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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
46+ 37.7% |
$7.97K - $8.73K
|
168
$31.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
46+ 15.03% |
$7.97K - $8.73K
|
352
$65.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
46+ 1.0% |
$7.97K - $8.73K
|
4.65K
$868K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
46+ 2.11% |
$7.97K - $8.73K
|
2.23K
$416K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
46+ 0.24% |
$7.97K - $8.73K
|
19.4K
$3.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
44+ 0.71% |
$7.63K - $8.35K
|
6.23K
$1.16M
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
42+ 0.44% |
$7.28K - $7.97K
|
9.68K
$1.81M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
41+ 0.42% |
$7.11K - $7.78K
|
9.9K
$1.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
BUY
|
- |
39+ 31.71% |
$6.76K - $7.4K
|
162
$30.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
36+ 0.13% |
$6.24K - $6.83K
|
28K
$5.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
35+ 0.54% |
$6.07K - $6.64K
|
6.51K
$1.21M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
32+ 0.3% |
$5.55K - $6.07K
|
10.6K
$1.97M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
29+ 0.39% |
$5.03K - $5.5K
|
7.44K
$1.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
29+ 0.99% |
$5.03K - $5.5K
|
2.96K
$553K
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
27+ 0.2% |
$4.68K - $5.12K
|
13.4K
$2.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
25+ 0.09% |
$4.33K - $4.75K
|
26.5K
$4.95M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
25+ 0.51% |
$4.33K - $4.75K
|
4.9K
$914K
|
|
|
Nov 12, 2024
Q3 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
23+ 0.52% |
$3.99K - $4.37K
|
4.45K
$830K
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
22+ 0.52% |
$3.81K - $4.18K
|
4.23K
$789K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
22+ 0.08% |
$3.81K - $4.18K
|
25.9K
$4.84M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
22+ 0.35% |
$3.81K - $4.18K
|
6.35K
$1.18M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
21+ 1.1% |
$3.64K - $3.99K
|
1.92K
$359K
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
BUY
|
- |
21+ 0.05% |
$3.64K - $3.99K
|
43.7K
$8.15M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
21+ 1.13% |
$3.64K - $3.99K
|
1.88K
$351K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
20+ 0.39% |
$3.47K - $3.8K
|
5.15K
$961K
|
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
20+ 0.53% |
$3.47K - $3.8K
|
3.76K
$702K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
19+ 0.42% |
$3.29K - $3.61K
|
4.56K
$850K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
19+ 0.72% |
$3.29K - $3.61K
|
2.67K
$498K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
19+ 17.59% |
$3.29K - $3.61K
|
127
$23.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
19+ 0.15% |
$3.29K - $3.61K
|
12.3K
$2.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
18+ 0.52% |
$3.12K - $3.42K
|
3.45K
$644K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
18+ 2.43% |
$3.12K - $3.42K
|
760
$142K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
17+ 0.39% |
$2.95K - $3.23K
|
4.39K
$818K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
16+ 1.27% |
$2.77K - $3.04K
|
1.27K
$238K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
16+ 0.51% |
$2.77K - $3.04K
|
3.15K
$588K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
16+ 0.46% |
$2.77K - $3.04K
|
3.49K
$651K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
15+ 0.31% |
$2.6K - $2.85K
|
4.84K
$903K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
15+ 0.5% |
$2.6K - $2.85K
|
3.04K
$567K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
15+ 0.55% |
$2.6K - $2.85K
|
2.75K
$512K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
14+ 0.61% |
$2.43K - $2.66K
|
2.31K
$431K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
14+ 0.2% |
$2.43K - $2.66K
|
6.89K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
14+ 0.52% |
$2.43K - $2.66K
|
2.72K
$507K
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
14+ 0.17% |
$2.43K - $2.66K
|
8.36K
$1.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
14+ 0.17% |
$2.43K - $2.66K
|
8.45K
$1.58M
|
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
13+ 0.56% |
$2.25K - $2.47K
|
2.35K
$439K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
13New |
$2.25K - $2.47K
|
13
$2.42K
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
13+ 0.25% |
$2.25K - $2.47K
|
5.31K
$990K
|
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
12+ 0.01% |
$2.08K - $2.28K
|
85K
$15.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
12+ 0.1% |
$2.08K - $2.28K
|
12.3K
$2.29M
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
12+ 0.57% |
$2.08K - $2.28K
|
2.11K
$394K
|