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 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
80+ 1.58% |
$14.7K - $16K
|
5.13K
$905K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
79+ 0.31% |
$14.5K - $15.8K
|
25.5K
$4.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
78+ 6.49% |
$14.3K - $15.6K
|
1.28K
$226K
|
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
77+ 0.83% |
$14.1K - $15.4K
|
9.37K
$1.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
77+ 1.01% |
$14.1K - $15.4K
|
7.73K
$1.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
76+ 4.47% |
$13.9K - $15.2K
|
1.78K
$313K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
75+ 1.0% |
$13.7K - $15K
|
7.59K
$1.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
75+ 5.09% |
$13.7K - $15K
|
1.55K
$273K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
74+ 0.52% |
$13.6K - $14.8K
|
14.4K
$2.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
71+ 129.09% |
$13K - $14.2K
|
126
$22.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
70+ 2.24% |
$12.8K - $14K
|
3.2K
$564K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
70New |
$12.8K - $14K
|
70
$12.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
69+ 2.99% |
$12.6K - $13.8K
|
2.38K
$420K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
68+ 9.66% |
$12.5K - $13.6K
|
772
$136K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
67New |
$12.3K - $13.4K
|
67
$11.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
67+ 4.55% |
$12.3K - $13.4K
|
1.54K
$271K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
66+ 3.01% |
$12.1K - $13.2K
|
2.26K
$398K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
65+ 1.61% |
$11.9K - $13K
|
4.1K
$724K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
63+ 91.3% |
$11.5K - $12.6K
|
132
$23.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
63+ 1.2% |
$11.5K - $12.6K
|
5.29K
$933K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
61New |
$11.2K - $12.2K
|
61
$10.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
57+ 1.31% |
$10.4K - $11.4K
|
4.4K
$777K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
56+ 0.61% |
$10.3K - $11.2K
|
9.17K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
56New |
$10.3K - $11.2K
|
56
$9.87K
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
55+ 4.71% |
$10.1K - $11K
|
1.22K
$216K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
55+ 2.37% |
$10.1K - $11K
|
2.38K
$419K
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
53+ 1.0% |
$9.71K - $10.6K
|
5.36K
$945K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
53+ 1.43% |
$9.71K - $10.6K
|
3.76K
$664K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
52+ 3.23% |
$9.53K - $10.4K
|
1.66K
$293K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
51+ 2.77% |
$9.34K - $10.2K
|
1.9K
$334K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
50+ 2.17% |
$9.16K - $9.99K
|
2.36K
$415K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
50+ 0.17% |
$9.16K - $9.99K
|
29.2K
$5.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
48+ 0.8% |
$8.8K - $9.59K
|
6.02K
$1.06M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
47New |
$8.61K - $9.39K
|
47
$8.29K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
46+ 2.21% |
$8.43K - $9.19K
|
2.12K
$374K
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
46+ 0.6% |
$8.43K - $9.19K
|
7.7K
$1.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
45New |
$8.25K - $8.99K
|
45
$7.93K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
44+ 0.23% |
$8.06K - $8.79K
|
19.5K
$3.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
44+ 0.22% |
$8.06K - $8.79K
|
20.4K
$3.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
44+ 1.05% |
$8.06K - $8.79K
|
4.25K
$750K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
44+ 0.33% |
$8.06K - $8.79K
|
13.4K
$2.36M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
43+ 1.54% |
$7.88K - $8.59K
|
2.83K
$498K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
42New |
$7.7K - $8.39K
|
42
$7.41K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
42+ 0.02% |
$7.7K - $8.39K
|
209K
$36.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
42New |
$7.7K - $8.39K
|
42
$7.41K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
41+ 0.75% |
$7.51K - $8.19K
|
5.49K
$968K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
41+ 0.25% |
$7.51K - $8.19K
|
16.7K
$2.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
41+ 6.28% |
$7.51K - $8.19K
|
694
$122K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
41+ 2.29% |
$7.51K - $8.19K
|
1.83K
$323K
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
41+ 0.65% |
$7.51K - $8.19K
|
6.36K
$1.12M
|