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 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-24- 0.17% |
$4.4K - $4.79K
|
14.3K
$2.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-25- 0.42% |
$4.58K - $4.99K
|
5.94K
$1.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-25- 0.35% |
$4.58K - $4.99K
|
7.19K
$1.41M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-26- 0.23% |
$4.76K - $5.19K
|
11.5K
$2.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-26- 0.18% |
$4.76K - $5.19K
|
14.7K
$2.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-26- 0.63% |
$4.76K - $5.19K
|
4.09K
$802K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-26- 9.32% |
$4.76K - $5.19K
|
253
$49.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-27- 2.31% |
$4.95K - $5.39K
|
1.14K
$224K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-28- 2.48% |
$5.13K - $5.59K
|
1.1K
$216K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-28- 0.52% |
$5.13K - $5.59K
|
5.4K
$1.06M
|
|
|
May 14, 2025
Q4 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-28- 1.53% |
$5.13K - $5.59K
|
1.81K
$354K
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-29- 1.1% |
$5.31K - $5.79K
|
2.62K
$513K
|
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-29- 0.34% |
$5.31K - $5.79K
|
8.55K
$1.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Sicart Associates LLC
|
SELL
|
- |
-30- 2.23% |
$5.5K - $5.99K
|
1.32K
$258K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-30- 0.21% |
$5.5K - $5.99K
|
14.1K
$2.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-30- 1.64% |
$5.5K - $5.99K
|
1.8K
$354K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-31- 9.25% |
$5.68K - $6.19K
|
304
$59.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-31- 0.55% |
$5.68K - $6.19K
|
5.64K
$1.11M
|
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
SELL
|
- |
-32- 0.31% |
$5.86K - $6.39K
|
10.2K
$2M
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-32- 0.82% |
$5.86K - $6.39K
|
3.89K
$763K
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-32- 1.05% |
$5.86K - $6.39K
|
3.02K
$593K
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-32- 1.05% |
$5.86K - $6.39K
|
3.02K
$593K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-33- 0.9% |
$6.05K - $6.59K
|
3.63K
$713K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-34- 57.63% |
$6.23K - $6.79K
|
25
$4.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-34- 0.21% |
$6.23K - $6.79K
|
16.2K
$3.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-35- 0.12% |
$6.41K - $6.99K
|
29.5K
$5.79M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-35- 0.84% |
$6.41K - $6.99K
|
4.15K
$814K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-35- 0.23% |
$6.41K - $6.99K
|
15.4K
$3.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-36- 2.06% |
$6.6K - $7.19K
|
1.71K
$336K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-36- 1.71% |
$6.6K - $7.19K
|
2.07K
$407K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-36- 1.04% |
$6.6K - $7.19K
|
3.42K
$671K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-36- 1.52% |
$6.6K - $7.19K
|
2.34K
$459K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-37- 2.07% |
$6.78K - $7.39K
|
1.75K
$343K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-37- 0.45% |
$6.78K - $7.39K
|
8.15K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-37- 6.51% |
$6.78K - $7.39K
|
531
$104K
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-38- 2.09% |
$6.96K - $7.59K
|
1.78K
$349K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-38- 0.39% |
$6.96K - $7.59K
|
9.64K
$1.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-38- 0.28% |
$6.96K - $7.59K
|
13.6K
$2.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-40- 0.14% |
$7.33K - $7.99K
|
29.1K
$5.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-40- 2.46% |
$7.33K - $7.99K
|
1.59K
$311K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-41- 1.18% |
$7.51K - $8.19K
|
3.43K
$672K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-43- 1.96% |
$7.88K - $8.59K
|
2.15K
$421K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-44- 2.49% |
$8.06K - $8.79K
|
1.72K
$338K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-44- 10.43% |
$8.06K - $8.79K
|
378
$74.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-45- 3.46% |
$8.25K - $8.99K
|
1.25K
$246K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-46- 13.07% |
$8.43K - $9.19K
|
306
$60K
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
SELL
|
- |
-46- 0.22% |
$8.43K - $9.19K
|
20.8K
$4.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-48- 0.2% |
$8.8K - $9.59K
|
23.4K
$4.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-48- 0.95% |
$8.8K - $9.59K
|
4.99K
$978K
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-49- 3.24% |
$8.98K - $9.79K
|
1.46K
$287K
|