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 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-190- 1.31% |
$34.8K - $38K
|
14.3K
$2.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-197- 5.96% |
$36.1K - $39.4K
|
3.11K
$601K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-197- 13.0% |
$36.1K - $39.4K
|
1.32K
$255K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-200- 3.01% |
$36.6K - $40K
|
6.45K
$1.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-201- 5.35% |
$36.8K - $40.2K
|
3.56K
$687K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-205- 1.35% |
$37.6K - $41K
|
15K
$2.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-206- 5.83% |
$37.7K - $41.2K
|
3.33K
$642K
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-206- 5.85% |
$37.7K - $41.2K
|
3.31K
$640K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-210- 10.19% |
$38.5K - $42K
|
1.85K
$357K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-211- 1.42% |
$38.7K - $42.2K
|
14.6K
$2.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
SELL
|
- |
-213- 6.75% |
$39K - $42.6K
|
2.94K
$568K
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-218- 0.79% |
$39.9K - $43.6K
|
27.5K
$5.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-219- 6.31% |
$40.1K - $43.8K
|
3.25K
$628K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-220- 9.86% |
$40.3K - $44K
|
2.01K
$389K
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-220- 3.44% |
$40.3K - $44K
|
6.18K
$1.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-225- 3.67% |
$41.2K - $45K
|
5.91K
$1.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-225- 8.71% |
$41.2K - $45K
|
2.36K
$456K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-228- 14.72% |
$41.8K - $45.6K
|
1.32K
$255K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-243- 13.97% |
$44.5K - $48.5K
|
1.5K
$289K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-248- 2.64% |
$45.4K - $49.5K
|
9.15K
$1.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-250- 13.1% |
$45.8K - $49.9K
|
1.66K
$320K
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-250- 0.39% |
$45.8K - $49.9K
|
64.5K
$12.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-262- 13.68% |
$48K - $52.3K
|
1.65K
$319K
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-265- 2.14% |
$48.6K - $52.9K
|
12.1K
$2.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-266- 0.54% |
$48.7K - $53.1K
|
49.4K
$9.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-273- 0.32% |
$50K - $54.5K
|
84.8K
$16.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-273- 43.47% |
$50K - $54.5K
|
355
$68.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-278- 0.86% |
$50.9K - $55.5K
|
32K
$6.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-278- 0.46% |
$50.9K - $55.5K
|
60.5K
$11.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-279- 4.42% |
$51.1K - $55.7K
|
6.04K
$1.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-280- 11.55% |
$51.3K - $55.9K
|
2.14K
$414K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-280- 10.66% |
$51.3K - $55.9K
|
2.35K
$453K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-280- 0.21% |
$51.3K - $55.9K
|
133K
$25.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-284- 0.7% |
$52K - $56.7K
|
40.5K
$7.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-289- 3.54% |
$53K - $57.7K
|
7.88K
$1.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-289- 1.03% |
$53K - $57.7K
|
27.7K
$5.35M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-292- 5.84% |
$53.5K - $58.3K
|
4.71K
$909K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-300- 20.91% |
$55K - $59.9K
|
1.14K
$219K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-301- 0.78% |
$55.2K - $60.1K
|
38.4K
$7.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-301- 3.18% |
$55.2K - $60.1K
|
9.16K
$1.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-306- 0.5% |
$56.1K - $61.1K
|
60.7K
$11.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-309- 1.41% |
$56.6K - $61.7K
|
21.7K
$4.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-309- 0.34% |
$56.6K - $61.7K
|
91.2K
$17.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-310- 11.73% |
$56.8K - $61.9K
|
2.33K
$451K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-312- 0.69% |
$57.2K - $62.3K
|
44.7K
$8.64M
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-312- 2.86% |
$57.2K - $62.3K
|
10.6K
$2.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-315- 2.26% |
$57.7K - $62.9K
|
13.6K
$2.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-316- 8.55% |
$57.9K - $63.1K
|
3.38K
$653K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-316- 5.44% |
$57.9K - $63.1K
|
5.5K
$1.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-340- 10.99% |
$62.3K - $67.9K
|
2.75K
$532K
|