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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
81New |
$14.8K - $16.2K
|
81
$16K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
80+ 1.58% |
$14.7K - $16K
|
5.13K
$1.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
77+ 0.83% |
$14.1K - $15.4K
|
9.37K
$1.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
75+ 5.09% |
$13.7K - $15K
|
1.55K
$306K
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
71+ 129.09% |
$13K - $14.2K
|
126
$24.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
70New |
$12.8K - $14K
|
70
$13.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
70+ 2.24% |
$12.8K - $14K
|
3.2K
$632K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
67+ 4.55% |
$12.3K - $13.4K
|
1.54K
$304K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
63+ 91.3% |
$11.5K - $12.6K
|
132
$26.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
57+ 1.31% |
$10.4K - $11.4K
|
4.4K
$870K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
56New |
$10.3K - $11.2K
|
56
$11.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
55+ 2.37% |
$10.1K - $11K
|
2.38K
$470K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
47New |
$8.61K - $9.39K
|
47
$9.28K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
46+ 2.21% |
$8.43K - $9.19K
|
2.12K
$419K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
42New |
$7.7K - $8.39K
|
42
$8.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
42New |
$7.7K - $8.39K
|
42
$8.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
41+ 0.75% |
$7.51K - $8.19K
|
5.49K
$1.08M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
39New |
$7.15K - $7.79K
|
39
$7.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
39+ 0.51% |
$7.15K - $7.79K
|
7.69K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
38New |
$6.96K - $7.59K
|
38
$7.51K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
37New |
$6.78K - $7.39K
|
37
$7.31K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
35+ 0.59% |
$6.41K - $6.99K
|
6K
$1.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
27New |
$4.95K - $5.39K
|
27
$5.33K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
25+ 0.4% |
$4.58K - $4.99K
|
6.26K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
23New |
$4.21K - $4.6K
|
23
$4.54K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
21+ 53.85% |
$3.85K - $4.2K
|
60
$11.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
21+ 1.66% |
$3.85K - $4.2K
|
1.28K
$253K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
20+ 0.12% |
$3.66K - $4K
|
16.3K
$3.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
15+ 0.53% |
$2.75K - $3K
|
2.85K
$562K
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
12+ 0.84% |
$2.2K - $2.4K
|
1.44K
$284K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11New |
$2.02K - $2.2K
|
11
$2.17K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
9+ 0.45% |
$1.65K - $1.8K
|
2.03K
$400K
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
8+ 0.52% |
$1.47K - $1.6K
|
1.54K
$305K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
7+ 0.56% |
$1.28K - $1.4K
|
1.26K
$248K
|
|
|
Feb 13, 2025
Q4 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
6+ 0.56% |
$1.1K - $1.2K
|
1.07K
$212K
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
6+ 0.42% |
$1.1K - $1.2K
|
1.43K
$283K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
6+ 0.17% |
$1.1K - $1.2K
|
3.53K
$696K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5+ 0.04% |
$916 - $999
|
11.4K
$2.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
5+ 0.17% |
$916 - $999
|
2.89K
$570K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2+ 0.14% |
$366 - $400
|
1.41K
$279K
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1+ 0.03% |
$183 - $200
|
3.37K
$666K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.37% |
$183 - $200
|
269
$53.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1+ 1.04% |
$183 - $200
|
97
$19.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1+ 0.32% |
$183 - $200
|
316
$62.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 1.03% |
$183 - $200
|
98
$19.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
1+ 0.12% |
$183 - $200
|
853
$168K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
292KNew |
$50.7M - $55.5M
|
292K
$57.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
88.1K+ 2209.23% |
$15.3M - $16.7M
|
92.1K
$18.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
68.6KNew |
$11.9M - $13M
|
68.6K
$13.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
50.5K+ 4.5% |
$8.75M - $9.58M
|
1.17M
$232M
|
|