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
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
13.7K+ 23.01% |
$2.51M - $2.7M
|
73.5K
$14.5M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.15K+ 7966.67% |
$393K - $422K
|
2.18K
$430K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.41K+ 3.12% |
$989K - $1.06M
|
179K
$35.3M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.16K- 1.5% |
$395K - $424K
|
142K
$28M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
34.7K+ 162.32% |
$6.34M - $6.8M
|
56K
$11.1M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.61K+ 220.24% |
$660K - $709K
|
5.25K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.01% |
$731 - $785
|
47.2K
$9.31M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-84.6K- 67.52% |
$15.5M - $16.6M
|
40.7K
$8.04M
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-1.35K- 18.53% |
$246K - $264K
|
5.92K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
8.65K+ 26.8% |
$1.58M - $1.7M
|
41K
$8.09M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-5- 0.08% |
$914 - $981
|
5.97K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.3K+ 65.51% |
$238K - $255K
|
3.29K
$649K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.39K- 8.57% |
$436K - $468K
|
25.4K
$5.02M
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-4.79K- 24.11% |
$875K - $939K
|
15.1K
$2.97M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
3+ 0.22% |
$548 - $589
|
1.34K
$264K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
90+ 0.41% |
$16.5K - $17.7K
|
22.2K
$4.38M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-39- 1.67% |
$7.13K - $7.65K
|
2.3K
$454K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-144- 4.44% |
$26.3K - $28.3K
|
3.1K
$612K
|
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-13.5K- 30.9% |
$2.47M - $2.65M
|
30.2K
$5.96M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.12K+ 7.41% |
$569K - $611K
|
45.2K
$8.92M
|
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
SELL
|
- |
-792- 1.03% |
$145K - $155K
|
76.1K
$15M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.09K- 49.89% |
$381K - $409K
|
2.09K
$414K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
40+ 2.41% |
$7.31K - $7.85K
|
1.7K
$336K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-44.9K- 20.84% |
$8.2M - $8.8M
|
170K
$33.7M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.06K+ 9.16% |
$924K - $992K
|
60.3K
$11.9M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
659+ 6.35% |
$120K - $129K
|
11K
$2.18M
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-11- 0.24% |
$2.01K - $2.16K
|
4.57K
$903K
|
|
|
May 14, 2025
Q1 2025
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-482K- 20.44% |
$88.1M - $94.5M
|
1.88M
$370M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
790+ 0.86% |
$144K - $155K
|
92.9K
$18.3M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-267K- 17.6% |
$48.9M - $52.5M
|
1.25M
$247M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
4+ 0.13% |
$731 - $785
|
3.05K
$603K
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-923- 3.89% |
$169K - $181K
|
22.8K
$4.5M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.1M+ 227.12% |
$202M - $217M
|
1.59M
$314M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-514- 9.94% |
$94K - $101K
|
4.66K
$919K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
1.11KNew |
$202K - $217K
|
1.11K
$219K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-12- 0.24% |
$2.19K - $2.35K
|
5K
$987K
|
|
|
May 14, 2025
Q1 2025
|
F
|
BUY
|
- |
913+ 19.16% |
$167K - $179K
|
5.68K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-75- 0.3% |
$13.7K - $14.7K
|
25.3K
$5.01M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
76K+ 7.48% |
$13.9M - $14.9M
|
1.09M
$216M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
37.1K+ 8.97% |
$6.78M - $7.28M
|
450K
$89M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
442+ 12.56% |
$80.8K - $86.7K
|
3.96K
$782K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-110K- 76.94% |
$20.1M - $21.6M
|
33K
$6.52M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-10- 5.81% |
$1.83K - $1.96K
|
162
$32K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
51.2KNew |
$9.36M - $10M
|
51.2K
$10.1M
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-171- 3.66% |
$31.3K - $33.6K
|
4.5K
$888K
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
2.48K+ 14.86% |
$453K - $487K
|
19.2K
$3.78M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.08K+ 105.57% |
$197K - $212K
|
2.1K
$415K
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-2K- 14.29% |
$366K - $392K
|
12K
$2.37M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
23K+ 18.02% |
$4.2M - $4.51M
|
151K
$29.7M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-232- 13.42% |
$42.4K - $45.5K
|
1.5K
$296K
|