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 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-108- 1.66% |
$19.8K - $21.6K
|
6.39K
$1.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-110- 4.22% |
$20.2K - $22K
|
2.5K
$490K
|
|
|
Feb 13, 2025
Q4 2024
|
Campion Asset Management
|
SELL
|
- |
-111- 5.28% |
$20.3K - $22.2K
|
1.99K
$391K
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-113- 0.72% |
$20.7K - $22.6K
|
15.7K
$3.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-116- 2.39% |
$21.3K - $23.2K
|
4.74K
$930K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-116- 1.98% |
$21.3K - $23.2K
|
5.74K
$1.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-118- 2.76% |
$21.6K - $23.6K
|
4.16K
$816K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-118- 10.37% |
$21.6K - $23.6K
|
1.02K
$200K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-120- 0.81% |
$22K - $24K
|
14.6K
$2.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-121- 3.06% |
$22.2K - $24.2K
|
3.84K
$753K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-123- 6.62% |
$22.5K - $24.6K
|
1.73K
$340K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-125- 0.41% |
$22.9K - $25K
|
30.6K
$5.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-126- 14.08% |
$23.1K - $25.2K
|
769
$151K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-126- 1.1% |
$23.1K - $25.2K
|
11.4K
$2.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-127- 0.52% |
$23.3K - $25.4K
|
24.4K
$4.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-130- 0.28% |
$23.8K - $26K
|
46K
$9.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-133- 2.06% |
$24.4K - $26.6K
|
6.33K
$1.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-134- 7.91% |
$24.6K - $26.8K
|
1.56K
$306K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-135- 1.82% |
$24.7K - $27K
|
7.3K
$1.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-136- 5.83% |
$24.9K - $27.2K
|
2.2K
$431K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-140- 2.1% |
$25.7K - $28K
|
6.54K
$1.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-141- 1.63% |
$25.8K - $28.2K
|
8.51K
$1.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-141- 0.47% |
$25.8K - $28.2K
|
29.8K
$5.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-143- 9.15% |
$26.2K - $28.6K
|
1.42K
$279K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-144- 2.38% |
$26.4K - $28.8K
|
5.92K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-148- 0.87% |
$27.1K - $29.6K
|
16.9K
$3.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-150- 10.03% |
$27.5K - $30K
|
1.35K
$264K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-150- 4.09% |
$27.5K - $30K
|
3.52K
$690K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-153- 48.26% |
$28K - $30.6K
|
164
$32.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-153- 10.58% |
$28K - $30.6K
|
1.29K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-153- 0.37% |
$28K - $30.6K
|
40.8K
$8.01M
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
SELL
|
- |
-157- 3.23% |
$28.8K - $31.4K
|
4.7K
$922K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-158- 1.76% |
$29K - $31.6K
|
8.84K
$1.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-159- 4.45% |
$29.1K - $31.8K
|
3.41K
$669K
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-161- 0.67% |
$29.5K - $32.2K
|
23.9K
$4.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-165- 0.88% |
$30.2K - $33K
|
18.7K
$3.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-167- 0.56% |
$30.6K - $33.4K
|
29.5K
$5.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-168- 4.35% |
$30.8K - $33.6K
|
3.69K
$724K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-177- 4.22% |
$32.4K - $35.4K
|
4.02K
$789K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-181- 5.68% |
$33.2K - $36.2K
|
3.01K
$590K
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-181- 5.5% |
$33.2K - $36.2K
|
3.11K
$610K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-189- 3.26% |
$34.6K - $37.8K
|
5.61K
$1.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-190- 1.31% |
$34.8K - $38K
|
14.3K
$2.81M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-190Closed |
$34.8K - $38K
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-192- 12.01% |
$35.2K - $38.4K
|
1.41K
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-193- 1.76% |
$35.4K - $38.6K
|
10.8K
$2.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-197- 13.0% |
$36.1K - $39.4K
|
1.32K
$259K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-197- 5.96% |
$36.1K - $39.4K
|
3.11K
$610K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-200- 3.01% |
$36.6K - $40K
|
6.45K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-200- 2.33% |
$36.6K - $40K
|
8.38K
$1.64M
|