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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
130+ 6.31% |
$22.5K - $24.7K
|
2.19K
$408K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
130+ 6.74% |
$22.5K - $24.7K
|
2.06K
$384K
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
129+ 1.18% |
$22.4K - $24.5K
|
11.1K
$2.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
129New |
$22.4K - $24.5K
|
129
$24.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
126+ 4.55% |
$21.8K - $23.9K
|
2.9K
$541K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
120+ 66.3% |
$20.8K - $22.8K
|
301
$56.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
112+ 157.75% |
$19.4K - $21.3K
|
183
$34.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
112+ 4.8% |
$19.4K - $21.3K
|
2.45K
$456K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
108New |
$18.7K - $20.5K
|
108
$20.1K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
107+ 1.89% |
$18.5K - $20.3K
|
5.78K
$1.08M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
105+ 3.06% |
$18.2K - $19.9K
|
3.54K
$660K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
104+ 0.46% |
$18K - $19.7K
|
22.7K
$4.23M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
99+ 2.16% |
$17.2K - $18.8K
|
4.69K
$874K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
98+ 16.07% |
$17K - $18.6K
|
708
$132K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
97+ 0.33% |
$16.8K - $18.4K
|
29.1K
$5.43M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
97+ 1.27% |
$16.8K - $18.4K
|
7.74K
$1.44M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
97+ 7.1% |
$16.8K - $18.4K
|
1.46K
$273K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
94+ 1.5% |
$16.3K - $17.8K
|
6.37K
$1.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
93+ 3.46% |
$16.1K - $17.7K
|
2.78K
$519K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
88+ 0.27% |
$15.3K - $16.7K
|
32.3K
$6.02M
|
|
|
Nov 15, 2024
Q3 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
86+ 0.93% |
$14.9K - $16.3K
|
9.29K
$1.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
86+ 6.24% |
$14.9K - $16.3K
|
1.46K
$273K
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
BUY
|
- |
82+ 1.11% |
$14.2K - $15.6K
|
7.44K
$1.39M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
81+ 0.65% |
$14K - $15.4K
|
12.5K
$2.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
76+ 1.78% |
$13.2K - $14.4K
|
4.35K
$811K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
76+ 3.42% |
$13.2K - $14.4K
|
2.3K
$429K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
76+ 4.05% |
$13.2K - $14.4K
|
1.95K
$364K
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
74+ 4.76% |
$12.8K - $14K
|
1.63K
$304K
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
74+ 0.52% |
$12.8K - $14K
|
14.4K
$2.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
72+ 1.9% |
$12.5K - $13.7K
|
3.86K
$720K
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
70+ 35.9% |
$12.1K - $13.3K
|
265
$49.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
69New |
$12K - $13.1K
|
69
$12.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
68+ 2.31% |
$11.8K - $12.9K
|
3.02K
$562K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
68+ 2.06% |
$11.8K - $12.9K
|
3.37K
$629K
|
|
|
Nov 14, 2024
Q3 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
66+ 0.25% |
$11.4K - $12.5K
|
26.6K
$4.97M
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
61+ 0.29% |
$10.6K - $11.6K
|
20.8K
$3.88M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
61+ 2.7% |
$10.6K - $11.6K
|
2.32K
$433K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
59+ 10.93% |
$10.2K - $11.2K
|
599
$112K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
57+ 0.82% |
$9.88K - $10.8K
|
7.05K
$1.31M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
57+ 4.15% |
$9.88K - $10.8K
|
1.43K
$267K
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
55New |
$9.53K - $10.4K
|
55
$10.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
55+ 1.05% |
$9.53K - $10.4K
|
5.3K
$989K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
55+ 0.92% |
$9.53K - $10.4K
|
6.01K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
54+ 1.71% |
$9.36K - $10.2K
|
3.21K
$599K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
53+ 2.98% |
$9.19K - $10.1K
|
1.83K
$342K
|
|
|
Nov 12, 2024
Q3 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
52+ 0.77% |
$9.01K - $9.87K
|
6.83K
$1.27M
|
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
50+ 0.46% |
$8.67K - $9.49K
|
10.9K
$2.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
49+ 0.17% |
$8.49K - $9.3K
|
28.2K
$5.26M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
48New |
$8.32K - $9.11K
|
48
$8.95K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
47+ 1.29% |
$8.15K - $8.92K
|
3.7K
$689K
|