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 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-334- 8.73% |
$61.1K - $65.5K
|
3.49K
$690K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.16K+ 99.31% |
$212K - $227K
|
2.32K
$459K
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
328+ 13.98% |
$60K - $64.4K
|
2.67K
$528K
|
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
2+ 0.17% |
$366 - $392
|
1.21K
$239K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
18.2K+ 27.0% |
$3.33M - $3.58M
|
85.8K
$16.9M
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-242- 2.22% |
$44.2K - $47.5K
|
10.6K
$2.1M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-166K- 1.8% |
$30.4M - $32.6M
|
9.09M
$1.79B
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-23- 12.3% |
$4.2K - $4.51K
|
164
$32.4K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.17KNew |
$215K - $230K
|
1.17K
$232K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-520- 30.09% |
$95.1K - $102K
|
1.21K
$239K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-247- 6.87% |
$45.2K - $48.5K
|
3.35K
$661K
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-41- 0.95% |
$7.5K - $8.04K
|
4.29K
$847K
|
|
|
May 12, 2025
Q1 2025
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-3.91K- 30.94% |
$716K - $768K
|
8.74K
$1.73M
|
|
|
May 12, 2025
Q1 2025
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-4.82K- 32.14% |
$880K - $945K
|
10.2K
$2.01M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
94+ 1.1% |
$17.2K - $18.4K
|
8.63K
$1.7M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
1New |
$183 - $196
|
1
$198
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
SELL
|
- |
-44- 0.55% |
$8.04K - $8.63K
|
7.97K
$1.57M
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.27K- 38.58% |
$781K - $838K
|
6.8K
$1.34M
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
4.41KNew |
$806K - $865K
|
4.41K
$871K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-4- 0.28% |
$731 - $785
|
1.4K
$277K
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
334+ 11.99% |
$61.1K - $65.5K
|
3.12K
$616K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
450+ 10.52% |
$82.3K - $88.3K
|
4.73K
$934K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
2.83KNew |
$518K - $555K
|
2.83K
$559K
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-2- 0.06% |
$366 - $392
|
3.52K
$695K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
651+ 63.82% |
$119K - $128K
|
1.67K
$330K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
12.1K+ 8.54% |
$2.22M - $2.38M
|
154K
$30.5M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
13.8K+ 115.6% |
$2.52M - $2.71M
|
25.7K
$5.08M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-131- 51.78% |
$23.9K - $25.7K
|
122
$24.1K
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-399- 1.35% |
$72.9K - $78.3K
|
29.1K
$5.76M
|
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-2.81K- 4.5% |
$513K - $550K
|
59.6K
$11.8M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
15.5K+ 12.12% |
$2.84M - $3.05M
|
144K
$28.4M
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
274+ 0.77% |
$50.1K - $53.8K
|
36.1K
$7.13M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-1.36K- 6.21% |
$248K - $266K
|
20.5K
$4.05M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
5+ 0.14% |
$914 - $981
|
3.64K
$719K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-15.9K- 84.12% |
$2.9M - $3.11M
|
3K
$592K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
42+ 0.84% |
$7.68K - $8.24K
|
5.03K
$993K
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
11.2K+ 4.3% |
$2.05M - $2.2M
|
272K
$53.7M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-160- 44.32% |
$29.3K - $31.4K
|
201
$39.7K
|
|
|
May 12, 2025
Q1 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-1.08K- 64.68% |
$198K - $213K
|
592
$117K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-254K- 2.82% |
$46.4M - $49.8M
|
8.76M
$1.73B
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
165+ 7.77% |
$30.2K - $32.4K
|
2.29K
$452K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-746- 2.17% |
$136K - $146K
|
33.6K
$6.63M
|
|
|
May 12, 2025
Q1 2025
|
Campion Asset Management
|
SELL
|
- |
-50- 2.51% |
$9.14K - $9.81K
|
1.94K
$384K
|
|
|
May 12, 2025
Q1 2025
|
Barnett & Company, Inc.
|
SELL
|
- |
-255- 5.64% |
$46.6K - $50K
|
4.27K
$843K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
4.03K+ 42.74% |
$736K - $790K
|
13.5K
$2.66M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.87K- 52.03% |
$341K - $366K
|
1.72K
$340K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-70- 3.46% |
$12.8K - $13.7K
|
1.96K
$386K
|
|
|
May 12, 2025
Q1 2025
|
Donald Smith & Co., Inc.
New York, NY |
SELL
|
- |
-1.5K- 8.43% |
$274K - $294K
|
16.3K
$3.22M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.08KNew |
$197K - $211K
|
1.08K
$213K
|