
7.26K
$1.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-387- 7.26% |
$70.8K - $75.9K
|
4.94K
$969K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-387- 1.64% |
$70.8K - $75.9K
|
23.2K
$4.56M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-395- 0.95% |
$72.2K - $77.5K
|
41K
$8.04M
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-399- 1.35% |
$72.9K - $78.3K
|
29.1K
$5.72M
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-400- 19.38% |
$73.1K - $78.5K
|
1.66K
$326K
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-400- 13.76% |
$73.1K - $78.5K
|
2.51K
$492K
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-405- 14.71% |
$74K - $79.5K
|
2.35K
$461K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-408- 4.95% |
$74.6K - $80.1K
|
7.84K
$1.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-425- 5.93% |
$77.7K - $83.4K
|
6.74K
$1.32M
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-430- 6.49% |
$78.6K - $84.4K
|
6.2K
$1.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-432- 1.46% |
$79K - $84.8K
|
29.1K
$5.71M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-440- 5.05% |
$80.4K - $86.3K
|
8.27K
$1.62M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-445- 5.93% |
$81.4K - $87.3K
|
7.06K
$1.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-446- 14.83% |
$81.5K - $87.5K
|
2.56K
$502K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-447- 15.21% |
$81.7K - $87.7K
|
2.49K
$489K
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-450- 9.94% |
$82.3K - $88.3K
|
4.08K
$800K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-451- 2.09% |
$82.5K - $88.5K
|
21.1K
$4.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-454- 8.55% |
$83K - $89.1K
|
4.85K
$952K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-463- 6.39% |
$84.6K - $90.8K
|
6.78K
$1.33M
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-469- 3.72% |
$85.7K - $92K
|
12.1K
$2.38M
|
|
|
May 01, 2025
Q1 2025
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-470- 6.89% |
$85.9K - $92.2K
|
6.35K
$1.25M
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-478- 3.51% |
$87.4K - $93.8K
|
13.1K
$2.58M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-479- 0.85% |
$87.6K - $94K
|
55.7K
$10.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-514- 2.01% |
$94K - $101K
|
25K
$4.91M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-514- 9.94% |
$94K - $101K
|
4.66K
$913K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-515- 17.48% |
$94.2K - $101K
|
2.43K
$477K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-520- 30.09% |
$95.1K - $102K
|
1.21K
$237K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-526- 7.04% |
$96.2K - $103K
|
6.94K
$1.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-531- 2.57% |
$97.1K - $104K
|
20.1K
$3.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-533- 2.53% |
$97.4K - $105K
|
20.5K
$4.02M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-546- 9.52% |
$99.8K - $107K
|
5.19K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-554- 2.39% |
$101K - $109K
|
22.6K
$4.44M
|
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
SELL
|
- |
-557- 18.93% |
$102K - $109K
|
2.39K
$468K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-563- 14.54% |
$103K - $110K
|
3.31K
$649K
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
SELL
|
- |
-566- 70.75% |
$103K - $111K
|
234
$45.9K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-569- 0.42% |
$104K - $112K
|
136K
$26.7M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-571- 0.08% |
$104K - $112K
|
750K
$147M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-574- 3.39% |
$105K - $113K
|
16.3K
$3.21M
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-574- 4.82% |
$105K - $113K
|
11.3K
$2.22M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-591- 0.71% |
$108K - $116K
|
82.6K
$16.2M
|
|
|
May 14, 2025
Q1 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-609- 21.95% |
$111K - $119K
|
2.17K
$425K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-625- 4.42% |
$114K - $123K
|
13.5K
$2.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-629- 33.39% |
$115K - $123K
|
1.26K
$246K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-633- 0.58% |
$116K - $124K
|
109K
$21.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-641- 7.88% |
$117K - $126K
|
7.5K
$1.47M
|