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 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.14KNew |
$198K - $217K
|
1.14K
$226K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
11.9K+ 122.17% |
$2.06M - $2.26M
|
21.6K
$4.27M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-91- 1.67% |
$15.8K - $17.3K
|
5.35K
$1.06M
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
1.23K+ 5.49% |
$213K - $233K
|
23.6K
$4.67M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
126+ 4.55% |
$21.8K - $23.9K
|
2.9K
$573K
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
1.96KNew |
$340K - $373K
|
1.96K
$388K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
286New |
$49.6K - $54.3K
|
286
$56.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-63- 1.98% |
$10.9K - $12K
|
3.12K
$617K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.34K+ 5.4% |
$405K - $443K
|
45.5K
$9M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
700+ 21.74% |
$121K - $133K
|
3.92K
$775K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-8.32K- 1.81% |
$1.44M - $1.58M
|
452K
$89.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-29- 1.93% |
$5.03K - $5.5K
|
1.48K
$292K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-925- 1.0% |
$160K - $176K
|
91.5K
$18.1M
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
SELL
|
- |
-147- 2.94% |
$25.5K - $27.9K
|
4.86K
$960K
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
13.8K+ 10.42% |
$2.4M - $2.62M
|
147K
$29M
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-283- 3.06% |
$49.1K - $53.7K
|
8.98K
$1.78M
|
|
|
Oct 24, 2024
Q3 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
8.22KNew |
$1.43M - $1.56M
|
8.22K
$1.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
5+ 0.03% |
$867 - $949
|
17.1K
$3.37M
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-1- 0.05% |
$173 - $190
|
1.87K
$370K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
12.1K+ 113.83% |
$2.1M - $2.3M
|
22.8K
$4.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.25K- 0.95% |
$217K - $238K
|
131K
$25.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
19+ 17.59% |
$3.29K - $3.61K
|
127
$25.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-72- 0.18% |
$12.5K - $13.7K
|
38.9K
$7.69M
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
2.65KNew |
$459K - $502K
|
2.65K
$523K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-239- 3.7% |
$41.4K - $45.4K
|
6.23K
$1.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
4+ 4.08% |
$693 - $759
|
102
$20.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-32- 0.48% |
$5.55K - $6.07K
|
6.62K
$1.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
139+ 1.76% |
$24.1K - $26.4K
|
8.02K
$1.59M
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
BUY
|
- |
774+ 1.37% |
$134K - $147K
|
57.1K
$11.3M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
136+ 0.47% |
$23.6K - $25.8K
|
28.8K
$5.69M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-51- 1.57% |
$8.84K - $9.68K
|
3.19K
$630K
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
3.24K+ 21.14% |
$561K - $615K
|
18.6K
$3.67M
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-5.29K- 24.1% |
$916K - $1M
|
16.6K
$3.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
314+ 100.0% |
$54.4K - $59.6K
|
628
$124K
|
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-447- 2.76% |
$77.5K - $84.8K
|
15.8K
$3.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
6+ 0.52% |
$1.04K - $1.14K
|
1.17K
$231K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-929- 5.02% |
$161K - $176K
|
17.6K
$3.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9+ 0.16% |
$1.56K - $1.71K
|
5.67K
$1.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
7+ 0.27% |
$1.21K - $1.33K
|
2.62K
$518K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
17+ 0.39% |
$2.95K - $3.23K
|
4.39K
$867K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-76- 5.71% |
$13.2K - $14.4K
|
1.25K
$248K
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
3.23K+ 10.15% |
$560K - $614K
|
35.1K
$6.94M
|
|
|
Oct 23, 2024
Q3 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
2+ 0.17% |
$347 - $380
|
1.21K
$238K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
3+ 0.07% |
$520 - $569
|
4.32K
$853K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-579- 2.01% |
$100K - $110K
|
28.2K
$5.58M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-20- 0.56% |
$3.47K - $3.8K
|
3.54K
$700K
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-15.6K- 11.88% |
$2.71M - $2.97M
|
116K
$22.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
81+ 0.65% |
$14K - $15.4K
|
12.5K
$2.47M
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
712+ 30.73% |
$123K - $135K
|
3.03K
$599K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-35- 5.09% |
$6.07K - $6.64K
|
653
$129K
|