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 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
249+ 1.26% |
$45.6K - $49.7K
|
20.1K
$3.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
245+ 17.13% |
$44.9K - $48.9K
|
1.68K
$324K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
240+ 10.92% |
$44K - $47.9K
|
2.44K
$471K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
234+ 4.78% |
$42.9K - $46.8K
|
5.13K
$992K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
232+ 29.33% |
$42.5K - $46.4K
|
1.02K
$198K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
222+ 1.33% |
$40.7K - $44.4K
|
16.9K
$3.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
221+ 0.21% |
$40.5K - $44.2K
|
107K
$20.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
216+ 3.61% |
$39.6K - $43.2K
|
6.2K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
211+ 1.04% |
$38.7K - $42.2K
|
20.6K
$3.98M
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
204+ 16.94% |
$37.4K - $40.8K
|
1.41K
$272K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
203+ 8.22% |
$37.2K - $40.6K
|
2.67K
$517K
|
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
198+ 2.36% |
$36.3K - $39.6K
|
8.58K
$1.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
187New |
$34.3K - $37.4K
|
187
$36.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
186+ 3.74% |
$34.1K - $37.2K
|
5.16K
$997K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
185New |
$33.9K - $37K
|
185
$35.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
183+ 2.3% |
$33.5K - $36.6K
|
8.14K
$1.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
178+ 1.67% |
$32.6K - $35.6K
|
10.8K
$2.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
174New |
$31.9K - $34.8K
|
174
$33.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
173New |
$31.7K - $34.6K
|
173
$33.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
172+ 2.22% |
$31.5K - $34.4K
|
7.91K
$1.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
172+ 2.81% |
$31.5K - $34.4K
|
6.29K
$1.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
164+ 1.46% |
$30K - $32.8K
|
11.4K
$2.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
162+ 7.31% |
$29.7K - $32.4K
|
2.38K
$459K
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
161+ 2.1% |
$29.5K - $32.2K
|
7.83K
$1.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
157+ 1.19% |
$28.8K - $31.4K
|
13.4K
$2.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
154+ 3.33% |
$28.2K - $30.8K
|
4.78K
$923K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
150+ 0.38% |
$27.5K - $30K
|
40K
$7.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
149+ 11.46% |
$27.3K - $29.8K
|
1.45K
$280K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
145+ 0.53% |
$26.6K - $29K
|
27.4K
$5.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
143New |
$26.2K - $28.6K
|
143
$27.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
142+ 0.34% |
$26K - $28.4K
|
42.2K
$8.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
141+ 1.12% |
$25.8K - $28.2K
|
12.8K
$2.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
138+ 4.19% |
$25.3K - $27.6K
|
3.43K
$663K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
138+ 8.79% |
$25.3K - $27.6K
|
1.71K
$330K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
133+ 0.45% |
$24.4K - $26.6K
|
29.6K
$5.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
133+ 0.09% |
$24.4K - $26.6K
|
150K
$29M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
130New |
$23.8K - $26K
|
130
$25.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
130+ 2.77% |
$23.8K - $26K
|
4.82K
$931K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
124+ 10.33% |
$22.7K - $24.8K
|
1.32K
$256K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
116+ 9.48% |
$21.3K - $23.2K
|
1.34K
$259K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
116New |
$21.3K - $23.2K
|
116
$22.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
115+ 1.44% |
$21.1K - $23K
|
8.12K
$1.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
113+ 4.29% |
$20.7K - $22.6K
|
2.75K
$531K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
109+ 2.21% |
$20K - $21.8K
|
5.04K
$974K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
108New |
$19.8K - $21.6K
|
108
$20.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
106+ 5.82% |
$19.4K - $21.2K
|
1.93K
$373K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
99+ 7.11% |
$18.1K - $19.8K
|
1.49K
$288K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
98+ 2.81% |
$18K - $19.6K
|
3.59K
$693K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
98+ 2.19% |
$18K - $19.6K
|
4.58K
$885K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
95+ 1.39% |
$17.4K - $19K
|
6.93K
$1.34M
|