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 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
539+ 9.05% |
$98.5K - $106K
|
6.5K
$1.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
536+ 1.28% |
$98K - $105K
|
42.5K
$8.35M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
529+ 4.36% |
$96.7K - $104K
|
12.7K
$2.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
507+ 3.72% |
$92.7K - $99.5K
|
14.1K
$2.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
505New |
$92.3K - $99.1K
|
505
$99.1K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
505+ 6.69% |
$92.3K - $99.1K
|
8.05K
$1.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
500+ 3125.0% |
$91.4K - $98.1K
|
516
$101K
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
498+ 24.2% |
$91K - $97.7K
|
2.56K
$501K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
475+ 1.45% |
$86.8K - $93.2K
|
33.3K
$6.53M
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
474+ 2.36% |
$86.7K - $93K
|
20.6K
$4.04M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
460+ 6.53% |
$84.1K - $90.3K
|
7.51K
$1.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
451+ 37.58% |
$82.5K - $88.5K
|
1.65K
$324K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
450+ 10.52% |
$82.3K - $88.3K
|
4.73K
$927K
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
444+ 1.1% |
$81.2K - $87.1K
|
40.9K
$8.02M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
442+ 12.56% |
$80.8K - $86.7K
|
3.96K
$777K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
436+ 1.81% |
$79.7K - $85.5K
|
24.5K
$4.8M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
436+ 36.18% |
$79.7K - $85.5K
|
1.64K
$322K
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
433+ 8.08% |
$79.2K - $85K
|
5.79K
$1.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
426+ 12.61% |
$77.9K - $83.6K
|
3.81K
$746K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
424+ 1.2% |
$77.5K - $83.2K
|
35.8K
$7.02M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
422+ 7.81% |
$77.2K - $82.8K
|
5.83K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
409New |
$74.8K - $80.2K
|
409
$80.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
403+ 14.85% |
$73.7K - $79.1K
|
3.12K
$611K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
400+ 31.01% |
$73.1K - $78.5K
|
1.69K
$332K
|
|
|
Apr 22, 2025
Q1 2025
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
397+ 5.77% |
$72.6K - $77.9K
|
7.28K
$1.43M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
396New |
$72.4K - $77.7K
|
396
$77.7K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
394+ 452.87% |
$72K - $77.3K
|
481
$94.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
387+ 3.01% |
$70.8K - $75.9K
|
13.3K
$2.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
378+ 20.49% |
$69.1K - $74.2K
|
2.22K
$436K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
378+ 4.51% |
$69.1K - $74.2K
|
8.76K
$1.72M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
377+ 23.85% |
$68.9K - $74K
|
1.96K
$384K
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
375+ 375.0% |
$68.6K - $73.6K
|
475
$93.2K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
373+ 0.84% |
$68.2K - $73.2K
|
45K
$8.83M
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
364New |
$66.5K - $71.4K
|
364
$71.4K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
364+ 0.26% |
$66.5K - $71.4K
|
143K
$28M
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
356+ 2.33% |
$65.1K - $69.9K
|
15.6K
$3.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
344+ 2.03% |
$62.9K - $67.5K
|
17.3K
$3.38M
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
334+ 11.99% |
$61.1K - $65.5K
|
3.12K
$612K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
333+ 28.56% |
$60.9K - $65.3K
|
1.5K
$294K
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
330+ 13.52% |
$60.3K - $64.7K
|
2.77K
$543K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
330+ 1.03% |
$60.3K - $64.7K
|
32.4K
$6.35M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
328+ 13.98% |
$60K - $64.4K
|
2.67K
$525K
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
325+ 3.05% |
$59.4K - $63.8K
|
11K
$2.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
306New |
$55.9K - $60K
|
306
$60K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
304New |
$55.6K - $59.6K
|
304
$59.6K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
302+ 2.07% |
$55.2K - $59.3K
|
14.9K
$2.92M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
301+ 1.04% |
$55K - $59.1K
|
29.2K
$5.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
294+ 1.25% |
$53.7K - $57.7K
|
23.8K
$4.67M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
291+ 1.22% |
$53.2K - $57.1K
|
24.2K
$4.75M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
290+ 1.82% |
$53K - $56.9K
|
16.2K
$3.18M
|