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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
12.1K+ 14.93% |
$2.22M - $2.38M
|
93.4K
$18.3M
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
12K+ 21.24% |
$2.19M - $2.35M
|
68.5K
$13.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
11.6K+ 95.23% |
$2.13M - $2.29M
|
23.9K
$4.68M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
11.6K+ 20.66% |
$2.13M - $2.28M
|
67.9K
$13.3M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.4K+ 2.9% |
$2.08M - $2.23M
|
402K
$78.9M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
11.2K+ 4.3% |
$2.05M - $2.2M
|
272K
$53.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
11.2K+ 96.5% |
$2.05M - $2.2M
|
22.8K
$4.47M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
10.9K+ 67.5% |
$1.99M - $2.13M
|
27K
$5.29M
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
10.9K+ 141.08% |
$1.99M - $2.13M
|
18.6K
$3.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.81K+ 7.71% |
$1.79M - $1.92M
|
137K
$26.9M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
9.74K+ 160.54% |
$1.78M - $1.91M
|
15.8K
$3.1M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.71K+ 5.37% |
$1.77M - $1.91M
|
191K
$37.4M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.13KNew |
$1.67M - $1.79M
|
9.13K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8.97K+ 2.84% |
$1.64M - $1.76M
|
324K
$63.6M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
8.65K+ 26.8% |
$1.58M - $1.7M
|
41K
$8.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
8.63K+ 139.04% |
$1.58M - $1.69M
|
14.8K
$2.91M
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
8.58K+ 2.98% |
$1.57M - $1.68M
|
296K
$58.1M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
8.48K+ 55.87% |
$1.55M - $1.66M
|
23.6K
$4.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
8.2K+ 269.21% |
$1.5M - $1.61M
|
11.2K
$2.21M
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
PUT |
8KNew |
$1.46M - $1.57M
|
8K
$1.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
7.99KNew |
$1.46M - $1.57M
|
7.99K
$1.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
7.96K+ 608.72% |
$1.46M - $1.56M
|
9.27K
$1.82M
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
7.75KNew |
$1.42M - $1.52M
|
7.75K
$1.52M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
7.35K+ 2.33% |
$1.34M - $1.44M
|
322K
$63.2M
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
7.14K+ 2.81% |
$1.31M - $1.4M
|
261K
$51.2M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
6.97K+ 62.52% |
$1.27M - $1.37M
|
18.1K
$3.56M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
6.96K+ 11.08% |
$1.27M - $1.37M
|
69.8K
$13.7M
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
BUY
|
- |
6.85K+ 11.85% |
$1.25M - $1.34M
|
64.6K
$12.7M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
6.69K+ 10.19% |
$1.22M - $1.31M
|
72.3K
$14.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
6.57K+ 35.04% |
$1.2M - $1.29M
|
25.3K
$4.97M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
6.55K+ 113.25% |
$1.2M - $1.28M
|
12.3K
$2.42M
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
6.46K+ 48.61% |
$1.18M - $1.27M
|
19.7K
$3.87M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
6.43K+ 68.17% |
$1.18M - $1.26M
|
15.9K
$3.11M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.42K+ 21.6% |
$1.17M - $1.26M
|
36.1K
$7.09M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
6.25K+ 1.91% |
$1.14M - $1.23M
|
334K
$65.5M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.1K+ 2.85% |
$1.11M - $1.2M
|
220K
$43.2M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
6K+ 13.17% |
$1.1M - $1.18M
|
51.5K
$10.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
5.92K+ 45.5% |
$1.08M - $1.16M
|
18.9K
$3.71M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
5.71K+ 70.88% |
$1.04M - $1.12M
|
13.8K
$2.7M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.59K+ 2.5% |
$1.02M - $1.1M
|
229K
$45M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
5.59K+ 1.74% |
$1.02M - $1.1M
|
326K
$64M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.41K+ 3.12% |
$989K - $1.06M
|
179K
$35.1M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
5.4KNew |
$987K - $1.06M
|
5.4K
$1.06M
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
5.29K+ 23.97% |
$967K - $1.04M
|
27.4K
$5.37M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5.26K+ 1.49% |
$961K - $1.03M
|
359K
$70.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
5.26K+ 60.08% |
$961K - $1.03M
|
14K
$2.75M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
5.13K+ 17.92% |
$938K - $1.01M
|
33.8K
$6.62M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.06K+ 9.16% |
$924K - $992K
|
60.3K
$11.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5.01K+ 112.95% |
$915K - $982K
|
9.44K
$1.85M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.97K+ 206.44% |
$908K - $974K
|
7.37K
$1.45M
|