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 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.2KNew |
$403K - $432K
|
2.2K
$432K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
2.18KNew |
$398K - $427K
|
2.18K
$427K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.15K+ 7966.67% |
$393K - $422K
|
2.18K
$427K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.12K+ 87.86% |
$388K - $416K
|
4.54K
$890K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
2.1KNew |
$384K - $413K
|
2.1K
$413K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
2.1KNew |
$384K - $412K
|
2.1K
$412K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.08K+ 1.72% |
$380K - $408K
|
123K
$24.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.07K+ 4.37% |
$378K - $406K
|
49.4K
$9.68M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
2.03KNew |
$371K - $398K
|
2.03K
$398K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
2.02K+ 116.29% |
$369K - $396K
|
3.76K
$737K
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
2.02KNew |
$369K - $396K
|
2.02K
$396K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2KNew |
$365K - $391K
|
2K
$391K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.99K+ 11.97% |
$364K - $391K
|
18.6K
$3.66M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.99K+ 2.52% |
$364K - $391K
|
81.1K
$15.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.95K+ 62.05% |
$356K - $382K
|
5.08K
$997K
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
1.94KNew |
$355K - $381K
|
1.94K
$381K
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.89K+ 131.52% |
$345K - $370K
|
3.32K
$651K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
1.79KNew |
$327K - $351K
|
1.79K
$351K
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
1.76K+ 80.72% |
$322K - $346K
|
3.95K
$774K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
1.76K+ 32.23% |
$322K - $345K
|
7.22K
$1.42M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
1.75K+ 9.2% |
$320K - $343K
|
20.8K
$4.08M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.72KNew |
$314K - $337K
|
1.72K
$337K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.71KNew |
$312K - $335K
|
1.71K
$335K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.69K+ 2.72% |
$308K - $331K
|
63.7K
$12.5M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1.64K+ 15.5% |
$299K - $321K
|
12.2K
$2.39M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.63K+ 62.4% |
$299K - $320K
|
4.25K
$834K
|
|
|
May 15, 2025
Q1 2025
|
Alamar Capital Management, LLC
|
BUY
|
- |
1.63K+ 25.2% |
$298K - $320K
|
8.1K
$1.59M
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
1.61KNew |
$294K - $316K
|
1.61K
$316K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.58K+ 31.56% |
$289K - $310K
|
6.59K
$1.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
BUY
|
- |
1.55K+ 6.5% |
$284K - $305K
|
25.5K
$4.99M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
1.55KNew |
$284K - $304K
|
1.55K
$304K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.53KNew |
$279K - $300K
|
1.53K
$300K
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
1.5KNew |
$274K - $295K
|
1.5K
$294K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.5K+ 11.35% |
$274K - $294K
|
14.7K
$2.89M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.49KNew |
$272K - $292K
|
1.49K
$292K
|
|
|
May 02, 2025
Q1 2025
|
Easterly Investment Partners LLC
|
BUY
|
- |
1.48KNew |
$271K - $291K
|
1.48K
$291K
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
1.47KNew |
$269K - $289K
|
1.47K
$289K
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.46KNew |
$267K - $287K
|
1.46K
$287K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.46K+ 5.27% |
$267K - $286K
|
29.1K
$5.71M
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
1.44KNew |
$263K - $283K
|
1.44K
$283K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1.43K+ 0.35% |
$261K - $280K
|
415K
$81.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.43KNew |
$261K - $280K
|
1.43K
$280K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
1.43K+ 28.26% |
$261K - $280K
|
6.47K
$1.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.35K+ 14.27% |
$246K - $264K
|
10.8K
$2.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
1.33KNew |
$244K - $262K
|
1.33K
$261K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
1.33K+ 13.44% |
$243K - $261K
|
11.2K
$2.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
1.33KNew |
$243K - $261K
|
1.33K
$261K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1.33KNew |
$243K - $260K
|
1.33K
$260K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.31K+ 27.06% |
$239K - $257K
|
6.15K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.3K+ 65.51% |
$238K - $255K
|
3.29K
$645K
|