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 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
178+ 1.67% |
$32.6K - $35.6K
|
10.8K
$2.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
177+ 0.15% |
$32.4K - $35.4K
|
121K
$23.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
176+ 4.0% |
$32.2K - $35.2K
|
4.57K
$897K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
174New |
$31.9K - $34.8K
|
174
$34.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
174+ 1.66% |
$31.9K - $34.8K
|
10.7K
$2.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
173New |
$31.7K - $34.6K
|
173
$33.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
172+ 2.22% |
$31.5K - $34.4K
|
7.91K
$1.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
172+ 2.81% |
$31.5K - $34.4K
|
6.29K
$1.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
164+ 1.46% |
$30K - $32.8K
|
11.4K
$2.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
163New |
$29.9K - $32.6K
|
163
$32K
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
162+ 7.31% |
$29.7K - $32.4K
|
2.38K
$466K
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
161+ 2.1% |
$29.5K - $32.2K
|
7.83K
$1.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
157+ 1.19% |
$28.8K - $31.4K
|
13.4K
$2.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
154+ 3.33% |
$28.2K - $30.8K
|
4.78K
$937K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
150+ 0.38% |
$27.5K - $30K
|
40K
$7.85M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
150New |
$27.5K - $30K
|
150
$29.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
149+ 11.46% |
$27.3K - $29.8K
|
1.45K
$284K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
145+ 0.53% |
$26.6K - $29K
|
27.4K
$5.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
143New |
$26.2K - $28.6K
|
143
$28.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
142+ 0.34% |
$26K - $28.4K
|
42.2K
$8.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
141+ 1.12% |
$25.8K - $28.2K
|
12.8K
$2.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
141+ 3.11% |
$25.8K - $28.2K
|
4.67K
$916K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
140+ 0.7% |
$25.7K - $28K
|
20.2K
$3.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
138+ 4.19% |
$25.3K - $27.6K
|
3.43K
$673K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
138+ 8.79% |
$25.3K - $27.6K
|
1.71K
$335K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
133+ 0.45% |
$24.4K - $26.6K
|
29.6K
$5.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
133+ 0.09% |
$24.4K - $26.6K
|
150K
$29.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
130New |
$23.8K - $26K
|
130
$25.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
130+ 2.77% |
$23.8K - $26K
|
4.82K
$945K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
130+ 4.01% |
$23.8K - $26K
|
3.37K
$661K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
130New |
$23.8K - $26K
|
130
$25.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
124+ 10.33% |
$22.7K - $24.8K
|
1.32K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
124+ 2.21% |
$22.7K - $24.8K
|
5.74K
$1.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
116+ 9.48% |
$21.3K - $23.2K
|
1.34K
$263K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
116New |
$21.3K - $23.2K
|
116
$22.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
116+ 0.5% |
$21.3K - $23.2K
|
23.5K
$4.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
115+ 1.44% |
$21.1K - $23K
|
8.12K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
114+ 1.35% |
$20.9K - $22.8K
|
8.57K
$1.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
113+ 4.29% |
$20.7K - $22.6K
|
2.75K
$539K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
110+ 5.86% |
$20.2K - $22K
|
1.99K
$390K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
110New |
$20.2K - $22K
|
110
$21.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
109+ 2.21% |
$20K - $21.8K
|
5.04K
$989K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
108New |
$19.8K - $21.6K
|
108
$21.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
106+ 5.82% |
$19.4K - $21.2K
|
1.93K
$378K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
99+ 7.11% |
$18.1K - $19.8K
|
1.49K
$292K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
98+ 2.81% |
$18K - $19.6K
|
3.59K
$704K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
98+ 2.19% |
$18K - $19.6K
|
4.58K
$898K
|
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
96+ 7.04% |
$17.6K - $19.2K
|
1.46K
$286K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
95+ 1.39% |
$17.4K - $19K
|
6.93K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
95New |
$17.4K - $19K
|
95
$18.6K
|