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 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
791+ 19.42% |
$145K - $155K
|
4.86K
$954K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
790+ 0.86% |
$144K - $155K
|
92.9K
$18.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
790+ 18.13% |
$144K - $155K
|
5.15K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Independent Family Office, LLC
|
BUY
|
- |
788+ 0.92% |
$144K - $155K
|
86.1K
$16.9M
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
784+ 4.24% |
$143K - $154K
|
19.3K
$3.78M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
783+ 2.69% |
$143K - $154K
|
29.9K
$5.86M
|
|
|
May 07, 2025
Q1 2025
|
Evergreen Advisors, LLC
|
BUY
|
- |
773+ 23.36% |
$141K - $152K
|
4.08K
$801K
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
773+ 1.21% |
$141K - $152K
|
64.9K
$12.7M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
770+ 32.35% |
$141K - $151K
|
3.15K
$618K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
744+ 641.38% |
$136K - $146K
|
860
$169K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
738New |
$135K - $145K
|
738
$145K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
727+ 5.69% |
$133K - $143K
|
13.5K
$2.65M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
726+ 28.87% |
$133K - $142K
|
3.24K
$636K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
704+ 85.33% |
$129K - $138K
|
1.53K
$300K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
700New |
$128K - $137K
|
700
$137K
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
680+ 10.0% |
$124K - $133K
|
7.48K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
676+ 11.32% |
$124K - $133K
|
6.65K
$1.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
676+ 1.79% |
$124K - $133K
|
38.5K
$7.56M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
659+ 6.35% |
$120K - $129K
|
11K
$2.17M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
653+ 2.99% |
$119K - $128K
|
22.5K
$4.41M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
651+ 63.82% |
$119K - $128K
|
1.67K
$328K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
646+ 22.56% |
$118K - $127K
|
3.51K
$689K
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
646+ 2.69% |
$118K - $127K
|
24.7K
$4.84M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
645New |
$118K - $127K
|
645
$127K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
643+ 4.53% |
$118K - $126K
|
14.8K
$2.91M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
630+ 9.64% |
$115K - $124K
|
7.17K
$1.41M
|
|
|
May 08, 2025
Q1 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
625+ 1.69% |
$114K - $123K
|
37.5K
$7.36M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
625+ 22.43% |
$114K - $123K
|
3.41K
$669K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
607+ 2.6% |
$111K - $119K
|
23.9K
$4.69M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
604+ 2.61% |
$110K - $119K
|
23.8K
$4.66M
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
565+ 4.8% |
$103K - $111K
|
12.3K
$2.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
554+ 2.56% |
$101K - $109K
|
22.2K
$4.36M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
551+ 5.38% |
$101K - $108K
|
10.8K
$2.12M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
549+ 19.28% |
$100K - $108K
|
3.4K
$666K
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
539+ 9.05% |
$98.5K - $106K
|
6.5K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
529+ 4.36% |
$96.7K - $104K
|
12.7K
$2.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
507+ 3.72% |
$92.7K - $99.5K
|
14.1K
$2.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
505New |
$92.3K - $99.1K
|
505
$99.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
500+ 3125.0% |
$91.4K - $98.1K
|
516
$101K
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
498+ 24.2% |
$91K - $97.7K
|
2.56K
$501K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
475+ 1.45% |
$86.8K - $93.2K
|
33.3K
$6.53M
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
474+ 2.36% |
$86.7K - $93K
|
20.6K
$4.04M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
460+ 6.53% |
$84.1K - $90.3K
|
7.51K
$1.47M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
450+ 10.52% |
$82.3K - $88.3K
|
4.73K
$927K
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
442+ 12.56% |
$80.8K - $86.7K
|
3.96K
$777K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
436+ 36.18% |
$79.7K - $85.5K
|
1.64K
$322K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
436+ 1.81% |
$79.7K - $85.5K
|
24.5K
$4.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
426+ 12.61% |
$77.9K - $83.6K
|
3.81K
$746K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
424+ 1.2% |
$77.5K - $83.2K
|
35.8K
$7.02M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
422+ 7.81% |
$77.2K - $82.8K
|
5.83K
$1.14M
|