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 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
8.63K+ 139.04% |
$1.58M - $1.69M
|
14.8K
$2.91M
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
8.58K+ 2.98% |
$1.57M - $1.68M
|
296K
$58.1M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
8.48K+ 55.87% |
$1.55M - $1.66M
|
23.6K
$4.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
8.2K+ 269.21% |
$1.5M - $1.61M
|
11.2K
$2.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
7.99KNew |
$1.46M - $1.57M
|
7.99K
$1.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
7.96K+ 608.72% |
$1.46M - $1.56M
|
9.27K
$1.82M
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
7.75KNew |
$1.42M - $1.52M
|
7.75K
$1.52M
|
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
7.67K+ 12.63% |
$1.4M - $1.5M
|
68.4K
$13.4M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
7.35K+ 2.33% |
$1.34M - $1.44M
|
322K
$63.2M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7.21K+ 24.34% |
$1.32M - $1.42M
|
36.8K
$7.23M
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
7.14K+ 2.81% |
$1.31M - $1.4M
|
261K
$51.2M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
6.97K+ 62.52% |
$1.27M - $1.37M
|
18.1K
$3.56M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
6.96K+ 11.08% |
$1.27M - $1.37M
|
69.8K
$13.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6.96K+ 295.37% |
$1.27M - $1.36M
|
9.31K
$1.83M
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
BUY
|
- |
6.85K+ 11.85% |
$1.25M - $1.34M
|
64.6K
$12.7M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
6.69K+ 10.19% |
$1.22M - $1.31M
|
72.3K
$14.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
6.57K+ 35.04% |
$1.2M - $1.29M
|
25.3K
$4.97M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
6.55K+ 113.25% |
$1.2M - $1.28M
|
12.3K
$2.42M
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
6.46K+ 48.61% |
$1.18M - $1.27M
|
19.7K
$3.87M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
6.43K+ 68.17% |
$1.18M - $1.26M
|
15.9K
$3.11M
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
6.42KNew |
$1.17M - $1.26M
|
6.42K
$1.26M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.42K+ 21.6% |
$1.17M - $1.26M
|
36.1K
$7.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
6.31K+ 9.87% |
$1.15M - $1.24M
|
70.2K
$13.8M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
6.25K+ 1.91% |
$1.14M - $1.23M
|
334K
$65.5M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.1K+ 2.85% |
$1.11M - $1.2M
|
220K
$43.2M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
6K+ 13.17% |
$1.1M - $1.18M
|
51.5K
$10.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
5.92K+ 45.5% |
$1.08M - $1.16M
|
18.9K
$3.71M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
5.71K+ 70.88% |
$1.04M - $1.12M
|
13.8K
$2.7M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.59K+ 2.5% |
$1.02M - $1.1M
|
229K
$45M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
5.59K+ 1.74% |
$1.02M - $1.1M
|
326K
$64M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.41K+ 3.12% |
$989K - $1.06M
|
179K
$35.1M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
5.4KNew |
$987K - $1.06M
|
5.4K
$1.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.35K+ 83.47% |
$979K - $1.05M
|
11.8K
$2.31M
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
5.29K+ 23.97% |
$967K - $1.04M
|
27.4K
$5.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
5.26K+ 60.08% |
$961K - $1.03M
|
14K
$2.75M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5.26K+ 1.49% |
$961K - $1.03M
|
359K
$70.5M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
5.13K+ 17.92% |
$938K - $1.01M
|
33.8K
$6.62M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.06K+ 9.16% |
$924K - $992K
|
60.3K
$11.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5.01K+ 112.95% |
$915K - $982K
|
9.44K
$1.85M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.97K+ 206.44% |
$908K - $974K
|
7.37K
$1.45M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.95K+ 82.02% |
$905K - $971K
|
11K
$2.15M
|
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
4.81KNew |
$880K - $944K
|
4.81K
$944K
|
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
4.75K+ 1.34% |
$868K - $932K
|
360K
$70.6M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
4.67KNew |
$853K - $915K
|
4.67K
$915K
|
|
|
Apr 14, 2025
Q1 2025
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
4.65K+ 6.16% |
$851K - $913K
|
80.2K
$15.7M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.64K+ 0.87% |
$849K - $911K
|
536K
$105M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.62K+ 23.55% |
$845K - $907K
|
24.3K
$4.76M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
4.62K+ 17.78% |
$844K - $906K
|
30.6K
$6M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
4.57KNew |
$836K - $897K
|
4.57K
$897K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
4.44KNew |
$812K - $871K
|
4.44K
$871K
|