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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
91.6K+ 181.1% |
$16.8M - $18.3M
|
142K
$26.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
86.6K+ 823.39% |
$15.9M - $17.3M
|
97.1K
$17.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Jain Global LLC
New York, NY |
BUY
|
- |
80.8KNew |
$14.8M - $16.1M
|
80.8K
$14.9M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
80.2K+ 8.14% |
$14.7M - $16M
|
1.07M
$197M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
77.6K+ 151.08% |
$14.2M - $15.5M
|
129K
$23.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
75.8K+ 102.45% |
$13.9M - $15.1M
|
150K
$27.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
73.5K+ 702.35% |
$13.5M - $14.7M
|
84K
$15.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
72.2K+ 7.12% |
$13.2M - $14.4M
|
1.09M
$201M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
70.8K+ 889.6% |
$13M - $14.1M
|
78.8K
$14.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
65.4K+ 2.29% |
$12M - $13.1M
|
2.91M
$538M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
63.1K+ 48.33% |
$11.6M - $12.6M
|
194K
$35.8M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
61.9K+ 241.82% |
$11.3M - $12.4M
|
87.5K
$16.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
61.3KNew |
$11.2M - $12.2M
|
61.3K
$11.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
60.9KNew |
$11.2M - $12.2M
|
60.9K
$11.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
60KNew |
$11M - $12M
|
60K
$11.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
56.9KNew |
$10.4M - $11.4M
|
56.9K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
54.3K+ 147.59% |
$9.95M - $10.8M
|
91.1K
$16.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
52.9K+ 1279.58% |
$9.69M - $10.6M
|
57K
$10.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
52.2KNew |
$9.56M - $10.4M
|
52.2K
$9.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
48.5K+ 74.98% |
$8.88M - $9.69M
|
113K
$20.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
46.7KNew |
$8.56M - $9.33M
|
46.7K
$8.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
46.6K+ 28.57% |
$8.55M - $9.32M
|
210K
$38.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
44.2K+ 64.54% |
$8.09M - $8.82M
|
113K
$20.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
43.2KNew |
$7.91M - $8.62M
|
43.2K
$7.97M
|
|
|
Jan 06, 2025
Q4 2024
|
Stairway Partners, LLC
|
BUY
|
- |
42.9K+ 3.59% |
$7.86M - $8.57M
|
1.24M
$228M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
41.2K+ 62.29% |
$7.55M - $8.23M
|
107K
$19.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
40K+ 512.82% |
$7.33M - $7.99M
|
47.8K
$8.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
39.9KNew |
$7.31M - $7.97M
|
39.9K
$7.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
39.8K+ 0.26% |
$7.29M - $7.95M
|
15.3M
$2.82B
|
|
|
Feb 13, 2025
Q4 2024
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
39.5K+ 2078.16% |
$7.23M - $7.89M
|
41.4K
$7.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
39K+ 126.75% |
$7.14M - $7.79M
|
69.7K
$12.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
38.7K+ 35.41% |
$7.09M - $7.73M
|
148K
$27.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
38.5K+ 1359.49% |
$7.05M - $7.68M
|
41.3K
$7.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
37.9KNew |
$6.95M - $7.57M
|
37.9K
$7M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
37.4KNew |
$6.84M - $7.46M
|
37.4K
$6.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
36.9KNew |
$6.76M - $7.37M
|
36.9K
$6.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
34.6K+ 4.19% |
$6.34M - $6.91M
|
860K
$159M
|
|
|
Feb 13, 2025
Q4 2024
|
Lyrical Asset Management LP
New York, NY |
BUY
|
- |
34.6K+ 492.48% |
$6.34M - $6.91M
|
41.6K
$7.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
34.6K+ 9.37% |
$6.34M - $6.91M
|
404K
$74.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
34K+ 346.56% |
$6.24M - $6.8M
|
43.9K
$8.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
33.7K+ 17.21% |
$6.18M - $6.74M
|
230K
$42.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
31.3K+ 201.25% |
$5.73M - $6.25M
|
46.8K
$8.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
31.2K+ 4.71% |
$5.71M - $6.22M
|
692K
$128M
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
31K+ 13.48% |
$5.68M - $6.19M
|
261K
$48.2M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
28.4KNew |
$5.2M - $5.67M
|
28.4K
$5.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
27.5K+ 1.01% |
$5.04M - $5.5M
|
2.75M
$507M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
26.6K+ 170.74% |
$4.87M - $5.31M
|
42.2K
$7.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Bg Investment Services, Inc.
|
BUY
|
- |
26.5K+ 226.13% |
$4.85M - $5.29M
|
38.2K
$7.06M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
26.4K+ 24.16% |
$4.83M - $5.27M
|
135K
$25M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
24.5K+ 59.69% |
$4.5M - $4.9M
|
65.6K
$12.1M
|