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 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
1+ 0.08% |
$173 - $190
|
1.23K
$229K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
173K+ 7.58% |
$29.2M - $30.9M
|
2.45M
$458M
|
|
Aug 05, 2024
Q2 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
17.8KNew |
$3.02M - $3.19M
|
17.8K
$3.33M
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
14.6KNew |
$2.47M - $2.61M
|
14.6K
$2.73M
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
8KNew |
$1.36M - $1.43M
|
8K
$1.5M
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
4.08K+ 6.17% |
$690K - $730K
|
70.2K
$13.1M
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
3.76KNew |
$637K - $673K
|
3.76K
$703K
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
3.26KNew |
$552K - $584K
|
3.26K
$610K
|
|
Aug 09, 2024
Q2 2024
|
Donald Smith & Co., Inc.
New York, NY |
BUY
|
- |
2.8K+ 18.67% |
$474K - $501K
|
17.8K
$3.33M
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.73KNew |
$462K - $489K
|
2.73K
$511K
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
2.15K+ 593.92% |
$364K - $385K
|
2.51K
$470K
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.75KNew |
$296K - $313K
|
1.75K
$327K
|
|
Aug 14, 2024
Q2 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
1.61KNew |
$273K - $288K
|
1.61K
$301K
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.59KNew |
$269K - $284K
|
1.59K
$297K
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
1.56KNew |
$265K - $280K
|
1.56K
$292K
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.49KNew |
$252K - $266K
|
1.49K
$278K
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
1.34K+ 1855.56% |
$226K - $239K
|
1.41K
$264K
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.22KNew |
$206K - $218K
|
1.22K
$228K
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
1.17KNew |
$198K - $209K
|
1.17K
$219K
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.17KNew |
$197K - $209K
|
1.17K
$218K
|
|
Jul 30, 2024
Q2 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
1.1KNew |
$186K - $197K
|
1.1K
$206K
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
1KNew |
$169K - $179K
|
1K
$187K
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
746+ 59.35% |
$126K - $134K
|
2K
$375K
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
745+ 11.3% |
$126K - $133K
|
7.34K
$1.37M
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
585New |
$99.1K - $105K
|
585
$109K
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
538+ 14.08% |
$91.1K - $96.3K
|
4.36K
$816K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
496New |
$84K - $88.8K
|
496
$92.8K
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
430New |
$72.8K - $77K
|
430
$80.5K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
393+ 48.28% |
$66.6K - $70.4K
|
1.21K
$226K
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
349+ 19.71% |
$59.1K - $62.5K
|
2.12K
$397K
|
|
Aug 06, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
259New |
$43.9K - $46.4K
|
259
$48.5K
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
255+ 12.1% |
$43.2K - $45.7K
|
2.36K
$442K
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
232New |
$39.3K - $41.5K
|
232
$43.4K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
213New |
$36.1K - $38.1K
|
213
$39.9K
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
197New |
$33.4K - $35.3K
|
197
$36.9K
|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
185New |
$31.3K - $33.1K
|
185
$34.6K
|
|
Jul 15, 2024
Q2 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
177+ 12.66% |
$30K - $31.7K
|
1.58K
$295K
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
167+ 7.44% |
$28.3K - $29.9K
|
2.41K
$452K
|
|
Aug 13, 2024
Q2 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
117New |
$19.8K - $20.9K
|
117
$21.9K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
106New |
$18K - $19K
|
106
$19.8K
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
100+ 2.6% |
$16.9K - $17.9K
|
3.94K
$737K
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
100+ 6.72% |
$16.9K - $17.9K
|
1.59K
$297K
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
95+ 5.9% |
$16.1K - $17K
|
1.71K
$319K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
65New |
$11K - $11.6K
|
65
$12.2K
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
60+ 31.75% |
$10.2K - $10.7K
|
249
$46.6K
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
48New |
$8.13K - $8.59K
|
48
$8.98K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
41New |
$6.95K - $7.34K
|
41
$7.67K
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
41New |
$6.95K - $7.34K
|
41
$7.67K
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
14+ 28.57% |
$2.37K - $2.51K
|
63
$11.8K
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
13+ 1.32% |
$2.2K - $2.33K
|
998
$187K
|