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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
63+ 0.6% |
$11.5K - $12.4K
|
10.6K
$2.08M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
61+ 164.86% |
$11.2K - $12K
|
98
$19.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
55New |
$10.1K - $10.8K
|
55
$10.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
53+ 0.83% |
$9.69K - $10.4K
|
6.45K
$1.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
51+ 0.81% |
$9.32K - $10K
|
6.32K
$1.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
51+ 9.26% |
$9.32K - $10K
|
602
$118K
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
48+ 29.63% |
$8.78K - $9.42K
|
210
$41.2K
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
48+ 0.69% |
$8.78K - $9.42K
|
6.98K
$1.37M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
48+ 1.54% |
$8.78K - $9.42K
|
3.16K
$619K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
47+ 0.08% |
$8.59K - $9.22K
|
56.7K
$11.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
45+ 0.34% |
$8.23K - $8.83K
|
13.2K
$2.58M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
44+ 1.92% |
$8.04K - $8.63K
|
2.33K
$458K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
42+ 2.46% |
$7.68K - $8.24K
|
1.75K
$343K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
42+ 0.84% |
$7.68K - $8.24K
|
5.03K
$986K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
41+ 3.2% |
$7.5K - $8.04K
|
1.32K
$260K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
41+ 8.97% |
$7.5K - $8.04K
|
498
$97.7K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
40+ 2.41% |
$7.31K - $7.85K
|
1.7K
$334K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
40+ 42.11% |
$7.31K - $7.85K
|
135
$26.5K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
39+ 1.02% |
$7.13K - $7.65K
|
3.88K
$760K
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
BUY
|
- |
35+ 1.38% |
$6.4K - $6.87K
|
2.58K
$505K
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
35+ 0.38% |
$6.4K - $6.87K
|
9.34K
$1.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
33+ 4.76% |
$6.03K - $6.47K
|
727
$143K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
32+ 1.58% |
$5.85K - $6.28K
|
2.06K
$404K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
32New |
$5.85K - $6.28K
|
32
$6.28K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
30+ 0.53% |
$5.48K - $5.89K
|
5.67K
$1.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
30+ 2.21% |
$5.48K - $5.89K
|
1.39K
$272K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
28+ 1.63% |
$5.12K - $5.49K
|
1.74K
$342K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
28+ 14.89% |
$5.12K - $5.49K
|
216
$42.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
28+ 0.39% |
$5.12K - $5.49K
|
7.27K
$1.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
27+ 0.18% |
$4.94K - $5.3K
|
14.7K
$2.88M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
24+ 39.34% |
$4.39K - $4.71K
|
85
$16.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
23+ 1.53% |
$4.2K - $4.51K
|
1.53K
$300K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
22+ 0.11% |
$4.02K - $4.32K
|
19.7K
$3.86M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
21+ 0.13% |
$3.84K - $4.12K
|
16K
$3.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
21+ 0.42% |
$3.84K - $4.12K
|
5.07K
$994K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
20+ 0.31% |
$3.66K - $3.92K
|
6.42K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
19+ 0.37% |
$3.47K - $3.73K
|
5.15K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
19New |
$3.47K - $3.73K
|
19
$3.73K
|
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
19+ 0.42% |
$3.47K - $3.73K
|
4.49K
$881K
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
18+ 0.04% |
$3.29K - $3.53K
|
42.4K
$8.33M
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
15+ 0.43% |
$2.74K - $2.94K
|
3.48K
$683K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
13+ 108.33% |
$2.38K - $2.55K
|
25
$4.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
13+ 0.74% |
$2.38K - $2.55K
|
1.76K
$345K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
12+ 1.0% |
$2.19K - $2.35K
|
1.21K
$237K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
12+ 0.25% |
$2.19K - $2.35K
|
4.8K
$941K
|
|
|
Apr 21, 2025
Q1 2025
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
12+ 0.29% |
$2.19K - $2.35K
|
4.08K
$801K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
11+ 0.48% |
$2.01K - $2.16K
|
2.31K
$454K
|
|
|
May 05, 2025
Q1 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
11+ 0.42% |
$2.01K - $2.16K
|
2.61K
$513K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
11+ 0.14% |
$2.01K - $2.16K
|
7.65K
$1.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
10+ 0.13% |
$1.83K - $1.96K
|
7.72K
$1.51M
|