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 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
1+ 0.08% |
$183 - $196
|
1.25K
$246K
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1+ 0.04% |
$183 - $196
|
2.72K
$538K
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
1+ 0.01% |
$183 - $196
|
6.74K
$1.33M
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1+ 0.08% |
$183 - $196
|
1.28K
$253K
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
BUY
|
- |
1+ 0.05% |
$183 - $196
|
2.01K
$397K
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.02% |
$183 - $196
|
5.54K
$1.09M
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$183 - $196
|
5.82K
$1.15M
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
1+ 0.02% |
$183 - $196
|
4.32K
$853K
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
323K+ 144.29% |
$59.2M - $64.6M
|
547K
$108M
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
110K+ 1235.08% |
$20.1M - $21.9M
|
118K
$23.4M
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
98.6KNew |
$18.1M - $19.7M
|
98.6K
$19.5M
|
|
Feb 14, 2025
Q4 2024
|
Jain Global LLC
New York, NY |
BUY
|
- |
80.8KNew |
$14.8M - $16.1M
|
80.8K
$16M
|
|
Feb 14, 2025
Q4 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
60KNew |
$11M - $12M
|
60K
$11.9M
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
52.2KNew |
$9.56M - $10.4M
|
52.2K
$10.3M
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
43.2KNew |
$7.91M - $8.62M
|
43.2K
$8.52M
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
40K+ 512.82% |
$7.33M - $7.99M
|
47.8K
$9.44M
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
39.9KNew |
$7.31M - $7.97M
|
39.9K
$7.88M
|
|
Feb 13, 2025
Q4 2024
|
Lyrical Asset Management LP
New York, NY |
BUY
|
- |
34.6K+ 492.48% |
$6.34M - $6.91M
|
41.6K
$8.22M
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
24KNew |
$4.4M - $4.8M
|
24K
$4.74M
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
23.5KNew |
$4.3M - $4.69M
|
23.5K
$4.63M
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
22KNew |
$4.03M - $4.4M
|
22K
$4.35M
|
|
Jan 16, 2025
Q4 2024
|
Hamlin Capital Management, LLC
|
BUY
|
- |
20.3KNew |
$3.71M - $4.05M
|
20.3K
$4M
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
18.6KNew |
$3.42M - $3.72M
|
18.6K
$3.68M
|
|
Feb 13, 2025
Q4 2024
|
Dodge & Cox
San Francisco, CA |
BUY
|
- |
17.1KNew |
$3.13M - $3.42M
|
17.1K
$3.38M
|
|
Feb 24, 2025
Q4 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
15.2KNew |
$2.79M - $3.04M
|
15.2K
$3M
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
13.4KNew |
$2.45M - $2.67M
|
13.4K
$2.64M
|
|
Feb 14, 2025
Q4 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
11.9KNew |
$2.17M - $2.37M
|
11.9K
$2.34M
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
10.7KNew |
$1.96M - $2.14M
|
10.7K
$2.12M
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
10.7KNew |
$1.96M - $2.14M
|
10.7K
$2.12M
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
10.5KNew |
$1.92M - $2.1M
|
10.5K
$2.07M
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
9.93K+ 479.25% |
$1.82M - $1.98M
|
12K
$2.37M
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
9.85KNew |
$1.8M - $1.97M
|
9.85K
$1.94M
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
9.01KNew |
$1.65M - $1.8M
|
9.01K
$1.78M
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
8.83KNew |
$1.62M - $1.76M
|
8.83K
$1.74M
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
8.56KNew |
$1.57M - $1.71M
|
8.56K
$1.69M
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
8.5KNew |
$1.56M - $1.7M
|
8.5K
$1.68M
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
7.1KNew |
$1.3M - $1.42M
|
7.1K
$1.4M
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
6.71K+ 46.73% |
$1.23M - $1.34M
|
21.1K
$4.16M
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
5.67KNew |
$1.04M - $1.13M
|
5.67K
$1.12M
|
|
Feb 06, 2025
Q4 2024
|
Seizert Capital Partners, LLC
|
BUY
|
- |
5.54KNew |
$1.02M - $1.11M
|
5.54K
$1.09M
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
5.25KNew |
$962K - $1.05M
|
5.25K
$1.04M
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
5.18K+ 122.91% |
$949K - $1.03M
|
9.39K
$1.85M
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
5.03KNew |
$921K - $1M
|
5.03K
$992K
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
4.97KNew |
$910K - $992K
|
4.97K
$981K
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
4.33KNew |
$794K - $866K
|
4.33K
$856K
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.14K+ 665.92% |
$759K - $828K
|
4.76K
$941K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.05K+ 15.24% |
$742K - $810K
|
30.6K
$6.05M
|
|
Mar 19, 2025
Q4 2024
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
3.91KNew |
$716K - $780K
|
3.91K
$771K
|