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 |
---|---|---|---|---|---|---|---|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 0.38% |
$297 - $316
|
529
$98.5K
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$149 - $158
|
1
$186
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.11MNew |
$161M - $179M
|
1.11M
$207M
|
|
May 10, 2023
Q1 2023
|
Tiff Advisory Services Inc
|
BUY
|
- |
19.4K+ 59.8% |
$2.82M - $3.14M
|
51.9K
$9.67M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
10K+ 33.33% |
$1.45M - $1.62M
|
40K
$7.45M
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
7.4KNew |
$1.07M - $1.2M
|
7.4K
$1.38M
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
BUY
|
- |
7.06K+ 3.45% |
$1.02M - $1.14M
|
212K
$39.5M
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
6.31K+ 152.23% |
$916K - $1.02M
|
10.5K
$1.95M
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
5.7KNew |
$828K - $921K
|
5.7K
$1.06M
|
|
May 15, 2023
Q1 2023
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
4.08K+ 17.1% |
$592K - $658K
|
27.9K
$5.2M
|
|
Apr 27, 2023
Q1 2023
|
Regis Management CO LLC
|
BUY
|
- |
3.23K+ 131.76% |
$469K - $522K
|
5.69K
$1.06M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
2.6KNew |
$378K - $420K
|
2.6K
$484K
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.3KNew |
$334K - $372K
|
2.3K
$428K
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.97KNew |
$285K - $317K
|
1.97K
$366K
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
1.84KNew |
$267K - $297K
|
1.84K
$342K
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
1.61KNew |
$234K - $261K
|
1.61K
$301K
|
|
May 11, 2023
Q1 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
1.39KNew |
$202K - $224K
|
1.39K
$259K
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.33KNew |
$193K - $215K
|
1.33K
$248K
|
|
Apr 19, 2023
Q1 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
1.31KNew |
$189K - $211K
|
1.31K
$243K
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
1.17K+ 1.44% |
$169K - $189K
|
82.2K
$15.3M
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
260+ 12.38% |
$37.8K - $42K
|
2.36K
$440K
|
|
May 15, 2023
Q1 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
199+ 1.45% |
$28.9K - $32.2K
|
14K
$2.6M
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
162New |
$23.5K - $26.2K
|
162
$30.2K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
117+ 31.71% |
$17K - $18.9K
|
486
$90.5K
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
44New |
$6.39K - $7.11K
|
44
$8.2K
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
34New |
$4.94K - $5.49K
|
34
$6.33K
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
10+ 0.53% |
$1.45K - $1.62K
|
1.89K
$352K
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
6+ 0.3% |
$871 - $969
|
2.03K
$378K
|
|
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
$9.42M
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
38.1KNew |
$5.22M - $6.06M
|
38.1K
$7.1M
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
38.1KNew |
$5.22M - $6.06M
|
38.1K
$7.1M
|
|
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
$8.63M
|
|
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
|
|
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
|
|
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
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
3.47KNew |
$474K - $551K
|
3.47K
$645K
|
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
3.25KNew |
$445K - $517K
|
3.25K
$605K
|
|
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
$467K
|
|
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
$422K
|