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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
260+ 12.38% |
$37.8K - $42K
|
2.36K
$440K
|
|
|
Apr 28, 2023
Q1 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
202+ 14.91% |
$29.3K - $32.6K
|
1.56K
$290K
|
|
|
May 15, 2023
Q1 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
199+ 1.45% |
$28.9K - $32.2K
|
14K
$2.61M
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
162New |
$23.5K - $26.2K
|
162
$30.2K
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
125+ 7.0% |
$18.2K - $20.2K
|
1.91K
$356K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
117+ 31.71% |
$17K - $18.9K
|
486
$90.6K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
44New |
$6.39K - $7.11K
|
44
$8.21K
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
34New |
$4.94K - $5.49K
|
34
$6.34K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
10+ 0.53% |
$1.45K - $1.62K
|
1.89K
$353K
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
6+ 0.3% |
$871 - $969
|
2.03K
$379K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1+ 7.69% |
$145 - $162
|
14
$2.61K
|
|
| Q4 2022 | |||||||
|
Jan 12, 2023
Q4 2022
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
82K+ 249.6% |
$11.2M - $13M
|
115K
$21.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
50.6KNew |
$6.92M - $8.04M
|
50.6K
$9.43M
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
38.1KNew |
$5.22M - $6.06M
|
38.1K
$7.11M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
38.1KNew |
$5.22M - $6.06M
|
38.1K
$7.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
33.6K+ 265.61% |
$4.6M - $5.35M
|
46.3K
$8.64M
|
|
|
Jan 31, 2023
Q4 2022
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
29.5KNew |
$4.03M - $4.68M
|
29.5K
$5.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
28KNew |
$3.83M - $4.45M
|
28K
$5.22M
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
19KNew |
$2.6M - $3.02M
|
19K
$3.55M
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
18.7KNew |
$2.56M - $2.98M
|
18.7K
$3.49M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
13.3K+ 550.33% |
$1.82M - $2.11M
|
15.7K
$2.93M
|
|
|
Feb 07, 2023
Q4 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
12.6KNew |
$1.73M - $2.01M
|
12.6K
$2.35M
|
|
|
Feb 07, 2023
Q4 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
10.9K+ 165.72% |
$1.49M - $1.73M
|
17.4K
$3.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
9.73K+ 2780.0% |
$1.33M - $1.55M
|
10.1K
$1.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
7.68K+ 69.82% |
$1.05M - $1.22M
|
18.7K
$3.48M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
7.62KNew |
$1.04M - $1.21M
|
7.62K
$1.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
6.76K+ 55.71% |
$925K - $1.07M
|
18.9K
$3.52M
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
6.02KNew |
$823K - $957K
|
6.02K
$1.12M
|
|
|
Apr 18, 2023
Q4 2022
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
4.2KNew |
$574K - $667K
|
4.2K
$783K
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
3.47KNew |
$474K - $551K
|
3.47K
$646K
|
|
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
3.25KNew |
$445K - $517K
|
3.25K
$606K
|
|
|
Feb 13, 2023
Q4 2022
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
2.69K+ 38.04% |
$368K - $428K
|
9.77K
$1.82M
|
|
|
Jan 30, 2023
Q4 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
2.51KNew |
$343K - $399K
|
2.51K
$468K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.39KNew |
$327K - $380K
|
2.39K
$446K
|
|
|
Feb 06, 2023
Q4 2022
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
2.27KNew |
$310K - $361K
|
2.27K
$423K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
2.07KNew |
$284K - $330K
|
2.07K
$387K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.88KNew |
$257K - $299K
|
1.88K
$350K
|
|
|
Jan 23, 2023
Q4 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
1.83KNew |
$251K - $291K
|
1.83K
$342K
|
|
|
Feb 02, 2023
Q4 2022
|
Davidson Investment Advisors
|
BUY
|
- |
1.79KNew |
$244K - $284K
|
1.79K
$333K
|
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.72KNew |
$235K - $273K
|
1.72K
$321K
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
1.67KNew |
$229K - $266K
|
1.67K
$312K
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.65KNew |
$225K - $262K
|
1.65K
$307K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
PUT |
1.6KNew |
$219K - $254K
|
1.6K
$298K
|
|
|
Jan 17, 2023
Q4 2022
|
Lathrop Investment Management Corp
|
BUY
|
- |
1.47KNew |
$201K - $233K
|
1.47K
$274K
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
1.44KNew |
$196K - $228K
|
1.44K
$268K
|
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
1.42KNew |
$194K - $226K
|
1.42K
$265K
|
|
|
Feb 13, 2023
Q4 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
1.42KNew |
$194K - $225K
|
1.42K
$264K
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.4KNew |
$192K - $223K
|
1.4K
$261K
|
|
|
Feb 10, 2023
Q4 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.4KNew |
$191K - $222K
|
1.4K
$261K
|
|
|
Feb 14, 2023
Q4 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1.4KNew |
$191K - $222K
|
1.4K
$261K
|
|