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 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
9.05KNew |
$1.66M - $1.81M
|
9.05K
$1.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
9.02K+ 73.21% |
$1.65M - $1.8M
|
21.4K
$4.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
8.95K+ 124.97% |
$1.64M - $1.79M
|
16.1K
$3.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
8.83KNew |
$1.62M - $1.76M
|
8.83K
$1.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
8.54K+ 25.59% |
$1.56M - $1.71M
|
41.9K
$8.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
8.33K+ 14.98% |
$1.53M - $1.66M
|
63.9K
$12.4M
|
|
|
Feb 12, 2025
Q4 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
8.06KNew |
$1.48M - $1.61M
|
8.06K
$1.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
7.91K+ 16.35% |
$1.45M - $1.58M
|
56.3K
$10.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
7.84K+ 2.26% |
$1.44M - $1.57M
|
354K
$68.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.8K+ 3.76% |
$1.43M - $1.56M
|
215K
$41.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
7.56K+ 175.18% |
$1.39M - $1.51M
|
11.9K
$2.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.46K+ 23.76% |
$1.37M - $1.49M
|
38.8K
$7.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.31K+ 15.27% |
$1.34M - $1.46M
|
55.2K
$10.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.29K+ 25.09% |
$1.34M - $1.46M
|
36.3K
$7.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Smead Capital Management, Inc.
Phoenix, AZ |
BUY
|
- |
7.25KNew |
$1.33M - $1.45M
|
7.25K
$1.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
7.1KNew |
$1.3M - $1.42M
|
7.1K
$1.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.99K+ 23.18% |
$1.28M - $1.4M
|
37.1K
$7.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
6.71K+ 46.73% |
$1.23M - $1.34M
|
21.1K
$4.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.6K+ 7.72% |
$1.21M - $1.32M
|
92.1K
$17.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.53K+ 114.69% |
$1.2M - $1.31M
|
12.2K
$2.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
6.49K+ 3.29% |
$1.19M - $1.3M
|
203K
$39.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
6.4KNew |
$1.17M - $1.28M
|
6.4K
$1.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
6.29K+ 260.51% |
$1.15M - $1.26M
|
8.71K
$1.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
6.07KNew |
$1.11M - $1.21M
|
6.07K
$1.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
5.96KNew |
$1.09M - $1.19M
|
5.96K
$1.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
5.72K+ 43.9% |
$1.05M - $1.14M
|
18.8K
$3.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
5.7K+ 15.36% |
$1.04M - $1.14M
|
42.8K
$8.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
5.67KNew |
$1.04M - $1.13M
|
5.67K
$1.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
5.61K+ 60.01% |
$1.03M - $1.12M
|
15K
$2.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
5.58KNew |
$1.02M - $1.12M
|
5.58K
$1.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Seizert Capital Partners, LLC
|
BUY
|
- |
5.54KNew |
$1.02M - $1.11M
|
5.54K
$1.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
5.36KNew |
$982K - $1.07M
|
5.36K
$1.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.34K+ 2.45% |
$979K - $1.07M
|
224K
$43.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
5.28KNew |
$967K - $1.05M
|
5.28K
$1.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
5.25KNew |
$962K - $1.05M
|
5.25K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
5.22KNew |
$956K - $1.04M
|
5.22K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
5.2K+ 456.14% |
$953K - $1.04M
|
6.34K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
5.08K+ 2.81% |
$931K - $1.02M
|
186K
$36M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
5.08KNew |
$930K - $1.01M
|
5.08K
$982K
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
5.05KNew |
$924K - $1.01M
|
5.05K
$977K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
4.97KNew |
$910K - $992K
|
4.97K
$961K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.96K+ 1.29% |
$908K - $991K
|
389K
$75.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.82K+ 0.73% |
$883K - $963K
|
667K
$129M
|
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
4.74K+ 45.47% |
$869K - $947K
|
15.2K
$2.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
4.61KNew |
$845K - $921K
|
4.61K
$893K
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
4.57KNew |
$837K - $913K
|
4.57K
$885K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
4.56KNew |
$836K - $912K
|
4.56K
$883K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
4.33KNew |
$794K - $866K
|
4.33K
$839K
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
4.15KNew |
$760K - $829K
|
4.15K
$803K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
4.15K+ 1.1% |
$760K - $829K
|
380K
$73.6M
|