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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Paul Singer
Elliott Investment Management L.P. | West Palm Beach, Fl
|
BUY
|
PUT |
5.5MNew |
$1.01B - $1.08B
|
5.5M
$1.02B
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
1.24MNew |
$226M - $243M
|
1.24M
$230M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.1M+ 227.12% |
$202M - $217M
|
1.59M
$296M
|
|
|
Apr 18, 2025
Q1 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
976K+ 18716.01% |
$178M - $192M
|
981K
$183M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
823K+ 11.54% |
$151M - $162M
|
7.96M
$1.48B
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
363K+ 2.38% |
$66.4M - $71.3M
|
15.6M
$2.91B
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
359K+ 62.28% |
$65.6M - $70.4M
|
935K
$174M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
310KNew |
$56.6M - $60.8M
|
310K
$57.7M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
262K+ 8.98% |
$47.8M - $51.3M
|
3.18M
$592M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
253K+ 5.93% |
$46.3M - $49.7M
|
4.52M
$842M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
229K+ 6.16% |
$41.9M - $45M
|
3.95M
$736M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
174K+ 420.48% |
$31.7M - $34.1M
|
215K
$40M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
153KNew |
$28M - $30M
|
153K
$28.5M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
152K+ 558.46% |
$27.7M - $29.7M
|
179K
$33.3M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
141K+ 13.71% |
$25.8M - $27.7M
|
1.17M
$218M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
123K+ 2877.64% |
$22.5M - $24.1M
|
127K
$23.7M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
123K+ 6.25% |
$22.5M - $24.1M
|
2.09M
$389M
|
|
|
May 13, 2025
Q1 2025
|
Covenant Partners, LLC
|
BUY
|
- |
120K+ 77.91% |
$21.9M - $23.5M
|
274K
$51M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
112K+ 103.97% |
$20.4M - $21.9M
|
219K
$40.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Coho Partners, Ltd.
|
BUY
|
- |
94.5K+ 44.52% |
$17.3M - $18.5M
|
307K
$57.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
94.3KNew |
$17.2M - $18.5M
|
94.3K
$17.6M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
94KNew |
$17.2M - $18.4M
|
94K
$17.5M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
89K+ 23.82% |
$16.3M - $17.5M
|
463K
$86.2M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
86.7KNew |
$15.9M - $17M
|
86.7K
$16.2M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
83.3K+ 2.24% |
$15.2M - $16.3M
|
3.8M
$709M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
82K+ 1.78% |
$15M - $16.1M
|
4.68M
$872M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
81.6K+ 174.69% |
$14.9M - $16M
|
128K
$23.9M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
81.5K+ 9.48% |
$14.9M - $16M
|
941K
$175M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
79.1K+ 8.45% |
$14.5M - $15.5M
|
1.02M
$189M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
76K+ 7.48% |
$13.9M - $14.9M
|
1.09M
$203M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
75.3KNew |
$13.8M - $14.8M
|
75.3K
$14M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
67.8K+ 26.92% |
$12.4M - $13.3M
|
320K
$59.6M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
62K+ 437.0% |
$11.3M - $12.2M
|
76.2K
$14.2M
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
57.6KNew |
$10.5M - $11.3M
|
57.6K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
57K+ 41.74% |
$10.4M - $11.2M
|
193K
$36M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
53.8K+ 229.02% |
$9.83M - $10.6M
|
77.3K
$14.4M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
51.2KNew |
$9.36M - $10M
|
51.2K
$9.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
48.8K+ 642.81% |
$8.92M - $9.57M
|
56.4K
$10.5M
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
46.1KNew |
$8.42M - $9.04M
|
46.1K
$8.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
42.4K+ 182.18% |
$7.75M - $8.31M
|
65.6K
$12.2M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
37.1K+ 8.97% |
$6.78M - $7.28M
|
450K
$83.9M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
36.1K+ 2655.26% |
$6.6M - $7.08M
|
37.4K
$6.97M
|
|
|
Apr 07, 2025
Q1 2025
|
Stairway Partners, LLC
|
BUY
|
- |
35.9K+ 2.9% |
$6.56M - $7.04M
|
1.27M
$237M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
34.7K+ 162.32% |
$6.34M - $6.8M
|
56K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
33.9KNew |
$6.2M - $6.65M
|
33.9K
$6.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
32.6K+ 46.75% |
$5.96M - $6.4M
|
102K
$19.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
32.1KNew |
$5.87M - $6.3M
|
32.1K
$5.98M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
31.9KNew |
$5.83M - $6.26M
|
31.9K
$5.94M
|
|
|
May 13, 2025
Q1 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
31.8K+ 13.42% |
$5.81M - $6.24M
|
269K
$50.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
31.6K+ 16.3% |
$5.77M - $6.19M
|
225K
$41.9M
|