Latest Institutional Purchases of Ishares Russell 1000 Val ETF (IWD)

IWD Quotes by TradingView

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
Jul 08, 2024 Q2 2024
Beach Investment Counsel Inc/Pa

West Conshohocken, PA
BUY
 -
1K
New
$169K - $179K
1K $205K
Jul 09, 2024 Q2 2024
Lynx Investment Advisory

Washington, Dc, DC
BUY
 -
585
New
$99.1K - $105K
585 $120K
Aug 09, 2024 Q2 2024
Great Lakes Retirement, Inc.

Sandusky, OH
BUY
 -
496
New
$84K - $88.8K
496 $102K
Aug 07, 2024 Q2 2024
Mitchell Sinkler & Starr

BUY
 -
430
New
$72.8K - $77K
430 $88.1K
Jul 18, 2024 Q2 2024
Gradient Investments LLC

BUY
 -
393
+ 48.28%
$66.6K - $70.4K
1.21K $247K
Aug 06, 2024 Q2 2024
Isthmus Partners, LLC

Madison, WI
BUY
 -
259
New
$43.9K - $46.4K
259 $53K
Jul 24, 2024 Q2 2024
Family Firm, Inc.

BUY
 -
213
New
$36.1K - $38.1K
213 $43.6K
Aug 12, 2024 Q2 2024
Camelot Portfolios, LLC

BUY
 -
197
New
$33.4K - $35.3K
197 $40.3K
Jul 25, 2024 Q2 2024
Peoples Financial Services Corp.

BUY
 -
185
New
$31.3K - $33.1K
185 $37.9K
Aug 13, 2024 Q2 2024
Stuart Chaussee & Associates, Inc.

BUY
 -
117
New
$19.8K - $20.9K
117 $24K
Aug 13, 2024 Q2 2024
Creekmur Asset Management LLC

Morton, IL
BUY
 -
48
New
$8.13K - $8.59K
48 $9.83K
Jul 25, 2025 Q2 2024
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
44
+ 0.95%
$7.45K - $7.88K
4.68K $958K
Jul 29, 2024 Q2 2024
Ridgewood Investments LLC

BUY
 -
41
New
$6.95K - $7.34K
41 $8.4K
Jul 22, 2024 Q2 2024
Cardinal Strategic Wealth Guidance

BUY
 -
41
New
$6.95K - $7.34K
41 $8.4K
Jul 05, 2024 Q2 2024
Institutional & Family Asset Management, LLC

BUY
 -
14
+ 28.57%
$2.37K - $2.51K
63 $12.9K
Aug 01, 2024 Q2 2024
Private Wealth Strategies, L.L.C.

BUY
 -
5
+ 0.24%
$847 - $895
2.12K $435K
Q1 2024
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
73.7K
+ 26.73%
$11.9M - $13.2M
349K $71.5M
May 06, 2024 Q1 2024
Portfolio Strategies, Inc.

BUY
 -
29.7K
New
$4.8M - $5.32M
29.7K $6.08M
May 15, 2024 Q1 2024
Wexford Capital LP

Greenwich, CT
BUY
 -
28K
New
$4.53M - $5.02M
28K $5.74M
May 03, 2024 Q1 2024
Petix & Botte CO

BUY
 -
22.1K
New
$3.57M - $3.95M
22.1K $4.52M
May 10, 2024 Q1 2024
Rockport Wealth LLC

Fairview Park, OH
BUY
 -
15.6K
New
$2.52M - $2.79M
15.6K $3.19M
Apr 30, 2024 Q1 2024
Hartline Investment Corp

Winnetka, IL
BUY
 -
6.38K
New
$1.03M - $1.14M
6.38K $1.31M
May 15, 2024 Q1 2024
Sky View Investment Advisors, LLC

Shrewsbury, NJ
BUY
 -
5.98K
New
$967K - $1.07M
5.98K $1.22M
Aug 09, 2024 Q1 2024
Grey Street Capital, LLC

