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 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-82.7K- 7.61% |
$15.1M - $16.2M
|
1M
$198M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
113+ 9.01% |
$20.7K - $22.2K
|
1.37K
$270K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
12K+ 21.24% |
$2.19M - $2.35M
|
68.5K
$13.5M
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-103- 0.31% |
$18.8K - $20.2K
|
33.2K
$6.56M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
131New |
$23.9K - $25.7K
|
131
$25.9K
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
565+ 4.8% |
$103K - $111K
|
12.3K
$2.43M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
6.43K+ 68.17% |
$1.18M - $1.26M
|
15.9K
$3.13M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
1.2K+ 12.24% |
$219K - $235K
|
11K
$2.17M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.26K+ 15.89% |
$230K - $247K
|
9.17K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-5.63K- 27.83% |
$1.03M - $1.1M
|
14.6K
$2.88M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
262K+ 8.98% |
$47.8M - $51.3M
|
3.18M
$627M
|
|
|
May 14, 2025
Q1 2025
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-70.4K- 2.57% |
$12.9M - $13.8M
|
2.67M
$528M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-479- 0.85% |
$87.6K - $94K
|
55.7K
$11M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-96.9K- 70.1% |
$17.7M - $19M
|
41.3K
$8.16M
|
|
|
May 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
SELL
|
- |
-11- 0.15% |
$2.01K - $2.16K
|
7.13K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-189- 4.13% |
$34.6K - $37.1K
|
4.38K
$866K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-10.1K- 24.73% |
$1.85M - $1.98M
|
30.7K
$6.07M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.01K+ 73.79% |
$184K - $198K
|
2.37K
$469K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
47+ 0.08% |
$8.59K - $9.22K
|
56.7K
$11.2M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21.8K+ 5.79% |
$3.99M - $4.28M
|
399K
$78.8M
|
|
|
May 14, 2025
Q1 2025
|
Smead Capital Management, Inc.
Phoenix, AZ |
SELL
|
- |
-807- 11.14% |
$148K - $158K
|
6.44K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-176K- 72.91% |
$32.1M - $34.5M
|
65.3K
$12.9M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
5.13K+ 17.92% |
$938K - $1.01M
|
33.8K
$6.67M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
174K+ 420.48% |
$31.7M - $34.1M
|
215K
$42.4M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
2K+ 133.33% |
$366K - $392K
|
3.5K
$691K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-789- 4.58% |
$144K - $155K
|
16.4K
$3.25M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-145- 8.63% |
$26.5K - $28.5K
|
1.54K
$303K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
304New |
$55.6K - $59.6K
|
304
$60K
|
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
811+ 2.72% |
$148K - $159K
|
30.6K
$6.05M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.8KClosed |
$330K - $354K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.2K- 39.34% |
$768K - $825K
|
6.48K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-156- 1.17% |
$28.5K - $30.6K
|
13.2K
$2.61M
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-52- 1.72% |
$9.51K - $10.2K
|
2.96K
$585K
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
268+ 10.82% |
$49K - $52.6K
|
2.75K
$542K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
234+ 5.89% |
$42.8K - $45.9K
|
4.21K
$830K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
67+ 7.69% |
$12.2K - $13.1K
|
938
$185K
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
6.97K+ 62.52% |
$1.27M - $1.37M
|
18.1K
$3.58M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1+ 0.04% |
$183 - $196
|
2.74K
$541K
|
|
|
May 14, 2025
Q1 2025
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-33.8K- 81.77% |
$6.19M - $6.64M
|
7.54K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
378+ 4.51% |
$69.1K - $74.2K
|
8.76K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
22+ 0.11% |
$4.02K - $4.32K
|
19.7K
$3.89M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-563- 14.54% |
$103K - $110K
|
3.31K
$654K
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
680+ 10.0% |
$124K - $133K
|
7.48K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.94K- 0.52% |
$354K - $380K
|
368K
$72.8M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
19+ 0.37% |
$3.47K - $3.73K
|
5.15K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 0.46% |
$183 - $196
|
217
$42.9K
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
19New |
$3.47K - $3.73K
|
19
$3.75K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
32+ 1.58% |
$5.85K - $6.28K
|
2.06K
$406K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
42+ 2.46% |
$7.68K - $8.24K
|
1.75K
$345K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
11+ 0.48% |
$2.01K - $2.16K
|
2.31K
$457K
|