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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
950+ 4.07% |
$165K - $180K
|
24.3K
$4.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
888+ 31.5% |
$154K - $169K
|
3.71K
$718K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
860+ 6.73% |
$149K - $163K
|
13.6K
$2.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
844+ 29.72% |
$146K - $160K
|
3.68K
$713K
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
805+ 1.43% |
$140K - $153K
|
57.2K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
796+ 16.52% |
$138K - $151K
|
5.61K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
762+ 14.64% |
$132K - $145K
|
5.97K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
728+ 13.03% |
$126K - $138K
|
6.32K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
660+ 1100.0% |
$114K - $125K
|
720
$139K
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
657+ 0.18% |
$114K - $125K
|
358K
$69.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
600+ 24.0% |
$104K - $114K
|
3.1K
$600K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
584+ 11.08% |
$101K - $111K
|
5.85K
$1.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
564+ 46.19% |
$97.8K - $107K
|
1.79K
$346K
|
|
|
Nov 14, 2024
Q3 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
561+ 2.0% |
$97.3K - $106K
|
28.6K
$5.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
558New |
$96.7K - $106K
|
558
$108K
|
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
487+ 1.45% |
$84.4K - $92.4K
|
34K
$6.58M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
484New |
$83.9K - $91.9K
|
484
$93.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
482+ 10.98% |
$83.6K - $91.5K
|
4.87K
$943K
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
479New |
$83K - $90.9K
|
479
$92.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
460+ 109.79% |
$79.7K - $87.3K
|
879
$170K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
455+ 5.25% |
$78.9K - $86.4K
|
9.12K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
422New |
$73.2K - $80.1K
|
422
$81.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
419+ 20.46% |
$72.6K - $79.5K
|
2.47K
$478K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
400New |
$69.3K - $75.9K
|
400
$77.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
385+ 15.44% |
$66.7K - $73.1K
|
2.88K
$557K
|
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
374+ 31.72% |
$64.8K - $71K
|
1.55K
$301K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
364+ 9.55% |
$63.1K - $69.1K
|
4.18K
$809K
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
BUY
|
- |
350+ 4.12% |
$60.7K - $66.4K
|
8.85K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
345+ 1.91% |
$59.8K - $65.5K
|
18.4K
$3.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
334+ 3.28% |
$57.9K - $63.4K
|
10.5K
$2.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
312+ 15.21% |
$54.1K - $59.2K
|
2.36K
$457K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
311+ 18.02% |
$53.9K - $59K
|
2.04K
$394K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
301+ 16.46% |
$52.2K - $57.1K
|
2.13K
$412K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
300+ 8.4% |
$52K - $56.9K
|
3.87K
$749K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
300New |
$52K - $56.9K
|
300
$58.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
298New |
$51.7K - $56.6K
|
298
$57.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
289+ 0.36% |
$50.1K - $54.9K
|
80K
$15.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
286+ 43.73% |
$49.6K - $54.3K
|
940
$182K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
286New |
$49.6K - $54.3K
|
286
$55.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
268New |
$46.5K - $50.9K
|
268
$51.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
257+ 12.14% |
$44.6K - $48.8K
|
2.37K
$460K
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
242+ 11.03% |
$42K - $45.9K
|
2.44K
$472K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
237+ 18.68% |
$41.1K - $45K
|
1.51K
$292K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
235+ 1.99% |
$40.7K - $44.6K
|
12.1K
$2.33M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
234New |
$40.6K - $44.4K
|
234
$45.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
203+ 7.83% |
$35.2K - $38.5K
|
2.8K
$541K
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
200+ 6.22% |
$34.7K - $38K
|
3.41K
$661K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
193+ 536.11% |
$33.5K - $36.6K
|
229
$44.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
173+ 3.42% |
$30K - $32.8K
|
5.23K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
171+ 2.06% |
$29.6K - $32.5K
|
8.45K
$1.64M
|