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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.96KNew |
$449K - $484K
|
2.96K
$552K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.92KNew |
$444K - $478K
|
2.92K
$545K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2.8KNew |
$425K - $458K
|
2.8K
$522K
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2.06KNew |
$312K - $337K
|
2.06K
$384K
|
|
|
Nov 16, 2023
Q3 2023
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
1.87KNew |
$283K - $305K
|
1.87K
$348K
|
|
|
Oct 12, 2023
Q3 2023
|
Single Point Partners, LLC
|
BUY
|
- |
1.8KNew |
$274K - $295K
|
1.8K
$336K
|
|
|
Oct 13, 2023
Q3 2023
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
1.69KNew |
$257K - $277K
|
1.69K
$316K
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
1.63KNew |
$247K - $267K
|
1.63K
$304K
|
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1.46KNew |
$222K - $239K
|
1.46K
$272K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.43KNew |
$217K - $234K
|
1.43K
$267K
|
|
|
Nov 09, 2023
Q3 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.4K+ 92.96% |
$212K - $229K
|
2.91K
$542K
|
|
|
Oct 25, 2023
Q3 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
1.36KNew |
$207K - $223K
|
1.36K
$254K
|
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
1.34KNew |
$204K - $220K
|
1.34K
$250K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1.33KNew |
$202K - $218K
|
1.33K
$249K
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
1.2K+ 50.36% |
$182K - $197K
|
3.59K
$669K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
BUY
|
- |
998+ 232.09% |
$151K - $163K
|
1.43K
$266K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
870+ 654.14% |
$132K - $142K
|
1K
$187K
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
666New |
$101K - $109K
|
666
$124K
|
|
|
Oct 23, 2023
Q3 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
503+ 32.39% |
$76.3K - $82.3K
|
2.06K
$383K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
459New |
$69.6K - $75.1K
|
459
$85.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
344New |
$52.2K - $56.3K
|
344
$64.2K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
340New |
$51.6K - $55.6K
|
340
$63.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
305New |
$46.3K - $49.9K
|
305
$56.9K
|
|
|
Oct 18, 2023
Q3 2023
|
Clarity Financial LLC
|
BUY
|
- |
293+ 15.29% |
$44.5K - $47.9K
|
2.21K
$412K
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
284New |
$43.1K - $46.5K
|
284
$53K
|
|
|
Nov 08, 2023
Q3 2023
|
Appleton Group, LLC
|
BUY
|
- |
264+ 4.3% |
$40.1K - $43.2K
|
6.41K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
253New |
$38.4K - $41.4K
|
253
$47.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
237New |
$36K - $38.8K
|
237
$44.2K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
190New |
$28.8K - $31.1K
|
190
$35.4K
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
185+ 13.6% |
$28.1K - $30.3K
|
1.55K
$288K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
177+ 55.49% |
$26.9K - $29K
|
496
$92.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
151+ 0.39% |
$22.9K - $24.7K
|
39.1K
$7.29M
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
126New |
$19.1K - $20.6K
|
126
$23.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
122New |
$18.5K - $20K
|
122
$22.8K
|
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
115New |
$17.4K - $18.8K
|
115
$21.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
100New |
$15.2K - $16.4K
|
100
$18.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
92New |
$14K - $15K
|
92
$17.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
84New |
$12.7K - $13.7K
|
84
$15.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
34+ 0.23% |
$5.16K - $5.56K
|
14.6K
$2.71M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
30New |
$4.55K - $4.91K
|
30
$5.6K
|
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
27New |
$4.1K - $4.42K
|
27
$5.04K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
24New |
$3.64K - $3.93K
|
24
$4.48K
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
20New |
$3.03K - $3.27K
|
20
$3.73K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
10+ 50.0% |
$1.52K - $1.64K
|
30
$5.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
BUY
|
- |
10+ 2.93% |
$1.52K - $1.64K
|
351
$65.5K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
BUY
|
- |
131KNew |
$19.5M - $20.7M
|
131K
$24.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
78.4KNew |
$11.6M - $12.4M
|
78.4K
$14.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
33KNew |
$4.9M - $5.2M
|
33K
$6.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Dodge & Cox
San Francisco, CA |
BUY
|
- |
11K+ 220.0% |
$1.63M - $1.74M
|
16K
$2.98M
|
|
|
Aug 11, 2023
Q2 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
3.52KNew |
$523K - $556K
|
3.52K
$657K
|
|