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 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
300+ 1.28% |
$55K - $59.9K
|
23.7K
$4.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
300+ 0.24% |
$55K - $59.9K
|
127K
$22.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
299+ 0.23% |
$54.8K - $59.7K
|
131K
$23.1M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
297+ 23.2% |
$54.4K - $59.3K
|
1.58K
$278K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
285+ 1.94% |
$52.2K - $56.9K
|
15K
$2.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
283+ 23.14% |
$51.9K - $56.5K
|
1.51K
$266K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
275New |
$50.4K - $54.9K
|
275
$48.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
275+ 0.05% |
$50.4K - $54.9K
|
608K
$107M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
272+ 8.98% |
$49.8K - $54.3K
|
3.3K
$582K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
272+ 8.72% |
$49.8K - $54.3K
|
3.39K
$598K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
271+ 0.63% |
$49.7K - $54.1K
|
43.3K
$7.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
271+ 492.73% |
$49.7K - $54.1K
|
326
$57.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
270+ 2.5% |
$49.5K - $53.9K
|
11.1K
$1.95M
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
269New |
$49.3K - $53.7K
|
269
$47.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
268+ 14.03% |
$49.1K - $53.5K
|
2.18K
$384K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
261+ 0.61% |
$47.8K - $52.1K
|
43.1K
$7.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
260+ 0.38% |
$47.6K - $51.9K
|
69.6K
$12.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
260+ 1.78% |
$47.6K - $51.9K
|
14.9K
$2.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
255+ 0.86% |
$46.7K - $50.9K
|
30.1K
$5.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
251+ 0.72% |
$46K - $50.1K
|
35.3K
$6.23M
|
|
|
Jan 22, 2025
Q4 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
250+ 3.77% |
$45.8K - $49.9K
|
6.88K
$1.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
250New |
$45.8K - $49.9K
|
250
$44.1K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
249+ 1.26% |
$45.6K - $49.7K
|
20.1K
$3.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
245+ 17.13% |
$44.9K - $48.9K
|
1.68K
$295K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
240+ 10.92% |
$44K - $47.9K
|
2.44K
$430K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
234+ 4.78% |
$42.9K - $46.8K
|
5.13K
$905K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
232+ 29.33% |
$42.5K - $46.4K
|
1.02K
$180K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
222+ 1.33% |
$40.7K - $44.4K
|
16.9K
$2.98M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
221+ 0.21% |
$40.5K - $44.2K
|
107K
$18.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
216+ 3.61% |
$39.6K - $43.2K
|
6.2K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
214+ 1.3% |
$39.2K - $42.8K
|
16.7K
$2.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
211+ 1.04% |
$38.7K - $42.2K
|
20.6K
$3.63M
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
204+ 16.94% |
$37.4K - $40.8K
|
1.41K
$248K
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
204+ 0.89% |
$37.4K - $40.8K
|
23.2K
$4.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
203+ 8.22% |
$37.2K - $40.6K
|
2.67K
$471K
|
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
198+ 2.36% |
$36.3K - $39.6K
|
8.58K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
193+ 1.23% |
$35.4K - $38.6K
|
15.9K
$2.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
189+ 1.95% |
$34.6K - $37.8K
|
9.89K
$1.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
187New |
$34.3K - $37.4K
|
187
$33K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
186+ 3.74% |
$34.1K - $37.2K
|
5.16K
$910K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
185New |
$33.9K - $37K
|
185
$32.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
183+ 2.3% |
$33.5K - $36.6K
|
8.14K
$1.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
178+ 1.67% |
$32.6K - $35.6K
|
10.8K
$1.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
177+ 0.15% |
$32.4K - $35.4K
|
121K
$21.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
176+ 4.0% |
$32.2K - $35.2K
|
4.57K
$806K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
174New |
$31.9K - $34.8K
|
174
$30.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
174+ 1.66% |
$31.9K - $34.8K
|
10.7K
$1.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
173New |
$31.7K - $34.6K
|
173
$30.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
172+ 2.22% |
$31.5K - $34.4K
|
7.91K
$1.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
172+ 2.81% |
$31.5K - $34.4K
|
6.29K
$1.11M
|