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 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
98.6KNew |
$18.1M - $19.7M
|
98.6K
$18.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
91.6K+ 181.1% |
$16.8M - $18.3M
|
142K
$27M
|
|
|
Feb 13, 2025
Q4 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
86.6K+ 823.39% |
$15.9M - $17.3M
|
97.1K
$18.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Jain Global LLC
New York, NY |
BUY
|
- |
80.8KNew |
$14.8M - $16.1M
|
80.8K
$15.3M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
80.2K+ 8.14% |
$14.7M - $16M
|
1.07M
$202M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
77.6K+ 151.08% |
$14.2M - $15.5M
|
129K
$24.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
75.8K+ 102.45% |
$13.9M - $15.1M
|
150K
$28.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
73.5K+ 702.35% |
$13.5M - $14.7M
|
84K
$15.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
72.2K+ 7.12% |
$13.2M - $14.4M
|
1.09M
$206M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
70.8K+ 889.6% |
$13M - $14.1M
|
78.8K
$14.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
65.4K+ 2.29% |
$12M - $13.1M
|
2.91M
$553M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
63.1K+ 48.33% |
$11.6M - $12.6M
|
194K
$36.7M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
61.9K+ 241.82% |
$11.3M - $12.4M
|
87.5K
$16.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
61.3KNew |
$11.2M - $12.2M
|
61.3K
$11.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
60.9KNew |
$11.2M - $12.2M
|
60.9K
$11.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
60KNew |
$11M - $12M
|
60K
$11.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
56.9KNew |
$10.4M - $11.4M
|
56.9K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
54.3K+ 147.59% |
$9.95M - $10.8M
|
91.1K
$17.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
52.9K+ 1279.58% |
$9.69M - $10.6M
|
57K
$10.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
48.5K+ 74.98% |
$8.88M - $9.69M
|
113K
$21.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
46.7KNew |
$8.56M - $9.33M
|
46.7K
$8.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
46.6K+ 28.57% |
$8.55M - $9.32M
|
210K
$39.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
44.2K+ 64.54% |
$8.09M - $8.82M
|
113K
$21.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
43.2KNew |
$7.91M - $8.62M
|
43.2K
$8.19M
|
|
|
Jan 06, 2025
Q4 2024
|
Stairway Partners, LLC
|
BUY
|
- |
42.9K+ 3.59% |
$7.86M - $8.57M
|
1.24M
$234M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
41.9K+ 238.54% |
$7.68M - $8.37M
|
59.5K
$11.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
41.2K+ 62.29% |
$7.55M - $8.23M
|
107K
$20.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
40K+ 512.82% |
$7.33M - $7.99M
|
47.8K
$9.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
39.9KNew |
$7.31M - $7.97M
|
39.9K
$7.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
39.8K+ 0.26% |
$7.29M - $7.95M
|
15.3M
$2.9B
|
|
|
Feb 13, 2025
Q4 2024
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
39.5K+ 2078.16% |
$7.23M - $7.89M
|
41.4K
$7.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
39K+ 126.75% |
$7.14M - $7.79M
|
69.7K
$13.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
38.7K+ 35.41% |
$7.09M - $7.73M
|
148K
$28.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
38.5K+ 1359.49% |
$7.05M - $7.68M
|
41.3K
$7.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
37.9KNew |
$6.95M - $7.57M
|
37.9K
$7.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
37.4KNew |
$6.84M - $7.46M
|
37.4K
$7.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
36.9KNew |
$6.76M - $7.37M
|
36.9K
$6.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
34.6K+ 4.19% |
$6.34M - $6.91M
|
860K
$163M
|
|
|
Feb 13, 2025
Q4 2024
|
Lyrical Asset Management LP
New York, NY |
BUY
|
- |
34.6K+ 492.48% |
$6.34M - $6.91M
|
41.6K
$7.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
34.6K+ 9.37% |
$6.34M - $6.91M
|
404K
$76.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
34K+ 346.56% |
$6.24M - $6.8M
|
43.9K
$8.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
33.7K+ 17.21% |
$6.18M - $6.74M
|
230K
$43.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
31.3K+ 201.25% |
$5.73M - $6.25M
|
46.8K
$8.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
31.2K+ 4.71% |
$5.71M - $6.22M
|
692K
$131M
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
31K+ 13.48% |
$5.68M - $6.19M
|
261K
$49.5M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
28.4KNew |
$5.2M - $5.67M
|
28.4K
$5.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
27.5K+ 1.01% |
$5.04M - $5.5M
|
2.75M
$521M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
26.6K+ 170.74% |
$4.87M - $5.31M
|
42.2K
$8M
|
|
|
Feb 11, 2025
Q4 2024
|
Bg Investment Services, Inc.
|
BUY
|
- |
26.5K+ 226.13% |
$4.85M - $5.29M
|
38.2K
$7.25M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
26.4K+ 24.16% |
$4.83M - $5.27M
|
135K
$25.7M
|