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 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-1.13K- 0.44% |
$208K - $226K
|
254K
$49.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.14K- 47.62% |
$209K - $228K
|
1.26K
$246K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.16K- 49.68% |
$212K - $231K
|
1.17K
$230K
|
|
|
Feb 05, 2025
Q4 2024
|
Evergreen Advisors, LLC
|
SELL
|
- |
-1.17K- 26.14% |
$215K - $234K
|
3.31K
$649K
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-1.18K- 9.36% |
$216K - $235K
|
11.4K
$2.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.18K- 5.22% |
$216K - $236K
|
21.4K
$4.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-1.21K- 31.86% |
$222K - $242K
|
2.59K
$507K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.28K- 0.35% |
$235K - $257K
|
370K
$72.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.31K- 2.04% |
$239K - $261K
|
62.8K
$12.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-1.33K- 2.09% |
$244K - $266K
|
62.4K
$12.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.35K- 29.42% |
$247K - $269K
|
3.23K
$634K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.35K- 3.15% |
$247K - $269K
|
41.4K
$8.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.36K- 42.43% |
$250K - $272K
|
1.85K
$363K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-1.41K- 13.02% |
$258K - $281K
|
9.4K
$1.84M
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-1.44K- 9.32% |
$263K - $287K
|
14K
$2.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-1.44K- 6.92% |
$264K - $287K
|
19.4K
$3.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.45K- 3.33% |
$266K - $290K
|
42.1K
$8.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-1.5K- 9.68% |
$275K - $300K
|
14K
$2.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.56K- 4.16% |
$285K - $311K
|
35.8K
$7.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.64K- 1.34% |
$301K - $328K
|
121K
$23.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-1.76K- 3.63% |
$322K - $351K
|
46.6K
$9.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.77K- 4.46% |
$324K - $353K
|
37.9K
$7.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.77K- 0.89% |
$324K - $353K
|
196K
$38.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.8K- 2.16% |
$330K - $360K
|
81.7K
$16M
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-1.85K- 9.37% |
$338K - $369K
|
17.8K
$3.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.91K- 2.75% |
$349K - $381K
|
67.5K
$13.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.92K- 4.0% |
$352K - $383K
|
46.1K
$9.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.98K- 1.43% |
$363K - $396K
|
137K
$26.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.99K- 3.39% |
$364K - $397K
|
56.7K
$11.1M
|
|
|
Mar 28, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-2.02K- 51.27% |
$370K - $404K
|
1.92K
$377K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.06K- 31.88% |
$377K - $411K
|
4.4K
$863K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-2.11K- 1.54% |
$387K - $422K
|
136K
$26.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.13K- 95.26% |
$390K - $425K
|
106
$20.8K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.18K- 7.92% |
$400K - $436K
|
25.3K
$4.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-2.27K- 11.77% |
$416K - $454K
|
17K
$3.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.31K- 6.68% |
$423K - $461K
|
32.3K
$6.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-2.32K- 56.25% |
$426K - $464K
|
1.81K
$354K
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-2.41K- 18.51% |
$442K - $482K
|
10.6K
$2.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-2.43K- 13.24% |
$446K - $486K
|
15.9K
$3.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-2.46K- 16.29% |
$450K - $491K
|
12.6K
$2.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-2.58K- 2.93% |
$473K - $516K
|
85.6K
$16.8M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-2.88K- 1.76% |
$528K - $576K
|
161K
$31.6M
|
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-2.98K- 0.83% |
$546K - $596K
|
355K
$69.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.02K- 10.0% |
$552K - $602K
|
27.1K
$5.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.04K- 52.83% |
$557K - $607K
|
2.71K
$532K
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-3.2K- 4.47% |
$585K - $638K
|
68.3K
$13.4M
|
|
|
Apr 01, 2025
Q4 2024
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-3.2K- 1.87% |
$587K - $640K
|
169K
$33.1M
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-3.35K- 23.52% |
$613K - $668K
|
10.9K
$2.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.41K- 0.7% |
$625K - $681K
|
486K
$95.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-3.47K- 4.63% |
$635K - $693K
|
71.3K
$14M
|