Purchases and Sales Made in Q4 2024 in Ishares Russell 1000 Val ETF (IWD)

IWD Quotes by TradingView

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 23, 2025 Q4 2024
Baring Financial LLC

Bellingham, WA
BUY
 -
3.52K
New
$645K - $704K
3.52K $682K
Feb 12, 2025 Q4 2024
River Front Investment Group, LLC

Richmond, VA
BUY
 -
3.52K
New
$645K - $703K
3.52K $681K
Feb 06, 2025 Q4 2024
Steward Partners Investment Advisory, LLC

BUY
 -
3.49K
+ 1.41%
$640K - $697K
252K $48.8M
Feb 13, 2025 Q4 2024
Invesco Ltd.

Atlanta, GA
BUY
 -
3.42K
New
$627K - $684K
3.42K $663K
Jan 02, 2025 Q4 2024
Gamma Investing LLC

Foster City, CA
BUY
 -
3.39K
+ 34.11%
$621K - $677K
13.3K $2.58M
Feb 04, 2025 Q4 2024
Bank Plus Trust Department

Jackson, MS
BUY
 -
3.36K
New
$616K - $672K
3.36K $651K
Feb 10, 2025 Q4 2024
Independent Family Office, LLC

BUY
 -
3.25K
+ 3.96%
$595K - $649K
85.3K $16.5M
Jan 15, 2025 Q4 2024
Everpar Advisors LLC

Tulsa, OK
BUY
 -
3.07K
New
$563K - $614K
3.07K $594K
Feb 07, 2025 Q4 2024
Axis Wealth Partners, LLC

East Providence, RI
BUY
 -
3.07K
New
$562K - $612K
3.07K $593K
Feb 12, 2025 Q4 2024
Allstate Corp

Northbrook, IL
BUY
 -
3.05K
New
$559K - $609K
3.05K $590K
Feb 07, 2025 Q4 2024
Personal Cfo Solutions, LLC

BUY
 -
3.03K
+ 64.94%
$555K - $605K
7.69K $1.49M
Jan 13, 2025 Q4 2024
Miracle Mile Advisors, LLC

BUY
 -
3K
+ 107.84%
$550K - $599K
5.78K $1.12M
Jan 17, 2025 Q4 2024
Brighton Jones LLC

BUY
 -
2.98K
+ 8.85%
$546K - $596K
36.7K $7.1M
Jan 29, 2025 Q4 2024
Sovran Advisors, LLC

San Diego, CA
BUY
 -
2.96K
New
$542K - $591K
2.96K $572K
Feb 05, 2025 Q4 2024
Private Trust CO Na

BUY
 -
2.94K
+ 28.33%
$539K - $588K
13.3K $2.58M
Feb 13, 2025 Q4 2024
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
2.78K
+ 2.91%
$509K - $555K
98.1K $19M
Feb 04, 2025 Q4 2024
Genesis Wealth Advisors, LLC

Braintree, MA
BUY
 -
2.77K
New
$507K - $553K
2.77K $536K
Feb 10, 2025 Q4 2024
Atala Financial Inc

Calabasas, CA
BUY
 -
2.68K
New
$491K - $535K
2.68K $518K
Jan 21, 2025 Q4 2024
Cedar Mountain Advisors, LLC

BUY
 -
2.65K
+ 0.65%
$486K - $530K
414K $80M
Feb 11, 2025 Q4 2024
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
2.63K
+ 0.84%
$482K - $526K
315K $61.1M
Jan 22, 2025 Q4 2024
W Advisors, LLC

Germantown, TN
BUY
 -
2.63K
+ 19.84%
$481K - $525K
15.9K $3.07M
Jan 30, 2025 Q4 2024
Tiger Oak Management, L.L.C.

Albuquerque, NM
BUY
 -
2.62K
New
$480K - $523K
2.62K $507K
Feb 11, 2025 Q4 2024
Runnymede Capital Advisors, Inc.

