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 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.29KNew |
$235K - $253K
|
1.29K
$253K
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
1.28KNew |
$234K - $251K
|
1.28K
$251K
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
BUY
|
- |
1.27KNew |
$231K - $248K
|
1.27K
$248K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.26K+ 15.89% |
$230K - $247K
|
9.17K
$1.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.25K+ 33.83% |
$229K - $246K
|
4.96K
$973K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
1.25KNew |
$228K - $244K
|
1.25K
$244K
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
1.24KNew |
$227K - $243K
|
1.24K
$243K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.22K+ 1.59% |
$224K - $240K
|
78.1K
$15.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
1.22KNew |
$223K - $240K
|
1.22K
$240K
|
|
|
Apr 23, 2025
Q1 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
1.21K+ 1.18% |
$222K - $238K
|
104K
$20.4M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.21K+ 1.83% |
$222K - $238K
|
67.5K
$13.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.2KNew |
$218K - $234K
|
1.2K
$234K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.19KNew |
$217K - $233K
|
1.19K
$233K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.19K+ 5.01% |
$217K - $233K
|
24.9K
$4.88M
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
1.19KNew |
$217K - $233K
|
1.19K
$232K
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.19KNew |
$217K - $233K
|
1.19K
$232K
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.18KNew |
$216K - $232K
|
1.18K
$232K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.17KNew |
$215K - $230K
|
1.17K
$230K
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
1.16KNew |
$213K - $228K
|
1.16K
$228K
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1.16K+ 5.98% |
$212K - $227K
|
20.5K
$4.02M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.16K+ 99.31% |
$212K - $227K
|
2.32K
$455K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
1.13KNew |
$207K - $222K
|
1.13K
$222K
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
1.12K+ 1.66% |
$205K - $220K
|
68.5K
$13.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
1.12KNew |
$204K - $219K
|
1.12K
$219K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.11KNew |
$203K - $218K
|
1.11K
$218K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.11KNew |
$203K - $217K
|
1.11K
$217K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.11K+ 7.08% |
$202K - $217K
|
16.7K
$3.28M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
1.11KNew |
$202K - $217K
|
1.11K
$217K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.11K+ 11.5% |
$202K - $217K
|
10.7K
$2.1M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.08KNew |
$198K - $213K
|
1.08K
$213K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.08K+ 105.57% |
$197K - $212K
|
2.1K
$413K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.08KNew |
$197K - $211K
|
1.08K
$211K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
1.08KNew |
$197K - $211K
|
1.08K
$211K
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.07KNew |
$195K - $209K
|
1.07K
$209K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.07K+ 3.49% |
$195K - $209K
|
31.6K
$6.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
1.07KNew |
$195K - $209K
|
1.07K
$209K
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.06KNew |
$194K - $209K
|
1.06K
$209K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.05K+ 82.48% |
$192K - $206K
|
2.32K
$456K
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
1.03K+ 84.01% |
$188K - $202K
|
2.26K
$443K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.03K+ 84.15% |
$187K - $201K
|
2.24K
$440K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.01K+ 24.93% |
$185K - $199K
|
5.08K
$997K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.01K+ 73.79% |
$184K - $198K
|
2.37K
$466K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
1K+ 23.99% |
$183K - $196K
|
5.17K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
995+ 9.87% |
$182K - $195K
|
11.1K
$2.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
976New |
$178K - $192K
|
976
$191K
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
973+ 80.21% |
$178K - $191K
|
2.19K
$429K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
950+ 22.97% |
$174K - $186K
|
5.09K
$997K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
948+ 10.33% |
$173K - $186K
|
10.1K
$1.99M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
923+ 6.21% |
$169K - $181K
|
15.8K
$3.1M
|
|
|
May 14, 2025
Q1 2025
|
F
|
BUY
|
- |
913+ 19.16% |
$167K - $179K
|
5.68K
$1.11M
|