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 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
21KNew |
$3.85M - $4.2M
|
21K
$4.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
21K+ 29.95% |
$3.84M - $4.19M
|
91K
$17.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
20.8K+ 13.16% |
$3.8M - $4.15M
|
178K
$34.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Hamlin Capital Management, LLC
|
BUY
|
- |
20.3KNew |
$3.71M - $4.05M
|
20.3K
$3.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
19KNew |
$3.49M - $3.8M
|
19K
$3.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
18.6KNew |
$3.42M - $3.72M
|
18.6K
$3.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
18K+ 37.37% |
$3.29M - $3.59M
|
66.1K
$12.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
17.6K+ 2.36% |
$3.23M - $3.52M
|
764K
$148M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
17.6K+ 1367.11% |
$3.22M - $3.51M
|
18.9K
$3.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
15.6KNew |
$2.86M - $3.12M
|
15.6K
$3.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
15.5K+ 14.55% |
$2.84M - $3.1M
|
122K
$23.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
15.2KNew |
$2.78M - $3.03M
|
15.2K
$2.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
15K+ 327.16% |
$2.76M - $3.01M
|
19.6K
$3.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
14.7K+ 55.09% |
$2.7M - $2.94M
|
41.4K
$8M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
13.4KNew |
$2.45M - $2.67M
|
13.4K
$2.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
13.3KNew |
$2.43M - $2.65M
|
13.3K
$2.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
13.1KNew |
$2.4M - $2.62M
|
13.1K
$2.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
12.9K+ 60.65% |
$2.36M - $2.58M
|
34.2K
$6.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
12.4K+ 43.76% |
$2.28M - $2.48M
|
40.8K
$7.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
12.4K+ 150.84% |
$2.28M - $2.48M
|
20.7K
$3.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
12.3K+ 14.55% |
$2.26M - $2.46M
|
97K
$18.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
11.7K+ 155.15% |
$2.14M - $2.33M
|
19.2K
$3.71M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
11.4KNew |
$2.09M - $2.28M
|
11.4K
$2.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
10.9KNew |
$2M - $2.18M
|
10.9K
$2.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.8K+ 550.63% |
$1.99M - $2.17M
|
12.8K
$2.48M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.7K+ 301.69% |
$1.97M - $2.14M
|
14.3K
$2.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
10.7KNew |
$1.96M - $2.14M
|
10.7K
$2.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
10.7KNew |
$1.96M - $2.14M
|
10.7K
$2.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
10.7KNew |
$1.95M - $2.13M
|
10.7K
$2.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
10.5KNew |
$1.92M - $2.09M
|
10.5K
$2.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
10.4K+ 15.11% |
$1.9M - $2.07M
|
79.1K
$15.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
10.3K+ 112.79% |
$1.89M - $2.06M
|
19.4K
$3.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
9.85KNew |
$1.8M - $1.97M
|
9.85K
$1.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
9.83KNew |
$1.8M - $1.96M
|
9.83K
$1.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
9.62K+ 168.91% |
$1.76M - $1.92M
|
15.3K
$2.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
9.44K+ 37.96% |
$1.73M - $1.89M
|
34.3K
$6.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
9.05KNew |
$1.66M - $1.81M
|
9.05K
$1.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
9.02K+ 73.21% |
$1.65M - $1.8M
|
21.4K
$4.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
8.95K+ 124.97% |
$1.64M - $1.79M
|
16.1K
$3.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
8.83KNew |
$1.62M - $1.76M
|
8.83K
$1.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
8.54K+ 25.59% |
$1.56M - $1.71M
|
41.9K
$8.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
8.33K+ 14.98% |
$1.53M - $1.66M
|
63.9K
$12.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
7.91K+ 16.35% |
$1.45M - $1.58M
|
56.3K
$10.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
7.84K+ 2.26% |
$1.44M - $1.57M
|
354K
$68.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.8K+ 3.76% |
$1.43M - $1.56M
|
215K
$41.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
7.56K+ 175.18% |
$1.39M - $1.51M
|
11.9K
$2.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.46K+ 23.76% |
$1.37M - $1.49M
|
38.8K
$7.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.29K+ 25.09% |
$1.34M - $1.46M
|
36.3K
$7.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
7.1KNew |
$1.3M - $1.42M
|
7.1K
$1.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.99K+ 23.18% |
$1.28M - $1.4M
|
37.1K
$7.17M
|