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
Jan 29, 2024 Q4 2023
Beverly Hills Private Wealth, LLC

Beverly Hills, CA
BUY
 -
27.6K
New
$3.96M - $4.57M
27.6K $5.65M
Jan 31, 2024 Q4 2023
Ria Advisory Group LLC

Ames, IA
BUY
 -
14.3K
New
$2.05M - $2.37M
14.3K $2.92M
Feb 01, 2024 Q4 2023
Telemus Capital, LLC

BUY
 -
12K
+ 6.65%
$1.73M - $1.99M
193K $39.5M
Feb 12, 2024 Q4 2023
Focus Financial Network Inc /Adv

Minneapolis, MN
BUY
 -
11.3K
New
$1.63M - $1.88M
11.3K $2.32M
Jan 10, 2024 Q4 2023
Hennion & Walsh Asset Management, Inc.

BUY
 -
8.03K
New
$1.15M - $1.33M
8.03K $1.64M
Jan 30, 2024 Q4 2023
St. James Investment Company, LLC

BUY
 -
7.19K
New
$1.03M - $1.19M
7.19K $1.47M
Feb 14, 2024 Q4 2023
Keudell

BUY
 -
5.14K
New
$739K - $852K
5.14K $1.05M
Mar 20, 2024 Q4 2023
Ariston Services Group

San Diego, CA
BUY
 -
4.3K
New
$618K - $713K
4.3K $881K
Jan 11, 2024 Q4 2023
Investment Advisory Services Inc

The Woodlands, TX
BUY
 -
3.84K
New
$552K - $637K
3.84K $787K
Jan 09, 2024 Q4 2023
Defined Wealth Management, LLC

BUY
 -
3.8K
New
$545K - $629K
3.8K $777K
Feb 14, 2024 Q4 2023
Bayesian Capital Management, LP

Brooklyn, NY
BUY
 -
3.26K
New
$469K - $541K
3.26K $668K
Feb 16, 2024 Q4 2023
Childress Capital Advisors, LLC

Houston, TX
BUY
 -
3.07K
New
$441K - $509K
3.07K $629K
Jan 24, 2024 Q4 2023
Nilsine Partners, LLC

Greenwood Village, CO
BUY
 -
2.96K
New
$425K - $490K
2.96K $605K
Feb 14, 2024 Q4 2023
Gfg Capital, LLC

BUY
 -
2.9K
New
$417K - $481K
2.9K $594K
Feb 13, 2024 Q4 2023
First National Bank Of Omaha

Omaha, NE
BUY
 -
1.93K
New
$277K - $319K
1.93K $394K
Feb 01, 2024 Q4 2023
Arbor Wealth Advisors LLC

Troy, MI
BUY
 -
1.91K
New
$274K - $316K
1.91K $391K
Jan 25, 2024 Q4 2023
Altus Wealth Management, LLC

BUY
 -
1.76K
New
$253K - $292K
1.76K $361K
Feb 13, 2024 Q4 2023
Fcg Investment CO

Germantown, TN
BUY
 -
1.73K
New
$248K - $286K
1.73K $353K
Feb 05, 2024 Q4 2023
Monumental Financial Group Inc.

BUY
 -
1.72K
New
$248K - $286K
1.72K $353K
Feb 13, 2024 Q4 2023
Benchmark Investment Advisors LLC

Chicago, IL
BUY
 -
1.48K
New
$212K - $245K
1.48K $302K
Feb 06, 2024 Q4 2023
9258 Wealth Management, LLC

BUY
 -
1.39K
New
$199K - $230K
1.39K $284K
Jan 09, 2024 Q4 2023
Dfpg Investments, LLC

BUY
 -
1.32K
New
$189K - $218K
1.32K $269K
Feb 14, 2024 Q4 2023
Ars Investment Partners, LLC

BUY
 -
1.3K
New
$187K - $215K
1.3K $266K
Jan 12, 2024 Q4 2023
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
BUY
 -
1.3K
New
$186K - $215K
1.3K $266K
Jan 08, 2024 Q4 2023
Traverso Chambers Private Wealth Management, LLC

BUY
 -
1.29K
+ 3.41%
$185K - $214K
39.2K $8.02M
Feb 13, 2024 Q4 2023
Ratio Wealth Group

Denver, CO
BUY
 -
1.29K
New
$185K - $214K
1.29K $264K
Jun 26, 2024 Q4 2023
Old Port Advisors

BUY
 -
1.27K
New
$182K - $210K
1.27K $259K
Feb 05, 2024 Q4 2023
Steele Capital Management, Inc.

