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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.25MNew |
$963M - $1.05B
|
5.25M
$1.02B
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.68M+ 36.59% |
$308M - $336M
|
6.28M
$1.22B
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.4M+ 21.62% |
$257M - $280M
|
7.88M
$1.52B
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.03M+ 52.82% |
$188M - $205M
|
2.97M
$574M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
672K+ 7.83% |
$123M - $134M
|
9.25M
$1.79B
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
576K+ 125.69% |
$106M - $115M
|
1.04M
$200M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
509K+ 118.87% |
$93.2M - $102M
|
936K
$181M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
426K+ 12.94% |
$78.1M - $85.2M
|
3.72M
$720M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
418K+ 18440.46% |
$76.7M - $83.6M
|
421K
$81.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
354K+ 271.48% |
$64.9M - $70.7M
|
484K
$93.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
328K+ 291.67% |
$60M - $65.4M
|
440K
$85.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
299K+ 13.59% |
$54.8M - $59.8M
|
2.5M
$484M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
274K+ 461.38% |
$50.2M - $54.7M
|
333K
$64.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
BUY
|
- |
261K+ 811.84% |
$47.8M - $52.1M
|
293K
$56.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Coho Partners, Ltd.
|
BUY
|
- |
211K+ 13577.26% |
$38.6M - $42.1M
|
212K
$41.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
193K+ 403.49% |
$35.4M - $38.6M
|
241K
$46.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
188K+ 9.64% |
$34.4M - $37.5M
|
2.14M
$413M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
173K+ 4.88% |
$31.7M - $34.6M
|
3.72M
$720M
|
|
|
Feb 13, 2025
Q4 2024
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
163KNew |
$29.9M - $32.6M
|
163K
$31.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
142K+ 35.64% |
$26.1M - $28.4M
|
542K
$105M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
140K+ 4.3% |
$25.6M - $27.9M
|
3.39M
$656M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
132K+ 308.6% |
$24.1M - $26.3M
|
174K
$33.7M
|
|
|
Feb 11, 2025
Q4 2024
|
M.D. Sass Investors Services, Inc.
New York, NY |
BUY
|
- |
129K+ 189.62% |
$23.7M - $25.9M
|
198K
$38.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
127K+ 11.55% |
$23.4M - $25.5M
|
1.23M
$238M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
119K+ 1910.72% |
$21.8M - $23.8M
|
125K
$24.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
115K+ 494.87% |
$21.1M - $23M
|
138K
$26.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Boston Partners
Boston, MA |
BUY
|
- |
114K+ 76.16% |
$20.9M - $22.8M
|
263K
$51M
|
|
|
Feb 10, 2025
Q4 2024
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
111K+ 5752.55% |
$20.3M - $22.1M
|
112K
$21.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
110K+ 2378.52% |
$20.1M - $21.9M
|
114K
$22.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
110K+ 1235.08% |
$20.1M - $21.9M
|
118K
$22.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
108K+ 109.41% |
$19.9M - $21.7M
|
208K
$40.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
106K+ 91.63% |
$19.5M - $21.2M
|
222K
$43.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
106K+ 59.06% |
$19.4M - $21.1M
|
285K
$55.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
104K+ 449.06% |
$19.1M - $20.8M
|
128K
$24.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
103KNew |
$18.8M - $20.5M
|
103K
$19.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
102K+ 45.77% |
$18.8M - $20.5M
|
326K
$63.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
98.6KNew |
$18.1M - $19.7M
|
98.6K
$19.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
86.6K+ 823.39% |
$15.9M - $17.3M
|
97.1K
$18.8M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
80.2K+ 8.14% |
$14.7M - $16M
|
1.07M
$206M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
75.8K+ 102.45% |
$13.9M - $15.1M
|
150K
$29M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
73.5K+ 702.35% |
$13.5M - $14.7M
|
84K
$16.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
70.8K+ 889.6% |
$13M - $14.1M
|
78.8K
$15.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
65.4K+ 2.29% |
$12M - $13.1M
|
2.91M
$564M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
63.1K+ 48.33% |
$11.6M - $12.6M
|
194K
$37.5M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
61.9K+ 241.82% |
$11.3M - $12.4M
|
87.5K
$16.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
61.3KNew |
$11.2M - $12.2M
|
61.3K
$11.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
60.9KNew |
$11.2M - $12.2M
|
60.9K
$11.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
56.9KNew |
$10.4M - $11.4M
|
56.9K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
52.9K+ 1279.58% |
$9.69M - $10.6M
|
57K
$11M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
48.5K+ 74.98% |
$8.88M - $9.69M
|
113K
$21.9M
|