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 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
565+ 4.8% |
$103K - $111K
|
12.3K
$2.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
554+ 2.56% |
$101K - $109K
|
22.2K
$4.39M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
551+ 5.38% |
$101K - $108K
|
10.8K
$2.13M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
549+ 19.28% |
$100K - $108K
|
3.4K
$671K
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
539+ 9.05% |
$98.5K - $106K
|
6.5K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
529+ 4.36% |
$96.7K - $104K
|
12.7K
$2.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
507+ 3.72% |
$92.7K - $99.5K
|
14.1K
$2.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
505New |
$92.3K - $99.1K
|
505
$99.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
500+ 3125.0% |
$91.4K - $98.1K
|
516
$102K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
475+ 1.45% |
$86.8K - $93.2K
|
33.3K
$6.58M
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
474+ 2.36% |
$86.7K - $93K
|
20.6K
$4.06M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
460+ 6.53% |
$84.1K - $90.3K
|
7.51K
$1.48M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
450+ 10.52% |
$82.3K - $88.3K
|
4.73K
$934K
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
442+ 12.56% |
$80.8K - $86.7K
|
3.96K
$782K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
436+ 36.18% |
$79.7K - $85.5K
|
1.64K
$324K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
436+ 1.81% |
$79.7K - $85.5K
|
24.5K
$4.83M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
422+ 7.81% |
$77.2K - $82.8K
|
5.83K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
409New |
$74.8K - $80.2K
|
409
$80.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
403+ 14.85% |
$73.7K - $79.1K
|
3.12K
$615K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
400+ 31.01% |
$73.1K - $78.5K
|
1.69K
$334K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
396New |
$72.4K - $77.7K
|
396
$78.2K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
394+ 452.87% |
$72K - $77.3K
|
481
$95K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
378+ 4.51% |
$69.1K - $74.2K
|
8.76K
$1.73M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
377+ 23.85% |
$68.9K - $74K
|
1.96K
$387K
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
375+ 375.0% |
$68.6K - $73.6K
|
475
$93.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
373+ 0.84% |
$68.2K - $73.2K
|
45K
$8.89M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
364+ 0.26% |
$66.5K - $71.4K
|
143K
$28.2M
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
364New |
$66.5K - $71.4K
|
364
$71.9K
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
356+ 2.33% |
$65.1K - $69.9K
|
15.6K
$3.09M
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
334+ 11.99% |
$61.1K - $65.5K
|
3.12K
$616K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
333+ 28.56% |
$60.9K - $65.3K
|
1.5K
$296K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
330+ 1.03% |
$60.3K - $64.7K
|
32.4K
$6.39M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
328+ 13.98% |
$60K - $64.4K
|
2.67K
$528K
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
325+ 3.05% |
$59.4K - $63.8K
|
11K
$2.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
306New |
$55.9K - $60K
|
306
$60.4K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
304New |
$55.6K - $59.6K
|
304
$60K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
302+ 2.07% |
$55.2K - $59.3K
|
14.9K
$2.94M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
301+ 1.04% |
$55K - $59.1K
|
29.2K
$5.77M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
291+ 1.22% |
$53.2K - $57.1K
|
24.2K
$4.78M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
290+ 1.82% |
$53K - $56.9K
|
16.2K
$3.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
283+ 2.88% |
$51.7K - $55.5K
|
10.1K
$2M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
277+ 1.09% |
$50.6K - $54.4K
|
25.6K
$5.06M
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
274+ 0.77% |
$50.1K - $53.8K
|
36.1K
$7.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
271+ 4.3% |
$49.5K - $53.2K
|
6.57K
$1.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
269+ 0.54% |
$49.2K - $52.8K
|
49.7K
$9.82M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
268+ 10.82% |
$49K - $52.6K
|
2.75K
$542K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
250+ 101.21% |
$45.7K - $49.1K
|
497
$98.2K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
247+ 21.18% |
$45.2K - $48.5K
|
1.41K
$279K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
237+ 13.31% |
$43.3K - $46.5K
|
2.02K
$398K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
234+ 5.89% |
$42.8K - $45.9K
|
4.21K
$830K
|