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
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-14.6K- 45.15% |
$2.67M - $2.91M
|
17.7K
$3.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-15.3K- 87.49% |
$2.8M - $3.05M
|
2.18K
$428K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-16.3K- 91.2% |
$2.98M - $3.25M
|
1.57K
$308K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-16.5K- 45.53% |
$3.02M - $3.29M
|
19.7K
$3.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-16.8K- 4.11% |
$3.07M - $3.35M
|
391K
$76.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-16.9K- 20.49% |
$3.1M - $3.38M
|
65.6K
$12.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.9K- 4.34% |
$3.1M - $3.38M
|
374K
$73.3M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-18.8K- 93.22% |
$3.44M - $3.75M
|
1.37K
$268K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-18.8K- 5.28% |
$3.44M - $3.76M
|
337K
$66.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-19.5K- 99.91% |
$3.58M - $3.9M
|
17
$3.33K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-20.1K- 98.34% |
$3.68M - $4.02M
|
340
$66.7K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-20.6K- 51.06% |
$3.77M - $4.11M
|
19.7K
$3.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-21.1K- 80.11% |
$3.87M - $4.22M
|
5.24K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-21.5K- 5.52% |
$3.93M - $4.29M
|
367K
$72M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-23.6K- 7.3% |
$4.33M - $4.72M
|
300K
$58.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-25.4K- 24.86% |
$4.66M - $5.08M
|
76.9K
$15.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
SELL
|
- |
-27.7K- 78.55% |
$5.08M - $5.54M
|
7.58K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-34.4K- 93.07% |
$6.3M - $6.86M
|
2.56K
$502K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-39.3K- 37.77% |
$7.21M - $7.86M
|
64.8K
$12.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-41.8K- 70.31% |
$7.66M - $8.35M
|
17.7K
$3.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-45K- 97.61% |
$8.25M - $8.99M
|
1.1K
$216K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-48K- 10.38% |
$8.8M - $9.6M
|
415K
$81.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-50K- 41.67% |
$9.16M - $9.99M
|
70K
$13.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-52.8K- 2.8% |
$9.67M - $10.5M
|
1.83M
$359M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-53.2K- 4.92% |
$9.76M - $10.6M
|
1.03M
$202M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-69.1K- 45.96% |
$12.7M - $13.8M
|
81.2K
$15.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-70.8K- 83.3% |
$13M - $14.1M
|
14.2K
$2.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-75.7K- 33.74% |
$13.9M - $15.1M
|
149K
$29.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-86.2K- 4.2% |
$15.8M - $17.2M
|
1.97M
$386M
|
|
|
Feb 12, 2025
Q4 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-98.9K- 29.45% |
$18.1M - $19.8M
|
237K
$46.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-101K- 65.17% |
$18.5M - $20.2M
|
53.9K
$10.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-106K- 4.32% |
$19.5M - $21.3M
|
2.36M
$462M
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-220K- 99.46% |
$40.4M - $44M
|
1.2K
$235K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-326K- 3.49% |
$59.7M - $65.1M
|
9.01M
$1.77B
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-418K- 99.41% |
$76.6M - $83.6M
|
2.46K
$483K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-513K- 29.4% |
$93.9M - $102M
|
1.23M
$242M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.4M- 99.24% |
$256M - $279M
|
10.7K
$2.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.19M- 35.48% |
$402M - $438M
|
3.99M
$782M
|