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 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
283+ 2.88% |
$51.7K - $55.5K
|
10.1K
$1.98M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
277+ 1.09% |
$50.6K - $54.4K
|
25.6K
$5.03M
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
274+ 0.77% |
$50.1K - $53.8K
|
36.1K
$7.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
271+ 4.3% |
$49.5K - $53.2K
|
6.57K
$1.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
269+ 0.54% |
$49.2K - $52.8K
|
49.7K
$9.75M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
268+ 10.82% |
$49K - $52.6K
|
2.75K
$538K
|
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
257+ 5.38% |
$47K - $50.4K
|
5.04K
$988K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
250+ 101.21% |
$45.7K - $49.1K
|
497
$97.5K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
247+ 21.18% |
$45.2K - $48.5K
|
1.41K
$277K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
245+ 140.8% |
$44.8K - $48.1K
|
419
$82.2K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
237+ 13.31% |
$43.3K - $46.5K
|
2.02K
$396K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
234+ 5.89% |
$42.8K - $45.9K
|
4.21K
$825K
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
232+ 15.5% |
$42.4K - $45.5K
|
1.73K
$339K
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
224+ 10.45% |
$41K - $44K
|
2.37K
$465K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
218New |
$39.9K - $42.8K
|
218
$42.8K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
216New |
$39.5K - $42.4K
|
216
$42.4K
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
209+ 0.48% |
$38.2K - $41K
|
43.5K
$8.53M
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
206+ 6.24% |
$37.7K - $40.4K
|
3.51K
$688K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
204+ 3.02% |
$37.3K - $40K
|
6.97K
$1.37M
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
200New |
$36.6K - $39.2K
|
200
$39.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
190New |
$34.7K - $37.3K
|
190
$37.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
185+ 11.77% |
$33.8K - $36.3K
|
1.76K
$345K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
184+ 0.32% |
$33.6K - $36.1K
|
57.2K
$11.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
181+ 0.46% |
$33.1K - $35.5K
|
39.4K
$7.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
179+ 1.63% |
$32.7K - $35.1K
|
11.2K
$2.19M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
178New |
$32.5K - $34.9K
|
178
$34.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
177New |
$32.4K - $34.7K
|
177
$34.7K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
177+ 11.47% |
$32.4K - $34.7K
|
1.72K
$337K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
169+ 4.64% |
$30.9K - $33.2K
|
3.81K
$748K
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
166+ 10.51% |
$30.3K - $32.6K
|
1.75K
$342K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
165+ 7.77% |
$30.2K - $32.4K
|
2.29K
$449K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
160+ 5.7% |
$29.3K - $31.4K
|
2.97K
$582K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
157+ 7.19% |
$28.7K - $30.8K
|
2.34K
$459K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
149+ 0.85% |
$27.2K - $29.2K
|
17.6K
$3.45M
|
|
|
May 07, 2025
Q1 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
149+ 4.23% |
$27.2K - $29.2K
|
3.67K
$720K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
146+ 3.19% |
$26.7K - $28.6K
|
4.72K
$927K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
146+ 6.26% |
$26.7K - $28.6K
|
2.48K
$486K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
145+ 4.08% |
$26.5K - $28.5K
|
3.7K
$726K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
145New |
$26.5K - $28.5K
|
145
$28.4K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
145New |
$26.5K - $28.5K
|
145
$28.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
144+ 0.95% |
$26.3K - $28.3K
|
15.3K
$3M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
141+ 7.34% |
$25.8K - $27.7K
|
2.06K
$405K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
141+ 1.43% |
$25.8K - $27.7K
|
10K
$1.97M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
136+ 2.16% |
$24.9K - $26.7K
|
6.43K
$1.26M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
132+ 1.72% |
$24.1K - $25.9K
|
7.79K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
131New |
$23.9K - $25.7K
|
131
$25.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
128+ 43.84% |
$23.4K - $25.1K
|
420
$82.4K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
126+ 17.14% |
$23K - $24.7K
|
861
$169K
|
|
|
Apr 21, 2025
Q1 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
125+ 1.46% |
$22.9K - $24.5K
|
8.71K
$1.71M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
120+ 0.18% |
$21.9K - $23.5K
|
65.8K
$12.9M
|