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 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
BUY
|
- |
1.09KNew |
$200K - $218K
|
1.09K
$211K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.08K+ 1.73% |
$198K - $216K
|
63.5K
$12.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.07K+ 22.72% |
$195K - $213K
|
5.75K
$1.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.06K+ 8.04% |
$195K - $212K
|
14.3K
$2.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.06K+ 18.67% |
$195K - $212K
|
6.76K
$1.31M
|
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
1.05K+ 0.37% |
$193K - $210K
|
287K
$55.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
1.04K+ 16.8% |
$191K - $208K
|
7.24K
$1.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.04K+ 3.69% |
$190K - $208K
|
29.2K
$5.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1.03K+ 158.64% |
$188K - $205K
|
1.68K
$324K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
983New |
$180K - $196K
|
983
$190K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
931+ 0.53% |
$171K - $186K
|
176K
$34.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
927+ 5.9% |
$170K - $185K
|
16.7K
$3.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
926New |
$170K - $185K
|
926
$179K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
922+ 3.2% |
$169K - $184K
|
29.7K
$5.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
910+ 39.72% |
$167K - $182K
|
3.2K
$618K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
902+ 3.99% |
$165K - $180K
|
23.5K
$4.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
900+ 40.43% |
$165K - $180K
|
3.13K
$604K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
886+ 0.81% |
$162K - $177K
|
110K
$21.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
870+ 27.16% |
$159K - $174K
|
4.07K
$787K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
844+ 2.39% |
$155K - $169K
|
36.2K
$7M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
836+ 15.27% |
$153K - $167K
|
6.31K
$1.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
826+ 5.7% |
$151K - $165K
|
15.3K
$2.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
823New |
$151K - $164K
|
823
$159K
|
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
811+ 72.09% |
$149K - $162K
|
1.94K
$374K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
800New |
$147K - $160K
|
800
$155K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
784New |
$144K - $157K
|
784
$151K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
749+ 20.66% |
$137K - $150K
|
4.37K
$845K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
748+ 16.41% |
$137K - $149K
|
5.31K
$1.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
735New |
$135K - $147K
|
735
$142K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
719+ 204.84% |
$132K - $144K
|
1.07K
$207K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
705+ 4.6% |
$129K - $141K
|
16K
$3.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
700+ 2.75% |
$128K - $140K
|
26.1K
$5.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
675+ 7.1% |
$124K - $135K
|
10.2K
$1.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
671+ 26.95% |
$123K - $134K
|
3.16K
$611K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
664+ 40.69% |
$122K - $133K
|
2.3K
$444K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
661+ 40.6% |
$121K - $132K
|
2.29K
$442K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
658+ 2.75% |
$121K - $131K
|
24.6K
$4.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
642+ 16.93% |
$118K - $128K
|
4.43K
$857K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
630+ 2.8% |
$115K - $126K
|
23.1K
$4.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
630+ 18.32% |
$115K - $126K
|
4.07K
$786K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
627+ 2.52% |
$115K - $125K
|
25.6K
$4.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
625+ 11.75% |
$115K - $125K
|
5.95K
$1.15M
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
BUY
|
- |
622+ 1.09% |
$114K - $124K
|
57.8K
$11.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
613+ 72.03% |
$112K - $122K
|
1.46K
$283K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
610+ 12.58% |
$112K - $122K
|
5.46K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
607+ 8.85% |
$111K - $121K
|
7.47K
$1.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
596+ 7.11% |
$109K - $119K
|
8.98K
$1.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
595+ 8.44% |
$109K - $119K
|
7.64K
$1.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
593New |
$109K - $118K
|
593
$115K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
580+ 1.53% |
$106K - $116K
|
38.5K
$7.43M
|