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 |
|---|---|---|---|---|---|---|---|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
374+ 31.72% |
$64.8K - $71K
|
1.55K
$307K
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
BUY
|
- |
350+ 4.12% |
$60.7K - $66.4K
|
8.85K
$1.75M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
300New |
$52K - $56.9K
|
300
$59.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
298New |
$51.7K - $56.6K
|
298
$58.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
286New |
$49.6K - $54.3K
|
286
$56.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
268New |
$46.5K - $50.9K
|
268
$52.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
242+ 11.03% |
$42K - $45.9K
|
2.44K
$481K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
234New |
$40.6K - $44.4K
|
234
$46.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
193+ 536.11% |
$33.5K - $36.6K
|
229
$45.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
171New |
$29.6K - $32.5K
|
171
$33.8K
|
|
|
Oct 04, 2024
Q3 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
162+ 0.12% |
$28.1K - $30.7K
|
130K
$25.7M
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
142+ 3.66% |
$24.6K - $27K
|
4.02K
$794K
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
129New |
$22.4K - $24.5K
|
129
$25.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
126+ 4.55% |
$21.8K - $23.9K
|
2.9K
$572K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
112+ 157.75% |
$19.4K - $21.3K
|
183
$36.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
108New |
$18.7K - $20.5K
|
108
$21.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
98+ 16.07% |
$17K - $18.6K
|
708
$140K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
76+ 4.05% |
$13.2K - $14.4K
|
1.95K
$386K
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
70+ 35.9% |
$12.1K - $13.3K
|
265
$52.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
55+ 0.92% |
$9.53K - $10.4K
|
6.01K
$1.19M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
48New |
$8.32K - $9.11K
|
48
$9.48K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
19+ 17.59% |
$3.29K - $3.61K
|
127
$25.1K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
18+ 2.43% |
$3.12K - $3.42K
|
760
$150K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
16+ 1.27% |
$2.77K - $3.04K
|
1.27K
$252K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
13New |
$2.25K - $2.47K
|
13
$2.57K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
11+ 1.39% |
$1.91K - $2.09K
|
802
$158K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
9New |
$1.56K - $1.71K
|
9
$1.78K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
7+ 0.38% |
$1.21K - $1.33K
|
1.86K
$368K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
5New |
$867 - $949
|
5
$988
|
|
|
Nov 13, 2024
Q3 2024
|
Nixon Capital, LLC
Austin, TX |
BUY
|
- |
4New |
$693 - $759
|
4
$790
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
4+ 0.26% |
$693 - $759
|
1.54K
$304K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1+ 0.05% |
$173 - $190
|
2.15K
$425K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.33% |
$173 - $190
|
304
$60K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
1+ 0.08% |
$173 - $190
|
1.23K
$242K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
173K+ 7.58% |
$29.2M - $30.9M
|
2.45M
$484M
|
|
|
Aug 05, 2024
Q2 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
17.8KNew |
$3.02M - $3.19M
|
17.8K
$3.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
14.6KNew |
$2.47M - $2.61M
|
14.6K
$2.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
4.08K+ 6.17% |
$690K - $730K
|
70.2K
$13.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
3.26KNew |
$552K - $584K
|
3.26K
$644K
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.73KNew |
$462K - $489K
|
2.73K
$539K
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
2.15K+ 593.92% |
$364K - $385K
|
2.51K
$496K
|
|
|
Aug 14, 2024
Q2 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
1.61KNew |
$273K - $288K
|
1.61K
$318K
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
1.56KNew |
$265K - $280K
|
1.56K
$308K
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
1.34K+ 1855.56% |
$226K - $239K
|
1.41K
$278K
|
|
|
Jul 30, 2024
Q2 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
1.1KNew |
$186K - $197K
|
1.1K
$217K
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
1KNew |
$169K - $179K
|
1K
$198K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
585New |
$99.1K - $105K
|
585
$116K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
496New |
$84K - $88.8K
|
496
$98K
|
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
430New |
$72.8K - $77K
|
430
$84.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
393+ 48.28% |
$66.6K - $70.4K
|
1.21K
$238K
|
|