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 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
169+ 4.64% |
$30.9K - $33.2K
|
3.81K
$748K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
165+ 7.77% |
$30.2K - $32.4K
|
2.29K
$449K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
160+ 5.7% |
$29.3K - $31.4K
|
2.97K
$582K
|
|
|
May 07, 2025
Q1 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
149+ 4.23% |
$27.2K - $29.2K
|
3.67K
$720K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
149+ 0.85% |
$27.2K - $29.2K
|
17.6K
$3.45M
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
146+ 6.26% |
$26.7K - $28.6K
|
2.48K
$486K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
145New |
$26.5K - $28.5K
|
145
$28.4K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
145New |
$26.5K - $28.5K
|
145
$28.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
145+ 4.08% |
$26.5K - $28.5K
|
3.7K
$726K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
144+ 0.95% |
$26.3K - $28.3K
|
15.3K
$3M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
141+ 1.43% |
$25.8K - $27.7K
|
10K
$1.97M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
141+ 7.34% |
$25.8K - $27.7K
|
2.06K
$405K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
136+ 2.16% |
$24.9K - $26.7K
|
6.43K
$1.26M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
132+ 1.72% |
$24.1K - $25.9K
|
7.79K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
131New |
$23.9K - $25.7K
|
131
$25.7K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
126+ 17.14% |
$23K - $24.7K
|
861
$169K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
120+ 0.18% |
$21.9K - $23.5K
|
65.8K
$12.9M
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
119New |
$21.8K - $23.3K
|
119
$23.3K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
118+ 5.42% |
$21.6K - $23.2K
|
2.3K
$450K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
118New |
$21.6K - $23.2K
|
118
$23.1K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
117+ 4.15% |
$21.4K - $23K
|
2.94K
$576K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
113+ 9.01% |
$20.7K - $22.2K
|
1.37K
$268K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
111+ 1009.09% |
$20.3K - $21.8K
|
122
$23.9K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
107+ 1.28% |
$19.6K - $21K
|
8.47K
$1.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
103New |
$18.8K - $20.2K
|
103
$20.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
100+ 17.42% |
$18.3K - $19.6K
|
674
$132K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
94+ 2.39% |
$17.2K - $18.4K
|
4.02K
$789K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
94+ 1.1% |
$17.2K - $18.4K
|
8.63K
$1.69M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
92+ 77.97% |
$16.8K - $18.1K
|
210
$41.2K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
91+ 12.64% |
$16.6K - $17.9K
|
811
$159K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
90+ 0.41% |
$16.5K - $17.7K
|
22.2K
$4.35M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
90+ 1.5% |
$16.5K - $17.7K
|
6.11K
$1.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
87+ 2.57% |
$15.9K - $17.1K
|
3.47K
$680K
|
|
|
Apr 24, 2025
Q1 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
86+ 7.9% |
$15.7K - $16.9K
|
1.18K
$230K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
86+ 3.29% |
$15.7K - $16.9K
|
2.7K
$529K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
85+ 1.98% |
$15.5K - $16.7K
|
4.38K
$858K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
84+ 1.74% |
$15.4K - $16.5K
|
4.9K
$961K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
81+ 0.36% |
$14.8K - $15.9K
|
22.6K
$4.43M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
80+ 55.94% |
$14.6K - $15.7K
|
223
$43.7K
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
79+ 3.75% |
$14.4K - $15.5K
|
2.19K
$429K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
79+ 1.56% |
$14.4K - $15.5K
|
5.15K
$1.01M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
78+ 4.52% |
$14.3K - $15.3K
|
1.8K
$353K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
77+ 2.11% |
$14.1K - $15.1K
|
3.73K
$732K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
75+ 5.12% |
$13.7K - $14.7K
|
1.54K
$302K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
68+ 0.26% |
$12.4K - $13.3K
|
26.2K
$5.13M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
68New |
$12.4K - $13.3K
|
68
$13.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
68+ 1.81% |
$12.4K - $13.3K
|
3.83K
$751K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
67+ 7.69% |
$12.2K - $13.1K
|
938
$184K
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
65+ 0.82% |
$11.9K - $12.8K
|
7.98K
$1.56M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
65New |
$11.9K - $12.8K
|
65
$12.8K
|