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
|
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
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-10- 0.14% |
$1.83K - $1.96K
|
7.29K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.82K- 1.22% |
$332K - $357K
|
147K
$29M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-15.6K- 13.81% |
$2.86M - $3.07M
|
97.5K
$19.3M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
551+ 5.38% |
$101K - $108K
|
10.8K
$2.13M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.59K+ 2.5% |
$1.02M - $1.1M
|
229K
$45.3M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
81.5K+ 9.48% |
$14.9M - $16M
|
941K
$186M
|
|
|
May 13, 2025
Q1 2025
|
Covenant Partners, LLC
|
BUY
|
- |
120K+ 77.91% |
$21.9M - $23.5M
|
274K
$54.1M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-364- 8.71% |
$66.5K - $71.4K
|
3.81K
$753K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
120+ 0.18% |
$21.9K - $23.5K
|
65.8K
$13M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.08K+ 1.72% |
$380K - $408K
|
123K
$24.3M
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.06KNew |
$194K - $209K
|
1.06K
$210K
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
726+ 28.87% |
$133K - $142K
|
3.24K
$640K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
79.1K+ 8.45% |
$14.5M - $15.5M
|
1.02M
$201M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-5.56K- 27.03% |
$1.02M - $1.09M
|
15K
$2.97M
|
|
|
May 13, 2025
Q1 2025
|
Independent Family Office, LLC
|
BUY
|
- |
788+ 0.92% |
$144K - $155K
|
86.1K
$17M
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-24.4K- 57.91% |
$4.47M - $4.79M
|
17.8K
$3.51M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.11KNew |
$203K - $217K
|
1.11K
$219K
|
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-102- 6.14% |
$18.6K - $20K
|
1.56K
$308K
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-554- 2.39% |
$101K - $109K
|
22.6K
$4.47M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-209K- 71.28% |
$38.2M - $41M
|
84.3K
$16.6M
|
|
|
May 13, 2025
Q1 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
31.8K+ 13.42% |
$5.81M - $6.24M
|
269K
$53.1M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-13- 0.07% |
$2.38K - $2.55K
|
18.8K
$3.72M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.53KNew |
$279K - $300K
|
1.53K
$302K
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
784+ 4.24% |
$143K - $154K
|
19.3K
$3.81M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
12+ 1.0% |
$2.19K - $2.35K
|
1.21K
$239K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.67M- 26.55% |
$305M - $327M
|
4.62M
$912M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
2+ 0.11% |
$366 - $392
|
1.9K
$375K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.14K- 35.41% |
$574K - $616K
|
5.72K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-157- 6.47% |
$28.7K - $30.8K
|
2.27K
$448K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-25- 0.08% |
$4.57K - $4.91K
|
31.4K
$6.2M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
770+ 32.35% |
$141K - $151K
|
3.15K
$622K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-248- 0.43% |
$45.3K - $48.7K
|
56.9K
$11.2M
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-103K- 89.72% |
$18.8M - $20.1M
|
11.8K
$2.32M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-84.1K- 48.3% |
$15.4M - $16.5M
|
90.1K
$17.8M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
359K+ 62.28% |
$65.6M - $70.4M
|
935K
$185M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.4K+ 2.9% |
$2.08M - $2.23M
|
402K
$79.4M
|