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 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
518+ 21.33% |
$94.9K - $103K
|
2.95K
$569K
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
505+ 2.15% |
$92.5K - $101K
|
24K
$4.65M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
492New |
$90.1K - $98.3K
|
492
$95.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
474New |
$86.9K - $94.7K
|
474
$91.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
463+ 9.56% |
$84.8K - $92.5K
|
5.31K
$1.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
462New |
$84.7K - $92.3K
|
462
$89.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
461+ 5122.22% |
$84.5K - $92.1K
|
470
$90.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
460+ 1.3% |
$84.3K - $91.9K
|
35.8K
$6.92M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
455+ 55.62% |
$83.4K - $90.9K
|
1.27K
$246K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
454+ 14.23% |
$83.2K - $90.7K
|
3.64K
$704K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
447+ 2.86% |
$81.9K - $89.3K
|
16.1K
$3.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
439+ 19.88% |
$80.4K - $87.7K
|
2.65K
$511K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
425New |
$77.9K - $84.9K
|
425
$82.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
407+ 1.67% |
$74.6K - $81.3K
|
24.8K
$4.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
399+ 10.25% |
$73.1K - $79.7K
|
4.29K
$829K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
391+ 1.44% |
$71.6K - $78.1K
|
27.5K
$5.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
386+ 16.74% |
$70.7K - $77.1K
|
2.69K
$520K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
371+ 15.44% |
$68K - $74.1K
|
2.77K
$536K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
367+ 0.44% |
$67.2K - $73.3K
|
83.1K
$16.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
360+ 1.09% |
$66K - $71.9K
|
33.3K
$6.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
340+ 5.23% |
$62.3K - $67.9K
|
6.85K
$1.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
337+ 1.42% |
$61.7K - $67.3K
|
24K
$4.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
337New |
$61.7K - $67.3K
|
337
$65.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
330+ 0.85% |
$60.5K - $65.9K
|
39.2K
$7.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
328+ 0.58% |
$60.1K - $65.5K
|
57.1K
$11M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
327+ 14.6% |
$59.9K - $65.3K
|
2.57K
$496K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
326+ 1.46% |
$59.7K - $65.1K
|
22.7K
$4.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
323+ 3.6% |
$59.2K - $64.5K
|
9.3K
$1.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
323+ 0.51% |
$59.2K - $64.5K
|
64.1K
$12.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
322+ 3.32% |
$59K - $64.3K
|
10K
$1.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
320+ 1.72% |
$58.6K - $63.9K
|
18.9K
$3.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
313+ 0.62% |
$57.4K - $62.5K
|
51K
$9.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
306+ 0.73% |
$56.1K - $61.1K
|
42K
$8.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
300+ 2.32% |
$55K - $59.9K
|
13.2K
$2.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
299+ 0.23% |
$54.8K - $59.7K
|
131K
$25.3M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
297+ 23.2% |
$54.4K - $59.3K
|
1.58K
$305K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
275New |
$50.4K - $54.9K
|
275
$53.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
272+ 8.98% |
$49.8K - $54.3K
|
3.3K
$638K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
271+ 492.73% |
$49.7K - $54.1K
|
326
$63K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
271+ 0.63% |
$49.7K - $54.1K
|
43.3K
$8.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
270+ 2.5% |
$49.5K - $53.9K
|
11.1K
$2.14M
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
269New |
$49.3K - $53.7K
|
269
$52K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
268+ 14.03% |
$49.1K - $53.5K
|
2.18K
$421K
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
260+ 1.78% |
$47.6K - $51.9K
|
14.9K
$2.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
260+ 0.38% |
$47.6K - $51.9K
|
69.6K
$13.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
255+ 0.86% |
$46.7K - $50.9K
|
30.1K
$5.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
251+ 0.72% |
$46K - $50.1K
|
35.3K
$6.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
250New |
$45.8K - $49.9K
|
250
$48.3K
|
|
|
Jan 22, 2025
Q4 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
250+ 3.77% |
$45.8K - $49.9K
|
6.88K
$1.33M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
249+ 1.26% |
$45.6K - $49.7K
|
20.1K
$3.88M
|