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 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-944- 8.56% |
$173K - $189K
|
10.1K
$1.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-944- 9.29% |
$173K - $189K
|
9.21K
$1.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-951- 4.41% |
$174K - $190K
|
20.6K
$3.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-963- 19.6% |
$176K - $192K
|
3.95K
$765K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-986- 31.06% |
$181K - $197K
|
2.19K
$424K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.04K- 15.21% |
$190K - $207K
|
5.78K
$1.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.11K- 41.43% |
$204K - $222K
|
1.57K
$304K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.13K- 3.26% |
$207K - $225K
|
33.5K
$6.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-1.13K- 2.91% |
$207K - $225K
|
37.7K
$7.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.14K- 47.62% |
$209K - $228K
|
1.26K
$243K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.16K- 49.68% |
$212K - $231K
|
1.17K
$227K
|
|
|
Feb 05, 2025
Q4 2024
|
Evergreen Advisors, LLC
|
SELL
|
- |
-1.17K- 26.14% |
$215K - $234K
|
3.31K
$640K
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-1.18K- 9.36% |
$216K - $235K
|
11.4K
$2.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.18K- 5.22% |
$216K - $236K
|
21.4K
$4.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-1.21K- 31.86% |
$222K - $242K
|
2.59K
$501K
|
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-1.33K- 2.09% |
$244K - $266K
|
62.4K
$12.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.35K- 29.42% |
$247K - $269K
|
3.23K
$626K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.35K- 3.15% |
$247K - $269K
|
41.4K
$8.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.36K- 42.43% |
$250K - $272K
|
1.85K
$358K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-1.41K- 13.02% |
$258K - $281K
|
9.4K
$1.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-1.44K- 6.92% |
$264K - $287K
|
19.4K
$3.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.45K- 3.33% |
$266K - $290K
|
42.1K
$8.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.56K- 4.16% |
$285K - $311K
|
35.8K
$6.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.64K- 1.34% |
$301K - $328K
|
121K
$23.4M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-1.76K- 3.63% |
$322K - $351K
|
46.6K
$9.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.77K- 4.46% |
$324K - $353K
|
37.9K
$7.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.8K- 2.16% |
$330K - $360K
|
81.7K
$15.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.91K- 2.75% |
$349K - $381K
|
67.5K
$13.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.92K- 4.0% |
$352K - $383K
|
46.1K
$8.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.98K- 1.43% |
$363K - $396K
|
137K
$26.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.99K- 3.39% |
$364K - $397K
|
56.7K
$11M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.06K- 31.88% |
$377K - $411K
|
4.4K
$852K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-2.11K- 1.54% |
$387K - $422K
|
136K
$26.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.13K- 95.26% |
$390K - $425K
|
106
$20.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-2.58K- 2.93% |
$473K - $516K
|
85.6K
$16.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.04K- 52.83% |
$557K - $607K
|
2.71K
$525K
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-3.2K- 4.47% |
$585K - $638K
|
68.3K
$13.2M
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-3.35K- 23.52% |
$613K - $668K
|
10.9K
$2.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.41K- 0.7% |
$625K - $681K
|
486K
$94.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-3.47K- 4.63% |
$635K - $693K
|
71.3K
$13.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-3.72K- 16.33% |
$682K - $743K
|
19.1K
$3.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-3.73K- 10.44% |
$683K - $745K
|
32K
$6.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.03K- 40.67% |
$739K - $806K
|
5.89K
$1.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-4.05K- 1.1% |
$742K - $809K
|
364K
$70.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.06K- 11.43% |
$743K - $810K
|
31.4K
$6.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-4.07K- 3.36% |
$745K - $813K
|
117K
$22.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4.24K- 6.17% |
$776K - $847K
|
64.5K
$12.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-4.27K- 15.52% |
$783K - $854K
|
23.3K
$4.5M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-4.77K- 4.18% |
$874K - $953K
|
109K
$21.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-4.81K- 2.21% |
$881K - $961K
|
213K
$41.2M
|