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 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
19.8K+ 0.43% |
$3.44M - $3.76M
|
4.6M
$852M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
19.5K+ 81.72% |
$3.38M - $3.7M
|
43.4K
$8.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
19.3KNew |
$3.34M - $3.65M
|
19.3K
$3.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
18.9KNew |
$3.27M - $3.58M
|
18.9K
$3.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
18.8KNew |
$3.26M - $3.57M
|
18.8K
$3.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.3K+ 88.14% |
$3M - $3.28M
|
36.9K
$6.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
17K+ 5.17% |
$2.95M - $3.23M
|
346K
$64.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16.6K+ 106.38% |
$2.88M - $3.16M
|
32.3K
$5.97M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
16.4K+ 119.43% |
$2.84M - $3.11M
|
30.1K
$5.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.4K+ 1.54% |
$2.67M - $2.93M
|
1.02M
$188M
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
15.3K+ 7.12% |
$2.65M - $2.9M
|
230K
$42.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
15.2K+ 5613.33% |
$2.63M - $2.88M
|
15.4K
$2.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
15K+ 12.97% |
$2.59M - $2.84M
|
130K
$24.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Tcw Group Inc
|
BUY
|
- |
14.4KNew |
$2.49M - $2.72M
|
14.4K
$2.66M
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
13.8K+ 10.42% |
$2.4M - $2.62M
|
147K
$27.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
12.9K+ 13.78% |
$2.24M - $2.45M
|
107K
$19.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
12.9K+ 7.72% |
$2.24M - $2.45M
|
180K
$33.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
12.9K+ 324.16% |
$2.23M - $2.45M
|
16.9K
$3.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
12.9K+ 4.14% |
$2.23M - $2.44M
|
324K
$59.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.2KNew |
$2.11M - $2.31M
|
12.2K
$2.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
12.1K+ 113.83% |
$2.1M - $2.3M
|
22.8K
$4.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
12.1K+ 2.53% |
$2.1M - $2.3M
|
490K
$90.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
11.9K+ 122.17% |
$2.06M - $2.26M
|
21.6K
$4M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
11.7K+ 31.17% |
$2.02M - $2.21M
|
49.1K
$9.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
11.6K+ 5.98% |
$2.02M - $2.21M
|
206K
$38.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
11.4K+ 3.65% |
$1.97M - $2.16M
|
323K
$59.9M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11.3K+ 78.72% |
$1.96M - $2.14M
|
25.6K
$4.74M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
10.8K+ 19.97% |
$1.88M - $2.05M
|
65K
$12M
|
|
|
Nov 01, 2024
Q3 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
10.5KNew |
$1.82M - $2M
|
10.5K
$1.95M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.3K+ 10.44% |
$1.79M - $1.96M
|
109K
$20.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10.3K+ 0.32% |
$1.79M - $1.96M
|
3.25M
$601M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
10.2K+ 18.75% |
$1.77M - $1.94M
|
64.7K
$12M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
9.88K+ 16.87% |
$1.71M - $1.88M
|
68.4K
$12.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.48K+ 16.74% |
$1.64M - $1.8M
|
66.1K
$12.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.29K+ 4.32% |
$1.61M - $1.76M
|
224K
$41.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
8.87KNew |
$1.54M - $1.68M
|
8.87K
$1.64M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
8.77K+ 2.44% |
$1.52M - $1.66M
|
368K
$68.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.52K+ 4.66% |
$1.48M - $1.62M
|
191K
$35.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.46K+ 29.89% |
$1.47M - $1.61M
|
36.8K
$6.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.39K+ 395.94% |
$1.45M - $1.59M
|
10.5K
$1.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
8.38K+ 47.1% |
$1.45M - $1.59M
|
26.2K
$4.85M
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
8.32K+ 2.19% |
$1.44M - $1.58M
|
388K
$71.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
8.22KNew |
$1.43M - $1.56M
|
8.22K
$1.52M
|
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
7.82KNew |
$1.36M - $1.48M
|
7.82K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.8K+ 36.23% |
$1.35M - $1.48M
|
29.3K
$5.43M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7.78K+ 2.07% |
$1.35M - $1.48M
|
384K
$71M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.3K+ 3.87% |
$1.26M - $1.38M
|
196K
$36.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
7.16KNew |
$1.24M - $1.36M
|
7.16K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
7.1KNew |
$1.23M - $1.35M
|
7.1K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Lyrical Asset Management LP
New York, NY |
BUY
|
- |
7.02KNew |
$1.22M - $1.33M
|
7.02K
$1.3M
|