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, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
44New |
$6.39K - $7.11K
|
44
$9.01K
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
34New |
$4.94K - $5.49K
|
34
$6.96K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
10+ 0.53% |
$1.45K - $1.62K
|
1.89K
$387K
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
6+ 0.3% |
$871 - $969
|
2.03K
$416K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1+ 7.69% |
$145 - $162
|
14
$2.87K
|
|
| Q4 2022 | |||||||
|
Jan 12, 2023
Q4 2022
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
82K+ 249.6% |
$11.2M - $13M
|
115K
$23.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
50.6KNew |
$6.92M - $8.04M
|
50.6K
$10.4M
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
38.1KNew |
$5.22M - $6.06M
|
38.1K
$7.81M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
38.1KNew |
$5.22M - $6.06M
|
38.1K
$7.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
33.6K+ 265.61% |
$4.6M - $5.35M
|
46.3K
$9.48M
|
|
|
Jan 31, 2023
Q4 2022
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
29.5KNew |
$4.03M - $4.68M
|
29.5K
$6.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
28KNew |
$3.83M - $4.45M
|
28K
$5.73M
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
18.7KNew |
$2.56M - $2.98M
|
18.7K
$3.83M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
13.3K+ 550.33% |
$1.82M - $2.11M
|
15.7K
$3.22M
|
|
|
Feb 07, 2023
Q4 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
12.6KNew |
$1.73M - $2.01M
|
12.6K
$2.58M
|
|
|
Feb 07, 2023
Q4 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
10.9K+ 165.72% |
$1.49M - $1.73M
|
17.4K
$3.57M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
7.62KNew |
$1.04M - $1.21M
|
7.62K
$1.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
6.76K+ 55.71% |
$925K - $1.07M
|
18.9K
$3.87M
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
6.02KNew |
$823K - $957K
|
6.02K
$1.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
3.47KNew |
$474K - $551K
|
3.47K
$710K
|
|
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
3.25KNew |
$445K - $517K
|
3.25K
$666K
|
|
|
Jan 30, 2023
Q4 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
2.51KNew |
$343K - $399K
|
2.51K
$514K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.39KNew |
$327K - $380K
|
2.39K
$490K
|
|
|
Feb 06, 2023
Q4 2022
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
2.27KNew |
$310K - $361K
|
2.27K
$464K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
2.07KNew |
$284K - $330K
|
2.07K
$425K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.88KNew |
$257K - $299K
|
1.88K
$385K
|
|
|
Jan 23, 2023
Q4 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
1.83KNew |
$251K - $291K
|
1.83K
$375K
|
|
|
Feb 02, 2023
Q4 2022
|
Davidson Investment Advisors
|
BUY
|
- |
1.79KNew |
$244K - $284K
|
1.79K
$366K
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
1.67KNew |
$229K - $266K
|
1.67K
$342K
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.65KNew |
$225K - $262K
|
1.65K
$337K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
PUT |
1.6KNew |
$219K - $254K
|
1.6K
$328K
|
|
|
Jan 17, 2023
Q4 2022
|
Lathrop Investment Management Corp
|
BUY
|
- |
1.47KNew |
$201K - $233K
|
1.47K
$301K
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
1.44KNew |
$196K - $228K
|
1.44K
$294K
|
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
1.42KNew |
$194K - $226K
|
1.42K
$291K
|
|
|
Feb 13, 2023
Q4 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
1.42KNew |
$194K - $225K
|
1.42K
$290K
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.4KNew |
$192K - $223K
|
1.4K
$287K
|
|
|
Feb 10, 2023
Q4 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.4KNew |
$191K - $222K
|
1.4K
$287K
|
|
|
Feb 14, 2023
Q4 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1.4KNew |
$191K - $222K
|
1.4K
$286K
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
BUY
|
- |
1.38KNew |
$188K - $219K
|
1.38K
$282K
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
1.37KNew |
$187K - $218K
|
1.37K
$281K
|
|
|
Feb 13, 2023
Q4 2022
|
Rex Capital Advisors, LLC
Providence, RI |
BUY
|
- |
1.35KNew |
$184K - $214K
|
1.35K
$275K
|
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1.34KNew |
$183K - $212K
|
1.34K
$273K
|
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
1.23KNew |
$169K - $196K
|
1.23K
$253K
|
|
|
Jan 26, 2023
Q4 2022
|
Nkcfo LLC
|
BUY
|
- |
1.15KNew |
$157K - $183K
|
1.15K
$236K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.03K+ 100.0% |
$140K - $163K
|
2.05K
$420K
|
|
|
Jan 19, 2023
Q4 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
1K+ 56.82% |
$137K - $159K
|
2.76K
$565K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
929New |
$127K - $148K
|
929
$190K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
450+ 25.41% |
$61.6K - $71.5K
|
2.22K
$455K
|
|
|
Jan 10, 2023
Q4 2022
|
Vigilare Wealth Management
|
BUY
|
- |
378+ 21.38% |
$51.7K - $60.1K
|
2.15K
$439K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
296New |
$40.5K - $47.1K
|
296
$60.6K
|
|