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
|
Camden Capital, LLC
|
BUY
|
- |
24.5K+ 59.69% |
$4.5M - $4.9M
|
65.6K
$12.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
24KNew |
$4.4M - $4.8M
|
24K
$4.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
23.5KNew |
$4.3M - $4.69M
|
23.5K
$4.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
22.8K+ 7.8% |
$4.17M - $4.55M
|
315K
$59.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
22.1KNew |
$4.04M - $4.41M
|
22.1K
$4.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
22KNew |
$4.03M - $4.4M
|
22K
$4.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
21.9KNew |
$4.01M - $4.37M
|
21.9K
$4.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
21KNew |
$3.85M - $4.2M
|
21K
$3.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
21K+ 29.95% |
$3.84M - $4.19M
|
91K
$17.3M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
20.8K+ 134.79% |
$3.82M - $4.16M
|
36.3K
$6.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
20.8K+ 13.16% |
$3.8M - $4.15M
|
178K
$33.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Hamlin Capital Management, LLC
|
BUY
|
- |
20.3KNew |
$3.71M - $4.05M
|
20.3K
$3.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
19.3KNew |
$3.54M - $3.86M
|
19.3K
$3.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
19.1K+ 16.26% |
$3.5M - $3.81M
|
137K
$25.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
19KNew |
$3.49M - $3.8M
|
19K
$3.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
18.6KNew |
$3.42M - $3.72M
|
18.6K
$3.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
18.5KNew |
$3.39M - $3.69M
|
18.5K
$3.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
18.4K+ 29.07% |
$3.38M - $3.68M
|
81.9K
$15.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
18K+ 37.37% |
$3.29M - $3.59M
|
66.1K
$12.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
17.6K+ 2.36% |
$3.23M - $3.52M
|
764K
$145M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
17.6K+ 1367.11% |
$3.22M - $3.51M
|
18.9K
$3.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
17.5KNew |
$3.21M - $3.5M
|
17.5K
$3.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Dodge & Cox
San Francisco, CA |
BUY
|
- |
17.1KNew |
$3.13M - $3.42M
|
17.1K
$3.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
15.9K+ 346.16% |
$2.91M - $3.17M
|
20.5K
$3.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
15.6KNew |
$2.86M - $3.12M
|
15.6K
$2.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
15.5K+ 14.55% |
$2.84M - $3.1M
|
122K
$23.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
15.3K+ 2.95% |
$2.81M - $3.06M
|
534K
$101M
|
|
|
Feb 24, 2025
Q4 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
15.2KNew |
$2.79M - $3.04M
|
15.2K
$2.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
15.2KNew |
$2.78M - $3.03M
|
15.2K
$2.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
15K+ 327.16% |
$2.76M - $3.01M
|
19.6K
$3.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
14.9K+ 51.92% |
$2.74M - $2.98M
|
43.7K
$8.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
14.7K+ 55.09% |
$2.7M - $2.94M
|
41.4K
$7.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
14.7K+ 433.16% |
$2.69M - $2.93M
|
18.1K
$3.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
14.4K+ 104.44% |
$2.63M - $2.87M
|
28.1K
$5.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
13.4KNew |
$2.45M - $2.67M
|
13.4K
$2.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
13.3KNew |
$2.43M - $2.65M
|
13.3K
$2.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
13.1KNew |
$2.4M - $2.62M
|
13.1K
$2.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
12.9K+ 60.65% |
$2.36M - $2.58M
|
34.2K
$6.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
12.5K+ 4.05% |
$2.28M - $2.49M
|
320K
$60.8M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
12.5K+ 642.06% |
$2.28M - $2.49M
|
14.4K
$2.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
12.4K+ 43.76% |
$2.28M - $2.48M
|
40.8K
$7.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
12.4K+ 150.84% |
$2.28M - $2.48M
|
20.7K
$3.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
12.3K+ 14.55% |
$2.26M - $2.46M
|
97K
$18.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
11.9KNew |
$2.17M - $2.37M
|
11.9K
$2.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
11.7K+ 155.15% |
$2.14M - $2.33M
|
19.2K
$3.64M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
11.4KNew |
$2.09M - $2.28M
|
11.4K
$2.16M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
11.3K+ 258.64% |
$2.08M - $2.27M
|
15.7K
$2.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
10.9KNew |
$2M - $2.18M
|
10.9K
$2.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.8K+ 550.63% |
$1.99M - $2.17M
|
12.8K
$2.43M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.7K+ 301.69% |
$1.97M - $2.14M
|
14.3K
$2.71M
|