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
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-201- 5.35% |
$36.8K - $40.2K
|
3.56K
$698K
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-201- 0.47% |
$36.8K - $40.2K
|
42.4K
$8.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-205- 1.35% |
$37.6K - $41K
|
15K
$2.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-206- 5.85% |
$37.7K - $41.2K
|
3.31K
$650K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-206- 5.83% |
$37.7K - $41.2K
|
3.33K
$652K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-210- 10.19% |
$38.5K - $42K
|
1.85K
$363K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-211- 1.42% |
$38.7K - $42.2K
|
14.6K
$2.87M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
SELL
|
- |
-213- 6.75% |
$39K - $42.6K
|
2.94K
$577K
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-218- 0.79% |
$39.9K - $43.6K
|
27.5K
$5.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-219- 6.31% |
$40.1K - $43.8K
|
3.25K
$638K
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-220- 3.44% |
$40.3K - $44K
|
6.18K
$1.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-220- 9.86% |
$40.3K - $44K
|
2.01K
$394K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-225- 8.71% |
$41.2K - $45K
|
2.36K
$463K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-225- 3.67% |
$41.2K - $45K
|
5.91K
$1.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-228- 14.72% |
$41.8K - $45.6K
|
1.32K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-241- 4.16% |
$44.2K - $48.1K
|
5.55K
$1.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-243- 13.97% |
$44.5K - $48.5K
|
1.5K
$294K
|
|
|
Jul 17, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-245- 58.47% |
$44.9K - $48.9K
|
174
$34.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-248- 2.64% |
$45.4K - $49.5K
|
9.15K
$1.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-250- 13.1% |
$45.8K - $49.9K
|
1.66K
$325K
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-250- 0.39% |
$45.8K - $49.9K
|
64.5K
$12.7M
|
|
|
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-254- 0.24% |
$46.5K - $50.7K
|
104K
$20.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-260- 8.48% |
$47.6K - $51.9K
|
2.81K
$550K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-262- 13.68% |
$48K - $52.3K
|
1.65K
$324K
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-265- 2.14% |
$48.6K - $52.9K
|
12.1K
$2.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-266- 0.54% |
$48.7K - $53.1K
|
49.4K
$9.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-273- 0.32% |
$50K - $54.5K
|
84.8K
$16.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-273- 43.47% |
$50K - $54.5K
|
355
$69.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-278- 0.46% |
$50.9K - $55.5K
|
60.5K
$11.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-278- 0.86% |
$50.9K - $55.5K
|
32K
$6.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-279- 4.42% |
$51.1K - $55.7K
|
6.04K
$1.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-280- 0.21% |
$51.3K - $55.9K
|
133K
$26.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-280- 11.55% |
$51.3K - $55.9K
|
2.14K
$421K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-280- 10.66% |
$51.3K - $55.9K
|
2.35K
$460K
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-280- 1.28% |
$51.3K - $55.9K
|
21.5K
$4.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-284- 0.7% |
$52K - $56.7K
|
40.5K
$7.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-289- 1.03% |
$53K - $57.7K
|
27.7K
$5.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-289- 3.54% |
$53K - $57.7K
|
7.88K
$1.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-289- 1.45% |
$53K - $57.7K
|
19.7K
$3.86M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-292- 5.84% |
$53.5K - $58.3K
|
4.71K
$923K
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-298- 4.01% |
$54.6K - $59.5K
|
7.14K
$1.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-300- 20.91% |
$55K - $59.9K
|
1.14K
$223K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-301- 0.78% |
$55.2K - $60.1K
|
38.4K
$7.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-301- 3.18% |
$55.2K - $60.1K
|
9.16K
$1.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-306- 0.5% |
$56.1K - $61.1K
|
60.7K
$11.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-308- 2.45% |
$56.4K - $61.5K
|
12.3K
$2.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-309- 1.41% |
$56.6K - $61.7K
|
21.7K
$4.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-309- 0.34% |
$56.6K - $61.7K
|
91.2K
$17.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-310- 11.73% |
$56.8K - $61.9K
|
2.33K
$457K
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-312- 2.86% |
$57.2K - $62.3K
|
10.6K
$2.08M
|