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 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.57M+ 19297.47% |
$470M - $505M
|
2.59M
$482M
|
|
|
Apr 07, 2025
Q1 2025
|
Stairway Partners, LLC
|
BUY
|
- |
35.9K+ 2.9% |
$6.56M - $7.04M
|
1.27M
$237M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
20.6K+ 104.33% |
$3.76M - $4.03M
|
40.3K
$7.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
18.1K+ 106300.0% |
$3.3M - $3.55M
|
18.1K
$3.37M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
11.6K+ 95.23% |
$2.13M - $2.29M
|
23.9K
$4.45M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
10.4K+ 10.73% |
$1.9M - $2.04M
|
107K
$20M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.31KNew |
$606K - $650K
|
3.31K
$617K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
2.71K+ 7.49% |
$496K - $532K
|
38.9K
$7.25M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
2.02K+ 116.29% |
$369K - $396K
|
3.76K
$700K
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.89K+ 131.52% |
$345K - $370K
|
3.32K
$618K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.63K+ 62.4% |
$299K - $320K
|
4.25K
$792K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
1.13KNew |
$207K - $222K
|
1.13K
$210K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
730+ 2.22% |
$133K - $143K
|
33.6K
$6.27M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
612+ 1.59% |
$112K - $120K
|
39.1K
$7.28M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
301+ 1.04% |
$55K - $59.1K
|
29.2K
$5.45M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
204+ 3.02% |
$37.3K - $40K
|
6.97K
$1.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
190New |
$34.7K - $37.3K
|
190
$35.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
149+ 0.85% |
$27.2K - $29.2K
|
17.6K
$3.28M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
84+ 1.74% |
$15.4K - $16.5K
|
4.9K
$913K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
63+ 0.32% |
$11.5K - $12.4K
|
19.5K
$3.64M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
63+ 0.6% |
$11.5K - $12.4K
|
10.6K
$1.97M
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
11+ 0.4% |
$2.01K - $2.16K
|
2.77K
$516K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.37% |
$914 - $981
|
1.35K
$251K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.36% |
$183 - $196
|
279
$52K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1+ 0.09% |
$183 - $196
|
1.12K
$209K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.5M+ 20.38% |
$1.19B - $1.3B
|
38.4M
$7.15B
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.25MNew |
$963M - $1.05B
|
5.25M
$979M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.7M+ 9.52% |
$861M - $939M
|
54.1M
$10.1B
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.68M+ 36.59% |
$308M - $336M
|
6.28M
$1.17B
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.4M+ 21.62% |
$257M - $280M
|
7.88M
$1.47B
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.03M+ 52.82% |
$188M - $205M
|
2.97M
$553M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
672K+ 7.83% |
$123M - $134M
|
9.25M
$1.72B
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
576K+ 125.69% |
$106M - $115M
|
1.04M
$193M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
518K+ 51.79% |
$95M - $104M
|
1.52M
$283M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
509K+ 118.87% |
$93.2M - $102M
|
936K
$174M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
PUT |
500K+ 125.0% |
$91.6M - $99.9M
|
900K
$168M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
426K+ 12.94% |
$78.1M - $85.2M
|
3.72M
$693M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
372K+ 18.69% |
$68.2M - $74.4M
|
2.37M
$441M
|
|
|
Feb 12, 2025
Q4 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
354K+ 271.48% |
$64.9M - $70.7M
|
484K
$90.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
347K+ 8.85% |
$63.6M - $69.3M
|
4.27M
$794M
|
|
|
Feb 04, 2025
Q4 2024
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
328K+ 291.67% |
$60M - $65.4M
|
440K
$81.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
323K+ 144.29% |
$59.2M - $64.6M
|
547K
$102M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
299K+ 13.59% |
$54.8M - $59.8M
|
2.5M
$466M
|
|
|
Feb 14, 2025
Q4 2024
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
279K+ 2478.38% |
$51.1M - $55.7M
|
290K
$54M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
274K+ 461.38% |
$50.2M - $54.7M
|
333K
$62.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
265K+ 3.86% |
$48.5M - $52.9M
|
7.14M
$1.33B
|
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
BUY
|
- |
261K+ 811.84% |
$47.8M - $52.1M
|
293K
$54.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
215K+ 274.56% |
$39.4M - $43M
|
293K
$54.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Coho Partners, Ltd.
|
BUY
|
- |
211K+ 13577.26% |
$38.6M - $42.1M
|
212K
$39.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
193K+ 403.49% |
$35.4M - $38.6M
|
241K
$44.9M
|
|