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 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
10.7KNew |
$1.96M - $2.14M
|
10.7K
$2M
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
10.7KNew |
$1.96M - $2.14M
|
10.7K
$2M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
10.7KNew |
$1.95M - $2.13M
|
10.7K
$1.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
10.5K+ 234.17% |
$1.92M - $2.1M
|
15K
$2.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
10.5KNew |
$1.92M - $2.1M
|
10.5K
$1.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
10.5KNew |
$1.92M - $2.09M
|
10.5K
$1.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
10.4K+ 15.11% |
$1.9M - $2.07M
|
79.1K
$14.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
10.3K+ 112.79% |
$1.89M - $2.06M
|
19.4K
$3.64M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
9.93K+ 479.25% |
$1.82M - $1.98M
|
12K
$2.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
9.85KNew |
$1.8M - $1.97M
|
9.85K
$1.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
9.83KNew |
$1.8M - $1.96M
|
9.83K
$1.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
9.8KNew |
$1.8M - $1.96M
|
9.8K
$1.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
9.62K+ 168.91% |
$1.76M - $1.92M
|
15.3K
$2.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
9.56K+ 13.94% |
$1.75M - $1.91M
|
78.1K
$14.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
9.44K+ 37.96% |
$1.73M - $1.89M
|
34.3K
$6.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
9.44KNew |
$1.73M - $1.89M
|
9.44K
$1.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
9.06K+ 8.05% |
$1.66M - $1.81M
|
122K
$22.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
9.05KNew |
$1.66M - $1.81M
|
9.05K
$1.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
9.02K+ 73.21% |
$1.65M - $1.8M
|
21.4K
$4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
9.01KNew |
$1.65M - $1.8M
|
9.01K
$1.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
8.95K+ 124.97% |
$1.64M - $1.79M
|
16.1K
$3.02M
|
|
|
Mar 07, 2025
Q4 2024
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
8.94KNew |
$1.64M - $1.79M
|
8.94K
$1.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
8.89K+ 236.11% |
$1.63M - $1.78M
|
12.7K
$2.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
8.83KNew |
$1.62M - $1.76M
|
8.83K
$1.65M
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
8.56KNew |
$1.57M - $1.71M
|
8.56K
$1.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
8.54K+ 25.59% |
$1.56M - $1.71M
|
41.9K
$7.84M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
8.5KNew |
$1.56M - $1.7M
|
8.5K
$1.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
8.33K+ 14.98% |
$1.53M - $1.66M
|
63.9K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
8.25KNew |
$1.51M - $1.65M
|
8.25K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.12K+ 18.73% |
$1.49M - $1.62M
|
51.5K
$9.64M
|
|
|
Feb 12, 2025
Q4 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
8.06KNew |
$1.48M - $1.61M
|
8.06K
$1.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
7.91K+ 16.35% |
$1.45M - $1.58M
|
56.3K
$10.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
7.84K+ 2.26% |
$1.44M - $1.57M
|
354K
$66.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.8K+ 3.76% |
$1.43M - $1.56M
|
215K
$40.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
7.66KNew |
$1.4M - $1.53M
|
7.66K
$1.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
7.56K+ 175.18% |
$1.39M - $1.51M
|
11.9K
$2.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.46K+ 23.76% |
$1.37M - $1.49M
|
38.8K
$7.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.31K+ 15.27% |
$1.34M - $1.46M
|
55.2K
$10.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.29K+ 25.09% |
$1.34M - $1.46M
|
36.3K
$6.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Covenant Partners, LLC
|
BUY
|
- |
7.28K+ 4.97% |
$1.33M - $1.45M
|
154K
$28.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Smead Capital Management, Inc.
Phoenix, AZ |
BUY
|
- |
7.25KNew |
$1.33M - $1.45M
|
7.25K
$1.36M
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
7.22KNew |
$1.32M - $1.44M
|
7.22K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.16K+ 1.36% |
$1.31M - $1.43M
|
532K
$99.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.13K+ 1.93% |
$1.31M - $1.43M
|
377K
$70.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
7.1KNew |
$1.3M - $1.42M
|
7.1K
$1.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.99K+ 23.18% |
$1.28M - $1.4M
|
37.1K
$6.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
6.82K+ 139.92% |
$1.25M - $1.36M
|
11.7K
$2.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
6.74KNew |
$1.23M - $1.35M
|
6.74K
$1.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
6.71K+ 46.73% |
$1.23M - $1.34M
|
21.1K
$3.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.6K+ 7.72% |
$1.21M - $1.32M
|
92.1K
$17.2M
|