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 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-4.48K- 39.42% |
$819K - $879K
|
6.89K
$1.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-4.5K- 6.47% |
$823K - $884K
|
65.1K
$12.8M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-4.54K- 26.63% |
$830K - $890K
|
12.5K
$2.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.54K- 28.3% |
$830K - $891K
|
11.5K
$2.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-4.68K- 12.77% |
$856K - $918K
|
32K
$6.27M
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-4.79K- 24.11% |
$875K - $939K
|
15.1K
$2.95M
|
|
|
May 12, 2025
Q1 2025
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-4.82K- 32.14% |
$880K - $945K
|
10.2K
$1.99M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.97K- 45.21% |
$908K - $974K
|
6.02K
$1.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-5.11K- 50.69% |
$933K - $1M
|
4.97K
$974K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5.13K- 80.13% |
$938K - $1.01M
|
1.27K
$250K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-5.32K- 54.6% |
$972K - $1.04M
|
4.42K
$868K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-5.5K- 44.3% |
$1.01M - $1.08M
|
6.92K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-5.56K- 27.03% |
$1.02M - $1.09M
|
15K
$2.95M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-5.61K- 2.86% |
$1.02M - $1.1M
|
190K
$37.3M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-5.63K- 27.83% |
$1.03M - $1.1M
|
14.6K
$2.86M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-5.74K- 17.44% |
$1.05M - $1.13M
|
27.2K
$5.33M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-5.79K- 1.43% |
$1.06M - $1.14M
|
398K
$78M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-5.83K- 2.62% |
$1.07M - $1.14M
|
216K
$42.5M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.94K- 1.86% |
$1.09M - $1.17M
|
313K
$61.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-6.14K- 16.44% |
$1.12M - $1.2M
|
31.2K
$6.12M
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-6.2K- 34.46% |
$1.13M - $1.22M
|
11.8K
$2.31M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-6.25K- 1.4% |
$1.14M - $1.23M
|
440K
$86.3M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-6.68K- 56.27% |
$1.22M - $1.31M
|
5.19K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.75K- 10.62% |
$1.23M - $1.32M
|
56.8K
$11.1M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.76K- 8.47% |
$1.24M - $1.33M
|
73.1K
$14.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-7.12K- 3.99% |
$1.3M - $1.4M
|
171K
$33.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.24K- 18.65% |
$1.32M - $1.42M
|
31.6K
$6.2M
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-7.44K- 53.34% |
$1.36M - $1.46M
|
6.51K
$1.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-7.49K- 82.78% |
$1.37M - $1.47M
|
1.56K
$306K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-7.83K- 3.41% |
$1.43M - $1.54M
|
222K
$43.5M
|
|
|
Jun 04, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-7.9K- 53.84% |
$1.44M - $1.55M
|
6.77K
$1.33M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.01K- 56.08% |
$1.46M - $1.57M
|
6.27K
$1.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-9.14K- 58.08% |
$1.67M - $1.79M
|
6.59K
$1.29M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-9.47K- 17.03% |
$1.73M - $1.86M
|
46.2K
$9.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-9.62K- 62.81% |
$1.76M - $1.89M
|
5.69K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.79K- 3.26% |
$1.79M - $1.92M
|
290K
$56.9M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-10.1K- 24.73% |
$1.85M - $1.98M
|
30.7K
$6.03M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-10.1K- 1.18% |
$1.85M - $1.99M
|
848K
$166M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-10.2K- 57.39% |
$1.86M - $1.99M
|
7.54K
$1.48M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10.4K- 71.62% |
$1.91M - $2.05M
|
4.14K
$812K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-10.5K- 30.62% |
$1.92M - $2.06M
|
23.8K
$4.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-10.8K- 12.83% |
$1.97M - $2.12M
|
73.2K
$14.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-10.8K- 55.79% |
$1.98M - $2.13M
|
8.59K
$1.68M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10.8K- 84.63% |
$1.98M - $2.13M
|
1.97K
$386K
|
|
|
May 15, 2025
Q1 2025
|
Wind River Trust CO
|
SELL
|
- |
-11.6K- 4.58% |
$2.12M - $2.28M
|
242K
$47.4M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-11.6K- 12.8% |
$2.13M - $2.28M
|
79.4K
$15.6M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-12.2K- 29.86% |
$2.23M - $2.39M
|
28.6K
$5.62M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-12.6K- 16.07% |
$2.3M - $2.46M
|
65.6K
$12.9M
|
|
|
May 06, 2025
Q1 2025
|
Bg Investment Services, Inc.
|
SELL
|
- |
-12.7K- 33.11% |
$2.31M - $2.48M
|
25.6K
$5.01M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-13.1K- 66.62% |
$2.39M - $2.57M
|
6.56K
$1.29M
|