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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.9KNew |
$714K - $779K
|
3.9K
$770K
|
|
|
Feb 13, 2025
Q4 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
3.78KNew |
$692K - $755K
|
3.78K
$746K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3.65KNew |
$669K - $729K
|
3.65K
$721K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.61K+ 3.53% |
$662K - $722K
|
106K
$20.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.54KNew |
$648K - $707K
|
3.54K
$699K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
3.42KNew |
$627K - $684K
|
3.42K
$676K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
3.36KNew |
$616K - $672K
|
3.36K
$664K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.35KNew |
$614K - $669K
|
3.35K
$662K
|
|
|
Feb 14, 2025
Q4 2024
|
Vulcan Value Partners, LLC
Birmingham, AL |
BUY
|
- |
3.34KNew |
$611K - $666K
|
3.34K
$659K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3.07KNew |
$563K - $614K
|
3.07K
$607K
|
|
|
Feb 12, 2025
Q4 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
3.05KNew |
$559K - $609K
|
3.05K
$602K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
3.04KNew |
$557K - $607K
|
3.04K
$600K
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
2.75K+ 71.1% |
$503K - $549K
|
6.61K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.72KNew |
$499K - $544K
|
2.72K
$537K
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
2.62KNew |
$480K - $523K
|
2.62K
$517K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.55KNew |
$466K - $508K
|
2.55K
$503K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.41KNew |
$442K - $482K
|
2.41K
$477K
|
|
|
Feb 05, 2025
Q4 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
2.15KNew |
$394K - $430K
|
2.15K
$425K
|
|
|
Apr 17, 2025
Q4 2024
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
2.08KNew |
$381K - $416K
|
2.08K
$411K
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
2.01KNew |
$368K - $402K
|
2.01K
$397K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.96KNew |
$358K - $391K
|
1.96K
$386K
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
1.85KNew |
$338K - $369K
|
1.85K
$365K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
BUY
|
- |
1.81KNew |
$331K - $361K
|
1.81K
$356K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
1.73KNew |
$318K - $346K
|
1.73K
$342K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.7KNew |
$311K - $340K
|
1.7K
$336K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
1.68KNew |
$308K - $335K
|
1.68K
$332K
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.64KNew |
$300K - $327K
|
1.64K
$324K
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.63KNew |
$298K - $325K
|
1.63K
$322K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
1.59KNew |
$291K - $317K
|
1.59K
$313K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
1.58KNew |
$289K - $315K
|
1.58K
$311K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1.57K+ 2.75% |
$288K - $314K
|
58.7K
$11.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.57KNew |
$287K - $313K
|
1.57K
$309K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
1.52KNew |
$278K - $303K
|
1.52K
$300K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.5KNew |
$275K - $300K
|
1.5K
$296K
|
|
|
Feb 13, 2025
Q4 2024
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
1.44KNew |
$263K - $287K
|
1.44K
$284K
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
1.42KNew |
$261K - $285K
|
1.42K
$281K
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
1.41KNew |
$259K - $282K
|
1.41K
$279K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.32KNew |
$242K - $264K
|
1.32K
$261K
|
|
|
Jan 28, 2025
Q4 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
1.29KNew |
$237K - $259K
|
1.29K
$256K
|
|
|
May 01, 2025
Q4 2024
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
1.29KNew |
$237K - $258K
|
1.29K
$255K
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
1.28KNew |
$234K - $256K
|
1.28K
$253K
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
1.27KNew |
$232K - $253K
|
1.27K
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
1.21KNew |
$221K - $241K
|
1.21K
$238K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.21KNew |
$221K - $241K
|
1.21K
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
1.2K+ 38.71% |
$220K - $240K
|
4.3K
$849K
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
1.17KNew |
$215K - $234K
|
1.17K
$231K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
1.17KNew |
$215K - $234K
|
1.17K
$231K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.11K+ 12.82% |
$204K - $223K
|
9.81K
$1.94M
|