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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.67K+ 162.47% |
$636K - $696K
|
5.92K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.52K+ 5.0% |
$610K - $668K
|
74K
$14.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
3.48K+ 45.84% |
$603K - $660K
|
11.1K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.43K+ 13.61% |
$595K - $651K
|
28.6K
$5.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.31K+ 17.86% |
$573K - $627K
|
21.8K
$4.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
3.24KNew |
$562K - $615K
|
3.24K
$627K
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
3.24K+ 21.14% |
$561K - $615K
|
18.6K
$3.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.22K+ 4.02% |
$558K - $611K
|
83.3K
$16.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.17K+ 0.61% |
$550K - $602K
|
525K
$102M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.16K+ 57.24% |
$547K - $599K
|
8.67K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.07K+ 20.83% |
$533K - $583K
|
17.8K
$3.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
3.04KNew |
$528K - $578K
|
3.04K
$589K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.95K+ 1.34% |
$512K - $560K
|
224K
$43.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.77K+ 6.8% |
$480K - $526K
|
43.5K
$8.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
2.77K+ 10.31% |
$480K - $525K
|
29.6K
$5.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
2.67KNew |
$462K - $506K
|
2.67K
$516K
|
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
2.59KNew |
$449K - $491K
|
2.59K
$501K
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
2.59K+ 11.3% |
$448K - $491K
|
25.5K
$4.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.58K+ 6.76% |
$448K - $490K
|
40.8K
$7.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
2.41K+ 22.72% |
$418K - $458K
|
13K
$2.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
2.34K+ 20.24% |
$406K - $445K
|
13.9K
$2.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.33K+ 65.33% |
$404K - $442K
|
5.9K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.33K+ 32.59% |
$403K - $441K
|
9.46K
$1.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
2.29KNew |
$397K - $435K
|
2.29K
$443K
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.25K+ 21.81% |
$390K - $427K
|
12.6K
$2.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
2.17KNew |
$376K - $412K
|
2.17K
$420K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.14K+ 16.58% |
$372K - $407K
|
15.1K
$2.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Independent Family Office, LLC
|
BUY
|
- |
2.12K+ 2.65% |
$367K - $402K
|
82K
$15.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.03K+ 7.96% |
$352K - $385K
|
27.5K
$5.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
1.96KNew |
$340K - $373K
|
1.96K
$380K
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
1.95KNew |
$338K - $370K
|
1.95K
$378K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.94K+ 9.13% |
$337K - $369K
|
23.2K
$4.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.94K+ 0.89% |
$336K - $368K
|
220K
$42.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.87KNew |
$325K - $355K
|
1.87K
$363K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
1.85KNew |
$321K - $352K
|
1.85K
$358K
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
1.81K+ 1.8% |
$313K - $343K
|
102K
$19.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
1.79K+ 0.59% |
$311K - $341K
|
308K
$59.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.78K+ 4.87% |
$308K - $337K
|
38.2K
$7.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.77K+ 6.85% |
$306K - $335K
|
27.6K
$5.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.76K+ 80.4% |
$306K - $335K
|
3.96K
$766K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.76K+ 12.96% |
$305K - $334K
|
15.3K
$2.97M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.72K+ 26.74% |
$298K - $326K
|
8.14K
$1.58M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
1.61K+ 77.97% |
$279K - $305K
|
3.67K
$710K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.6KNew |
$277K - $303K
|
1.6K
$309K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
1.56K+ 76.11% |
$271K - $297K
|
3.62K
$700K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.55K+ 1.92% |
$269K - $295K
|
82.5K
$16M
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.55KNew |
$269K - $294K
|
1.55K
$300K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.54K+ 7.06% |
$267K - $292K
|
23.4K
$4.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
1.54KNew |
$266K - $292K
|
1.54K
$297K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.52KNew |
$263K - $288K
|
1.52K
$294K
|