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 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.15K- 7.35% |
$393K - $422K
|
27.1K
$5.31M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.16K- 5.0% |
$394K - $423K
|
41K
$8.03M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.16K- 1.5% |
$395K - $424K
|
142K
$27.8M
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-2.16K- 12.12% |
$395K - $424K
|
15.7K
$3.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-2.33K- 8.53% |
$426K - $457K
|
25K
$4.9M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.33K- 3.7% |
$426K - $458K
|
60.6K
$11.9M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.36K- 1.18% |
$432K - $464K
|
197K
$38.7M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.39K- 8.57% |
$436K - $468K
|
25.4K
$4.99M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-2.41K- 42.61% |
$440K - $472K
|
3.24K
$636K
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-2.48K- 0.46% |
$453K - $486K
|
539K
$106M
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-2.48K- 0.46% |
$453K - $486K
|
539K
$106M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.51K- 1.91% |
$458K - $492K
|
128K
$25.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.52K- 33.08% |
$460K - $494K
|
5.1K
$999K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-2.52K- 5.48% |
$461K - $495K
|
43.5K
$8.53M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-2.56K- 48.34% |
$468K - $502K
|
2.74K
$536K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-2.56K- 5.46% |
$468K - $502K
|
44.3K
$8.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-2.57K- 4.19% |
$469K - $504K
|
58.7K
$11.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-2.58K- 3.62% |
$471K - $506K
|
68.8K
$13.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.66K- 2.2% |
$486K - $521K
|
118K
$23.2M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-2.68K- 28.49% |
$490K - $525K
|
6.72K
$1.32M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.73K- 3.4% |
$499K - $536K
|
77.7K
$15.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-2.75K- 13.29% |
$502K - $539K
|
17.9K
$3.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.78K- 7.2% |
$508K - $545K
|
35.8K
$7.02M
|
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-2.81K- 4.5% |
$513K - $550K
|
59.6K
$11.7M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-2.82K- 28.98% |
$516K - $554K
|
6.92K
$1.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2.94K- 38.18% |
$537K - $576K
|
4.76K
$933K
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-2.98K- 4.62% |
$544K - $584K
|
61.5K
$12.1M
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
SELL
|
- |
-3.01K- 2.77% |
$550K - $590K
|
106K
$20.7M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.05K- 28.53% |
$557K - $597K
|
7.63K
$1.5M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.14K- 35.41% |
$574K - $616K
|
5.72K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-3.17K- 19.95% |
$579K - $621K
|
12.7K
$2.49M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.19K- 6.18% |
$582K - $625K
|
48.3K
$9.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.19K- 5.68% |
$583K - $625K
|
52.9K
$10.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Miller Howard Investments Inc
|
SELL
|
- |
-3.2K- 60.57% |
$585K - $627K
|
2.08K
$408K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-3.21K- 8.83% |
$586K - $629K
|
33.1K
$6.49M
|
|
|
May 07, 2025
Q1 2025
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-3.26K- 27.22% |
$596K - $640K
|
8.72K
$1.71M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.28K- 5.08% |
$599K - $643K
|
61.2K
$12M
|
|
|
May 13, 2025
Q1 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-3.38K- 12.4% |
$617K - $662K
|
23.9K
$4.68M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.45K- 9.28% |
$630K - $676K
|
33.7K
$6.61M
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
SELL
|
- |
-3.63K- 3.06% |
$663K - $712K
|
115K
$22.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.87K- 7.93% |
$707K - $759K
|
44.9K
$8.81M
|
|
|
May 12, 2025
Q1 2025
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-3.91K- 30.94% |
$716K - $768K
|
8.74K
$1.71M
|
|
|
Apr 01, 2025
Q1 2025
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-3.92K- 2.32% |
$716K - $768K
|
165K
$32.3M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.97K- 20.71% |
$726K - $779K
|
15.2K
$2.98M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.09K- 8.35% |
$748K - $803K
|
44.9K
$8.81M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-4.12K- 23.32% |
$753K - $808K
|
13.5K
$2.66M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.2K- 39.34% |
$768K - $825K
|
6.48K
$1.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-4.27K- 2.01% |
$781K - $838K
|
209K
$41M
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.27K- 38.58% |
$781K - $838K
|
6.8K
$1.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-4.39K- 41.92% |
$802K - $861K
|
6.08K
$1.19M
|