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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.67K+ 1.0% |
$756K - $836K
|
470K
$95.1M
|
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
3.6KNew |
$583K - $646K
|
3.6K
$730K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
3K+ 1500.0% |
$486K - $537K
|
3.2K
$648K
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
2.35KNew |
$381K - $421K
|
2.35K
$477K
|
|
|
Apr 22, 2024
Q1 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
1.97KNew |
$319K - $353K
|
1.97K
$399K
|
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
1.9KNew |
$308K - $341K
|
1.9K
$386K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
1.87KNew |
$302K - $335K
|
1.87K
$379K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.82KNew |
$295K - $326K
|
1.82K
$369K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.78KNew |
$288K - $318K
|
1.78K
$360K
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
1.62KNew |
$262K - $290K
|
1.62K
$328K
|
|
|
May 10, 2024
Q1 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
1.32KNew |
$213K - $236K
|
1.32K
$267K
|
|
|
May 06, 2024
Q1 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
1.26KNew |
$204K - $226K
|
1.26K
$256K
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
1.24KNew |
$201K - $223K
|
1.24K
$252K
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
1.22KNew |
$198K - $219K
|
1.22K
$248K
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
1.19KNew |
$193K - $213K
|
1.19K
$241K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.17KNew |
$190K - $210K
|
1.17K
$238K
|
|
|
May 03, 2024
Q1 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
1.17KNew |
$189K - $209K
|
1.17K
$236K
|
|
|
Apr 10, 2024
Q1 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
1.16KNew |
$188K - $208K
|
1.16K
$236K
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.15KNew |
$186K - $205K
|
1.15K
$232K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.08K+ 1.06% |
$175K - $194K
|
103K
$20.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
572+ 29.5% |
$92.6K - $102K
|
2.51K
$509K
|
|
|
Apr 09, 2024
Q1 2024
|
Farmers Trust CO
|
BUY
|
- |
510+ 20.73% |
$82.5K - $91.3K
|
2.97K
$602K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
411+ 5.39% |
$66.5K - $73.6K
|
8.04K
$1.63M
|
|
|
May 09, 2024
Q1 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
355+ 23.14% |
$57.5K - $63.6K
|
1.89K
$383K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
218+ 244.94% |
$35.3K - $39K
|
307
$62.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
214+ 121.59% |
$34.6K - $38.3K
|
390
$79K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
185New |
$29.9K - $33.1K
|
185
$37.5K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
154+ 5.3% |
$24.9K - $27.6K
|
3.06K
$620K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
106New |
$17.2K - $19K
|
106
$21.5K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
89New |
$14.4K - $15.9K
|
89
$18K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
89New |
$14.4K - $15.9K
|
89
$18K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
88+ 0.81% |
$14.2K - $15.8K
|
10.9K
$2.21M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
44+ 0.04% |
$7.12K - $7.88K
|
114K
$23.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
41+ 1.03% |
$6.64K - $7.34K
|
4.04K
$818K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.32% |
$971 - $1.07K
|
1.86K
$377K
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
5+ 0.36% |
$809 - $896
|
1.41K
$286K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
57.3K+ 18.65% |
$8.24M - $9.5M
|
365K
$73.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
29.9K+ 38.55% |
$4.3M - $4.96M
|
108K
$21.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
27.6KNew |
$3.96M - $4.57M
|
27.6K
$5.59M
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
14.3KNew |
$2.05M - $2.37M
|
14.3K
$2.89M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
12K+ 6.65% |
$1.73M - $1.99M
|
193K
$39.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
11.3KNew |
$1.63M - $1.88M
|
11.3K
$2.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
8.03KNew |
$1.15M - $1.33M
|
8.03K
$1.63M
|
|
|
Jan 30, 2024
Q4 2023
|
St. James Investment Company, LLC
|
BUY
|
- |
7.19KNew |
$1.03M - $1.19M
|
7.19K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
BUY
|
- |
5.14KNew |
$739K - $852K
|
5.14K
$1.04M
|
|
|
Mar 20, 2024
Q4 2023
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
4.3KNew |
$618K - $713K
|
4.3K
$872K
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
3.84KNew |
$552K - $637K
|
3.84K
$779K
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
3.8KNew |
$545K - $629K
|
3.8K
$769K
|
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
3.78KNew |
$543K - $626K
|
3.78K
$765K
|
|