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 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-3.48K- 33.84% |
$637K - $695K
|
6.8K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-3.58K- 63.35% |
$655K - $714K
|
2.07K
$406K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.6K- 11.38% |
$659K - $719K
|
28K
$5.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-3.72K- 16.33% |
$682K - $743K
|
19.1K
$3.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-3.73K- 10.44% |
$683K - $745K
|
32K
$6.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.94K- 6.45% |
$722K - $787K
|
57.1K
$11.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.03K- 40.67% |
$739K - $806K
|
5.89K
$1.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-4.05K- 1.1% |
$742K - $809K
|
364K
$71.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.06K- 11.43% |
$743K - $810K
|
31.4K
$6.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-4.07K- 3.36% |
$745K - $813K
|
117K
$23M
|
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-4.23K- 77.71% |
$774K - $844K
|
1.21K
$238K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4.24K- 6.17% |
$776K - $847K
|
64.5K
$12.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-4.27K- 15.52% |
$783K - $854K
|
23.3K
$4.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.46K- 1.38% |
$817K - $891K
|
319K
$62.6M
|
|
|
May 13, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-4.51K- 35.98% |
$827K - $902K
|
8.03K
$1.58M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-4.77K- 4.18% |
$874K - $953K
|
109K
$21.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-4.81K- 2.21% |
$881K - $961K
|
213K
$41.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-4.95K- 21.6% |
$907K - $989K
|
18K
$3.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-5.1K- 23.89% |
$935K - $1.02M
|
16.3K
$3.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-5.21K- 8.96% |
$955K - $1.04M
|
53K
$10.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-5.24K- 68.55% |
$960K - $1.05M
|
2.41K
$472K
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-5.31K- 2.31% |
$973K - $1.06M
|
224K
$44M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-5.67K- 0.85% |
$1.04M - $1.13M
|
660K
$129M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-5.7K- 0.67% |
$1.05M - $1.14M
|
851K
$167M
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-5.72K- 33.88% |
$1.05M - $1.14M
|
11.2K
$2.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5.73K- 47.21% |
$1.05M - $1.15M
|
6.41K
$1.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.84K- 1.29% |
$1.07M - $1.17M
|
446K
$87.5M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-5.84K- 7.92% |
$1.07M - $1.17M
|
67.9K
$13.3M
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-5.87K- 48.68% |
$1.08M - $1.17M
|
6.19K
$1.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-5.94K- 5.18% |
$1.09M - $1.19M
|
109K
$21.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-6.18K- 10.0% |
$1.13M - $1.24M
|
55.6K
$10.9M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.26K- 7.28% |
$1.15M - $1.25M
|
79.8K
$15.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6.32K- 2.87% |
$1.16M - $1.26M
|
214K
$42M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.5K- 1.3% |
$1.19M - $1.3M
|
492K
$96.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-7.01K- 28.92% |
$1.29M - $1.4M
|
17.2K
$3.38M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-7.27K- 62.99% |
$1.33M - $1.45M
|
4.27K
$838K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-7.63K- 9.86% |
$1.4M - $1.52M
|
69.7K
$13.7M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-8.43K- 73.52% |
$1.54M - $1.68M
|
3.03K
$595K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-8.76K- 2.84% |
$1.61M - $1.75M
|
300K
$58.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-9.59K- 33.49% |
$1.76M - $1.92M
|
19.1K
$3.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-10.1K- 5.31% |
$1.86M - $2.03M
|
181K
$35.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-10.7K- 63.44% |
$1.95M - $2.13M
|
6.14K
$1.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-11K- 3.37% |
$2.01M - $2.19M
|
315K
$61.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-12.5K- 62.52% |
$2.28M - $2.49M
|
7.47K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-12.7K- 1.66% |
$2.32M - $2.53M
|
751K
$147M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-13.2K- 1.51% |
$2.41M - $2.63M
|
859K
$168M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-14K- 59.0% |
$2.57M - $2.8M
|
9.74K
$1.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-14.1K- 33.98% |
$2.58M - $2.81M
|
27.3K
$5.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-14.1K- 1.15% |
$2.58M - $2.82M
|
1.21M
$238M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-14.6K- 2.47% |
$2.67M - $2.91M
|
576K
$113M
|