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 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-319K- 10.75% |
$58.3M - $62.6M
|
2.65M
$523M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.18K- 11.73% |
$215K - $231K
|
8.85K
$1.75M
|
|
|
May 13, 2025
Q1 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-3.38K- 12.4% |
$617K - $662K
|
23.9K
$4.71M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-56.5K- 99.21% |
$10.3M - $11.1M
|
450
$88.9K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
62K+ 437.0% |
$11.3M - $12.2M
|
76.2K
$15.1M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-2- 0.13% |
$366 - $392
|
1.58K
$313K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-683- 10.14% |
$125K - $134K
|
6.05K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-450- 9.94% |
$82.3K - $88.3K
|
4.08K
$805K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
67.8K+ 26.92% |
$12.4M - $13.3M
|
320K
$63.1M
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
7.75KNew |
$1.42M - $1.52M
|
7.75K
$1.53M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
529+ 4.36% |
$96.7K - $104K
|
12.7K
$2.5M
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-7.44K- 53.34% |
$1.36M - $1.46M
|
6.51K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-920- 0.94% |
$168K - $181K
|
97.2K
$19.2M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.96K- 34.71% |
$359K - $385K
|
3.69K
$729K
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
79+ 3.75% |
$14.4K - $15.5K
|
2.19K
$432K
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-3.17K- 19.95% |
$579K - $621K
|
12.7K
$2.51M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
77+ 2.11% |
$14.1K - $15.1K
|
3.73K
$737K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.79K- 3.26% |
$1.79M - $1.92M
|
290K
$57.3M
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-574- 4.82% |
$105K - $113K
|
11.3K
$2.24M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
4.2KNew |
$768K - $824K
|
4.2K
$830K
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-210- 4.72% |
$38.4K - $41.2K
|
4.24K
$838K
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
791+ 19.42% |
$145K - $155K
|
4.86K
$961K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-352K- 6.7% |
$64.3M - $69.1M
|
4.9M
$968M
|
|
|
May 13, 2025
Q1 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
6+ 0.05% |
$1.1K - $1.18K
|
12.2K
$2.4M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.33K- 3.7% |
$426K - $458K
|
60.6K
$12M
|
|
|
May 13, 2025
Q1 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-65.7K- 22.44% |
$12M - $12.9M
|
227K
$44.8M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
823K+ 11.54% |
$151M - $162M
|
7.96M
$1.57B
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
PUT |
-600K- 66.67% |
$110M - $118M
|
300K
$59.3M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
5+ 0.07% |
$914 - $981
|
7.69K
$1.52M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
253K+ 5.93% |
$46.3M - $49.7M
|
4.52M
$892M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
2.03KNew |
$371K - $398K
|
2.03K
$401K
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-52- 1.86% |
$9.51K - $10.2K
|
2.74K
$542K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-5.74K- 17.44% |
$1.05M - $1.13M
|
27.2K
$5.37M
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
65+ 0.82% |
$11.9K - $12.8K
|
7.98K
$1.58M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
549+ 19.28% |
$100K - $108K
|
3.4K
$671K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-170- 0.85% |
$31.1K - $33.4K
|
19.9K
$3.93M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$183 - $196
|
1
$198
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
9.74K+ 160.54% |
$1.78M - $1.91M
|
15.8K
$3.12M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-2.56K- 48.34% |
$468K - $502K
|
2.74K
$540K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.49KNew |
$272K - $292K
|
1.49K
$294K
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
6+ 0.34% |
$1.1K - $1.18K
|
1.78K
$352K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
604+ 2.61% |
$110K - $119K
|
23.8K
$4.7M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-243K- 11.36% |
$44.4M - $47.6M
|
1.89M
$374M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-235- 2.74% |
$43K - $46.1K
|
8.33K
$1.65M
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-30- 1.39% |
$5.48K - $5.89K
|
2.13K
$421K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
94KNew |
$17.2M - $18.4M
|
94K
$18.6M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
141K+ 13.71% |
$25.8M - $27.7M
|
1.17M
$231M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-591- 0.71% |
$108K - $116K
|
82.6K
$16.3M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
2.69K+ 22.98% |
$491K - $527K
|
14.4K
$2.84M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-625- 4.42% |
$114K - $123K
|
13.5K
$2.67M
|