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 01, 2025
Q1 2025
|
Q3 Asset Management
|
BUY
|
- |
13.3KNew |
$2.43M - $2.6M
|
13.3K
$2.69M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
11.2K+ 96.5% |
$2.05M - $2.2M
|
22.8K
$4.62M
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
10.9K+ 141.08% |
$1.99M - $2.13M
|
18.6K
$3.76M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.13KNew |
$1.67M - $1.79M
|
9.13K
$1.85M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
8.48K+ 55.87% |
$1.55M - $1.66M
|
23.6K
$4.79M
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
PUT |
8KNew |
$1.46M - $1.57M
|
8K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
6.69K+ 10.19% |
$1.22M - $1.31M
|
72.3K
$14.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
6.57K+ 35.04% |
$1.2M - $1.29M
|
25.3K
$5.13M
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
6.46K+ 48.61% |
$1.18M - $1.27M
|
19.7K
$4M
|
|
|
Apr 22, 2025
Q1 2025
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
5.92K+ 45.5% |
$1.08M - $1.16M
|
18.9K
$3.84M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
5.59K+ 1.74% |
$1.02M - $1.1M
|
326K
$66.1M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.41K+ 3.12% |
$989K - $1.06M
|
179K
$36.3M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
5.4KNew |
$987K - $1.06M
|
5.4K
$1.09M
|
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
4.81KNew |
$880K - $944K
|
4.81K
$975K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
4.67KNew |
$853K - $915K
|
4.67K
$945K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
4.57KNew |
$836K - $897K
|
4.57K
$926K
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
4.41KNew |
$806K - $865K
|
4.41K
$894K
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
4.2KNew |
$768K - $824K
|
4.2K
$851K
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
3.97KNew |
$726K - $780K
|
3.97K
$805K
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
3.89KNew |
$711K - $763K
|
3.89K
$788K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
3.46K+ 2.84% |
$632K - $678K
|
125K
$25.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.31KNew |
$605K - $649K
|
3.31K
$670K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.94KNew |
$537K - $576K
|
2.94K
$595K
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
2.89KNew |
$528K - $567K
|
2.89K
$586K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
2.83KNew |
$518K - $555K
|
2.83K
$574K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
2.64KNew |
$483K - $518K
|
2.64K
$535K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
2.4KNew |
$439K - $472K
|
2.4K
$487K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.29KNew |
$418K - $449K
|
2.29K
$464K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
2.22KNew |
$406K - $436K
|
2.22K
$450K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
2.18KNew |
$398K - $427K
|
2.18K
$441K
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
1.94KNew |
$355K - $381K
|
1.94K
$393K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
1.79KNew |
$327K - $351K
|
1.79K
$362K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
1.75K+ 9.2% |
$320K - $343K
|
20.8K
$4.21M
|
|
|
May 15, 2025
Q1 2025
|
Alamar Capital Management, LLC
|
BUY
|
- |
1.63K+ 25.2% |
$298K - $320K
|
8.1K
$1.64M
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
1.61KNew |
$294K - $316K
|
1.61K
$326K
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
1.55KNew |
$284K - $304K
|
1.55K
$314K
|
|
|
May 02, 2025
Q1 2025
|
Easterly Investment Partners LLC
|
BUY
|
- |
1.48KNew |
$271K - $291K
|
1.48K
$301K
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
1.47KNew |
$269K - $289K
|
1.47K
$298K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
1.43K+ 28.26% |
$261K - $280K
|
6.47K
$1.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.35K+ 14.27% |
$246K - $264K
|
10.8K
$2.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
1.33KNew |
$243K - $261K
|
1.33K
$269K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.29KNew |
$235K - $253K
|
1.29K
$261K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.21K+ 1.83% |
$222K - $238K
|
67.5K
$13.7M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.19KNew |
$217K - $233K
|
1.19K
$241K
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.19KNew |
$217K - $233K
|
1.19K
$240K
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
1.19KNew |
$217K - $233K
|
1.19K
$240K
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.18KNew |
$216K - $232K
|
1.18K
$240K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
1.13KNew |
$207K - $222K
|
1.13K
$229K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.08KNew |
$198K - $213K
|
1.08K
$220K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
1.08KNew |
$197K - $211K
|
1.08K
$218K
|