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
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-96.9K- 70.1% |
$17.7M - $19M
|
41.3K
$8.11M
|
|
|
May 06, 2025
Q1 2025
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-97K- 86.27% |
$17.7M - $19M
|
15.4K
$3.03M
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-103K- 89.72% |
$18.8M - $20.1M
|
11.8K
$2.31M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-104K- 49.88% |
$18.9M - $20.3M
|
104K
$20.4M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-109K- 0.28% |
$20M - $21.4M
|
38.3M
$7.51B
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-122K- 54.78% |
$22.3M - $23.9M
|
101K
$19.7M
|
|
|
May 15, 2025
Q1 2025
|
Eagle Capital Management LLC
New York, NY |
SELL
|
- |
-131K- 97.99% |
$24M - $25.8M
|
2.69K
$528K
|
|
|
May 09, 2025
Q1 2025
|
M.D. Sass Investors Services, Inc.
New York, NY |
SELL
|
- |
-140K- 70.56% |
$25.5M - $27.4M
|
58.2K
$11.4M
|
|
|
May 15, 2025
Q1 2025
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-162K- 99.21% |
$29.6M - $31.8M
|
1.29K
$254K
|
|
|
May 15, 2025
Q1 2025
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-164K- 77.55% |
$29.9M - $32.1M
|
47.4K
$9.29M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-166K- 1.8% |
$30.4M - $32.6M
|
9.09M
$1.78B
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-176K- 72.91% |
$32.1M - $34.5M
|
65.3K
$12.8M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-176K- 84.35% |
$32.2M - $34.5M
|
32.7K
$6.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-201K- 8.02% |
$36.7M - $39.4M
|
2.3M
$451M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-207K- 97.32% |
$37.8M - $40.6M
|
5.71K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-209K- 71.28% |
$38.2M - $41M
|
84.3K
$16.5M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-221K- 45.54% |
$40.3M - $43.3M
|
264K
$51.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-234K- 70.19% |
$42.8M - $45.9M
|
99.4K
$19.5M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-243K- 11.36% |
$44.4M - $47.6M
|
1.89M
$371M
|
|
|
May 15, 2025
Q1 2025
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-246K- 84.93% |
$45M - $48.3M
|
43.7K
$8.58M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-254K- 2.82% |
$46.4M - $49.8M
|
8.76M
$1.72B
|
|
|
May 06, 2025
Q1 2025
|
Johns Hopkins University
Baltimore, MD |
SELL
|
- |
-259K- 23.45% |
$47.4M - $50.9M
|
846K
$166M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-267K- 17.6% |
$48.9M - $52.5M
|
1.25M
$246M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-310K- 13.09% |
$56.6M - $60.7M
|
2.06M
$403M
|
|
|
May 02, 2025
Q1 2025
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-311K- 70.68% |
$56.8M - $61M
|
129K
$25.3M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-319K- 10.75% |
$58.3M - $62.6M
|
2.65M
$519M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-352K- 6.7% |
$64.3M - $69.1M
|
4.9M
$962M
|
|
|
May 14, 2025
Q1 2025
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-482K- 20.44% |
$88.1M - $94.5M
|
1.88M
$368M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.34M- 16.95% |
$244M - $262M
|
6.54M
$1.28B
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.47M- 36.83% |
$268M - $288M
|
2.52M
$494M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.67M- 26.55% |
$305M - $327M
|
4.62M
$905M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-2.57M- 99.47% |
$470M - $505M
|
13.7K
$2.7M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.49M- 6.46% |
$639M - $685M
|
50.6M
$9.92B
|