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 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
27.6KNew |
$3.96M - $4.57M
|
27.6K
$5.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Eagle Capital Management LLC
New York, NY |
BUY
|
- |
23.7KNew |
$3.41M - $3.93M
|
23.7K
$4.42M
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
14.3KNew |
$2.05M - $2.37M
|
14.3K
$2.66M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
12K+ 6.65% |
$1.73M - $1.99M
|
193K
$36M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
11.3KNew |
$1.63M - $1.88M
|
11.3K
$2.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
11KNew |
$1.58M - $1.82M
|
11K
$2.05M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
8.03KNew |
$1.15M - $1.33M
|
8.03K
$1.5M
|
|
|
Jan 30, 2024
Q4 2023
|
St. James Investment Company, LLC
|
BUY
|
- |
7.19KNew |
$1.03M - $1.19M
|
7.19K
$1.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
6.71KNew |
$964K - $1.11M
|
6.71K
$1.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Seizert Capital Partners, LLC
|
BUY
|
- |
6.63KNew |
$953K - $1.1M
|
6.63K
$1.24M
|
|
|
Jan 09, 2024
Q4 2023
|
Hamlin Capital Management, LLC
|
BUY
|
- |
6.51KNew |
$936K - $1.08M
|
6.51K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
5.69KNew |
$817K - $943K
|
5.69K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
5.49KNew |
$788K - $909K
|
5.49K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
BUY
|
- |
5.14KNew |
$739K - $852K
|
5.14K
$959K
|
|
|
Mar 20, 2024
Q4 2023
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
4.3KNew |
$618K - $713K
|
4.3K
$803K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
BUY
|
- |
3.95KNew |
$567K - $654K
|
3.95K
$736K
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
3.84KNew |
$552K - $637K
|
3.84K
$717K
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
3.8KNew |
$545K - $629K
|
3.8K
$708K
|
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
3.78KNew |
$543K - $626K
|
3.78K
$704K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.28KNew |
$471K - $543K
|
3.28K
$611K
|
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
3.26KNew |
$469K - $541K
|
3.26K
$608K
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
3.07KNew |
$441K - $509K
|
3.07K
$573K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.96KNew |
$425K - $490K
|
2.96K
$551K
|
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
BUY
|
- |
2.9KNew |
$417K - $481K
|
2.9K
$541K
|
|
|
Jan 12, 2024
Q4 2023
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
2.8K+ 27.42% |
$402K - $464K
|
13K
$2.43M
|
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
2.66K+ 8.95% |
$382K - $441K
|
32.4K
$6.04M
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
1.93KNew |
$277K - $319K
|
1.93K
$359K
|
|
|
Feb 01, 2024
Q4 2023
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
1.91KNew |
$274K - $316K
|
1.91K
$356K
|
|
|
Jan 25, 2024
Q4 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
1.76KNew |
$253K - $292K
|
1.76K
$328K
|
|
|
Apr 24, 2024
Q4 2023
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.75KNew |
$251K - $289K
|
1.75K
$325K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.73KNew |
$248K - $286K
|
1.73K
$322K
|
|
|
Feb 13, 2024
Q4 2023
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
1.73KNew |
$248K - $286K
|
1.73K
$322K
|
|
|
Feb 05, 2024
Q4 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
1.72KNew |
$248K - $286K
|
1.72K
$321K
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
1.64KNew |
$235K - $271K
|
1.64K
$305K
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1.59KNew |
$229K - $264K
|
1.59K
$297K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
1.48KNew |
$212K - $245K
|
1.48K
$275K
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.47KNew |
$211K - $243K
|
1.47K
$274K
|
|
|
Feb 13, 2024
Q4 2023
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
1.45KNew |
$208K - $240K
|
1.45K
$270K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.39KNew |
$199K - $230K
|
1.39K
$259K
|
|
|
Feb 05, 2024
Q4 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
1.39K+ 24.28% |
$199K - $230K
|
7.1K
$1.32M
|
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1.33KNew |
$191K - $221K
|
1.33K
$248K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.32KNew |
$189K - $218K
|
1.32K
$245K
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
1.31KNew |
$189K - $218K
|
1.31K
$245K
|
|
|
Feb 14, 2024
Q4 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
1.3KNew |
$187K - $215K
|
1.3K
$242K
|
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.3KNew |
$186K - $215K
|
1.3K
$242K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
1.29K+ 3.41% |
$185K - $214K
|
39.2K
$7.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
1.29KNew |
$185K - $214K
|
1.29K
$240K
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
BUY
|
- |
1.27KNew |
$182K - $210K
|
1.27K
$236K
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.25KNew |
$179K - $207K
|
1.25K
$233K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
1.24KNew |
$178K - $205K
|
1.24K
$231K
|