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
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-584- 16.5% |
$107K - $117K
|
2.96K
$580K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-601- 5.81% |
$110K - $120K
|
9.74K
$1.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-601- 10.72% |
$110K - $120K
|
5.01K
$982K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-606- 1.74% |
$111K - $121K
|
34.3K
$6.73M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
SELL
|
- |
-609- 2.69% |
$112K - $122K
|
22.1K
$4.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-625- 1.35% |
$115K - $125K
|
45.7K
$8.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-635- 0.17% |
$116K - $127K
|
366K
$71.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-640- 5.09% |
$117K - $128K
|
11.9K
$2.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-650- 19.9% |
$119K - $130K
|
2.62K
$513K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-650- 29.27% |
$119K - $130K
|
1.57K
$308K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-652- 12.77% |
$119K - $130K
|
4.45K
$873K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-656- 33.28% |
$120K - $131K
|
1.32K
$258K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-661- 23.35% |
$121K - $132K
|
2.17K
$426K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-668- 3.28% |
$122K - $133K
|
19.7K
$3.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-682- 6.7% |
$125K - $136K
|
9.5K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-694- 45.69% |
$127K - $139K
|
825
$162K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-716- 7.89% |
$131K - $143K
|
8.36K
$1.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-733- 2.13% |
$134K - $146K
|
33.6K
$6.6M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-734- 2.19% |
$134K - $147K
|
32.8K
$6.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-739- 1.97% |
$135K - $148K
|
36.7K
$7.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-741- 8.77% |
$136K - $148K
|
7.71K
$1.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-746- 22.18% |
$137K - $149K
|
2.62K
$514K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-754- 9.49% |
$138K - $151K
|
7.19K
$1.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-775- 2.59% |
$142K - $155K
|
29.2K
$5.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-781- 2.45% |
$143K - $156K
|
31.1K
$6.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-796- 4.6% |
$146K - $159K
|
16.5K
$3.24M
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-799- 2.42% |
$146K - $160K
|
32.3K
$6.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-800- 22.1% |
$147K - $160K
|
2.82K
$553K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-815- 3.56% |
$149K - $163K
|
22.1K
$4.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-823- 1.45% |
$151K - $164K
|
56.1K
$11M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-825- 1.27% |
$151K - $165K
|
64.2K
$12.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-832- 5.81% |
$152K - $166K
|
13.5K
$2.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-840- 0.44% |
$154K - $168K
|
190K
$37.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-860- 12.49% |
$158K - $172K
|
6.02K
$1.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
SELL
|
- |
-870- 1.65% |
$159K - $174K
|
51.7K
$10.2M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-891- 8.5% |
$163K - $178K
|
9.59K
$1.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-910- 34.67% |
$167K - $182K
|
1.72K
$336K
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-918- 38.12% |
$168K - $183K
|
1.49K
$292K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-923- 2.66% |
$169K - $184K
|
33.8K
$6.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-931- 1.48% |
$171K - $186K
|
62K
$12.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-944- 9.29% |
$173K - $189K
|
9.21K
$1.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-944- 8.56% |
$173K - $189K
|
10.1K
$1.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-951- 4.41% |
$174K - $190K
|
20.6K
$4.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-963- 19.6% |
$176K - $192K
|
3.95K
$775K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-986- 31.06% |
$181K - $197K
|
2.19K
$429K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.04K- 15.21% |
$190K - $207K
|
5.78K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.04K- 1.82% |
$191K - $208K
|
56.1K
$11M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.11K- 41.43% |
$204K - $222K
|
1.57K
$308K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.13K- 3.26% |
$207K - $225K
|
33.5K
$6.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-1.13K- 2.91% |
$207K - $225K
|
37.7K
$7.39M
|