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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
55New |
$10.1K - $10.8K
|
55
$11.3K
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
48+ 29.63% |
$8.78K - $9.42K
|
210
$43K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
48+ 1.54% |
$8.78K - $9.42K
|
3.16K
$647K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
40+ 42.11% |
$7.31K - $7.85K
|
135
$27.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
32New |
$5.85K - $6.28K
|
32
$6.55K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
28+ 1.63% |
$5.12K - $5.49K
|
1.74K
$357K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
24+ 39.34% |
$4.39K - $4.71K
|
85
$17.4K
|
|
|
Jan 06, 2026
Q1 2025
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
21New |
$3.84K - $4.12K
|
21
$4.3K
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
19New |
$3.47K - $3.73K
|
19
$3.89K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
13+ 108.33% |
$2.38K - $2.55K
|
25
$5.12K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
7New |
$1.28K - $1.37K
|
7
$1.43K
|
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$183 - $196
|
1
$205
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$183 - $196
|
1
$205
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1+ 0.08% |
$183 - $196
|
1.28K
$262K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
323K+ 144.29% |
$59.2M - $64.6M
|
547K
$112M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
110K+ 1235.08% |
$20.1M - $21.9M
|
118K
$24.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
98.6KNew |
$18.1M - $19.7M
|
98.6K
$20.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Jain Global LLC
New York, NY |
BUY
|
- |
80.8KNew |
$14.8M - $16.1M
|
80.8K
$16.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
60KNew |
$11M - $12M
|
60K
$12.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
52.2KNew |
$9.56M - $10.4M
|
52.2K
$10.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
43.2KNew |
$7.91M - $8.62M
|
43.2K
$8.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
39.9KNew |
$7.31M - $7.97M
|
39.9K
$8.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Dodge & Cox
San Francisco, CA |
BUY
|
- |
17.1KNew |
$3.13M - $3.42M
|
17.1K
$3.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
11.9KNew |
$2.17M - $2.37M
|
11.9K
$2.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
10.7KNew |
$1.96M - $2.14M
|
10.7K
$2.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
10.7KNew |
$1.96M - $2.14M
|
10.7K
$2.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
10.5KNew |
$1.92M - $2.1M
|
10.5K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
9.01KNew |
$1.65M - $1.8M
|
9.01K
$1.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
8.83KNew |
$1.62M - $1.76M
|
8.83K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
8.5KNew |
$1.56M - $1.7M
|
8.5K
$1.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
7.1KNew |
$1.3M - $1.42M
|
7.1K
$1.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Seizert Capital Partners, LLC
|
BUY
|
- |
5.54KNew |
$1.02M - $1.11M
|
5.54K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
5.03KNew |
$921K - $1M
|
5.03K
$1.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
4.97KNew |
$910K - $992K
|
4.97K
$1.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
4.33KNew |
$794K - $866K
|
4.33K
$887K
|
|
|
Aug 27, 2025
Q4 2024
|
Cypress Capital Advisors, LLC
Franklin, TN |
BUY
|
- |
3.98KNew |
$729K - $795K
|
3.98K
$815K
|
|
|
Mar 19, 2025
Q4 2024
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
3.91KNew |
$716K - $780K
|
3.91K
$800K
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.9KNew |
$714K - $779K
|
3.9K
$798K
|
|
|
Feb 13, 2025
Q4 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
3.78KNew |
$692K - $755K
|
3.78K
$774K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
3.42KNew |
$627K - $684K
|
3.42K
$701K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.35KNew |
$614K - $669K
|
3.35K
$686K
|
|
|
Feb 14, 2025
Q4 2024
|
Vulcan Value Partners, LLC
Birmingham, AL |
BUY
|
- |
3.34KNew |
$611K - $666K
|
3.34K
$683K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
3.04KNew |
$557K - $607K
|
3.04K
$623K
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.72KNew |
$499K - $544K
|
2.72K
$557K
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
2.62KNew |
$480K - $523K
|
2.62K
$536K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.55KNew |
$466K - $508K
|
2.55K
$521K
|
|
|
Feb 05, 2025
Q4 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
2.15KNew |
$394K - $430K
|
2.15K
$440K
|
|
|
Apr 17, 2025
Q4 2024
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
2.08KNew |
$381K - $416K
|
2.08K
$426K
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
2.01KNew |
$368K - $402K
|
2.01K
$412K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.96KNew |
$358K - $391K
|
1.96K
$400K
|
|