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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
95+ 5.9% |
$16.1K - $17K
|
1.71K
$318K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
65New |
$11K - $11.6K
|
65
$12.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
60+ 31.75% |
$10.2K - $10.7K
|
249
$46.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
56+ 1.69% |
$9.49K - $10K
|
3.38K
$630K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
54+ 19.71% |
$9.15K - $9.67K
|
328
$61.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
48New |
$8.13K - $8.59K
|
48
$8.95K
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
48+ 0.89% |
$8.13K - $8.59K
|
5.45K
$1.02M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
41New |
$6.95K - $7.34K
|
41
$7.65K
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
41New |
$6.95K - $7.34K
|
41
$7.65K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
14+ 28.57% |
$2.37K - $2.51K
|
63
$11.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
13+ 1.32% |
$2.2K - $2.33K
|
998
$186K
|
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
12New |
$2.03K - $2.15K
|
12
$2.24K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
11New |
$1.86K - $1.97K
|
11
$2.05K
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
7+ 0.46% |
$1.19K - $1.25K
|
1.52K
$283K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
5+ 0.24% |
$847 - $895
|
2.12K
$396K
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
4+ 0.06% |
$678 - $716
|
6.52K
$1.22M
|
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1+ 1.59% |
$169 - $179
|
64
$11.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1+ 0.15% |
$169 - $179
|
666
$124K
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 1.04% |
$169 - $179
|
97
$18.1K
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
254KNew |
$41.1M - $45.5M
|
254K
$47.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
138KNew |
$22.3M - $24.7M
|
138K
$25.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
73.7K+ 26.73% |
$11.9M - $13.2M
|
349K
$65.1M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
29.7KNew |
$4.8M - $5.32M
|
29.7K
$5.54M
|
|
|
May 15, 2024
Q1 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
28KNew |
$4.53M - $5.02M
|
28K
$5.22M
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
22.5K+ 70.59% |
$3.64M - $4.03M
|
54.3K
$10.1M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
22.1KNew |
$3.57M - $3.95M
|
22.1K
$4.11M
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
15.7K+ 30.52% |
$2.54M - $2.81M
|
67.1K
$12.5M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
15.6KNew |
$2.52M - $2.79M
|
15.6K
$2.91M
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
7.05KNew |
$1.14M - $1.26M
|
7.05K
$1.31M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
6.38KNew |
$1.03M - $1.14M
|
6.38K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
5.98KNew |
$967K - $1.07M
|
5.98K
$1.11M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
5.31K+ 277.67% |
$859K - $951K
|
7.22K
$1.35M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.67K+ 1.0% |
$756K - $836K
|
470K
$87.6M
|
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
3.6KNew |
$583K - $646K
|
3.6K
$672K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
3.33KNew |
$539K - $596K
|
3.33K
$621K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3.3K+ 39.73% |
$534K - $591K
|
11.6K
$2.16M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
3K+ 1500.0% |
$486K - $537K
|
3.2K
$597K
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2.85KNew |
$461K - $510K
|
2.85K
$531K
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
2.35KNew |
$381K - $421K
|
2.35K
$439K
|
|
|
Apr 22, 2024
Q1 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
1.97KNew |
$319K - $353K
|
1.97K
$367K
|
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
1.9KNew |
$308K - $341K
|
1.9K
$355K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
1.87KNew |
$302K - $335K
|
1.87K
$349K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.82KNew |
$295K - $326K
|
1.82K
$340K
|
|
|
Apr 02, 2024
Q1 2024
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
1.81K+ 1.07% |
$293K - $324K
|
172K
$32M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.78KNew |
$288K - $318K
|
1.78K
$332K
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.7KNew |
$274K - $304K
|
1.7K
$316K
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.63K+ 98.25% |
$264K - $292K
|
3.29K
$614K
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
1.62KNew |
$262K - $290K
|
1.62K
$302K
|
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
BUY
|
- |
1.58KNew |
$255K - $282K
|
1.58K
$294K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.57KNew |
$255K - $282K
|
1.57K
$293K
|
|