Dubuque, IA
BUY
 -
1.25K
New
$179K - $207K
1.25K $255K
Feb 01, 2024 Q4 2023
Eudaimonia Advisors LLC

Winchester, TN
BUY
 -
1.24K
New
$178K - $205K
1.24K $254K
Feb 09, 2024 Q4 2023
Western Pacific Wealth Management, LP

BUY
 -
1.01K
New
$146K - $168K
1.01K $207K
Apr 03, 2024 Q4 2023
Wealth Collab, LLC

Bellevue, WA
BUY
 -
863
New
$124K - $143K
863 $177K
Jan 24, 2024 Q4 2023
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
BUY
 -
789
+ 51.4%
$113K - $131K
2.32K $476K
Jan 29, 2024 Q4 2023
Tennessee Valley Asset Management Partners

BUY
 -
647
New
$93K - $107K
647 $132K
Feb 14, 2024 Q4 2023
Sonora Investment Management Group, LLC

Tucson, AZ
BUY
 -
404
+ 29.64%
$58.1K - $66.9K
1.77K $362K
Feb 29, 2024 Q4 2023
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
390
New
$56K - $64.6K
390 $79.9K
Feb 15, 2024 Q4 2023
Dagco, Inc.

BUY
 -
286
New
$41.1K - $47.4K
286 $58.6K
Feb 12, 2024 Q4 2023
Bank Of Nova Scotia

BUY
 PUT
250
New
$35.9K - $41.4K
250 $51.2K
Feb 07, 2024 Q4 2023
Access Investment Management LLC

Atlanta, GA
BUY
 -
180
New
$25.9K - $29.8K
180 $36.9K
Jan 09, 2024 Q4 2023
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
144
+ 2.08%
$20.7K - $23.9K
7.07K $1.45M
Jan 08, 2024 Q4 2023
Bartlett & Co. LLC

BUY
 -
138
+ 6.74%
$19.8K - $22.9K
2.19K $447K
Jan 17, 2024 Q4 2023
Planned Solutions, Inc.

BUY
 -
100
New
$14.4K - $16.6K
100 $20.5K
Jan 17, 2024 Q4 2023
Columbia Trust CO 01012016

BUY
 -
92
+ 5.46%
$13.2K - $15.2K
1.78K $364K
Feb 09, 2024 Q4 2023
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
85
+ 2.74%
$12.2K - $14.1K
3.18K $652K
Jan 31, 2024 Q4 2023
Criterion Capital Advisors, LLC

Nashville, TN
BUY
 -
71
New
$10.2K - $11.8K
71 $14.5K
Feb 13, 2024 Q4 2023
Vermillion & White Wealth Management Group, LLC

Phoenixville, PA
BUY
 -
65
New
$9.34K - $10.8K
65 $13.3K
Feb 14, 2024 Q4 2023
Long Island Wealth Management, Inc.

Melville, NY
BUY
 -
49
New
$7.04K - $8.12K
49 $10K
Jan 29, 2024 Q4 2023
Baystate Wealth Management LLC

BUY
 -
28
+ 0.46%
$4.02K - $4.64K
6.12K $1.25M
Oct 30, 2025 Q4 2023
Broadwater Capital Management LLC

Boston, MA
BUY
 -
26
New
$3.74K - $4.31K
26 $5.32K
Mar 26, 2024 Q4 2023
Fairman Group, LLC

Chesterbrook, PA
BUY
 -
16
New
$2.3K - $2.65K
16 $3.28K

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