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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.25MNew |
$963M - $1.05B
|
5.25M
$1.02B
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
418K+ 18440.46% |
$76.7M - $83.6M
|
421K
$81.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
328K+ 291.67% |
$60M - $65.4M
|
440K
$85M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
299K+ 13.59% |
$54.8M - $59.8M
|
2.5M
$483M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
274K+ 461.38% |
$50.2M - $54.7M
|
333K
$64.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
BUY
|
- |
261K+ 811.84% |
$47.8M - $52.1M
|
293K
$56.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Coho Partners, Ltd.
|
BUY
|
- |
211K+ 13577.26% |
$38.6M - $42.1M
|
212K
$41M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
173K+ 4.88% |
$31.7M - $34.6M
|
3.72M
$719M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
140K+ 4.3% |
$25.6M - $27.9M
|
3.39M
$654M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
110K+ 1235.08% |
$20.1M - $21.9M
|
118K
$22.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
106K+ 91.63% |
$19.5M - $21.2M
|
222K
$43M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
106K+ 59.06% |
$19.4M - $21.1M
|
285K
$55M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
104K+ 449.06% |
$19.1M - $20.8M
|
128K
$24.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
103KNew |
$18.8M - $20.5M
|
103K
$19.8M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
80.2K+ 8.14% |
$14.7M - $16M
|
1.07M
$206M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
73.5K+ 702.35% |
$13.5M - $14.7M
|
84K
$16.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
70.8K+ 889.6% |
$13M - $14.1M
|
78.8K
$15.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
63.1K+ 48.33% |
$11.6M - $12.6M
|
194K
$37.4M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
61.9K+ 241.82% |
$11.3M - $12.4M
|
87.5K
$16.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
60.9KNew |
$11.2M - $12.2M
|
60.9K
$11.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
44.2K+ 64.54% |
$8.09M - $8.82M
|
113K
$21.8M
|
|
|
Jan 06, 2025
Q4 2024
|
Stairway Partners, LLC
|
BUY
|
- |
42.9K+ 3.59% |
$7.86M - $8.57M
|
1.24M
$239M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
41.9K+ 238.54% |
$7.68M - $8.37M
|
59.5K
$11.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
39K+ 126.75% |
$7.14M - $7.79M
|
69.7K
$13.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
37.9KNew |
$6.95M - $7.57M
|
37.9K
$7.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
37.4KNew |
$6.84M - $7.46M
|
37.4K
$7.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
36.9KNew |
$6.76M - $7.37M
|
36.9K
$7.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
34.6K+ 9.37% |
$6.34M - $6.91M
|
404K
$78M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
31.3K+ 201.25% |
$5.73M - $6.25M
|
46.8K
$9.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
31.2K+ 4.71% |
$5.71M - $6.22M
|
692K
$134M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
28.4KNew |
$5.2M - $5.67M
|
28.4K
$5.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
26.6K+ 170.74% |
$4.87M - $5.31M
|
42.2K
$8.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
24.5K+ 59.69% |
$4.5M - $4.9M
|
65.6K
$12.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
24KNew |
$4.4M - $4.8M
|
24K
$4.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
23.5KNew |
$4.3M - $4.69M
|
23.5K
$4.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
22KNew |
$4.03M - $4.4M
|
22K
$4.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
21.9KNew |
$4.01M - $4.37M
|
21.9K
$4.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
21KNew |
$3.85M - $4.2M
|
21K
$4.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
21K+ 29.95% |
$3.84M - $4.19M
|
91K
$17.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
20.8K+ 13.16% |
$3.8M - $4.15M
|
178K
$34.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Hamlin Capital Management, LLC
|
BUY
|
- |
20.3KNew |
$3.71M - $4.05M
|
20.3K
$3.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
19KNew |
$3.49M - $3.8M
|
19K
$3.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
18.6KNew |
$3.42M - $3.72M
|
18.6K
$3.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
18K+ 37.37% |
$3.29M - $3.59M
|
66.1K
$12.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
17.6K+ 2.36% |
$3.23M - $3.52M
|
764K
$148M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
17.6K+ 1367.11% |
$3.22M - $3.51M
|
18.9K
$3.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
15.6KNew |
$2.86M - $3.12M
|
15.6K
$3.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
15.5K+ 14.55% |
$2.84M - $3.1M
|
122K
$23.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
15.2KNew |
$2.78M - $3.03M
|
15.2K
$2.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
15K+ 327.16% |
$2.76M - $3.01M
|
19.6K
$3.8M
|