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 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
859+ 46.53% |
$157K - $169K
|
2.71K
$531K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
843+ 3.72% |
$154K - $165K
|
23.5K
$4.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
839+ 6.22% |
$153K - $165K
|
14.3K
$2.81M
|
|
|
May 15, 2025
Q1 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
825+ 2.34% |
$151K - $162K
|
36.1K
$7.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
823+ 41.36% |
$150K - $161K
|
2.81K
$552K
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
817+ 0.46% |
$149K - $160K
|
177K
$34.7M
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
813+ 53.98% |
$149K - $160K
|
2.32K
$455K
|
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
811+ 2.72% |
$148K - $159K
|
30.6K
$6.01M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
799+ 2.48% |
$146K - $157K
|
33.1K
$6.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
798+ 15.56% |
$146K - $157K
|
5.93K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
791+ 19.42% |
$145K - $155K
|
4.86K
$954K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
790+ 18.13% |
$144K - $155K
|
5.15K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
790+ 0.86% |
$144K - $155K
|
92.9K
$18.2M
|
|
|
May 13, 2025
Q1 2025
|
Independent Family Office, LLC
|
BUY
|
- |
788+ 0.92% |
$144K - $155K
|
86.1K
$16.9M
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
784+ 4.24% |
$143K - $154K
|
19.3K
$3.78M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
783+ 2.69% |
$143K - $154K
|
29.9K
$5.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
773+ 1.21% |
$141K - $152K
|
64.9K
$12.7M
|
|
|
May 07, 2025
Q1 2025
|
Evergreen Advisors, LLC
|
BUY
|
- |
773+ 23.36% |
$141K - $152K
|
4.08K
$801K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
770+ 32.35% |
$141K - $151K
|
3.15K
$618K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
761+ 2.81% |
$139K - $149K
|
27.9K
$5.47M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
744+ 641.38% |
$136K - $146K
|
860
$169K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
738New |
$135K - $145K
|
738
$145K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
730+ 2.22% |
$133K - $143K
|
33.6K
$6.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
727+ 5.69% |
$133K - $143K
|
13.5K
$2.65M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
726+ 28.87% |
$133K - $142K
|
3.24K
$636K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
710+ 3.21% |
$130K - $139K
|
22.8K
$4.48M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
704+ 85.33% |
$129K - $138K
|
1.53K
$300K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
700New |
$128K - $137K
|
700
$137K
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
680+ 10.0% |
$124K - $133K
|
7.48K
$1.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
676+ 1.79% |
$124K - $133K
|
38.5K
$7.56M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
676+ 11.32% |
$124K - $133K
|
6.65K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
659+ 6.35% |
$120K - $129K
|
11K
$2.17M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
653+ 2.99% |
$119K - $128K
|
22.5K
$4.41M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
651+ 63.82% |
$119K - $128K
|
1.67K
$328K
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
646+ 2.69% |
$118K - $127K
|
24.7K
$4.84M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
646+ 22.56% |
$118K - $127K
|
3.51K
$689K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
645New |
$118K - $127K
|
645
$127K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
643+ 4.53% |
$118K - $126K
|
14.8K
$2.91M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
630+ 9.64% |
$115K - $124K
|
7.17K
$1.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
625+ 22.43% |
$114K - $123K
|
3.41K
$669K
|
|
|
May 08, 2025
Q1 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
625+ 1.69% |
$114K - $123K
|
37.5K
$7.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
624+ 50.24% |
$114K - $122K
|
1.87K
$366K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
620+ 33.05% |
$113K - $122K
|
2.5K
$490K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
612+ 1.59% |
$112K - $120K
|
39.1K
$7.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
607+ 2.6% |
$111K - $119K
|
23.9K
$4.69M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
604+ 2.61% |
$110K - $119K
|
23.8K
$4.66M
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
565+ 4.8% |
$103K - $111K
|
12.3K
$2.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
554+ 2.56% |
$101K - $109K
|
22.2K
$4.36M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
551+ 5.38% |
$101K - $108K
|
10.8K
$2.12M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
549+ 19.28% |
$100K - $108K
|
3.4K
$666K
|