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
|
Archer Investment Corp
|
SELL
|
- |
-1.19K- 33.69% |
$217K - $233K
|
2.34K
$458K
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.2K- 4.37% |
$219K - $235K
|
26.3K
$5.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-1.2K- 2.75% |
$220K - $236K
|
42.5K
$8.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1.22K- 18.11% |
$224K - $240K
|
5.53K
$1.09M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.23K- 7.37% |
$225K - $241K
|
15.5K
$3.03M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.23K- 4.54% |
$226K - $242K
|
25.9K
$5.09M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1.24K- 36.21% |
$226K - $243K
|
2.18K
$427K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.24K- 16.41% |
$227K - $244K
|
6.33K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-1.25K- 1.22% |
$229K - $245K
|
101K
$19.8M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.28K- 2.37% |
$234K - $251K
|
52.7K
$10.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1.3K- 20.98% |
$237K - $255K
|
4.89K
$959K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.3K- 31.75% |
$238K - $256K
|
2.8K
$549K
|
|
|
May 15, 2025
Q1 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
SELL
|
- |
-1.33K- 26.48% |
$242K - $260K
|
3.68K
$722K
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-1.35K- 18.53% |
$246K - $264K
|
5.92K
$1.16M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.35K- 22.06% |
$248K - $266K
|
4.79K
$939K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-1.36K- 6.21% |
$248K - $266K
|
20.5K
$4.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.39K- 5.62% |
$254K - $273K
|
23.4K
$4.58M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.48K- 6.37% |
$270K - $289K
|
21.7K
$4.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.48K- 1.21% |
$270K - $290K
|
121K
$23.7M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-1.48K- 42.01% |
$270K - $290K
|
2.04K
$400K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.48K- 46.9% |
$271K - $291K
|
1.68K
$330K
|
|
|
May 12, 2025
Q1 2025
|
Donald Smith & Co., Inc.
New York, NY |
SELL
|
- |
-1.5K- 8.43% |
$274K - $294K
|
16.3K
$3.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-1.53K- 9.92% |
$279K - $300K
|
13.9K
$2.72M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.57K- 4.33% |
$287K - $308K
|
34.8K
$6.82M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.59K- 1.94% |
$291K - $312K
|
80.1K
$15.7M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.6K- 4.5% |
$293K - $314K
|
33.9K
$6.65M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-1.63K- 5.93% |
$298K - $320K
|
25.9K
$5.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.63K- 5.2% |
$299K - $321K
|
29.8K
$5.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.65K- 48.21% |
$302K - $325K
|
1.78K
$349K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-1.66K- 1.22% |
$303K - $325K
|
134K
$26.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.73K- 6.13% |
$316K - $340K
|
26.5K
$5.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.73K- 17.96% |
$317K - $340K
|
7.91K
$1.55M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.73K- 1.59% |
$317K - $340K
|
107K
$21.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.78K- 2.1% |
$326K - $349K
|
83K
$16.3M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.8KClosed |
$330K - $354K
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-1.81K- 1.55% |
$331K - $355K
|
115K
$22.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-1.81K- 35.66% |
$331K - $356K
|
3.27K
$641K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.82K- 1.22% |
$332K - $357K
|
147K
$28.8M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.87K- 52.03% |
$341K - $366K
|
1.72K
$338K
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-1.91K- 5.02% |
$348K - $374K
|
36K
$7.06M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.94K- 0.52% |
$354K - $380K
|
368K
$72.3M
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-1.94K- 30.67% |
$354K - $380K
|
4.38K
$860K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.95K- 61.32% |
$357K - $383K
|
1.23K
$242K
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.96K- 34.71% |
$359K - $385K
|
3.69K
$724K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.97K- 5.88% |
$360K - $387K
|
31.5K
$6.18M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.99K- 4.8% |
$363K - $390K
|
39.4K
$7.73M
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-2K- 14.29% |
$366K - $392K
|
12K
$2.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.05K- 0.72% |
$374K - $402K
|
283K
$55.5M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.09K- 49.89% |
$381K - $409K
|
2.09K
$411K
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-2.09K- 6.95% |
$382K - $410K
|
28K
$5.49M
|