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 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-108- 1.66% |
$19.8K - $21.6K
|
6.39K
$1.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-108- 3.47% |
$19.8K - $21.6K
|
3K
$580K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-110- 4.22% |
$20.2K - $22K
|
2.5K
$483K
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-113- 0.72% |
$20.7K - $22.6K
|
15.7K
$3.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-116- 2.39% |
$21.3K - $23.2K
|
4.74K
$916K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-120- 0.81% |
$22K - $24K
|
14.6K
$2.82M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-121- 3.06% |
$22.2K - $24.2K
|
3.84K
$741K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-123- 6.62% |
$22.5K - $24.6K
|
1.73K
$335K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-125- 0.41% |
$22.9K - $25K
|
30.6K
$5.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-126- 14.08% |
$23.1K - $25.2K
|
769
$149K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-130- 0.28% |
$23.8K - $26K
|
46K
$8.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-133- 2.06% |
$24.4K - $26.6K
|
6.33K
$1.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-134- 7.91% |
$24.6K - $26.8K
|
1.56K
$302K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-135- 1.82% |
$24.7K - $27K
|
7.3K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-136- 5.83% |
$24.9K - $27.2K
|
2.2K
$425K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-140- 2.1% |
$25.7K - $28K
|
6.54K
$1.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-141- 1.63% |
$25.8K - $28.2K
|
8.51K
$1.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-141- 0.47% |
$25.8K - $28.2K
|
29.8K
$5.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-143- 9.15% |
$26.2K - $28.6K
|
1.42K
$274K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-144- 2.38% |
$26.4K - $28.8K
|
5.92K
$1.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-148- 0.87% |
$27.1K - $29.6K
|
16.9K
$3.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-150- 4.09% |
$27.5K - $30K
|
3.52K
$680K
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-150- 10.03% |
$27.5K - $30K
|
1.35K
$260K
|
|
|
Feb 05, 2025
Q4 2024
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-153- 10.58% |
$28K - $30.6K
|
1.29K
$250K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-153- 48.26% |
$28K - $30.6K
|
164
$31.7K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
SELL
|
- |
-157- 3.23% |
$28.8K - $31.4K
|
4.7K
$908K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-158- 1.76% |
$29K - $31.6K
|
8.84K
$1.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-161- 0.67% |
$29.5K - $32.2K
|
23.9K
$4.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-165- 0.88% |
$30.2K - $33K
|
18.7K
$3.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-167- 0.56% |
$30.6K - $33.4K
|
29.5K
$5.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-177- 4.22% |
$32.4K - $35.4K
|
4.02K
$777K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-181- 5.68% |
$33.2K - $36.2K
|
3.01K
$581K
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-190- 1.31% |
$34.8K - $38K
|
14.3K
$2.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-197- 5.96% |
$36.1K - $39.4K
|
3.11K
$601K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-197- 13.0% |
$36.1K - $39.4K
|
1.32K
$255K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-200- 3.01% |
$36.6K - $40K
|
6.45K
$1.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-201- 5.35% |
$36.8K - $40.2K
|
3.56K
$687K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-205- 1.35% |
$37.6K - $41K
|
15K
$2.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-206- 5.85% |
$37.7K - $41.2K
|
3.31K
$640K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-206- 5.83% |
$37.7K - $41.2K
|
3.33K
$642K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-210- 10.19% |
$38.5K - $42K
|
1.85K
$357K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-211- 1.42% |
$38.7K - $42.2K
|
14.6K
$2.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
SELL
|
- |
-213- 6.75% |
$39K - $42.6K
|
2.94K
$568K
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-218- 0.79% |
$39.9K - $43.6K
|
27.5K
$5.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-219- 6.31% |
$40.1K - $43.8K
|
3.25K
$628K
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-220- 3.44% |
$40.3K - $44K
|
6.18K
$1.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-220- 9.86% |
$40.3K - $44K
|
2.01K
$389K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-225- 8.71% |
$41.2K - $45K
|
2.36K
$456K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-225- 3.67% |
$41.2K - $45K
|
5.91K
$1.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-248- 2.64% |
$45.4K - $49.5K
|
9.15K
$1.77M
|