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 10, 2025
Q4 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
74+ 0.52% |
$13.6K - $14.8K
|
14.4K
$2.7M
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
71+ 129.09% |
$13K - $14.2K
|
126
$23.6K
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
70New |
$12.8K - $14K
|
70
$13.1K
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
70+ 2.24% |
$12.8K - $14K
|
3.2K
$599K
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
69+ 2.99% |
$12.6K - $13.8K
|
2.38K
$445K
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
68+ 9.66% |
$12.5K - $13.6K
|
772
$144K
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
67+ 4.55% |
$12.3K - $13.4K
|
1.54K
$288K
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
67New |
$12.3K - $13.4K
|
67
$12.5K
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
66+ 3.01% |
$12.1K - $13.2K
|
2.26K
$422K
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
65+ 1.61% |
$11.9K - $13K
|
4.1K
$768K
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
63+ 1.2% |
$11.5K - $12.6K
|
5.29K
$991K
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
63+ 91.3% |
$11.5K - $12.6K
|
132
$24.7K
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
61New |
$11.2K - $12.2K
|
61
$11.4K
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
57+ 1.31% |
$10.4K - $11.4K
|
4.4K
$824K
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
56New |
$10.3K - $11.2K
|
56
$10.5K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
56+ 0.61% |
$10.3K - $11.2K
|
9.17K
$1.72M
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
55+ 2.37% |
$10.1K - $11K
|
2.38K
$445K
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
55+ 4.71% |
$10.1K - $11K
|
1.22K
$229K
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
53+ 1.43% |
$9.71K - $10.6K
|
3.76K
$704K
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
53+ 1.0% |
$9.71K - $10.6K
|
5.36K
$1M
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
52+ 3.23% |
$9.53K - $10.4K
|
1.66K
$311K
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
51+ 2.77% |
$9.34K - $10.2K
|
1.9K
$355K
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
50+ 0.17% |
$9.16K - $9.99K
|
29.2K
$5.46M
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
50+ 2.17% |
$9.16K - $9.99K
|
2.36K
$441K
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
48+ 0.8% |
$8.8K - $9.59K
|
6.02K
$1.13M
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
46+ 0.6% |
$8.43K - $9.19K
|
7.7K
$1.44M
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
46+ 2.21% |
$8.43K - $9.19K
|
2.12K
$397K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
45New |
$8.25K - $8.99K
|
45
$8.42K
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
44+ 0.33% |
$8.06K - $8.79K
|
13.4K
$2.5M
|
|
Feb 12, 2025
Q4 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
44+ 0.22% |
$8.06K - $8.79K
|
20.4K
$3.82M
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
44+ 1.05% |
$8.06K - $8.79K
|
4.25K
$796K
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
44+ 0.23% |
$8.06K - $8.79K
|
19.5K
$3.65M
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
43+ 1.54% |
$7.88K - $8.59K
|
2.83K
$529K
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
42New |
$7.7K - $8.39K
|
42
$7.86K
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
42+ 0.02% |
$7.7K - $8.39K
|
209K
$39M
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
42New |
$7.7K - $8.39K
|
42
$7.86K
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
41+ 0.65% |
$7.51K - $8.19K
|
6.36K
$1.19M
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
41+ 2.29% |
$7.51K - $8.19K
|
1.83K
$343K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
41+ 6.28% |
$7.51K - $8.19K
|
694
$130K
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
41+ 0.25% |
$7.51K - $8.19K
|
16.7K
$3.12M
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
41+ 0.75% |
$7.51K - $8.19K
|
5.49K
$1.03M
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
39New |
$7.15K - $7.79K
|
39
$7.3K
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
39+ 0.51% |
$7.15K - $7.79K
|
7.69K
$1.44M
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
38New |
$6.96K - $7.59K
|
38
$7.11K
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
38+ 1.59% |
$6.96K - $7.59K
|
2.43K
$454K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
37New |
$6.78K - $7.39K
|
37
$6.92K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
37New |
$6.78K - $7.39K
|
37
$6.92K
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
35+ 0.59% |
$6.41K - $6.99K
|
6K
$1.12M
|
|
Jan 29, 2025
Q4 2024
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
35+ 0.87% |
$6.41K - $6.99K
|
4.07K
$762K
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
34New |
$6.23K - $6.79K
|
34
$6.36K
|