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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-1.08K- 2.46% |
$188K - $205K
|
43K
$8.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-26- 0.02% |
$4.51K - $4.93K
|
127K
$25.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
139+ 0.47% |
$24.1K - $26.4K
|
29.4K
$5.82M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-393- 14.93% |
$68.1K - $74.6K
|
2.24K
$443K
|
|
|
Oct 28, 2024
Q3 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-135- 5.49% |
$23.4K - $25.6K
|
2.33K
$460K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-39- 10.43% |
$6.76K - $7.4K
|
335
$66.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-113K- 11.45% |
$19.5M - $21.4M
|
872K
$172M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-48.1K- 59.97% |
$8.34M - $9.13M
|
32.1K
$6.35M
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-102- 4.51% |
$17.7K - $19.4K
|
2.16K
$427K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
364+ 9.55% |
$63.1K - $69.1K
|
4.18K
$826K
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-2.6K- 1.18% |
$451K - $494K
|
218K
$43.1M
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-102- 0.76% |
$17.7K - $19.4K
|
13.2K
$2.62M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-546- 1.84% |
$94.7K - $104K
|
29.1K
$5.76M
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1.08KNew |
$188K - $206K
|
1.08K
$214K
|
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
20+ 0.53% |
$3.47K - $3.8K
|
3.76K
$744K
|
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
BUY
|
- |
3.25K+ 15.62% |
$564K - $617K
|
24.1K
$4.76M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.23% |
$347 - $380
|
857
$169K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-890- 0.13% |
$154K - $169K
|
661K
$131M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
19+ 0.72% |
$3.29K - $3.61K
|
2.67K
$528K
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
3.84K+ 2.95% |
$665K - $728K
|
134K
$26.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-1- 0.02% |
$173 - $190
|
4.04K
$798K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
546+ 4.71% |
$94.7K - $104K
|
12.1K
$2.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4+ 0.01% |
$693 - $759
|
53.6K
$10.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.33K+ 65.33% |
$404K - $442K
|
5.9K
$1.17M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
135+ 0.61% |
$23.4K - $25.6K
|
22.4K
$4.42M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
640+ 40.48% |
$111K - $121K
|
2.22K
$439K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
360+ 18.34% |
$62.4K - $68.3K
|
2.32K
$459K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
57+ 0.82% |
$9.88K - $10.8K
|
7.05K
$1.39M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.05% |
$520 - $569
|
6.29K
$1.24M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-1.74K- 96.78% |
$302K - $331K
|
58
$11.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.13K+ 71.27% |
$716K - $783K
|
9.92K
$1.96M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.29K- 8.59% |
$397K - $434K
|
24.3K
$4.81M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-480- 24.58% |
$83.2K - $91.1K
|
1.47K
$291K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
6+ 0.27% |
$1.04K - $1.14K
|
2.2K
$435K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-121- 1.48% |
$21K - $23K
|
8.07K
$1.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
769+ 3.52% |
$133K - $146K
|
22.6K
$4.47M
|
|
|
Oct 25, 2024
Q3 2024
|
Sicart Associates LLC
|
SELL
|
- |
-227- 14.42% |
$39.4K - $43.1K
|
1.35K
$266K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-58- 0.75% |
$10.1K - $11K
|
7.65K
$1.51M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
224+ 11.54% |
$38.8K - $42.5K
|
2.17K
$428K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-249- 1.57% |
$43.2K - $47.3K
|
15.6K
$3.09M
|
|
|
Oct 25, 2024
Q3 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
2.48K+ 25.79% |
$429K - $470K
|
12.1K
$2.39M
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1+ 0.08% |
$173 - $190
|
1.3K
$257K
|
|
|
Oct 25, 2024
Q3 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
SELL
|
- |
-16- 0.85% |
$2.77K - $3.04K
|
1.86K
$368K
|
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
1.06KNew |
$183K - $200K
|
1.06K
$209K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2K- 3.99% |
$346K - $379K
|
48K
$9.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-330- 3.29% |
$57.2K - $62.6K
|
9.7K
$1.92M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
57+ 4.15% |
$9.88K - $10.8K
|
1.43K
$283K
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-2.12K- 24.68% |
$367K - $402K
|
6.46K
$1.28M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.98KNew |
$864K - $946K
|
4.98K
$985K
|
|
|
Oct 25, 2024
Q3 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
1.06KNew |
$183K - $201K
|
1.06K
$209K
|