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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
272+ 8.98% |
$49.8K - $54.3K
|
3.3K
$639K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
271+ 492.73% |
$49.7K - $54.1K
|
326
$63.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
271+ 0.63% |
$49.7K - $54.1K
|
43.3K
$8.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
270+ 2.5% |
$49.5K - $53.9K
|
11.1K
$2.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
260+ 0.38% |
$47.6K - $51.9K
|
69.6K
$13.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
255+ 0.86% |
$46.7K - $50.9K
|
30.1K
$5.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
251+ 0.72% |
$46K - $50.1K
|
35.3K
$6.84M
|
|
|
Jan 22, 2025
Q4 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
250+ 3.77% |
$45.8K - $49.9K
|
6.88K
$1.33M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
249+ 1.26% |
$45.6K - $49.7K
|
20.1K
$3.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
245+ 17.13% |
$44.9K - $48.9K
|
1.68K
$324K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
240+ 10.92% |
$44K - $47.9K
|
2.44K
$472K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
222+ 1.33% |
$40.7K - $44.4K
|
16.9K
$3.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
216+ 3.61% |
$39.6K - $43.2K
|
6.2K
$1.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
203+ 8.22% |
$37.2K - $40.6K
|
2.67K
$518K
|
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
198+ 2.36% |
$36.3K - $39.6K
|
8.58K
$1.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
187New |
$34.3K - $37.4K
|
187
$36.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
186+ 3.74% |
$34.1K - $37.2K
|
5.16K
$998K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
183+ 2.3% |
$33.5K - $36.6K
|
8.14K
$1.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
178+ 1.67% |
$32.6K - $35.6K
|
10.8K
$2.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
173New |
$31.7K - $34.6K
|
173
$33.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
172+ 2.22% |
$31.5K - $34.4K
|
7.91K
$1.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
164+ 1.46% |
$30K - $32.8K
|
11.4K
$2.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
162+ 7.31% |
$29.7K - $32.4K
|
2.38K
$460K
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
161+ 2.1% |
$29.5K - $32.2K
|
7.83K
$1.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
154+ 3.33% |
$28.2K - $30.8K
|
4.78K
$925K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
149+ 11.46% |
$27.3K - $29.8K
|
1.45K
$280K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
145+ 0.53% |
$26.6K - $29K
|
27.4K
$5.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
142+ 0.34% |
$26K - $28.4K
|
42.2K
$8.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
141+ 1.12% |
$25.8K - $28.2K
|
12.8K
$2.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
138+ 8.79% |
$25.3K - $27.6K
|
1.71K
$331K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
138+ 4.19% |
$25.3K - $27.6K
|
3.43K
$664K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
133+ 0.45% |
$24.4K - $26.6K
|
29.6K
$5.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
130+ 2.77% |
$23.8K - $26K
|
4.82K
$932K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
130New |
$23.8K - $26K
|
130
$25.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
124+ 10.33% |
$22.7K - $24.8K
|
1.32K
$256K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
116+ 9.48% |
$21.3K - $23.2K
|
1.34K
$259K
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
115+ 1.44% |
$21.1K - $23K
|
8.12K
$1.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
113+ 4.29% |
$20.7K - $22.6K
|
2.75K
$532K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
108New |
$19.8K - $21.6K
|
108
$20.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
106+ 5.82% |
$19.4K - $21.2K
|
1.93K
$373K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
99+ 7.11% |
$18.1K - $19.8K
|
1.49K
$289K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
98+ 2.19% |
$18K - $19.6K
|
4.58K
$886K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
98+ 2.81% |
$18K - $19.6K
|
3.59K
$694K
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
86+ 2.03% |
$15.8K - $17.2K
|
4.32K
$835K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
86+ 1.35% |
$15.8K - $17.2K
|
6.43K
$1.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
82+ 2.77% |
$15K - $16.4K
|
3.05K
$590K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
78+ 6.49% |
$14.3K - $15.6K
|
1.28K
$248K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
75+ 1.0% |
$13.7K - $15K
|
7.59K
$1.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
75+ 5.09% |
$13.7K - $15K
|
1.55K
$300K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
70+ 2.24% |
$12.8K - $14K
|
3.2K
$619K
|