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 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
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
344New |
$52.2K - $56.3K
|
344
$64.1K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
340New |
$51.6K - $55.6K
|
340
$63.3K
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
305New |
$46.3K - $49.9K
|
305
$56.8K
|
|
Oct 18, 2023
Q3 2023
|
Clarity Financial LLC
|
BUY
|
- |
293+ 15.29% |
$44.5K - $47.9K
|
2.21K
$411K
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
284New |
$43.1K - $46.5K
|
284
$52.9K
|
|
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
$47.1K
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
237New |
$36K - $38.8K
|
237
$44.1K
|
|
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
$92.4K
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
151+ 0.39% |
$22.9K - $24.7K
|
39.1K
$7.28M
|
|
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
$22.7K
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
92New |
$14K - $15K
|
92
$17.1K
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
84New |
$12.7K - $13.7K
|
84
$15.6K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
30New |
$4.55K - $4.91K
|
30
$5.59K
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
27New |
$4.1K - $4.42K
|
27
$5.03K
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
24New |
$3.64K - $3.93K
|
24
$4.47K
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
20New |
$3.03K - $3.27K
|
20
$3.73K
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
BUY
|
- |
10+ 2.93% |
$1.52K - $1.64K
|
351
$65.4K
|
|
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
$6.14M
|
|
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
$340K
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
BUY
|
- |
1.78KNew |
$264K - $281K
|
1.78K
$332K
|
|
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
$92.2K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
401New |
$59.6K - $63.3K
|
401
$74.7K
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
384New |
$57K - $60.6K
|
384
$71.5K
|
|
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
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
87New |
$12.9K - $13.7K
|
87
$16.2K
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
52+ 3.3% |
$7.72K - $8.21K
|
1.63K
$303K
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
38New |
$5.64K - $6K
|
38
$7.08K
|
|
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
$1.86K
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
9+ 0.22% |
$1.34K - $1.42K
|
4.1K
$764K
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
6+ 0.35% |
$891 - $947
|
1.74K
$324K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
5+ 0.28% |
$743 - $789
|
1.78K
$332K
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
4New |
$594 - $631
|
4
$745
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
4+ 0.24% |
$594 - $631
|
1.69K
$315K
|