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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
348New |
$49.1K - $58.6K
|
348
$67.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
214+ 0.29% |
$30.2K - $36K
|
73.2K
$14.2M
|
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
212New |
$29.9K - $35.7K
|
212
$41.2K
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
162+ 736.36% |
$22.8K - $27.3K
|
184
$35.8K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
90+ 3.93% |
$12.7K - $15.2K
|
2.38K
$463K
|
|
|
Aug 11, 2022
Q2 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
89New |
$12.5K - $15K
|
89
$17.3K
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
54New |
$7.61K - $9.09K
|
54
$10.5K
|
|
|
Jul 22, 2022
Q2 2022
|
Granite Investment Partners, LLC
|
BUY
|
- |
29New |
$4.09K - $4.88K
|
29
$5.64K
|
|
|
Jul 19, 2022
Q2 2022
|
Eidelman Virant Capital
|
BUY
|
- |
21+ 0.89% |
$2.96K - $3.54K
|
2.38K
$462K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
8New |
$1.13K - $1.35K
|
8
$1.56K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
4+ 1.05% |
$564 - $674
|
385
$74.9K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
1+ 3.85% |
$141 - $168
|
27
$5.25K
|
|
|
Jul 12, 2022
Q2 2022
|
Country Trust Bank
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
34.9KNew |
$5.48M - $5.94M
|
34.9K
$6.78M
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
4.78KNew |
$752K - $816K
|
4.78K
$930K
|
|
|
Sep 20, 2022
Q1 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
2.23KNew |
$350K - $380K
|
2.23K
$433K
|
|
|
Jun 17, 2024
Q1 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.91KNew |
$300K - $325K
|
1.91K
$371K
|
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
1.32KNew |
$207K - $224K
|
1.32K
$256K
|
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
BUY
|
- |
907+ 1333.82% |
$143K - $155K
|
975
$190K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
642New |
$101K - $109K
|
642
$125K
|
|
|
Apr 14, 2022
Q1 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
579+ 7.52% |
$91K - $98.7K
|
8.28K
$1.61M
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
200New |
$31.4K - $34.1K
|
200
$38.9K
|
|
|
Apr 12, 2022
Q1 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
75New |
$11.8K - $12.8K
|
75
$14.6K
|
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
44+ 3.0% |
$6.91K - $7.5K
|
1.51K
$294K
|
|
|
May 03, 2022
Q1 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
39+ 2.38% |
$6.13K - $6.65K
|
1.68K
$327K
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
CALL |
300KNew |
$47.1M - $50.4M
|
300K
$58.3M
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
14.1KNew |
$2.22M - $2.37M
|
14.1K
$2.75M
|
|
|
Feb 08, 2022
Q4 2021
|
Easterly Investment Partners LLC
|
BUY
|
PUT |
13KNew |
$2.04M - $2.19M
|
13K
$2.53M
|
|
|
Feb 14, 2022
Q4 2021
|
New Legacy Group, LLC
|
BUY
|
- |
10.6KNew |
$1.67M - $1.79M
|
10.6K
$2.07M
|
|
|
Apr 15, 2022
Q4 2021
|
Mayport, LLC
|
BUY
|
- |
7.5KNew |
$1.18M - $1.26M
|
7.5K
$1.46M
|
|
|
Feb 24, 2022
Q4 2021
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
4KNew |
$628K - $672K
|
4K
$778K
|
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
4KNew |
$628K - $672K
|
4K
$778K
|
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
2.28KNew |
$357K - $382K
|
2.28K
$442K
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.86KNew |
$292K - $312K
|
1.86K
$361K
|
|
|
Feb 15, 2022
Q4 2021
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
1.84KNew |
$289K - $310K
|
1.84K
$358K
|
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
1.8KNew |
$283K - $303K
|
1.8K
$350K
|
|
|
Feb 10, 2022
Q4 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1.52KNew |
$239K - $256K
|
1.52K
$296K
|
|
|
Feb 15, 2022
Q4 2021
|
Planning Center, Inc.
|
BUY
|
- |
1.46KNew |
$230K - $246K
|
1.46K
$285K
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.18KNew |
$185K - $198K
|
1.18K
$229K
|
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
585New |
$91.9K - $98.3K
|
585
$114K
|
|
|
Feb 16, 2022
Q4 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
383New |
$60.2K - $64.4K
|
383
$74.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
200New |
$31.4K - $33.6K
|
200
$38.9K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
150New |
$23.6K - $25.2K
|
150
$29.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
116New |
$18.2K - $19.5K
|
116
$22.6K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
36New |
$5.66K - $6.05K
|
36
$7K
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
30New |
$4.71K - $5.04K
|
30
$5.83K
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
22New |
$3.46K - $3.7K
|
22
$4.28K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
17New |
$2.67K - $2.86K
|
17
$3.31K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
46.9KNew |
$7.25M - $7.69M
|
46.9K
$9.12M
|
|
|
Oct 29, 2021
Q3 2021
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
46KNew |
$7.12M - $7.55M
|
46K
$8.95M
|
|