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 |
---|---|---|---|---|---|---|---|
Jul 17, 2023
Q2 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
2.14KNew |
$317K - $337K
|
2.14K
$398K
|
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.83KNew |
$271K - $288K
|
1.83K
$341K
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
BUY
|
- |
1.78KNew |
$264K - $281K
|
1.78K
$332K
|
|
Aug 14, 2023
Q2 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.73KNew |
$257K - $273K
|
1.73K
$322K
|
|
Jul 14, 2023
Q2 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.39KNew |
$206K - $219K
|
1.39K
$259K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
978+ 36.92% |
$145K - $154K
|
3.63K
$676K
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
900+ 9.68% |
$134K - $142K
|
10.2K
$1.9M
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
810New |
$120K - $128K
|
810
$151K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
597New |
$88.7K - $94.2K
|
597
$111K
|
|
Aug 07, 2023
Q2 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
495New |
$73.5K - $78.1K
|
495
$92.3K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
401New |
$59.6K - $63.3K
|
401
$74.8K
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
384New |
$57K - $60.6K
|
384
$71.6K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
349New |
$51.8K - $55.1K
|
349
$65.1K
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
345+ 15.12% |
$51.2K - $54.5K
|
2.63K
$490K
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
323New |
$48K - $51K
|
323
$60.2K
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
301New |
$44.7K - $47.5K
|
301
$56.1K
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
211+ 9.34% |
$31.3K - $33.3K
|
2.47K
$461K
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
87New |
$12.9K - $13.7K
|
87
$16.2K
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
38New |
$5.64K - $6K
|
38
$7.09K
|
|
Jul 31, 2023
Q2 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
20+ 1.37% |
$2.97K - $3.16K
|
1.48K
$276K
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
10New |
$1.49K - $1.58K
|
10
$1.87K
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
9+ 0.22% |
$1.34K - $1.42K
|
4.1K
$765K
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
7+ 0.1% |
$1.04K - $1.1K
|
6.82K
$1.27M
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
6+ 0.35% |
$891 - $947
|
1.74K
$325K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
5+ 0.28% |
$743 - $789
|
1.78K
$333K
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
4New |
$594 - $631
|
4
$746
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
4+ 0.24% |
$594 - $631
|
1.69K
$316K
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
2+ 0.49% |
$297 - $316
|
409
$76.3K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 0.38% |
$297 - $316
|
529
$98.7K
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$149 - $158
|
1
$187
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.11MNew |
$161M - $179M
|
1.11M
$207M
|
|
May 10, 2023
Q1 2023
|
Tiff Advisory Services Inc
|
BUY
|
- |
19.4K+ 59.8% |
$2.82M - $3.14M
|
51.9K
$9.68M
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
18.1K+ 54.03% |
$2.63M - $2.92M
|
51.6K
$9.62M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
10K+ 33.33% |
$1.45M - $1.62M
|
40K
$7.46M
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
7.4KNew |
$1.07M - $1.2M
|
7.4K
$1.38M
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
7.33K+ 10180.56% |
$1.06M - $1.18M
|
7.4K
$1.38M
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
BUY
|
- |
7.06K+ 3.45% |
$1.02M - $1.14M
|
212K
$39.5M
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
6.31K+ 152.23% |
$916K - $1.02M
|
10.5K
$1.95M
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
5.7KNew |
$828K - $921K
|
5.7K
$1.06M
|
|
May 15, 2023
Q1 2023
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
4.08K+ 17.1% |
$592K - $658K
|
27.9K
$5.2M
|
|
Apr 27, 2023
Q1 2023
|
Regis Management CO LLC
|
BUY
|
- |
3.23K+ 131.76% |
$469K - $522K
|
5.69K
$1.06M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
2.6KNew |
$378K - $420K
|
2.6K
$485K
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.3KNew |
$334K - $372K
|
2.3K
$429K
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.97KNew |
$285K - $317K
|
1.97K
$366K
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
1.84KNew |
$267K - $297K
|
1.84K
$343K
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
1.61KNew |
$234K - $261K
|
1.61K
$301K
|
|
May 11, 2023
Q1 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
1.39KNew |
$202K - $224K
|
1.39K
$259K
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.33KNew |
$193K - $215K
|
1.33K
$248K
|
|
Apr 19, 2023
Q1 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
1.31KNew |
$189K - $211K
|
1.31K
$243K
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
1.17K+ 1.44% |
$169K - $189K
|
82.2K
$15.3M
|