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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
529New |
$71.9K - $85.2K
|
529
$98.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
454New |
$61.7K - $73.2K
|
454
$84.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
403+ 9.51% |
$54.8K - $64.9K
|
4.64K
$865K
|
|
|
Nov 10, 2022
Q3 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
395New |
$53.7K - $63.7K
|
395
$73.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
339+ 2.81% |
$46.1K - $54.6K
|
12.4K
$2.31M
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
310New |
$42.2K - $50K
|
310
$57.8K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
256+ 16.21% |
$34.8K - $41.3K
|
1.84K
$342K
|
|
|
Nov 03, 2022
Q3 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
240+ 12.94% |
$32.6K - $38.7K
|
2.1K
$391K
|
|
|
Nov 14, 2022
Q3 2022
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
227+ 1.58% |
$30.9K - $36.6K
|
14.6K
$2.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
169New |
$23K - $27.2K
|
169
$31.5K
|
|
|
Oct 18, 2022
Q3 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
167+ 3.62% |
$22.7K - $26.9K
|
4.78K
$892K
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
135New |
$18.4K - $21.8K
|
135
$25.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
119+ 1.2% |
$16.2K - $19.2K
|
10.1K
$1.88M
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
100New |
$13.6K - $16.1K
|
100
$18.7K
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
92New |
$12.5K - $14.8K
|
92
$17.2K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
58+ 0.39% |
$7.89K - $9.35K
|
14.9K
$2.77M
|
|
|
Oct 28, 2022
Q3 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
35+ 2.3% |
$4.76K - $5.64K
|
1.56K
$291K
|
|
|
Oct 27, 2022
Q3 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
3+ 0.18% |
$408 - $483
|
1.68K
$314K
|
|
|
Nov 14, 2022
Q3 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
1+ 0.03% |
$136 - $161
|
3.38K
$631K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
99.5K+ 848.91% |
$14M - $16.8M
|
111K
$20.7M
|
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
BUY
|
- |
19.4KNew |
$2.74M - $3.27M
|
19.4K
$3.62M
|
|
|
Aug 15, 2022
Q2 2022
|
Vulcan Value Partners, LLC
Birmingham, AL |
BUY
|
- |
13.2KNew |
$1.86M - $2.22M
|
13.2K
$2.46M
|
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
11.8KNew |
$1.66M - $1.99M
|
11.8K
$2.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
9.13KNew |
$1.29M - $1.54M
|
9.13K
$1.7M
|
|
|
Aug 10, 2022
Q2 2022
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
6.65K+ 105.89% |
$937K - $1.12M
|
12.9K
$2.41M
|
|
|
Jul 29, 2022
Q2 2022
|
Beck Bode, LLC
|
BUY
|
- |
6.13KNew |
$864K - $1.03M
|
6.13K
$1.14M
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
5.5KNew |
$776K - $927K
|
5.5K
$1.03M
|
|
|
Aug 15, 2022
Q2 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
4KNew |
$564K - $674K
|
4K
$746K
|
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
2.45KNew |
$345K - $412K
|
2.45K
$457K
|
|
|
Aug 19, 2022
Q2 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
2.2KNew |
$310K - $371K
|
2.2K
$410K
|
|
|
Jul 19, 2022
Q2 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.39KNew |
$195K - $233K
|
1.39K
$259K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
1.13K+ 3.64% |
$159K - $189K
|
32.1K
$5.98M
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
562+ 20.08% |
$79.2K - $94.6K
|
3.36K
$627K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
348New |
$49.1K - $58.6K
|
348
$64.9K
|
|
|
Aug 10, 2022
Q2 2022
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
214+ 0.29% |
$30.2K - $36K
|
73.2K
$13.6M
|
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
212New |
$29.9K - $35.7K
|
212
$39.5K
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
162+ 736.36% |
$22.8K - $27.3K
|
184
$34.3K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
90+ 3.93% |
$12.7K - $15.2K
|
2.38K
$444K
|
|
|
Aug 11, 2022
Q2 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
89New |
$12.5K - $15K
|
89
$16.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
54New |
$7.61K - $9.09K
|
54
$10.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Granite Investment Partners, LLC
|
BUY
|
- |
29New |
$4.09K - $4.88K
|
29
$5.41K
|
|
|
Jul 19, 2022
Q2 2022
|
Eidelman Virant Capital
|
BUY
|
- |
21+ 0.89% |
$2.96K - $3.54K
|
2.38K
$444K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
8New |
$1.13K - $1.35K
|
8
$1.49K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
4+ 1.05% |
$564 - $674
|
385
$71.8K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1+ 1.1% |
$141 - $168
|
92
$17.2K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
1+ 3.85% |
$141 - $168
|
27
$5.04K
|
|
|
Jul 12, 2022
Q2 2022
|
Country Trust Bank
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
34.9KNew |
$5.48M - $5.94M
|
34.9K
$6.5M
|
|
|
Apr 29, 2022
Q1 2022
|
Bg Investment Services, Inc.
|
BUY
|
- |
11.7KNew |
$1.84M - $2M
|
11.7K
$2.18M
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
4.78KNew |
$752K - $816K
|
4.78K
$892K
|
|