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 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-650- 3.42% |
$119K - $128K
|
18.4K
$3.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-651- 1.54% |
$119K - $128K
|
41.6K
$8.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-657- 12.38% |
$120K - $129K
|
4.65K
$912K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-664- 7.39% |
$121K - $130K
|
8.32K
$1.63M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-672- 7.9% |
$123K - $132K
|
7.84K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-683- 10.14% |
$125K - $134K
|
6.05K
$1.19M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-696- 31.99% |
$127K - $137K
|
1.48K
$290K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-713- 1.4% |
$130K - $140K
|
50.2K
$9.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-724- 9.38% |
$132K - $142K
|
7K
$1.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-727- 1.63% |
$133K - $143K
|
44K
$8.63M
|
|
|
Apr 24, 2025
Q1 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-728- 34.39% |
$133K - $143K
|
1.39K
$272K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-739- 18.09% |
$135K - $145K
|
3.35K
$657K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-746- 2.17% |
$136K - $146K
|
33.6K
$6.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-752- 30.79% |
$137K - $148K
|
1.69K
$332K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-789- 4.58% |
$144K - $155K
|
16.4K
$3.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-792- 1.4% |
$145K - $155K
|
55.6K
$10.9M
|
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
SELL
|
- |
-792- 1.03% |
$145K - $155K
|
76.1K
$14.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-798- 1.74% |
$146K - $157K
|
44.9K
$8.82M
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-800- 1.17% |
$146K - $157K
|
67.5K
$13.2M
|
|
|
May 14, 2025
Q1 2025
|
Smead Capital Management, Inc.
Phoenix, AZ |
SELL
|
- |
-807- 11.14% |
$148K - $158K
|
6.44K
$1.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-812- 1.33% |
$148K - $159K
|
60.1K
$11.8M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-829- 2.96% |
$152K - $163K
|
27.2K
$5.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-837- 21.15% |
$153K - $164K
|
3.12K
$612K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-837- 10.27% |
$153K - $164K
|
7.31K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-850- 3.48% |
$155K - $167K
|
23.6K
$4.63M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-853- 3.98% |
$156K - $167K
|
20.6K
$4.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-864- 2.77% |
$158K - $170K
|
30.3K
$5.94M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-907- 1.95% |
$166K - $178K
|
45.7K
$8.96M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-920- 0.94% |
$168K - $181K
|
97.2K
$19.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-921- 1.01% |
$168K - $181K
|
90.3K
$17.7M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-923- 3.89% |
$169K - $181K
|
22.8K
$4.47M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-928- 5.3% |
$170K - $182K
|
16.6K
$3.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-970- 15.08% |
$177K - $190K
|
5.46K
$1.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-988- 17.18% |
$181K - $194K
|
4.76K
$935K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-990- 8.93% |
$181K - $194K
|
10.1K
$1.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1K- 7.53% |
$184K - $197K
|
12.3K
$2.42M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.04K- 6.93% |
$190K - $203K
|
13.9K
$2.73M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-1.06K- 45.78% |
$193K - $208K
|
1.25K
$246K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.06K- 11.6% |
$194K - $209K
|
8.1K
$1.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-1.07K- 0.78% |
$195K - $209K
|
136K
$26.7M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.07K- 37.88% |
$196K - $210K
|
1.76K
$344K
|
|
|
Apr 22, 2025
Q1 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-1.08K- 1.78% |
$197K - $211K
|
59.4K
$11.7M
|
|
|
May 12, 2025
Q1 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-1.08K- 64.68% |
$198K - $213K
|
592
$116K
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-1.12K- 24.44% |
$204K - $219K
|
3.45K
$677K
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-1.14K- 9.98% |
$208K - $223K
|
10.3K
$2.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-1.14K- 6.11% |
$209K - $224K
|
17.5K
$3.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.15K- 12.65% |
$210K - $225K
|
7.92K
$1.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.16K- 33.93% |
$212K - $228K
|
2.26K
$444K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.18K- 11.73% |
$215K - $231K
|
8.85K
$1.74M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-1.18K- 50.26% |
$216K - $231K
|
1.17K
$229K
|