Latest Institutional Purchases of Ishares Russell 1000 Val ETF (IWD)
This list provides information on the latest institutional transactions involving Ishares Russell 1000 Val ETF (IWD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.5M+ 20.38% |
$1.19B - $1.3B
|
38.4M
$7.3B
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.25MNew |
$963M - $1.05B
|
5.25M
$1B
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.7M+ 9.52% |
$861M - $939M
|
54.1M
$10.3B
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.68M+ 36.59% |
$308M - $336M
|
6.28M
$1.2B
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.4M+ 21.62% |
$257M - $280M
|
7.88M
$1.5B
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.03M+ 52.82% |
$188M - $205M
|
2.97M
$565M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
672K+ 7.83% |
$123M - $134M
|
9.25M
$1.76B
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
576K+ 125.69% |
$106M - $115M
|
1.04M
$197M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
518K+ 51.79% |
$95M - $104M
|
1.52M
$289M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
509K+ 118.87% |
$93.2M - $102M
|
936K
$178M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
PUT |
500K+ 125.0% |
$91.6M - $99.9M
|
900K
$171M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
426K+ 12.94% |
$78.1M - $85.2M
|
3.72M
$708M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
372K+ 18.69% |
$68.2M - $74.4M
|
2.37M
$450M
|
|
|
Feb 12, 2025
Q4 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
354K+ 271.48% |
$64.9M - $70.7M
|
484K
$92.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
347K+ 8.85% |
$63.6M - $69.3M
|
4.27M
$812M
|
|
|
Feb 04, 2025
Q4 2024
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
328K+ 291.67% |
$60M - $65.4M
|
440K
$83.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
323K+ 144.29% |
$59.2M - $64.6M
|
547K
$104M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
299K+ 13.59% |
$54.8M - $59.8M
|
2.5M
$476M
|
|
|
Feb 14, 2025
Q4 2024
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
279K+ 2478.38% |
$51.1M - $55.7M
|
290K
$55.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
274K+ 461.38% |
$50.2M - $54.7M
|
333K
$63.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
265K+ 3.86% |
$48.5M - $52.9M
|
7.14M
$1.36B
|
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
BUY
|
- |
261K+ 811.84% |
$47.8M - $52.1M
|
293K
$55.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
215K+ 274.56% |
$39.4M - $43M
|
293K
$55.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Coho Partners, Ltd.
|
BUY
|
- |
211K+ 13577.26% |
$38.6M - $42.1M
|
212K
$40.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
193K+ 403.49% |
$35.4M - $38.6M
|
241K
$45.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
188K+ 9.64% |
$34.4M - $37.5M
|
2.14M
$406M
|
|
|
Feb 14, 2025
Q4 2024
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
181K+ 613.35% |
$33.3M - $36.3M
|
211K
$40.2M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
173K+ 4.88% |
$31.7M - $34.6M
|
3.72M
$708M
|
|
|
Feb 13, 2025
Q4 2024
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
163KNew |
$29.9M - $32.6M
|
163K
$31M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
163K+ 324.95% |
$29.8M - $32.5M
|
213K
$40.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
160K+ 3.61% |
$29.3M - $32M
|
4.6M
$875M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
142K+ 35.64% |
$26.1M - $28.4M
|
542K
$103M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
140K+ 4.3% |
$25.6M - $27.9M
|
3.39M
$645M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Capital Management LLC
New York, NY |
BUY
|
- |
134KNew |
$24.6M - $26.8M
|
134K
$25.5M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
132K+ 308.6% |
$24.1M - $26.3M
|
174K
$33.2M
|
|
|
Feb 11, 2025
Q4 2024
|
M.D. Sass Investors Services, Inc.
New York, NY |
BUY
|
- |
129K+ 189.62% |
$23.7M - $25.9M
|
198K
$37.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
127K+ 11.55% |
$23.4M - $25.5M
|
1.23M
$234M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
119K+ 1910.72% |
$21.8M - $23.8M
|
125K
$23.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
115K+ 494.87% |
$21.1M - $23M
|
138K
$26.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Boston Partners
Boston, MA |
BUY
|
- |
114K+ 76.16% |
$20.9M - $22.8M
|
263K
$50.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
111K+ 5752.55% |
$20.3M - $22.1M
|
112K
$21.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
110K+ 2378.52% |
$20.1M - $21.9M
|
114K
$21.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
110K+ 1235.08% |
$20.1M - $21.9M
|
118K
$22.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
108K+ 109.41% |
$19.9M - $21.7M
|
208K
$39.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
106K+ 91.63% |
$19.5M - $21.2M
|
222K
$42.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
106K+ 59.06% |
$19.4M - $21.1M
|
285K
$54.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
104K+ 449.06% |
$19.1M - $20.8M
|
128K
$24.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
103KNew |
$18.8M - $20.5M
|
103K
$19.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
102K+ 45.77% |
$18.8M - $20.5M
|
326K
$62.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
98.6KNew |
$18.1M - $19.7M
|
98.6K
$18.8M
|