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 |
---|---|---|---|---|---|---|---|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
144+ 2.08% |
$20.7K - $23.9K
|
7.07K
$1.37M
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
138+ 6.74% |
$19.8K - $22.9K
|
2.19K
$422K
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
100New |
$14.4K - $16.6K
|
100
$19.3K
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
92+ 5.46% |
$13.2K - $15.2K
|
1.78K
$344K
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
85+ 2.74% |
$12.2K - $14.1K
|
3.18K
$615K
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
71New |
$10.2K - $11.8K
|
71
$13.7K
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
65New |
$9.34K - $10.8K
|
65
$12.6K
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
59+ 3.31% |
$8.48K - $9.78K
|
1.84K
$356K
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
51+ 2.71% |
$7.33K - $8.45K
|
1.94K
$374K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
49New |
$7.04K - $8.12K
|
49
$9.47K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
28+ 0.46% |
$4.02K - $4.64K
|
6.12K
$1.18M
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
16New |
$2.3K - $2.65K
|
16
$3.09K
|
|
Jan 24, 2024
Q4 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
16New |
$2.3K - $2.65K
|
16
$3.09K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
14New |
$2.01K - $2.32K
|
14
$2.71K
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
13+ 0.7% |
$1.87K - $2.15K
|
1.87K
$362K
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
8New |
$1.15K - $1.33K
|
8
$1.55K
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
6+ 0.35% |
$862 - $994
|
1.74K
$336K
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
4New |
$575 - $663
|
4
$773
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
2+ 0.18% |
$287 - $331
|
1.12K
$216K
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 2.04% |
$144 - $166
|
50
$9.66K
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 2.44% |
$144 - $166
|
42
$8.12K
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 1.79% |
$144 - $166
|
57
$11K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
37.3K+ 1332.13% |
$5.66M - $6.1M
|
40.1K
$7.74M
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
37.2KNew |
$5.65M - $6.09M
|
37.2K
$7.19M
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
19.2KNew |
$2.92M - $3.14M
|
19.2K
$3.71M
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
15.3K+ 159.21% |
$2.33M - $2.51M
|
25K
$4.82M
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
15.1KNew |
$2.29M - $2.47M
|
15.1K
$2.91M
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
BUY
|
- |
11.2K+ 17.18% |
$1.69M - $1.83M
|
76.1K
$14.7M
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
11.1KNew |
$1.69M - $1.82M
|
11.1K
$2.15M
|
|
Nov 08, 2023
Q3 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
8.87KNew |
$1.35M - $1.45M
|
8.87K
$1.71M
|
|
Nov 03, 2023
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
3.18KNew |
$483K - $520K
|
3.18K
$614K
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.92KNew |
$444K - $478K
|
2.92K
$565K
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2.8KNew |
$425K - $458K
|
2.8K
$541K
|
|
Nov 16, 2023
Q3 2023
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
1.87KNew |
$283K - $305K
|
1.87K
$361K
|
|
Oct 13, 2023
Q3 2023
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
1.69KNew |
$257K - $277K
|
1.69K
$327K
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
1.63KNew |
$247K - $267K
|
1.63K
$315K
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1.46KNew |
$222K - $239K
|
1.46K
$282K
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.43KNew |
$217K - $234K
|
1.43K
$277K
|
|
Nov 09, 2023
Q3 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.4K+ 92.96% |
$212K - $229K
|
2.91K
$561K
|
|
Oct 25, 2023
Q3 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
1.36KNew |
$207K - $223K
|
1.36K
$263K
|
|
Nov 02, 2023
Q3 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1.33KNew |
$202K - $218K
|
1.33K
$258K
|
|
Nov 07, 2023
Q3 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
1.2K+ 50.36% |
$182K - $197K
|
3.59K
$693K
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
BUY
|
- |
998+ 232.09% |
$151K - $163K
|
1.43K
$276K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
870+ 654.14% |
$132K - $142K
|
1K
$194K
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
666New |
$101K - $109K
|
666
$129K
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
344New |
$52.2K - $56.3K
|
344
$66.5K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
340New |
$51.6K - $55.6K
|
340
$65.7K
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
305New |
$46.3K - $49.9K
|
305
$58.9K
|
|
Oct 18, 2023
Q3 2023
|
Clarity Financial LLC
|
BUY
|
- |
293+ 15.29% |
$44.5K - $47.9K
|
2.21K
$427K
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
284New |
$43.1K - $46.5K
|
284
$54.9K
|