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 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
112K+ 103.97% |
$20.4M - $21.9M
|
219K
$42.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Coho Partners, Ltd.
|
BUY
|
- |
94.5K+ 44.52% |
$17.3M - $18.5M
|
307K
$60.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
94.3KNew |
$17.2M - $18.5M
|
94.3K
$18.5M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
94KNew |
$17.2M - $18.4M
|
94K
$18.4M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
86.7KNew |
$15.9M - $17M
|
86.7K
$17M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
83.3K+ 2.24% |
$15.2M - $16.3M
|
3.8M
$746M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
82K+ 1.78% |
$15M - $16.1M
|
4.68M
$918M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
81.6K+ 174.69% |
$14.9M - $16M
|
128K
$25.2M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
81.5K+ 9.48% |
$14.9M - $16M
|
941K
$185M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
79.1K+ 8.45% |
$14.5M - $15.5M
|
1.02M
$199M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
76K+ 7.48% |
$13.9M - $14.9M
|
1.09M
$214M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
75.3KNew |
$13.8M - $14.8M
|
75.3K
$14.8M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
67.8K+ 26.92% |
$12.4M - $13.3M
|
320K
$62.7M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
62K+ 437.0% |
$11.3M - $12.2M
|
76.2K
$14.9M
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
57.6KNew |
$10.5M - $11.3M
|
57.6K
$11.3M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
57K+ 41.74% |
$10.4M - $11.2M
|
193K
$38M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
53.8K+ 229.02% |
$9.83M - $10.6M
|
77.3K
$15.2M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
51.2KNew |
$9.36M - $10M
|
51.2K
$10M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
42.4K+ 182.18% |
$7.75M - $8.31M
|
65.6K
$12.9M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
37.1K+ 8.97% |
$6.78M - $7.28M
|
450K
$88.4M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
36.1K+ 2655.26% |
$6.6M - $7.08M
|
37.4K
$7.35M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
34.7K+ 162.32% |
$6.34M - $6.8M
|
56K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
33.9KNew |
$6.2M - $6.65M
|
33.9K
$6.65M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
32.6K+ 46.75% |
$5.96M - $6.4M
|
102K
$20.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
32.1KNew |
$5.87M - $6.3M
|
32.1K
$6.3M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
31.9KNew |
$5.83M - $6.26M
|
31.9K
$6.26M
|
|
|
May 13, 2025
Q1 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
31.8K+ 13.42% |
$5.81M - $6.24M
|
269K
$52.7M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
23K+ 18.02% |
$4.2M - $4.51M
|
151K
$29.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
23KNew |
$4.2M - $4.51M
|
23K
$4.51M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21.8K+ 5.79% |
$3.99M - $4.28M
|
399K
$78.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
21.7K+ 5.95% |
$3.96M - $4.25M
|
386K
$75.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
21.4K+ 11.5% |
$3.91M - $4.19M
|
207K
$40.6M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
18.7K+ 2.2% |
$3.42M - $3.67M
|
870K
$171M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
18.2K+ 27.0% |
$3.33M - $3.58M
|
85.8K
$16.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
17.3K+ 790.66% |
$3.16M - $3.39M
|
19.5K
$3.82M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
17.1KNew |
$3.12M - $3.35M
|
17.1K
$3.35M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16.5K+ 3.36% |
$3.03M - $3.25M
|
509K
$99.8M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
15.5K+ 12.12% |
$2.84M - $3.05M
|
144K
$28.2M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
15.1K+ 2.83% |
$2.77M - $2.97M
|
550K
$108M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
15.1K+ 70.77% |
$2.75M - $2.95M
|
36.3K
$7.12M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
15K+ 2.28% |
$2.75M - $2.95M
|
675K
$132M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
14.2K+ 0.56% |
$2.59M - $2.78M
|
2.53M
$497M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
13.8K+ 115.6% |
$2.52M - $2.71M
|
25.7K
$5.05M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
13.7K+ 23.01% |
$2.51M - $2.7M
|
73.5K
$14.4M
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
BUY
|
- |
13.7K+ 95.04% |
$2.5M - $2.68M
|
28.1K
$5.51M
|
|
|
May 01, 2025
Q1 2025
|
Q3 Asset Management
|
BUY
|
- |
13.3KNew |
$2.43M - $2.6M
|
13.3K
$2.6M
|
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
13.1KNew |
$2.39M - $2.57M
|
13.1K
$2.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
12.6K+ 84.29% |
$2.31M - $2.48M
|
27.6K
$5.41M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
12.2K+ 3.15% |
$2.24M - $2.4M
|
401K
$78.6M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
12.1K+ 8.54% |
$2.22M - $2.38M
|
154K
$30.3M
|