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 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
90+ 0.41% |
$16.5K - $17.7K
|
22.2K
$4.49M
|
|
|
Apr 24, 2025
Q1 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
86+ 7.9% |
$15.7K - $16.9K
|
1.18K
$238K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
86+ 3.29% |
$15.7K - $16.9K
|
2.7K
$546K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
84+ 1.74% |
$15.4K - $16.5K
|
4.9K
$993K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
80+ 55.94% |
$14.6K - $15.7K
|
223
$45.2K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
77+ 2.11% |
$14.1K - $15.1K
|
3.73K
$756K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
63+ 0.6% |
$11.5K - $12.4K
|
10.6K
$2.15M
|
|
|
Aug 27, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
60+ 0.25% |
$11K - $11.8K
|
23.6K
$4.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
55New |
$10.1K - $10.8K
|
55
$11.1K
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
48+ 29.63% |
$8.78K - $9.42K
|
210
$42.6K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
48+ 1.54% |
$8.78K - $9.42K
|
3.16K
$640K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
40+ 42.11% |
$7.31K - $7.85K
|
135
$27.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
32New |
$5.85K - $6.28K
|
32
$6.48K
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
30+ 0.53% |
$5.48K - $5.89K
|
5.67K
$1.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
30+ 2.21% |
$5.48K - $5.89K
|
1.39K
$281K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
28+ 1.63% |
$5.12K - $5.49K
|
1.74K
$353K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
24+ 39.34% |
$4.39K - $4.71K
|
85
$17.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
23+ 1.53% |
$4.2K - $4.51K
|
1.53K
$309K
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
19New |
$3.47K - $3.73K
|
19
$3.85K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
13+ 108.33% |
$2.38K - $2.55K
|
25
$5.07K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
13+ 0.74% |
$2.38K - $2.55K
|
1.76K
$356K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
11+ 0.48% |
$2.01K - $2.16K
|
2.31K
$469K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
7New |
$1.28K - $1.37K
|
7
$1.42K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
7+ 0.38% |
$1.28K - $1.37K
|
1.87K
$378K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4+ 5.97% |
$731 - $785
|
71
$14.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
4+ 0.37% |
$731 - $785
|
1.1K
$222K
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
2+ 0.11% |
$366 - $392
|
1.9K
$385K
|
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$183 - $196
|
1
$203
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$183 - $196
|
1
$203
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
1New |
$183 - $196
|
1
$203
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1+ 0.08% |
$183 - $196
|
1.28K
$259K
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$183 - $196
|
5.82K
$1.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
1+ 0.02% |
$183 - $196
|
4.32K
$875K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
323K+ 144.29% |
$59.2M - $64.6M
|
547K
$111M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
110K+ 1235.08% |
$20.1M - $21.9M
|
118K
$24M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
98.6KNew |
$18.1M - $19.7M
|
98.6K
$20M
|
|
|
Feb 14, 2025
Q4 2024
|
Jain Global LLC
New York, NY |
BUY
|
- |
80.8KNew |
$14.8M - $16.1M
|
80.8K
$16.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
60KNew |
$11M - $12M
|
60K
$12.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
52.2KNew |
$9.56M - $10.4M
|
52.2K
$10.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
43.2KNew |
$7.91M - $8.62M
|
43.2K
$8.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
39.9KNew |
$7.31M - $7.97M
|
39.9K
$8.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
24KNew |
$4.4M - $4.8M
|
24K
$4.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Hamlin Capital Management, LLC
|
BUY
|
- |
20.3KNew |
$3.71M - $4.05M
|
20.3K
$4.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
18.6KNew |
$3.42M - $3.72M
|
18.6K
$3.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Dodge & Cox
San Francisco, CA |
BUY
|
- |
17.1KNew |
$3.13M - $3.42M
|
17.1K
$3.46M
|
|
|
Feb 24, 2025
Q4 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
15.2KNew |
$2.79M - $3.04M
|
15.2K
$3.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
13.4KNew |
$2.45M - $2.67M
|
13.4K
$2.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
11.9KNew |
$2.17M - $2.37M
|
11.9K
$2.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
10.7KNew |
$1.96M - $2.14M
|
10.7K
$2.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
10.7KNew |
$1.96M - $2.14M
|
10.7K
$2.17M
|
|