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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
860+ 6.73% |
$149K - $163K
|
13.6K
$2.53M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
856+ 0.66% |
$148K - $162K
|
131K
$24.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
852+ 1.26% |
$148K - $162K
|
68.7K
$12.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
844+ 29.72% |
$146K - $160K
|
3.68K
$682K
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
818+ 14.14% |
$142K - $155K
|
6.6K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
805+ 1.43% |
$140K - $153K
|
57.2K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
796+ 16.52% |
$138K - $151K
|
5.61K
$1.04M
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
787+ 25.5% |
$136K - $149K
|
3.87K
$717K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
777+ 16.1% |
$135K - $147K
|
5.6K
$1.04M
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
BUY
|
- |
774+ 1.37% |
$134K - $147K
|
57.1K
$10.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
770+ 19.66% |
$133K - $146K
|
4.69K
$868K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
769+ 14.49% |
$133K - $146K
|
6.08K
$1.12M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
769+ 3.52% |
$133K - $146K
|
22.6K
$4.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
762+ 14.64% |
$132K - $145K
|
5.97K
$1.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
756+ 51.99% |
$131K - $143K
|
2.21K
$409K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
733+ 7.29% |
$127K - $139K
|
10.8K
$2M
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
728+ 13.03% |
$126K - $138K
|
6.32K
$1.17M
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
712+ 30.73% |
$123K - $135K
|
3.03K
$561K
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
700+ 5.04% |
$121K - $133K
|
14.6K
$2.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
700+ 21.74% |
$121K - $133K
|
3.92K
$726K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
668+ 2.87% |
$116K - $127K
|
24K
$4.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
667+ 7.77% |
$116K - $127K
|
9.25K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
660+ 1100.0% |
$114K - $125K
|
720
$133K
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
657+ 0.18% |
$114K - $125K
|
358K
$66.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
645+ 2.6% |
$112K - $122K
|
25.4K
$4.71M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
643+ 8.51% |
$111K - $122K
|
8.2K
$1.52M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
640+ 40.48% |
$111K - $121K
|
2.22K
$411K
|
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
622+ 6.34% |
$108K - $118K
|
10.4K
$1.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
611+ 15.32% |
$106K - $116K
|
4.6K
$851K
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
600+ 24.0% |
$104K - $114K
|
3.1K
$574K
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
586+ 47.41% |
$102K - $111K
|
1.82K
$337K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
584+ 11.08% |
$101K - $111K
|
5.85K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
580+ 1.98% |
$101K - $110K
|
29.9K
$5.54M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
564+ 46.19% |
$97.8K - $107K
|
1.79K
$330K
|
|
|
Nov 14, 2024
Q3 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
561+ 2.0% |
$97.3K - $106K
|
28.6K
$5.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
558New |
$96.7K - $106K
|
558
$103K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
546+ 4.71% |
$94.7K - $104K
|
12.1K
$2.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
544+ 12.28% |
$94.3K - $103K
|
4.97K
$921K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
511+ 0.89% |
$88.6K - $97K
|
57.9K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
487+ 1.45% |
$84.4K - $92.4K
|
34K
$6.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
484New |
$83.9K - $91.9K
|
484
$89.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
482+ 10.98% |
$83.6K - $91.5K
|
4.87K
$902K
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
479New |
$83K - $90.9K
|
479
$88.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
478+ 2.81% |
$82.9K - $90.7K
|
17.5K
$3.24M
|
|
|
Oct 30, 2024
Q3 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
477+ 1.24% |
$82.7K - $90.5K
|
38.8K
$7.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
476+ 29.53% |
$82.5K - $90.3K
|
2.09K
$387K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
467+ 1.36% |
$81K - $88.6K
|
34.7K
$6.43M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
460+ 109.79% |
$79.7K - $87.3K
|
879
$163K
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
457+ 1.87% |
$79.2K - $86.7K
|
24.9K
$4.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
456+ 136.12% |
$79.1K - $86.5K
|
791
$146K
|