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 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-243- 13.97% |
$44.5K - $48.5K
|
1.5K
$290K
|
|
|
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
$321K
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-250- 0.39% |
$45.8K - $49.9K
|
64.5K
$12.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-260- 8.48% |
$47.6K - $51.9K
|
2.81K
$543K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-262- 13.68% |
$48K - $52.3K
|
1.65K
$320K
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-265- 2.14% |
$48.6K - $52.9K
|
12.1K
$2.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-266- 0.54% |
$48.7K - $53.1K
|
49.4K
$9.57M
|
|
|
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
$68.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-278- 0.46% |
$50.9K - $55.5K
|
60.5K
$11.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-278- 0.86% |
$50.9K - $55.5K
|
32K
$6.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-279- 4.42% |
$51.1K - $55.7K
|
6.04K
$1.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-280- 0.21% |
$51.3K - $55.9K
|
133K
$25.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-280- 11.55% |
$51.3K - $55.9K
|
2.14K
$415K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-280- 10.66% |
$51.3K - $55.9K
|
2.35K
$454K
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-280- 1.28% |
$51.3K - $55.9K
|
21.5K
$4.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-284- 0.7% |
$52K - $56.7K
|
40.5K
$7.83M
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-289- 1.03% |
$53K - $57.7K
|
27.7K
$5.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-289- 3.54% |
$53K - $57.7K
|
7.88K
$1.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-289- 1.45% |
$53K - $57.7K
|
19.7K
$3.81M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-292- 5.84% |
$53.5K - $58.3K
|
4.71K
$911K
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-298- 4.01% |
$54.6K - $59.5K
|
7.14K
$1.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-300- 20.91% |
$55K - $59.9K
|
1.14K
$220K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-301- 0.78% |
$55.2K - $60.1K
|
38.4K
$7.43M
|
|
|
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
$11.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-309- 1.41% |
$56.6K - $61.7K
|
21.7K
$4.2M
|
|
|
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 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
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-312- 0.69% |
$57.2K - $62.3K
|
44.7K
$8.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-315- 2.26% |
$57.7K - $62.9K
|
13.6K
$2.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-316- 8.55% |
$57.9K - $63.1K
|
3.38K
$654K
|
|
|
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
$533K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-340- 14.45% |
$62.3K - $67.9K
|
2.01K
$390K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-343- 3.65% |
$62.8K - $68.5K
|
9.06K
$1.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-346- 2.82% |
$63.4K - $69.1K
|
11.9K
$2.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-350- 1.62% |
$64.1K - $69.9K
|
21.3K
$4.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-350- 0.42% |
$64.1K - $69.9K
|
83.2K
$16.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-368- 1.43% |
$67.4K - $73.5K
|
25.4K
$4.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-368- 1.25% |
$67.4K - $73.5K
|
29.1K
$5.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-370- 23.6% |
$67.8K - $73.9K
|
1.2K
$232K
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-371- 13.37% |
$68K - $74.1K
|
2.4K
$465K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-380- 4.11% |
$69.6K - $75.9K
|
8.87K
$1.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-381- 1.58% |
$69.8K - $76.1K
|
23.7K
$4.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-396- 61.88% |
$72.6K - $79.1K
|
244
$47.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-397- 10.13% |
$72.7K - $79.3K
|
3.52K
$682K
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-399- 3.65% |
$73.1K - $79.7K
|
10.5K
$2.04M
|