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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
411+ 5.39% |
$66.5K - $73.6K
|
8.04K
$1.51M
|
|
|
May 09, 2024
Q1 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
355+ 23.14% |
$57.5K - $63.6K
|
1.89K
$354K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
350+ 16.28% |
$56.6K - $62.7K
|
2.5K
$468K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
261+ 16.2% |
$42.2K - $46.7K
|
1.87K
$350K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
218+ 244.94% |
$35.3K - $39K
|
307
$57.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
214+ 121.59% |
$34.6K - $38.3K
|
390
$73K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
185New |
$29.9K - $33.1K
|
185
$34.6K
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
182+ 0.55% |
$29.5K - $32.6K
|
33.3K
$6.23M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
154+ 5.3% |
$24.9K - $27.6K
|
3.06K
$572K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
106New |
$17.2K - $19K
|
106
$19.8K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
89New |
$14.4K - $15.9K
|
89
$16.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
89New |
$14.4K - $15.9K
|
89
$16.7K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
88+ 0.81% |
$14.2K - $15.8K
|
10.9K
$2.04M
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
73New |
$11.8K - $13.1K
|
73
$13.7K
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
51+ 0.72% |
$8.25K - $9.13K
|
7.1K
$1.33M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
44+ 0.04% |
$7.12K - $7.88K
|
114K
$21.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
41+ 1.03% |
$6.64K - $7.34K
|
4.04K
$756K
|
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
20New |
$3.24K - $3.58K
|
20
$3.74K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.32% |
$971 - $1.07K
|
1.86K
$348K
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
5+ 0.36% |
$809 - $896
|
1.41K
$264K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
57.3K+ 18.65% |
$8.24M - $9.5M
|
365K
$68.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
29.9K+ 38.55% |
$4.3M - $4.96M
|
108K
$20.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
27.6KNew |
$3.96M - $4.57M
|
27.6K
$5.16M
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
14.3KNew |
$2.05M - $2.37M
|
14.3K
$2.67M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
12K+ 6.65% |
$1.73M - $1.99M
|
193K
$36.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
11.3KNew |
$1.63M - $1.88M
|
11.3K
$2.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
11KNew |
$1.58M - $1.82M
|
11K
$2.06M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
8.03KNew |
$1.15M - $1.33M
|
8.03K
$1.5M
|
|
|
Jan 30, 2024
Q4 2023
|
St. James Investment Company, LLC
|
BUY
|
- |
7.19KNew |
$1.03M - $1.19M
|
7.19K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
5.69KNew |
$817K - $943K
|
5.69K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
BUY
|
- |
5.14KNew |
$739K - $852K
|
5.14K
$963K
|
|
|
Mar 20, 2024
Q4 2023
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
4.3KNew |
$618K - $713K
|
4.3K
$805K
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
3.84KNew |
$552K - $637K
|
3.84K
$719K
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
3.8KNew |
$545K - $629K
|
3.8K
$710K
|
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
3.78KNew |
$543K - $626K
|
3.78K
$707K
|
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
3.26KNew |
$469K - $541K
|
3.26K
$610K
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
3.07KNew |
$441K - $509K
|
3.07K
$575K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.96KNew |
$425K - $490K
|
2.96K
$553K
|
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
BUY
|
- |
2.9KNew |
$417K - $481K
|
2.9K
$543K
|
|
|
Jan 12, 2024
Q4 2023
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
2.8K+ 27.42% |
$402K - $464K
|
13K
$2.43M
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
1.93KNew |
$277K - $319K
|
1.93K
$360K
|
|
|
Feb 01, 2024
Q4 2023
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
1.91KNew |
$274K - $316K
|
1.91K
$357K
|
|
|
Jan 25, 2024
Q4 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
1.76KNew |
$253K - $292K
|
1.76K
$330K
|
|
|
Apr 24, 2024
Q4 2023
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.75KNew |
$251K - $289K
|
1.75K
$327K
|
|
|
Feb 13, 2024
Q4 2023
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
1.73KNew |
$248K - $286K
|
1.73K
$323K
|
|
|
Feb 05, 2024
Q4 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
1.72KNew |
$248K - $286K
|
1.72K
$322K
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
1.64KNew |
$235K - $271K
|
1.64K
$306K
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1.59KNew |
$229K - $264K
|
1.59K
$298K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
1.48KNew |
$212K - $245K
|
1.48K
$276K
|
|