Chicago, IL
BUY
 -
5.31K
+ 277.67%
$859K - $951K
7.22K $1.48M
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
4.67K
+ 1.0%
$756K - $836K
470K $96.2M
May 15, 2024 Q1 2024
Hanover Advisors Inc

Seneca, SC
BUY
 -
3.6K
New
$583K - $646K
3.6K $738K
Apr 19, 2024 Q1 2024
Cutler Group LP

BUY
 -
3K
+ 1500.0%
$486K - $537K
3.2K $655K
May 08, 2024 Q1 2024
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
2.35K
New
$381K - $421K
2.35K $482K
Apr 22, 2024 Q1 2024
Gray Private Wealth, LLC

Canton, MA
BUY
 -
1.97K
New
$319K - $353K
1.97K $403K
May 15, 2024 Q1 2024
Engineers Gate Manager LP

New York, NY
BUY
 -
1.9K
New
$308K - $341K
1.9K $390K
May 03, 2024 Q1 2024
Coulter & Justus Financial Services, LLC

BUY
 -
1.87K
New
$302K - $335K
1.87K $383K
Apr 22, 2024 Q1 2024
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
1.82K
New
$295K - $326K
1.82K $373K
May 10, 2024 Q1 2024
Imprint Wealth LLC

Mount Pleasant, SC
BUY
 -
1.78K
New
$288K - $318K
1.78K $364K
May 06, 2024 Q1 2024
Concord Investment Counsel Inc.

Irvine, CA
BUY
 -
1.62K
New
$262K - $290K
1.62K $332K
May 06, 2024 Q1 2024
Lpf Advisors LLC

Sarasota, FL
BUY
 -
1.26K
New
$204K - $226K
1.26K $259K
May 03, 2024 Q1 2024
Dopkins Wealth Management, LLC

BUY
 -
1.24K
New
$201K - $223K
1.24K $255K
May 06, 2024 Q1 2024
Barnes Pettey Financial Advisors, LLC

BUY
 -
1.22K
New
$198K - $219K
1.22K $250K
May 10, 2024 Q1 2024
Van Leeuwen & Company, LLC

Princeton, NJ
BUY
 -
1.19K
New
$193K - $213K
1.19K $244K
May 03, 2024 Q1 2024
Commonwealth Retirement Investments LLC

Richmond, VA
BUY
 -
1.17K
New
$189K - $209K
1.17K $239K
Apr 10, 2024 Q1 2024
Enterprise Bank & Trust CO

BUY
 -
1.16K
New
$188K - $208K
1.16K $238K
Apr 01, 2024 Q1 2024
First Financial Bank Trust Division

Hamilton, OH
BUY
 -
1.15K
New
$186K - $205K
1.15K $235K
May 01, 2024 Q1 2024
Lincoln National Corp

BUY
 -
1.08K
+ 1.06%
$175K - $194K
103K $21.1M
Apr 10, 2024 Q1 2024
Bromfield Sneider Wealth Advisors

BUY
 -
572
+ 29.5%
$92.6K - $102K
2.51K $514K
Apr 09, 2024 Q1 2024
Farmers Trust CO

BUY
 -
510
+ 20.73%
$82.5K - $91.3K
2.97K $608K
May 15, 2024 Q1 2024
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
411
+ 5.39%
$66.5K - $73.6K
8.04K $1.65M
May 09, 2024 Q1 2024
Poehling Capital Management, Inc.

Madison, WI
BUY
 -
355
+ 23.14%
$57.5K - $63.6K
1.89K $387K
Apr 12, 2024 Q1 2024
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
218
+ 244.94%
$35.3K - $39K
307 $62.9K
May 08, 2024 Q1 2024
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
154
+ 5.3%
$24.9K - $27.6K
3.06K $626K
May 15, 2024 Q1 2024
Pom Investment Strategies, LLC

Raleigh, NC
BUY
 -
106
New
$17.2K - $19K
106 $21.7K

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