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 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
7+ 0.18% |
$1.28K - $1.4K
|
3.8K
$735K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.52% |
$1.28K - $1.4K
|
1.34K
$260K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
6+ 0.23% |
$1.1K - $1.2K
|
2.63K
$508K
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
5+ 0.46% |
$916 - $999
|
1.09K
$211K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4+ 0.01% |
$733 - $799
|
53.6K
$10.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
4+ 0.37% |
$733 - $799
|
1.1K
$212K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
4+ 0.05% |
$733 - $799
|
8.87K
$1.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
3+ 0.65% |
$550 - $599
|
462
$89.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3+ 0.09% |
$550 - $599
|
3.38K
$655K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3+ 0.08% |
$550 - $599
|
3.61K
$699K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
3+ 0.52% |
$550 - $599
|
581
$112K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2+ 0.07% |
$366 - $400
|
2.88K
$557K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2+ 0.14% |
$366 - $400
|
1.41K
$273K
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
2+ 0.1% |
$366 - $400
|
2.06K
$398K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.72% |
$366 - $400
|
278
$53.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
BUY
|
- |
2+ 0.1% |
$366 - $400
|
2.01K
$389K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.03% |
$366 - $400
|
7.77K
$1.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2+ 0.09% |
$366 - $400
|
2.23K
$432K
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
2+ 0.09% |
$366 - $400
|
2.29K
$443K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
1+ 0.02% |
$183 - $200
|
5.15K
$997K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
1+ 0.05% |
$183 - $200
|
2.21K
$428K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 1.03% |
$183 - $200
|
98
$19K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.08% |
$183 - $200
|
1.23K
$239K
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
1+ 0.01% |
$183 - $200
|
10.7K
$2.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
1+ 0.12% |
$183 - $200
|
853
$165K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1+ 0.05% |
$183 - $200
|
2.19K
$424K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1+ 0.08% |
$183 - $200
|
1.21K
$233K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
1+ 0.03% |
$183 - $200
|
3.59K
$695K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.5% |
$183 - $200
|
202
$39.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.0% |
$183 - $200
|
28.2K
$5.46M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.41% |
$183 - $200
|
246
$47.6K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1+ 0.09% |
$183 - $200
|
1.12K
$217K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
692K+ 18.46% |
$120M - $131M
|
4.44M
$859M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
620K+ 46.95% |
$108M - $118M
|
1.94M
$376M
|
|
|
Nov 14, 2024
Q3 2024
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
482K+ 77.4% |
$83.6M - $91.5M
|
1.11M
$214M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
447K+ 311.22% |
$77.5M - $84.9M
|
591K
$114M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
PUT |
400KNew |
$69.3M - $75.9M
|
400K
$77.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
292KNew |
$50.7M - $55.5M
|
292K
$56.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
274K+ 11.19% |
$47.4M - $51.9M
|
2.72M
$526M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
192K+ 1622.88% |
$33.2M - $36.3M
|
203K
$39.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
163K+ 24.61% |
$28.3M - $30.9M
|
825K
$160M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
156K+ 2.47% |
$27.1M - $29.6M
|
6.48M
$1.25B
|
|
|
Nov 12, 2024
Q3 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
122K+ 57.35% |
$21.2M - $23.2M
|
336K
$65M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
121K+ 1.8% |
$21.1M - $23.1M
|
6.87M
$1.33B
|
|
|
Nov 12, 2024
Q3 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
88.1K+ 2209.23% |
$15.3M - $16.7M
|
92.1K
$17.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
86.6K+ 2.26% |
$15M - $16.4M
|
3.92M
$758M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
83.6K+ 1.37% |
$14.5M - $15.9M
|
6.18M
$1.2B
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
82.6K+ 8.28% |
$14.3M - $15.7M
|
1.08M
$209M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
75.2K+ 94.44% |
$13M - $14.3M
|
155K
$30M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
70.6K+ 3.76% |
$12.2M - $13.4M
|
1.95M
$377M
|
|