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 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
51+ 2.77% |
$9.34K - $10.2K
|
1.9K
$367K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
50+ 2.17% |
$9.16K - $9.99K
|
2.36K
$456K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
50+ 0.17% |
$9.16K - $9.99K
|
29.2K
$5.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
48+ 0.8% |
$8.8K - $9.59K
|
6.02K
$1.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
46+ 2.21% |
$8.43K - $9.19K
|
2.12K
$411K
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
46+ 0.6% |
$8.43K - $9.19K
|
7.7K
$1.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
45New |
$8.25K - $8.99K
|
45
$8.71K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
44+ 0.23% |
$8.06K - $8.79K
|
19.5K
$3.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
44+ 0.22% |
$8.06K - $8.79K
|
20.4K
$3.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
44+ 1.05% |
$8.06K - $8.79K
|
4.25K
$823K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
43+ 1.54% |
$7.88K - $8.59K
|
2.83K
$547K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
42New |
$7.7K - $8.39K
|
42
$8.13K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
42+ 0.02% |
$7.7K - $8.39K
|
209K
$40.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
41+ 0.75% |
$7.51K - $8.19K
|
5.49K
$1.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
41+ 0.25% |
$7.51K - $8.19K
|
16.7K
$3.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
41+ 6.28% |
$7.51K - $8.19K
|
694
$134K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
41+ 2.29% |
$7.51K - $8.19K
|
1.83K
$355K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
39+ 0.51% |
$7.15K - $7.79K
|
7.69K
$1.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
38+ 1.59% |
$6.96K - $7.59K
|
2.43K
$470K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
37New |
$6.78K - $7.39K
|
37
$7.16K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
37New |
$6.78K - $7.39K
|
37
$7.16K
|
|
|
Jan 29, 2025
Q4 2024
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
35+ 0.87% |
$6.41K - $6.99K
|
4.07K
$788K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
34+ 0.85% |
$6.23K - $6.79K
|
4.01K
$777K
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
31+ 0.43% |
$5.68K - $6.19K
|
7.27K
$1.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
30+ 0.63% |
$5.5K - $5.99K
|
4.78K
$926K
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
30+ 2.04% |
$5.5K - $5.99K
|
1.5K
$290K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
27New |
$4.95K - $5.39K
|
27
$5.23K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
27New |
$4.95K - $5.39K
|
27
$5.23K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
27+ 1.53% |
$4.95K - $5.39K
|
1.79K
$346K
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
26+ 0.39% |
$4.76K - $5.19K
|
6.63K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
26+ 1.19% |
$4.76K - $5.19K
|
2.21K
$429K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
25+ 0.4% |
$4.58K - $4.99K
|
6.26K
$1.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
24+ 1.85% |
$4.4K - $4.79K
|
1.32K
$256K
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
24+ 0.54% |
$4.4K - $4.79K
|
4.47K
$866K
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
23+ 0.54% |
$4.21K - $4.6K
|
4.25K
$823K
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
23+ 0.5% |
$4.21K - $4.6K
|
4.58K
$887K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
23New |
$4.21K - $4.6K
|
23
$4.45K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
22+ 0.08% |
$4.03K - $4.4K
|
26K
$5.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
21+ 1.66% |
$3.85K - $4.2K
|
1.28K
$248K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
21+ 53.85% |
$3.85K - $4.2K
|
60
$11.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
20+ 0.83% |
$3.66K - $4K
|
2.44K
$472K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
20+ 0.53% |
$3.66K - $4K
|
3.78K
$732K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
20+ 0.12% |
$3.66K - $4K
|
16.3K
$3.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
20+ 0.05% |
$3.66K - $4K
|
43.7K
$8.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
20+ 1.49% |
$3.66K - $4K
|
1.36K
$263K
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
19+ 0.53% |
$3.48K - $3.8K
|
3.63K
$702K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
18+ 0.52% |
$3.3K - $3.6K
|
3.51K
$679K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
18+ 7.23% |
$3.3K - $3.6K
|
267
$51.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
17+ 0.54% |
$3.11K - $3.4K
|
3.17K
$614K
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
17+ 0.49% |
$3.11K - $3.4K
|
3.47K
$671K
|