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 07, 2025
Q4 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
1.95K+ 2.65% |
$358K - $390K
|
75.6K
$14.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
1.94K+ 1.43% |
$355K - $388K
|
137K
$26.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
1.94K+ 44.24% |
$355K - $387K
|
6.32K
$1.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1.92KNew |
$352K - $384K
|
1.92K
$372K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.92K+ 84.99% |
$352K - $384K
|
4.18K
$809K
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
1.91KNew |
$351K - $382K
|
1.91K
$370K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1.88KNew |
$344K - $375K
|
1.88K
$363K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.87KNew |
$342K - $373K
|
1.87K
$361K
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
1.85KNew |
$338K - $369K
|
1.85K
$357K
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.85KNew |
$338K - $369K
|
1.85K
$357K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.83KNew |
$336K - $366K
|
1.83K
$355K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.83K+ 7.56% |
$336K - $366K
|
26.1K
$5.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
BUY
|
- |
1.81KNew |
$331K - $361K
|
1.81K
$349K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.81K+ 3.12% |
$331K - $361K
|
59.7K
$11.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.78K+ 6.85% |
$327K - $356K
|
27.8K
$5.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.76K+ 3.85% |
$322K - $351K
|
47.3K
$9.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
1.75KNew |
$321K - $350K
|
1.75K
$340K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.74KNew |
$318K - $347K
|
1.74K
$336K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
1.73KNew |
$318K - $346K
|
1.73K
$336K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.73K+ 13.47% |
$317K - $346K
|
14.6K
$2.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
1.7K+ 10.05% |
$312K - $340K
|
18.6K
$3.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.68K+ 1.2% |
$308K - $336K
|
142K
$27.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.68KNew |
$308K - $336K
|
1.68K
$325K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
1.68KNew |
$308K - $335K
|
1.68K
$325K
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
1.65KNew |
$302K - $329K
|
1.65K
$319K
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.64KNew |
$300K - $327K
|
1.64K
$317K
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.63KNew |
$298K - $325K
|
1.63K
$315K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.62K+ 26.78% |
$297K - $324K
|
7.68K
$1.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.59KNew |
$292K - $318K
|
1.59K
$308K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
1.59KNew |
$291K - $317K
|
1.59K
$307K
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
1.59KNew |
$291K - $317K
|
1.59K
$307K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.58K+ 100.0% |
$290K - $316K
|
3.16K
$612K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.58KNew |
$290K - $316K
|
1.58K
$306K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1.57K+ 2.75% |
$288K - $314K
|
58.7K
$11.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.57KNew |
$287K - $313K
|
1.57K
$303K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.56K+ 472.64% |
$285K - $311K
|
1.88K
$365K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.52K+ 0.69% |
$279K - $304K
|
222K
$43M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
1.52KNew |
$278K - $303K
|
1.52K
$294K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.5KNew |
$275K - $300K
|
1.5K
$290K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.5K+ 12.19% |
$274K - $299K
|
13.8K
$2.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
1.48K+ 2.25% |
$272K - $296K
|
67.4K
$13.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.47K+ 52.71% |
$269K - $293K
|
4.25K
$822K
|
|
|
Feb 13, 2025
Q4 2024
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
1.44KNew |
$263K - $287K
|
1.44K
$278K
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.43KNew |
$263K - $286K
|
1.43K
$278K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.43K+ 3.01% |
$262K - $286K
|
49K
$9.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
1.42KNew |
$261K - $285K
|
1.42K
$276K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.42K+ 24.11% |
$261K - $284K
|
7.32K
$1.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1.38K+ 9.91% |
$253K - $276K
|
15.3K
$2.96M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.37K+ 4.98% |
$252K - $274K
|
28.9K
$5.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.36K+ 37.33% |
$249K - $272K
|
5.01K
$969K
|