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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
2.07KNew |
$284K - $330K
|
2.07K
$386K
|
|
|
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
$341K
|
|
|
Feb 02, 2023
Q4 2022
|
Davidson Investment Advisors
|
BUY
|
- |
1.79KNew |
$244K - $284K
|
1.79K
$333K
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
1.67KNew |
$229K - $266K
|
1.67K
$311K
|
|
|
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
$273K
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
1.44KNew |
$196K - $228K
|
1.44K
$267K
|
|
|
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
$260K
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
BUY
|
- |
1.38KNew |
$188K - $219K
|
1.38K
$256K
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
1.37KNew |
$187K - $218K
|
1.37K
$255K
|
|
|
Feb 13, 2023
Q4 2022
|
Rex Capital Advisors, LLC
Providence, RI |
BUY
|
- |
1.35KNew |
$184K - $214K
|
1.35K
$251K
|
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1.34KNew |
$183K - $212K
|
1.34K
$249K
|
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
1.23KNew |
$169K - $196K
|
1.23K
$230K
|
|
|
Jan 26, 2023
Q4 2022
|
Nkcfo LLC
|
BUY
|
- |
1.15KNew |
$157K - $183K
|
1.15K
$214K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.03K+ 100.0% |
$140K - $163K
|
2.05K
$382K
|
|
|
Jan 19, 2023
Q4 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
1K+ 56.82% |
$137K - $159K
|
2.76K
$514K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
929New |
$127K - $148K
|
929
$173K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
450+ 25.41% |
$61.6K - $71.5K
|
2.22K
$414K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
396New |
$54.2K - $63K
|
396
$73.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Vigilare Wealth Management
|
BUY
|
- |
378+ 21.38% |
$51.7K - $60.1K
|
2.15K
$400K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
296New |
$40.5K - $47.1K
|
296
$55.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
292New |
$39.9K - $46.4K
|
292
$54.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
260New |
$35.6K - $41.3K
|
260
$48.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
208+ 4.78% |
$28.5K - $33.1K
|
4.56K
$849K
|
|
|
Feb 08, 2023
Q4 2022
|
Belmont Capital, LLC
|
BUY
|
- |
176New |
$24.1K - $28K
|
176
$32.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
170+ 8.85% |
$23.3K - $27K
|
2.09K
$389K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
147+ 1130.77% |
$20.1K - $23.4K
|
160
$29.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
125New |
$17.1K - $19.9K
|
125
$23.3K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
121New |
$16.6K - $19.2K
|
121
$22.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
110New |
$15K - $17.5K
|
110
$20.5K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
73New |
$9.98K - $11.6K
|
73
$13.6K
|
|
|
May 23, 2024
Q4 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
68+ 3.89% |
$9.3K - $10.8K
|
1.82K
$338K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
57New |
$7.8K - $9.06K
|
57
$10.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
46+ 50.0% |
$6.29K - $7.31K
|
138
$25.7K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
32New |
$4.38K - $5.09K
|
32
$5.96K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
26New |
$3.56K - $4.13K
|
26
$4.84K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
12New |
$1.64K - $1.91K
|
12
$2.24K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
5New |
$684 - $795
|
5
$931
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
4+ 21.05% |
$547 - $636
|
23
$4.28K
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
3+ 0.07% |
$410 - $477
|
4.46K
$831K
|
|
|
Feb 07, 2023
Q4 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1+ 1.0% |
$137 - $159
|
101
$18.8K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
239KNew |
$32.6M - $38.6M
|
239K
$44.6M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
24.7K+ 172.45% |
$3.36M - $3.98M
|
39K
$7.27M
|
|
|
Nov 01, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
9.77KNew |
$1.33M - $1.57M
|
9.77K
$1.82M
|
|