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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
1.24MNew |
$226M - $243M
|
1.24M
$221M
|
|
|
Apr 18, 2025
Q1 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
976K+ 18716.01% |
$178M - $192M
|
981K
$175M
|
|
|
Apr 22, 2025
Q1 2025
|
Coho Partners, Ltd.
|
BUY
|
- |
94.5K+ 44.52% |
$17.3M - $18.5M
|
307K
$54.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
94.3KNew |
$17.2M - $18.5M
|
94.3K
$16.9M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
83.3K+ 2.24% |
$15.2M - $16.3M
|
3.8M
$680M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
48.8K+ 642.81% |
$8.92M - $9.57M
|
56.4K
$10.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
42.4K+ 182.18% |
$7.75M - $8.31M
|
65.6K
$11.7M
|
|
|
Apr 07, 2025
Q1 2025
|
Stairway Partners, LLC
|
BUY
|
- |
35.9K+ 2.9% |
$6.56M - $7.04M
|
1.27M
$227M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
32.6K+ 46.75% |
$5.96M - $6.4M
|
102K
$18.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
32.1KNew |
$5.87M - $6.3M
|
32.1K
$5.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
31.6K+ 16.3% |
$5.77M - $6.19M
|
225K
$40.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
26.8K+ 7.32% |
$4.89M - $5.25M
|
392K
$70.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
24.3K+ 3.62% |
$4.44M - $4.77M
|
696K
$124M
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
23KNew |
$4.2M - $4.51M
|
23K
$4.11M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
22.2K+ 10.58% |
$4.06M - $4.36M
|
232K
$41.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
21.7K+ 5.95% |
$3.96M - $4.25M
|
386K
$68.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
21.4K+ 11.5% |
$3.91M - $4.19M
|
207K
$37M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
20.6K+ 104.33% |
$3.76M - $4.03M
|
40.3K
$7.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
18.1K+ 106300.0% |
$3.3M - $3.55M
|
18.1K
$3.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
18K+ 2.36% |
$3.29M - $3.53M
|
782K
$140M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
17.3K+ 790.66% |
$3.16M - $3.39M
|
19.5K
$3.48M
|
|
|
May 01, 2025
Q1 2025
|
Q3 Asset Management
|
BUY
|
- |
13.3KNew |
$2.43M - $2.6M
|
13.3K
$2.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
12.6K+ 84.29% |
$2.31M - $2.48M
|
27.6K
$4.93M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
12.1K+ 14.93% |
$2.22M - $2.38M
|
93.4K
$16.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
11.6K+ 95.23% |
$2.13M - $2.29M
|
23.9K
$4.27M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
11.2K+ 96.5% |
$2.05M - $2.2M
|
22.8K
$4.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
BUY
|
- |
10.5KNew |
$1.92M - $2.06M
|
10.5K
$1.88M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
10.4K+ 10.73% |
$1.9M - $2.04M
|
107K
$19.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.81K+ 7.71% |
$1.79M - $1.92M
|
137K
$24.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
9.13K+ 240.45% |
$1.67M - $1.79M
|
12.9K
$2.31M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.13KNew |
$1.67M - $1.79M
|
9.13K
$1.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
8.63K+ 139.04% |
$1.58M - $1.69M
|
14.8K
$2.65M
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
8.58K+ 2.98% |
$1.57M - $1.68M
|
296K
$52.9M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
8.48K+ 55.87% |
$1.55M - $1.66M
|
23.6K
$4.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
8.2K+ 269.21% |
$1.5M - $1.61M
|
11.2K
$2.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
7.99KNew |
$1.46M - $1.57M
|
7.99K
$1.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
7.96K+ 608.72% |
$1.46M - $1.56M
|
9.27K
$1.66M
|
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
7.67K+ 12.63% |
$1.4M - $1.5M
|
68.4K
$12.2M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7.21K+ 24.34% |
$1.32M - $1.42M
|
36.8K
$6.59M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6.96K+ 295.37% |
$1.27M - $1.36M
|
9.31K
$1.66M
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
BUY
|
- |
6.85K+ 11.85% |
$1.25M - $1.34M
|
64.6K
$11.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
6.57K+ 35.04% |
$1.2M - $1.29M
|
25.3K
$4.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
6.55K+ 113.25% |
$1.2M - $1.28M
|
12.3K
$2.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
6.31K+ 9.87% |
$1.15M - $1.24M
|
70.2K
$12.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
5.92K+ 45.5% |
$1.08M - $1.16M
|
18.9K
$3.38M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
5.4KNew |
$987K - $1.06M
|
5.4K
$965K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.35K+ 83.47% |
$979K - $1.05M
|
11.8K
$2.1M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5.26K+ 1.49% |
$961K - $1.03M
|
359K
$64.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
5.26K+ 60.08% |
$961K - $1.03M
|
14K
$2.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5.01K+ 112.95% |
$915K - $982K
|
9.44K
$1.69M
|