Latest Institutional Transactions on Ishares Russell 1000 Val ETF (IWD)
This table provides information on the latest institutional transactions involving Ishares Russell 1000 Val ETF (IWD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
660New |
$121K - $132K
|
660
$124K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.24K+ 19.64% |
$228K - $248K
|
7.57K
$1.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.16K- 49.68% |
$212K - $231K
|
1.17K
$219K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.77K- 4.46% |
$324K - $353K
|
37.9K
$7.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-86.2K- 4.2% |
$15.8M - $17.2M
|
1.97M
$368M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
27+ 1.53% |
$4.95K - $5.39K
|
1.79K
$335K
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1.38K+ 9.91% |
$253K - $276K
|
15.3K
$2.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
2.35KNew |
$430K - $469K
|
2.35K
$439K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.37% |
$183 - $200
|
269
$50.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-3.72K- 16.33% |
$682K - $743K
|
19.1K
$3.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.22KNew |
$223K - $243K
|
1.22K
$228K
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
1.94K+ 44.24% |
$355K - $387K
|
6.32K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
2.68KNew |
$491K - $535K
|
2.68K
$501K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.8K+ 3.76% |
$1.43M - $1.56M
|
215K
$40.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
157+ 1.19% |
$28.8K - $31.4K
|
13.4K
$2.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
111K+ 5752.55% |
$20.3M - $22.1M
|
112K
$21.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
150+ 0.38% |
$27.5K - $30K
|
40K
$7.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
SELL
|
- |
-12- 0.52% |
$2.2K - $2.4K
|
2.31K
$433K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 0.07% |
$183 - $200
|
1.5K
$281K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-75.7K- 33.74% |
$13.9M - $15.1M
|
149K
$27.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-396- 61.88% |
$72.6K - $79.1K
|
244
$45.7K
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
269New |
$49.3K - $53.7K
|
269
$50.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
576K+ 125.69% |
$106M - $115M
|
1.04M
$194M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-98- 7.29% |
$18K - $19.6K
|
1.25K
$233K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-60- 0.38% |
$11K - $12K
|
15.9K
$2.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
81New |
$14.8K - $16.2K
|
81
$15.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
74+ 0.52% |
$13.6K - $14.8K
|
14.4K
$2.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-73- 0.71% |
$13.4K - $14.6K
|
10.2K
$1.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1- 0.02% |
$183 - $200
|
6.08K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-346- 2.82% |
$63.4K - $69.1K
|
11.9K
$2.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.41K- 0.7% |
$625K - $681K
|
486K
$91M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
46.6K+ 28.57% |
$8.55M - $9.32M
|
210K
$39.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.12% |
$183 - $200
|
858
$161K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
7.91K+ 16.35% |
$1.45M - $1.58M
|
56.3K
$10.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-52.8K- 2.8% |
$9.67M - $10.5M
|
1.83M
$343M
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
19+ 0.53% |
$3.48K - $3.8K
|
3.63K
$679K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
910+ 39.72% |
$167K - $182K
|
3.2K
$599K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.34K+ 2.45% |
$979K - $1.07M
|
224K
$41.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
900+ 40.43% |
$165K - $180K
|
3.13K
$585K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-71- 0.75% |
$13K - $14.2K
|
9.43K
$1.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
52.2KNew |
$9.56M - $10.4M
|
52.2K
$9.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-1.18K- 9.36% |
$216K - $235K
|
11.4K
$2.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-243- 13.97% |
$44.5K - $48.5K
|
1.5K
$280K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
580+ 1.53% |
$106K - $116K
|
38.5K
$7.2M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-5.67K- 0.85% |
$1.04M - $1.13M
|
660K
$124M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
268+ 14.03% |
$49.1K - $53.5K
|
2.18K
$408K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
705+ 4.6% |
$129K - $141K
|
16K
$3M
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-500- 78.62% |
$91.6K - $99.9K
|
136
$25.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
4.05K+ 252.15% |
$742K - $809K
|
5.65K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
143New |
$26.2K - $28.6K
|
143
$26.8K
|