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 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
4.41KNew |
$806K - $865K
|
4.41K
$865K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.37K+ 72.64% |
$798K - $857K
|
10.4K
$2.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
4.21K+ 1.11% |
$769K - $825K
|
384K
$75.4M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
4.2KNew |
$768K - $824K
|
4.2K
$824K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.12K+ 12.0% |
$753K - $808K
|
38.4K
$7.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
4.07K+ 4.9% |
$744K - $799K
|
87.2K
$17.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
4.07K+ 9.5% |
$743K - $798K
|
46.9K
$9.2M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
4.05KNew |
$740K - $794K
|
4.05K
$794K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
4.03K+ 42.74% |
$736K - $790K
|
13.5K
$2.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
3.97KNew |
$726K - $780K
|
3.97K
$779K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.92K+ 3.4% |
$717K - $770K
|
119K
$23.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
3.89KNew |
$711K - $763K
|
3.89K
$762K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.77K+ 39.93% |
$689K - $739K
|
13.2K
$2.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
3.72K+ 2.48% |
$680K - $730K
|
154K
$30.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
3.69K+ 2.68% |
$675K - $725K
|
141K
$27.7M
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
3.69K+ 19.54% |
$674K - $724K
|
22.6K
$4.43M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.61K+ 220.24% |
$660K - $709K
|
5.25K
$1.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
3.46K+ 2.84% |
$632K - $678K
|
125K
$24.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.42K+ 6.86% |
$624K - $670K
|
53.2K
$10.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3.38K+ 11.36% |
$618K - $664K
|
33.2K
$6.5M
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
3.34K+ 11.66% |
$611K - $656K
|
32K
$6.28M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.31KNew |
$606K - $650K
|
3.31K
$650K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.31KNew |
$605K - $649K
|
3.31K
$649K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
3.29KNew |
$601K - $645K
|
3.29K
$644K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.12K+ 7.41% |
$569K - $611K
|
45.2K
$8.86M
|
|
|
May 15, 2025
Q1 2025
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
3.06K+ 20.68% |
$559K - $600K
|
17.9K
$3.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.94KNew |
$537K - $576K
|
2.94K
$576K
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
2.89KNew |
$528K - $567K
|
2.89K
$567K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
2.83KNew |
$518K - $555K
|
2.83K
$555K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
2.79K+ 12.72% |
$509K - $546K
|
24.7K
$4.84M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.77K+ 19.38% |
$505K - $543K
|
17K
$3.34M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
2.71K+ 7.49% |
$496K - $532K
|
38.9K
$7.63M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
2.69K+ 22.98% |
$491K - $527K
|
14.4K
$2.82M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.67K+ 3.29% |
$488K - $524K
|
83.9K
$16.5M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
2.64KNew |
$483K - $518K
|
2.64K
$518K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
2.63KNew |
$480K - $515K
|
2.63K
$515K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.55K+ 10.37% |
$467K - $501K
|
27.2K
$5.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.52KNew |
$460K - $494K
|
2.52K
$494K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.5K+ 34.09% |
$456K - $490K
|
9.82K
$1.93M
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
2.48K+ 3.03% |
$454K - $487K
|
84.4K
$16.5M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.48K+ 107.69% |
$453K - $487K
|
4.78K
$938K
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
2.48K+ 14.86% |
$453K - $487K
|
19.2K
$3.76M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.41K+ 2.81% |
$440K - $472K
|
88K
$17.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
2.4KNew |
$439K - $472K
|
2.4K
$472K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.36K+ 2.4% |
$431K - $462K
|
101K
$19.7M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
2.35KNew |
$430K - $461K
|
2.35K
$461K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.34K+ 37.07% |
$428K - $459K
|
8.65K
$1.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.29KNew |
$418K - $449K
|
2.29K
$449K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.28K+ 7.69% |
$417K - $448K
|
32K
$6.27M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
2.22KNew |
$406K - $436K
|
2.22K
$436K
|