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 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-13.5K- 30.9% |
$2.47M - $2.65M
|
30.2K
$5.92M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-13.9K- 40.74% |
$2.55M - $2.73M
|
20.2K
$3.97M
|
|
|
May 14, 2025
Q1 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-14.4K- 38.28% |
$2.64M - $2.83M
|
23.3K
$4.56M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-14.7K- 81.38% |
$2.69M - $2.88M
|
3.36K
$659K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-15.1K- 11.15% |
$2.76M - $2.96M
|
120K
$23.6M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-15.6K- 13.81% |
$2.86M - $3.07M
|
97.5K
$19.1M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-15.9K- 84.12% |
$2.9M - $3.11M
|
3K
$588K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-16.1K- 78.74% |
$2.94M - $3.16M
|
4.35K
$853K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-17.1K- 5.06% |
$3.12M - $3.35M
|
320K
$62.8M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-17.3K- 19.04% |
$3.17M - $3.4M
|
73.7K
$14.5M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-17.5K- 10.86% |
$3.2M - $3.44M
|
144K
$28.2M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-17.5K- 7.82% |
$3.21M - $3.44M
|
207K
$40.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-18.7K- 28.25% |
$3.41M - $3.66M
|
47.4K
$9.3M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-20.2K- 71.77% |
$3.69M - $3.96M
|
7.95K
$1.56M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-20.4K- 1.68% |
$3.74M - $4.01M
|
1.19M
$234M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-22.2K- 7.04% |
$4.05M - $4.35M
|
293K
$57.4M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-24.2K- 85.36% |
$4.43M - $4.75M
|
4.16K
$815K
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-24.4K- 57.91% |
$4.47M - $4.79M
|
17.8K
$3.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-25.7K- 50.0% |
$4.7M - $5.04M
|
25.7K
$5.04M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-27.3K- 25.45% |
$4.99M - $5.36M
|
80K
$15.7M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-28.3K- 60.48% |
$5.18M - $5.56M
|
18.5K
$3.63M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-28.4K- 64.75% |
$5.19M - $5.57M
|
15.5K
$3.03M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-29.2K- 25.91% |
$5.33M - $5.72M
|
83.4K
$16.4M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-31.8K- 0.94% |
$5.81M - $6.24M
|
3.36M
$658M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-31.8K- 10.6% |
$5.82M - $6.24M
|
268K
$52.6M
|
|
|
May 14, 2025
Q1 2025
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-33.8K- 81.77% |
$6.19M - $6.64M
|
7.54K
$1.48M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-37.8K- 43.24% |
$6.92M - $7.43M
|
49.7K
$9.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-38.7K- 26.14% |
$7.07M - $7.59M
|
109K
$21.4M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-44.9K- 20.84% |
$8.2M - $8.8M
|
170K
$33.4M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-46.5K- 2.54% |
$8.51M - $9.13M
|
1.78M
$350M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-46.8K- 82.02% |
$8.55M - $9.18M
|
10.3K
$2.01M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-48.4K- 37.49% |
$8.84M - $9.49M
|
80.6K
$15.8M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-49.3K- 4.0% |
$9.01M - $9.67M
|
1.18M
$232M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-56.5K- 99.21% |
$10.3M - $11.1M
|
450
$88.3K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-57.5K- 4.67% |
$10.5M - $11.3M
|
1.17M
$230M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-58.1K- 27.66% |
$10.6M - $11.4M
|
152K
$29.8M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-58.4K- 74.13% |
$10.7M - $11.5M
|
20.4K
$4M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-64.6K- 43.17% |
$11.8M - $12.7M
|
85.1K
$16.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-65.4K- 32.16% |
$12M - $12.8M
|
138K
$27.1M
|
|
|
May 13, 2025
Q1 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-65.7K- 22.44% |
$12M - $12.9M
|
227K
$44.5M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-67.5K- 9.75% |
$12.3M - $13.2M
|
625K
$123M
|
|
|
May 14, 2025
Q1 2025
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-70.4K- 2.57% |
$12.9M - $13.8M
|
2.67M
$525M
|
|
|
May 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-75.3K- 77.55% |
$13.8M - $14.8M
|
21.8K
$4.28M
|
|
|
May 12, 2025
Q1 2025
|
Boston Partners
Boston, MA |
SELL
|
- |
-78K- 29.61% |
$14.3M - $15.3M
|
185K
$36.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-80.3K- 24.64% |
$14.7M - $15.8M
|
246K
$48.2M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-82.7K- 7.61% |
$15.1M - $16.2M
|
1M
$197M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-84.1K- 48.3% |
$15.4M - $16.5M
|
90.1K
$17.7M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-84.6K- 67.52% |
$15.5M - $16.6M
|
40.7K
$7.98M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-84.9K- 8.2% |
$15.5M - $16.7M
|
950K
$186M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-88.8K- 8.33% |
$16.2M - $17.4M
|
977K
$192M
|