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 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-4- 1.22% |
$733 - $799
|
324
$62.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-4- 0.16% |
$733 - $799
|
2.44K
$472K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-4- 0.42% |
$733 - $799
|
940
$182K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-5- 0.05% |
$916 - $999
|
9.9K
$1.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-5- 0.11% |
$916 - $999
|
4.39K
$848K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-5- 0.24% |
$916 - $999
|
2.05K
$397K
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-7- 0.57% |
$1.28K - $1.4K
|
1.22K
$236K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-8- 18.18% |
$1.47K - $1.6K
|
36
$6.96K
|
|
|
Feb 04, 2025
Q4 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-9- 0.13% |
$1.65K - $1.8K
|
6.82K
$1.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-9- 0.14% |
$1.65K - $1.8K
|
6.61K
$1.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-9- 0.44% |
$1.65K - $1.8K
|
2.03K
$392K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-10- 0.43% |
$1.83K - $2K
|
2.3K
$445K
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.28% |
$2.02K - $2.2K
|
3.86K
$746K
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
SELL
|
- |
-12- 0.52% |
$2.2K - $2.4K
|
2.31K
$447K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-12- 1.84% |
$2.2K - $2.4K
|
641
$124K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-12- 0.16% |
$2.2K - $2.4K
|
7.46K
$1.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-12- 0.81% |
$2.2K - $2.4K
|
1.46K
$282K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-14- 0.4% |
$2.57K - $2.8K
|
3.52K
$680K
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-15- 0.25% |
$2.75K - $3K
|
5.98K
$1.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-15- 14.71% |
$2.75K - $3K
|
87
$16.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-15- 27.27% |
$2.75K - $3K
|
40
$7.73K
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-16- 0.19% |
$2.93K - $3.2K
|
8.61K
$1.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-16- 2.67% |
$2.93K - $3.2K
|
583
$113K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-16- 1.57% |
$2.93K - $3.2K
|
1K
$194K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-16- 0.53% |
$2.93K - $3.2K
|
3K
$579K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-18- 0.57% |
$3.3K - $3.6K
|
3.13K
$605K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-19- 7.82% |
$3.48K - $3.8K
|
224
$43.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-20- 2.35% |
$3.66K - $4K
|
832
$161K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-21- 0.97% |
$3.85K - $4.2K
|
2.14K
$414K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-22- 4.79% |
$4.03K - $4.4K
|
437
$84.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-23- 1.2% |
$4.21K - $4.6K
|
1.9K
$367K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-23- 1.28% |
$4.21K - $4.6K
|
1.78K
$344K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-24- 0.9% |
$4.4K - $4.79K
|
2.65K
$511K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-24- 0.43% |
$4.4K - $4.79K
|
5.54K
$1.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-24- 0.23% |
$4.4K - $4.79K
|
10.6K
$2.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-25- 0.35% |
$4.58K - $4.99K
|
7.19K
$1.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-25- 0.42% |
$4.58K - $4.99K
|
5.94K
$1.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-26- 0.18% |
$4.76K - $5.19K
|
14.7K
$2.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-26- 9.32% |
$4.76K - $5.19K
|
253
$48.9K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-26- 0.23% |
$4.76K - $5.19K
|
11.5K
$2.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-26- 0.63% |
$4.76K - $5.19K
|
4.09K
$789K
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-27- 2.31% |
$4.95K - $5.39K
|
1.14K
$221K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-28- 0.52% |
$5.13K - $5.59K
|
5.4K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-28- 2.48% |
$5.13K - $5.59K
|
1.1K
$213K
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-29- 1.1% |
$5.31K - $5.79K
|
2.62K
$506K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-30- 0.21% |
$5.5K - $5.99K
|
14.1K
$2.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Sicart Associates LLC
|
SELL
|
- |
-30- 2.23% |
$5.5K - $5.99K
|
1.32K
$254K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-31- 9.25% |
$5.68K - $6.19K
|
304
$58.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-31- 0.55% |
$5.68K - $6.19K
|
5.64K
$1.09M
|
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
SELL
|
- |
-32- 0.31% |
$5.86K - $6.39K
|
10.2K
$1.97M
|