Purchases and Sales Made in Q4 2024 in Ishares Russell 1000 Val ETF (IWD)
This table provides information about the institutional ownership of Ishares Russell 1000 Val ETF (IWD) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
902+ 3.99% |
$165K - $180K
|
23.5K
$4.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
900+ 40.43% |
$165K - $180K
|
3.13K
$613K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
900+ 9.95% |
$165K - $180K
|
9.95K
$1.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
886+ 0.81% |
$162K - $177K
|
110K
$21.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
870+ 27.16% |
$159K - $174K
|
4.07K
$799K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
844+ 2.39% |
$155K - $169K
|
36.2K
$7.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
836+ 15.27% |
$153K - $167K
|
6.31K
$1.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
826+ 5.7% |
$151K - $165K
|
15.3K
$3M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
823New |
$151K - $164K
|
823
$161K
|
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
811+ 72.09% |
$149K - $162K
|
1.94K
$380K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
809+ 53.72% |
$148K - $162K
|
2.32K
$454K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
800New |
$147K - $160K
|
800
$157K
|
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
786+ 3.27% |
$144K - $157K
|
24.8K
$4.87M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
784New |
$144K - $157K
|
784
$154K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
749+ 20.66% |
$137K - $150K
|
4.37K
$858K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
748+ 16.41% |
$137K - $149K
|
5.31K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
746+ 0.07% |
$137K - $149K
|
1.02M
$199M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
740+ 25.94% |
$136K - $148K
|
3.59K
$705K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
735New |
$135K - $147K
|
735
$144K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
723+ 13.03% |
$132K - $144K
|
6.27K
$1.23M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
719+ 204.84% |
$132K - $144K
|
1.07K
$210K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
705+ 4.6% |
$129K - $141K
|
16K
$3.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
700+ 2.75% |
$128K - $140K
|
26.1K
$5.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
695+ 1.42% |
$127K - $139K
|
49.8K
$9.77M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
687New |
$126K - $137K
|
687
$135K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
675+ 7.1% |
$124K - $135K
|
10.2K
$2M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
671+ 26.95% |
$123K - $134K
|
3.16K
$620K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
664+ 40.69% |
$122K - $133K
|
2.3K
$450K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
661+ 40.6% |
$121K - $132K
|
2.29K
$449K
|
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
660New |
$121K - $132K
|
660
$129K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
658+ 2.75% |
$121K - $131K
|
24.6K
$4.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
652+ 111.26% |
$119K - $130K
|
1.24K
$243K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
642+ 16.93% |
$118K - $128K
|
4.43K
$870K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
634+ 2.39% |
$116K - $127K
|
27.2K
$5.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
630+ 18.32% |
$115K - $126K
|
4.07K
$798K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
630+ 2.8% |
$115K - $126K
|
23.1K
$4.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
627+ 2.52% |
$115K - $125K
|
25.6K
$5.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
625+ 11.75% |
$115K - $125K
|
5.95K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
624New |
$114K - $125K
|
624
$122K
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
BUY
|
- |
622+ 1.09% |
$114K - $124K
|
57.8K
$11.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
613+ 72.03% |
$112K - $122K
|
1.46K
$287K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
610+ 12.58% |
$112K - $122K
|
5.46K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
607+ 8.85% |
$111K - $121K
|
7.47K
$1.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
596+ 7.11% |
$109K - $119K
|
8.98K
$1.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
595+ 8.44% |
$109K - $119K
|
7.64K
$1.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
593New |
$109K - $118K
|
593
$116K
|
|
|
Feb 14, 2025
Q4 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
587+ 2.2% |
$108K - $117K
|
27.2K
$5.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
583+ 17.43% |
$107K - $116K
|
3.93K
$770K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
580+ 1.53% |
$106K - $116K
|
38.5K
$7.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
579+ 13.06% |
$106K - $116K
|
5.01K
$983K
|