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 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-33- 0.9% |
$6.05K - $6.59K
|
3.63K
$703K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-34- 57.63% |
$6.23K - $6.79K
|
25
$4.84K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-34- 0.21% |
$6.23K - $6.79K
|
16.2K
$3.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-35- 0.12% |
$6.41K - $6.99K
|
29.5K
$5.71M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-35- 0.84% |
$6.41K - $6.99K
|
4.15K
$804K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-35- 0.23% |
$6.41K - $6.99K
|
15.4K
$2.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-36- 2.06% |
$6.6K - $7.19K
|
1.71K
$332K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-36- 1.71% |
$6.6K - $7.19K
|
2.07K
$401K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-36- 1.04% |
$6.6K - $7.19K
|
3.42K
$663K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-36- 1.52% |
$6.6K - $7.19K
|
2.34K
$453K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-37- 2.07% |
$6.78K - $7.39K
|
1.75K
$339K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-37- 0.45% |
$6.78K - $7.39K
|
8.15K
$1.58M
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-38- 2.09% |
$6.96K - $7.59K
|
1.78K
$344K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-38- 0.39% |
$6.96K - $7.59K
|
9.64K
$1.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-38- 0.28% |
$6.96K - $7.59K
|
13.6K
$2.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-40- 0.14% |
$7.33K - $7.99K
|
29.1K
$5.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-40- 2.46% |
$7.33K - $7.99K
|
1.59K
$307K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-41- 1.18% |
$7.51K - $8.19K
|
3.43K
$663K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-43- 1.96% |
$7.88K - $8.59K
|
2.15K
$415K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-44- 2.49% |
$8.06K - $8.79K
|
1.72K
$334K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-46- 13.07% |
$8.43K - $9.19K
|
306
$59.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
SELL
|
- |
-46- 0.22% |
$8.43K - $9.19K
|
20.8K
$4.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-48- 0.2% |
$8.8K - $9.59K
|
23.4K
$4.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-48- 0.95% |
$8.8K - $9.59K
|
4.99K
$965K
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-49- 3.24% |
$8.98K - $9.79K
|
1.46K
$283K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-50- 29.76% |
$9.16K - $9.99K
|
118
$22.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-50- 3.55% |
$9.16K - $9.99K
|
1.36K
$263K
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-50- 2.55% |
$9.16K - $9.99K
|
1.91K
$370K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-51- 4.2% |
$9.34K - $10.2K
|
1.16K
$225K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-53- 1.06% |
$9.71K - $10.6K
|
4.95K
$959K
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-53- 0.67% |
$9.71K - $10.6K
|
7.8K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-53- 2.15% |
$9.71K - $10.6K
|
2.41K
$467K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-55- 1.65% |
$10.1K - $11K
|
3.28K
$634K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-55- 0.5% |
$10.1K - $11K
|
10.9K
$2.1M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-56- 65.12% |
$10.3K - $11.2K
|
30
$5.81K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-57- 0.87% |
$10.4K - $11.4K
|
6.53K
$1.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-58- 0.29% |
$10.6K - $11.6K
|
20K
$3.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-60- 1.49% |
$11K - $12K
|
3.96K
$766K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-60- 0.38% |
$11K - $12K
|
15.9K
$3.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-64- 3.79% |
$11.7K - $12.8K
|
1.62K
$314K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-69- 1.22% |
$12.6K - $13.8K
|
5.61K
$1.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-69- 1.56% |
$12.6K - $13.8K
|
4.35K
$843K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-69- 3.13% |
$12.6K - $13.8K
|
2.14K
$413K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
SELL
|
- |
-70- 3.4% |
$12.8K - $14K
|
1.99K
$385K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-71- 0.75% |
$13K - $14.2K
|
9.43K
$1.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-72- 1.16% |
$13.2K - $14.4K
|
6.14K
$1.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-72- 1.13% |
$13.2K - $14.4K
|
6.3K
$1.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-73- 1.4% |
$13.4K - $14.6K
|
5.13K
$993K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-73- 0.71% |
$13.4K - $14.6K
|
10.2K
$1.98M
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-80- 1.38% |
$14.7K - $16K
|
5.74K
$1.11M
|