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 |
|---|---|---|---|---|---|---|---|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
390New |
$56K - $64.6K
|
390
$79.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
286New |
$41.1K - $47.4K
|
286
$58.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
BUY
|
PUT |
250New |
$35.9K - $41.4K
|
250
$51.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
180New |
$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
|
- |
100New |
$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
|
- |
71New |
$10.2K - $11.8K
|
71
$14.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
65New |
$9.34K - $10.8K
|
65
$13.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
49New |
$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
|
- |
26New |
$3.74K - $4.31K
|
26
$5.32K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
16New |
$2.3K - $2.65K
|
16
$3.28K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
14New |
$2.01K - $2.32K
|
14
$2.87K
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
2+ 0.18% |
$287 - $331
|
1.12K
$229K
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 2.04% |
$144 - $166
|
50
$10.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 2.44% |
$144 - $166
|
42
$8.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 1.79% |
$144 - $166
|
57
$11.7K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
19.2KNew |
$2.92M - $3.14M
|
19.2K
$3.94M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
15.3K+ 159.21% |
$2.33M - $2.51M
|
25K
$5.11M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
15.1KNew |
$2.29M - $2.47M
|
15.1K
$3.09M
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
BUY
|
- |
11.2K+ 17.18% |
$1.69M - $1.83M
|
76.1K
$15.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
11.1KNew |
$1.69M - $1.82M
|
11.1K
$2.28M
|
|
|
Nov 03, 2023
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
3.18KNew |
$483K - $520K
|
3.18K
$651K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.92KNew |
$444K - $478K
|
2.92K
$599K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2.8KNew |
$425K - $458K
|
2.8K
$573K
|
|
|
Nov 16, 2023
Q3 2023
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
1.87KNew |
$283K - $305K
|
1.87K
$382K
|
|
|
Oct 13, 2023
Q3 2023
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
1.69KNew |
$257K - $277K
|
1.69K
$347K
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
1.63KNew |
$247K - $267K
|
1.63K
$334K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.43KNew |
$217K - $234K
|
1.43K
$293K
|
|
|
Oct 25, 2023
Q3 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
1.36KNew |
$207K - $223K
|
1.36K
$279K
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
1.2K+ 50.36% |
$182K - $197K
|
3.59K
$735K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
BUY
|
- |
998+ 232.09% |
$151K - $163K
|
1.43K
$292K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
870+ 654.14% |
$132K - $142K
|
1K
$205K
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
666New |
$101K - $109K
|
666
$136K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
344New |
$52.2K - $56.3K
|
344
$70.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
340New |
$51.6K - $55.6K
|
340
$69.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Clarity Financial LLC
|
BUY
|
- |
293+ 15.29% |
$44.5K - $47.9K
|
2.21K
$452K
|
|
|
Nov 08, 2023
Q3 2023
|
Appleton Group, LLC
|
BUY
|
- |
264+ 4.3% |
$40.1K - $43.2K
|
6.41K
$1.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
253New |
$38.4K - $41.4K
|
253
$51.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
237New |
$36K - $38.8K
|
237
$48.5K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
190New |
$28.8K - $31.1K
|
190
$38.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
185+ 13.6% |
$28.1K - $30.3K
|
1.55K
$316K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
177+ 55.49% |
$26.9K - $29K
|
496
$102K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
151+ 0.39% |
$22.9K - $24.7K
|
39.1K
$8M
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
126New |
$19.1K - $20.6K
|
126
$25.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
122New |
$18.5K - $20K
|
122
$25K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
92New |
$14K - $15K
|
92
$18.8K
|
|