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 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-775- 2.59% |
$142K - $155K
|
29.2K
$5.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-781- 2.45% |
$143K - $156K
|
31.1K
$6.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-796- 4.6% |
$146K - $159K
|
16.5K
$3.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-800- 22.1% |
$147K - $160K
|
2.82K
$546K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-815- 3.56% |
$149K - $163K
|
22.1K
$4.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-823- 1.45% |
$151K - $164K
|
56.1K
$10.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-825- 1.27% |
$151K - $165K
|
64.2K
$12.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-832- 5.81% |
$152K - $166K
|
13.5K
$2.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-840- 0.44% |
$154K - $168K
|
190K
$36.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-860- 12.49% |
$158K - $172K
|
6.02K
$1.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
SELL
|
- |
-870- 1.65% |
$159K - $174K
|
51.7K
$10M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-910- 34.67% |
$167K - $182K
|
1.72K
$332K
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-918- 38.12% |
$168K - $183K
|
1.49K
$288K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-923- 2.66% |
$169K - $184K
|
33.8K
$6.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-931- 1.48% |
$171K - $186K
|
62K
$12M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-944- 9.29% |
$173K - $189K
|
9.21K
$1.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-944- 8.56% |
$173K - $189K
|
10.1K
$1.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-951- 4.41% |
$174K - $190K
|
20.6K
$3.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-963- 19.6% |
$176K - $192K
|
3.95K
$765K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-986- 31.06% |
$181K - $197K
|
2.19K
$424K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.04K- 15.21% |
$190K - $207K
|
5.78K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.04K- 1.82% |
$191K - $208K
|
56.1K
$10.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.11K- 41.43% |
$204K - $222K
|
1.57K
$304K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.13K- 3.26% |
$207K - $225K
|
33.5K
$6.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-1.13K- 2.91% |
$207K - $225K
|
37.7K
$7.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.14K- 47.62% |
$209K - $228K
|
1.26K
$243K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.16K- 49.68% |
$212K - $231K
|
1.17K
$227K
|
|
|
Feb 05, 2025
Q4 2024
|
Evergreen Advisors, LLC
|
SELL
|
- |
-1.17K- 26.14% |
$215K - $234K
|
3.31K
$640K
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-1.18K- 9.36% |
$216K - $235K
|
11.4K
$2.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.18K- 5.22% |
$216K - $236K
|
21.4K
$4.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-1.21K- 31.86% |
$222K - $242K
|
2.59K
$501K
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.31K- 2.04% |
$239K - $261K
|
62.8K
$12.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-1.33K- 2.09% |
$244K - $266K
|
62.4K
$12.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.35K- 29.42% |
$247K - $269K
|
3.23K
$626K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.35K- 3.15% |
$247K - $269K
|
41.4K
$8.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.36K- 42.43% |
$250K - $272K
|
1.85K
$358K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-1.41K- 13.02% |
$258K - $281K
|
9.4K
$1.82M
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-1.44K- 9.32% |
$263K - $287K
|
14K
$2.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-1.44K- 6.92% |
$264K - $287K
|
19.4K
$3.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.45K- 3.33% |
$266K - $290K
|
42.1K
$8.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-1.5K- 9.68% |
$275K - $300K
|
14K
$2.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.56K- 4.16% |
$285K - $311K
|
35.8K
$6.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.64K- 1.34% |
$301K - $328K
|
121K
$23.4M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-1.76K- 3.63% |
$322K - $351K
|
46.6K
$9.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.77K- 4.46% |
$324K - $353K
|
37.9K
$7.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.77K- 0.89% |
$324K - $353K
|
196K
$37.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.8K- 2.16% |
$330K - $360K
|
81.7K
$15.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-1.85K- 9.37% |
$338K - $369K
|
17.8K
$3.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.91K- 2.75% |
$349K - $381K
|
67.5K
$13.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.92K- 4.0% |
$352K - $383K
|
46.1K
$8.92M
|