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 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.24K+ 15.07% |
$226K - $247K
|
9.43K
$1.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
1.23KNew |
$225K - $245K
|
1.23K
$229K
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.22KNew |
$223K - $243K
|
1.22K
$228K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.22K+ 4.28% |
$223K - $243K
|
29.6K
$5.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.21KNew |
$222K - $242K
|
1.21K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
1.21KNew |
$221K - $241K
|
1.21K
$226K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.21KNew |
$221K - $241K
|
1.21K
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
1.2K+ 38.71% |
$220K - $240K
|
4.3K
$805K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.2K+ 1.5% |
$220K - $240K
|
81.2K
$15.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.19K+ 81.52% |
$217K - $237K
|
2.64K
$495K
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
1.17KNew |
$215K - $234K
|
1.17K
$219K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
1.17KNew |
$215K - $234K
|
1.17K
$219K
|
|
|
Feb 26, 2025
Q4 2024
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
1.16KNew |
$213K - $232K
|
1.16K
$217K
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
1.14K+ 6.03% |
$209K - $228K
|
20.1K
$3.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.11K+ 12.82% |
$204K - $223K
|
9.81K
$1.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
1.1KNew |
$201K - $220K
|
1.1K
$206K
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
BUY
|
- |
1.09KNew |
$200K - $218K
|
1.09K
$204K
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
1.08KNew |
$198K - $216K
|
1.08K
$202K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.08K+ 1.73% |
$198K - $216K
|
63.5K
$11.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.07K+ 22.72% |
$195K - $213K
|
5.75K
$1.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.06K+ 8.04% |
$195K - $212K
|
14.3K
$2.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.06K+ 18.67% |
$195K - $212K
|
6.76K
$1.26M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
1.06KNew |
$193K - $211K
|
1.06K
$197K
|
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
1.05K+ 0.37% |
$193K - $210K
|
287K
$53.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
1.04K+ 16.8% |
$191K - $208K
|
7.24K
$1.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.04K+ 3.69% |
$190K - $208K
|
29.2K
$5.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1.03K+ 158.64% |
$188K - $205K
|
1.68K
$314K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.02K+ 9.2% |
$187K - $204K
|
12.1K
$2.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1.01KNew |
$184K - $201K
|
1.01K
$188K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
983New |
$180K - $196K
|
983
$184K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
931+ 0.53% |
$171K - $186K
|
176K
$33M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
927+ 5.9% |
$170K - $185K
|
16.7K
$3.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
926New |
$170K - $185K
|
926
$173K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
922New |
$169K - $184K
|
922
$173K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
922+ 3.2% |
$169K - $184K
|
29.7K
$5.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
918+ 26.91% |
$168K - $183K
|
4.33K
$810K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
910+ 39.72% |
$167K - $182K
|
3.2K
$599K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
902+ 3.99% |
$165K - $180K
|
23.5K
$4.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
900+ 9.95% |
$165K - $180K
|
9.95K
$1.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
900+ 40.43% |
$165K - $180K
|
3.13K
$585K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
886+ 0.81% |
$162K - $177K
|
110K
$20.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
870+ 27.16% |
$159K - $174K
|
4.07K
$762K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
844+ 2.39% |
$155K - $169K
|
36.2K
$6.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
836+ 15.27% |
$153K - $167K
|
6.31K
$1.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
826+ 5.7% |
$151K - $165K
|
15.3K
$2.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
823New |
$151K - $164K
|
823
$154K
|
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
811+ 72.09% |
$149K - $162K
|
1.94K
$362K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
809+ 53.72% |
$148K - $162K
|
2.32K
$433K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
800New |
$147K - $160K
|
800
$150K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
784New |
$144K - $157K
|
784
$147K
|