Dublin, OH
BUY
 -
2.61K
New
$478K - $522K
2.61K $505K
Feb 13, 2025 Q4 2024
Advisory Services Network, LLC

BUY
 -
2.6K
+ 8.19%
$476K - $519K
34.3K $6.64M
Jan 29, 2025 Q4 2024
Arlington Trust CO LLC

Birmingham, AL
BUY
 -
2.57K
+ 1070.0%
$471K - $513K
2.81K $544K
Jan 15, 2025 Q4 2024
Tru Wealth Advisors, LLC

BUY
 -
2.57K
+ 2.27%
$470K - $513K
116K $22.4M
Jan 13, 2025 Q4 2024
Winthrop Advisory Group LLC

BUY
 -
2.56K
+ 17.19%
$469K - $512K
17.5K $3.38M
Jan 24, 2025 Q4 2024
Central Trust CO

Jefferson City, MO
BUY
 -
2.53K
+ 49.66%
$463K - $505K
7.61K $1.47M
Feb 07, 2025 Q4 2024
Sequoia Financial Advisors, LLC

BUY
 -
2.46K
+ 11.79%
$450K - $491K
23.3K $4.51M
Jan 14, 2025 Q4 2024
American National Bank

BUY
 -
2.44K
+ 110.63%
$446K - $487K
4.64K $898K
Jan 22, 2025 Q4 2024
Northwest Financial Advisors

Herndon, VA
BUY
 -
2.42K
+ 802.99%
$443K - $483K
2.72K $526K
Jan 31, 2025 Q4 2024
Americana Partners, LLC

Houston, TX
BUY
 -
2.41K
New
$442K - $482K
2.41K $467K
Jan 31, 2025 Q4 2024
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
2.38K
+ 2.48%
$436K - $475K
98.3K $19M
Feb 12, 2025 Q4 2024
Brown Brothers Harriman & CO

New York, NY
BUY
 -
2.37K
+ 7.91%
$434K - $473K
32.3K $6.25M
Feb 12, 2025 Q4 2024
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
2.36K
+ 40.58%
$432K - $471K
8.16K $1.58M
Feb 10, 2025 Q4 2024
Impact Capital Partners LLC

Greenwood Village, CO
BUY
 -
2.35K
New
$430K - $469K
2.35K $454K
Feb 06, 2025 Q4 2024
Bravias Capital Group, LLC

Iselin, NJ
BUY
 -
2.29K
New
$420K - $458K
2.29K $443K
Jan 23, 2025 Q4 2024
Clear Creek Financial Management, LLC

BUY
 -
2.23K
New
$408K - $445K
2.23K $431K
Feb 03, 2025 Q4 2024
First Horizon Advisors, Inc.

BUY
 -
2.22K
+ 1.13%
$407K - $444K
199K $38.6M
Jan 23, 2025 Q4 2024
Caprock Group, Inc.

BUY
 -
2.2K
+ 11.22%
$404K - $440K
21.8K $4.23M
Jan 27, 2025 Q4 2024
Trilogy Capital Inc.

BUY
 -
2.18K
New
$399K - $435K
2.18K $421K
Feb 05, 2025 Q4 2024
Capital Wealth Planning, LLC

BUY
 -
2.15K
New
$394K - $430K
2.15K $416K
Feb 04, 2025 Q4 2024
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
2.13K
New
$391K - $426K
2.13K $413K
Jan 27, 2025 Q4 2024
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
2.13K
+ 170.75%
$390K - $426K
3.38K $654K
Feb 12, 2025 Q4 2024
Assured Partners Investment Advisors, LLC

Tampa, FL
BUY
 -
2.12K
New
$389K - $424K
2.12K $411K
Jan 17, 2025 Q4 2024
Advisory Alpha, LLC

BUY
 -
2.1K
New
$384K - $419K
2.1K $406K
Feb 04, 2025 Q4 2024
Heritage Investors Management Corp

BUY
 -
2.01K
New
$368K - $402K
2.01K $389K
Feb 11, 2025 Q4 2024
Bay Capital Advisors, LLC

Virginia Beach, VA
BUY
 -
1.99K
New
$364K - $397K
1.99K $385K
Feb 12, 2025 Q4 2024
Thoroughbred Financial Services, LLC

BUY
 -
1.96K
+ 159.36%
$359K - $391K
3.19K $616K

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