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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8.97K+ 2.84% |
$1.64M - $1.76M
|
324K
$64.1M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4+ 0.05% |
$731 - $785
|
7.37K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.28K- 2.37% |
$234K - $251K
|
52.7K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-48.4K- 37.49% |
$8.84M - $9.49M
|
80.6K
$15.9M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
94+ 2.39% |
$17.2K - $18.4K
|
4.02K
$794K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-10.2K- 57.39% |
$1.86M - $1.99M
|
7.54K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-124- 6.19% |
$22.7K - $24.3K
|
1.88K
$371K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
2.64KNew |
$483K - $518K
|
2.64K
$522K
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
2.02KNew |
$369K - $396K
|
2.02K
$399K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
409New |
$74.8K - $80.2K
|
409
$80.8K
|
|
|
May 15, 2025
Q1 2025
|
Alamar Capital Management, LLC
|
BUY
|
- |
1.63K+ 25.2% |
$298K - $320K
|
8.1K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-2.56K- 5.46% |
$468K - $502K
|
44.3K
$8.74M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.16K- 5.0% |
$394K - $423K
|
41K
$8.09M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
995+ 9.87% |
$182K - $195K
|
11.1K
$2.19M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.67K+ 3.29% |
$488K - $524K
|
83.9K
$16.6M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.94K- 1.86% |
$1.09M - $1.17M
|
313K
$61.8M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-32- 0.56% |
$5.85K - $6.28K
|
5.71K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.71K+ 5.37% |
$1.77M - $1.91M
|
191K
$37.7M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.3K- 31.75% |
$238K - $256K
|
2.8K
$553K
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1+ 0.02% |
$183 - $196
|
5.34K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1.64K+ 15.5% |
$299K - $321K
|
12.2K
$2.41M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.62K+ 23.55% |
$845K - $907K
|
24.3K
$4.79M
|
|
|
May 15, 2025
Q1 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
825+ 2.34% |
$151K - $162K
|
36.1K
$7.12M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
20+ 0.31% |
$3.66K - $3.92K
|
6.42K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
31.9KNew |
$5.83M - $6.26M
|
31.9K
$6.3M
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
2.89KNew |
$528K - $567K
|
2.89K
$571K
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
PUT |
8KNew |
$1.46M - $1.57M
|
8K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-84- 1.32% |
$15.4K - $16.5K
|
6.27K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$183 - $196
|
1
$198
|
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
13.1KNew |
$2.39M - $2.57M
|
13.1K
$2.59M
|
|
|
May 15, 2025
Q1 2025
|
Paul Singer
Elliott Investment Management L.P. | West Palm Beach, Fl
|
BUY
|
PUT |
5.5MNew |
$1.01B - $1.08B
|
5.5M
$1.09B
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
33.9KNew |
$6.2M - $6.65M
|
33.9K
$6.7M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
81.6K+ 174.69% |
$14.9M - $16M
|
128K
$25.3M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-57.5K- 4.67% |
$10.5M - $11.3M
|
1.17M
$232M
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
48+ 29.63% |
$8.78K - $9.42K
|
210
$41.5K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
21+ 0.13% |
$3.84K - $4.12K
|
16K
$3.15M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-207K- 97.32% |
$37.8M - $40.6M
|
5.71K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-23.1K- 63.29% |
$4.22M - $4.53M
|
13.4K
$2.65M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
400+ 31.01% |
$73.1K - $78.5K
|
1.69K
$334K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.64K+ 0.87% |
$849K - $911K
|
536K
$106M
|
|
|
May 15, 2025
Q1 2025
|
Eagle Capital Management LLC
New York, NY |
SELL
|
- |
-131K- 97.99% |
$24M - $25.8M
|
2.69K
$531K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
7.14K+ 2.81% |
$1.31M - $1.4M
|
261K
$51.6M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-16.1K- 78.74% |
$2.94M - $3.16M
|
4.35K
$859K
|
|
|
May 15, 2025
Q1 2025
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-300- 3.51% |
$54.8K - $58.9K
|
8.25K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
SELL
|
- |
-1.33K- 26.48% |
$242K - $260K
|
3.68K
$727K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-380- 21.74% |
$69.5K - $74.6K
|
1.37K
$270K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-92- 61.33% |
$16.8K - $18.1K
|
58
$11.5K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
646+ 22.56% |
$118K - $127K
|
3.51K
$693K
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-28.4K- 64.75% |
$5.19M - $5.57M
|
15.5K
$3.05M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.28K+ 7.69% |
$417K - $448K
|
32K
$6.32M
|