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 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.21K+ 1.83% |
$222K - $238K
|
67.5K
$13.2M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
1.2K+ 12.24% |
$219K - $235K
|
11K
$2.16M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.19KNew |
$217K - $233K
|
1.19K
$233K
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.19KNew |
$217K - $233K
|
1.19K
$232K
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
1.19KNew |
$217K - $233K
|
1.19K
$232K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.19K+ 5.01% |
$217K - $233K
|
24.9K
$4.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.18KNew |
$216K - $232K
|
1.18K
$232K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.17KNew |
$215K - $230K
|
1.17K
$230K
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
1.16KNew |
$213K - $228K
|
1.16K
$228K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.16K+ 99.31% |
$212K - $227K
|
2.32K
$455K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
1.13KNew |
$207K - $222K
|
1.13K
$222K
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
1.12K+ 1.66% |
$205K - $220K
|
68.5K
$13.4M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.11KNew |
$203K - $217K
|
1.11K
$217K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
1.11KNew |
$202K - $217K
|
1.11K
$217K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.11K+ 7.08% |
$202K - $217K
|
16.7K
$3.28M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.08KNew |
$198K - $213K
|
1.08K
$213K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.08K+ 105.57% |
$197K - $212K
|
2.1K
$413K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
1.08KNew |
$197K - $211K
|
1.08K
$211K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.08KNew |
$197K - $211K
|
1.08K
$211K
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.07KNew |
$195K - $209K
|
1.07K
$209K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
1.07KNew |
$195K - $209K
|
1.07K
$209K
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.06KNew |
$194K - $209K
|
1.06K
$209K
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
1.03K+ 84.01% |
$188K - $202K
|
2.26K
$443K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.03K+ 84.15% |
$187K - $201K
|
2.24K
$440K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.01K+ 24.93% |
$185K - $199K
|
5.08K
$997K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.01K+ 73.79% |
$184K - $198K
|
2.37K
$466K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
1K+ 23.99% |
$183K - $196K
|
5.17K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
995+ 9.87% |
$182K - $195K
|
11.1K
$2.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
976New |
$178K - $192K
|
976
$191K
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
973+ 80.21% |
$178K - $191K
|
2.19K
$429K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
950+ 22.97% |
$174K - $186K
|
5.09K
$997K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
948+ 10.33% |
$173K - $186K
|
10.1K
$1.99M
|
|
|
May 14, 2025
Q1 2025
|
F
|
BUY
|
- |
913+ 19.16% |
$167K - $179K
|
5.68K
$1.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
859+ 46.53% |
$157K - $169K
|
2.71K
$531K
|
|
|
May 15, 2025
Q1 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
825+ 2.34% |
$151K - $162K
|
36.1K
$7.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
823+ 41.36% |
$150K - $161K
|
2.81K
$552K
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
817+ 0.46% |
$149K - $160K
|
177K
$34.7M
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
813+ 53.98% |
$149K - $160K
|
2.32K
$455K
|
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
811+ 2.72% |
$148K - $159K
|
30.6K
$6.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
798+ 15.56% |
$146K - $157K
|
5.93K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
791+ 19.42% |
$145K - $155K
|
4.86K
$954K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
790+ 0.86% |
$144K - $155K
|
92.9K
$18.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
790+ 18.13% |
$144K - $155K
|
5.15K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Independent Family Office, LLC
|
BUY
|
- |
788+ 0.92% |
$144K - $155K
|
86.1K
$16.9M
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
784+ 4.24% |
$143K - $154K
|
19.3K
$3.78M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
783+ 2.69% |
$143K - $154K
|
29.9K
$5.86M
|
|
|
May 07, 2025
Q1 2025
|
Evergreen Advisors, LLC
|
BUY
|
- |
773+ 23.36% |
$141K - $152K
|
4.08K
$801K
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
773+ 1.21% |
$141K - $152K
|
64.9K
$12.7M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
770+ 32.35% |
$141K - $151K
|
3.15K
$618K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
761+ 2.81% |
$139K - $149K
|
27.9K
$5.47M
|