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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
133+ 0.09% |
$24.4K - $26.6K
|
150K
$29.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
130New |
$23.8K - $26K
|
130
$25.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
130+ 2.77% |
$23.8K - $26K
|
4.82K
$932K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
130+ 4.01% |
$23.8K - $26K
|
3.37K
$652K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
124+ 10.33% |
$22.7K - $24.8K
|
1.32K
$256K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
116+ 9.48% |
$21.3K - $23.2K
|
1.34K
$259K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
116New |
$21.3K - $23.2K
|
116
$22.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
116+ 0.5% |
$21.3K - $23.2K
|
23.5K
$4.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
115+ 1.44% |
$21.1K - $23K
|
8.12K
$1.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
113+ 4.29% |
$20.7K - $22.6K
|
2.75K
$532K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
109+ 2.21% |
$20K - $21.8K
|
5.04K
$976K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
108New |
$19.8K - $21.6K
|
108
$20.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
106+ 5.82% |
$19.4K - $21.2K
|
1.93K
$373K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
99+ 7.11% |
$18.1K - $19.8K
|
1.49K
$289K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
98+ 2.81% |
$18K - $19.6K
|
3.59K
$694K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
98+ 2.19% |
$18K - $19.6K
|
4.58K
$886K
|
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
96+ 7.04% |
$17.6K - $19.2K
|
1.46K
$283K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
95+ 1.39% |
$17.4K - $19K
|
6.93K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
95New |
$17.4K - $19K
|
95
$18.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
88+ 1.67% |
$16.1K - $17.6K
|
5.36K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
86+ 1.35% |
$15.8K - $17.2K
|
6.43K
$1.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
86+ 2.03% |
$15.8K - $17.2K
|
4.32K
$835K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
82+ 2.77% |
$15K - $16.4K
|
3.05K
$590K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
81New |
$14.8K - $16.2K
|
81
$15.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
81+ 6.08% |
$14.8K - $16.2K
|
1.41K
$274K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
80+ 1.58% |
$14.7K - $16K
|
5.13K
$993K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
79+ 0.31% |
$14.5K - $15.8K
|
25.5K
$4.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
78+ 6.49% |
$14.3K - $15.6K
|
1.28K
$248K
|
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
77+ 0.83% |
$14.1K - $15.4K
|
9.37K
$1.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
77+ 1.01% |
$14.1K - $15.4K
|
7.73K
$1.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
76+ 4.47% |
$13.9K - $15.2K
|
1.78K
$344K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
75+ 1.0% |
$13.7K - $15K
|
7.59K
$1.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
75+ 5.09% |
$13.7K - $15K
|
1.55K
$300K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
74+ 0.52% |
$13.6K - $14.8K
|
14.4K
$2.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
71+ 129.09% |
$13K - $14.2K
|
126
$24.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
70+ 2.24% |
$12.8K - $14K
|
3.2K
$619K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
69+ 2.99% |
$12.6K - $13.8K
|
2.38K
$461K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
67New |
$12.3K - $13.4K
|
67
$13K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
67+ 4.55% |
$12.3K - $13.4K
|
1.54K
$298K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
66+ 3.01% |
$12.1K - $13.2K
|
2.26K
$437K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
63+ 91.3% |
$11.5K - $12.6K
|
132
$25.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
63+ 1.2% |
$11.5K - $12.6K
|
5.29K
$1.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
61New |
$11.2K - $12.2K
|
61
$11.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
57+ 1.31% |
$10.4K - $11.4K
|
4.4K
$852K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
56+ 0.61% |
$10.3K - $11.2K
|
9.17K
$1.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
55+ 4.71% |
$10.1K - $11K
|
1.22K
$237K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
55+ 2.37% |
$10.1K - $11K
|
2.38K
$460K
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
53+ 1.0% |
$9.71K - $10.6K
|
5.36K
$1.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
53+ 1.43% |
$9.71K - $10.6K
|
3.76K
$729K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
52+ 3.23% |
$9.53K - $10.4K
|
1.66K
$322K
|