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 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
4.1K+ 88.13% |
$751K - $819K
|
8.75K
$1.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
4.07K+ 14.1% |
$745K - $813K
|
32.9K
$5.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.05K+ 15.24% |
$742K - $810K
|
30.6K
$5.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
4.05K+ 252.15% |
$742K - $809K
|
5.65K
$997K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
3.97KNew |
$728K - $793K
|
3.97K
$700K
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
3.93KNew |
$721K - $786K
|
3.93K
$694K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.93K+ 23.47% |
$720K - $785K
|
20.7K
$3.65M
|
|
|
Mar 19, 2025
Q4 2024
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
3.91KNew |
$716K - $780K
|
3.91K
$689K
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.9KNew |
$714K - $779K
|
3.9K
$687K
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
3.87K+ 2.89% |
$709K - $773K
|
138K
$24.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.87K+ 62.3% |
$708K - $772K
|
10.1K
$1.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.81K+ 2.25% |
$699K - $762K
|
174K
$30.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
3.78KNew |
$692K - $755K
|
3.78K
$666K
|
|
|
Feb 14, 2025
Q4 2024
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
3.73K+ 33.73% |
$684K - $745K
|
14.8K
$2.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3.65KNew |
$669K - $729K
|
3.65K
$644K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.63K+ 48.66% |
$665K - $725K
|
11.1K
$1.95M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
3.62K+ 1.76% |
$664K - $724K
|
210K
$37M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
3.62K+ 1.12% |
$663K - $722K
|
327K
$57.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.61K+ 3.53% |
$662K - $722K
|
106K
$18.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.54KNew |
$648K - $707K
|
3.54K
$624K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
3.53K+ 2.83% |
$646K - $705K
|
128K
$22.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
3.52KNew |
$645K - $704K
|
3.52K
$621K
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.52KNew |
$645K - $703K
|
3.52K
$620K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.49K+ 1.41% |
$640K - $697K
|
252K
$44.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
3.42KNew |
$627K - $684K
|
3.42K
$604K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.39K+ 34.11% |
$621K - $677K
|
13.3K
$2.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
3.36KNew |
$616K - $672K
|
3.36K
$593K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.35KNew |
$614K - $669K
|
3.35K
$591K
|
|
|
Feb 14, 2025
Q4 2024
|
Vulcan Value Partners, LLC
Birmingham, AL |
BUY
|
- |
3.34KNew |
$611K - $666K
|
3.34K
$588K
|
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
BUY
|
- |
3.25K+ 3.96% |
$595K - $649K
|
85.3K
$15M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3.07KNew |
$563K - $614K
|
3.07K
$541K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
3.07KNew |
$562K - $612K
|
3.07K
$540K
|
|
|
Feb 12, 2025
Q4 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
3.05KNew |
$559K - $609K
|
3.05K
$538K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
3.04KNew |
$557K - $607K
|
3.04K
$536K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.03K+ 64.94% |
$555K - $605K
|
7.69K
$1.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3K+ 107.84% |
$550K - $599K
|
5.78K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.98K+ 8.85% |
$546K - $596K
|
36.7K
$6.46M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.98K+ 8.85% |
$546K - $596K
|
36.7K
$6.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.96KNew |
$542K - $591K
|
2.96K
$521K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
2.94K+ 28.33% |
$539K - $588K
|
13.3K
$2.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
2.9K+ 39.34% |
$532K - $580K
|
10.3K
$1.81M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.78K+ 2.91% |
$509K - $555K
|
98.1K
$17.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.78K+ 45.61% |
$508K - $554K
|
8.86K
$1.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
2.77KNew |
$507K - $553K
|
2.77K
$488K
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
2.75K+ 71.1% |
$503K - $549K
|
6.61K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.72KNew |
$499K - $544K
|
2.72K
$480K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
2.68KNew |
$491K - $535K
|
2.68K
$472K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2.65K+ 0.65% |
$486K - $530K
|
414K
$72.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.63K+ 0.84% |
$482K - $526K
|
315K
$55.6M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2.63K+ 19.84% |
$481K - $525K
|
15.9K
$2.8M
|