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
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
310KNew |
$56.6M - $60.8M
|
310K
$61.2M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-26- 0.98% |
$4.75K - $5.1K
|
2.62K
$518K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-88.8K- 8.33% |
$16.2M - $17.4M
|
977K
$193M
|
|
|
May 12, 2025
Q1 2025
|
Boston Partners
Boston, MA |
SELL
|
- |
-78K- 29.61% |
$14.3M - $15.3M
|
185K
$36.6M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-29.2K- 25.91% |
$5.33M - $5.72M
|
83.4K
$16.5M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
145New |
$26.5K - $28.5K
|
145
$28.6K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-131- 6.33% |
$23.9K - $25.7K
|
1.94K
$383K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
145New |
$26.5K - $28.5K
|
145
$28.6K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-31.8K- 0.94% |
$5.81M - $6.24M
|
3.36M
$663M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
123K+ 6.25% |
$22.5M - $24.1M
|
2.09M
$413M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.23K- 7.37% |
$225K - $241K
|
15.5K
$3.05M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.1K+ 2.85% |
$1.11M - $1.2M
|
220K
$43.5M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
4.62K+ 17.78% |
$844K - $906K
|
30.6K
$6.04M
|
|
|
May 09, 2025
Q1 2025
|
M.D. Sass Investors Services, Inc.
New York, NY |
SELL
|
- |
-140K- 70.56% |
$25.5M - $27.4M
|
58.2K
$11.5M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-16- 0.75% |
$2.93K - $3.14K
|
2.12K
$418K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-37.8K- 43.24% |
$6.92M - $7.43M
|
49.7K
$9.81M
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
356+ 2.33% |
$65.1K - $69.9K
|
15.6K
$3.09M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
704+ 85.33% |
$129K - $138K
|
1.53K
$302K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
91+ 12.64% |
$16.6K - $17.9K
|
811
$160K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
460+ 6.53% |
$84.1K - $90.3K
|
7.51K
$1.48M
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-43- 1.07% |
$7.86K - $8.44K
|
3.97K
$784K
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
SELL
|
- |
-104- 4.54% |
$19K - $20.4K
|
2.19K
$432K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-185- 0.46% |
$33.8K - $36.3K
|
39.9K
$7.87M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
68New |
$12.4K - $13.3K
|
68
$13.4K
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-40- 0.7% |
$7.31K - $7.85K
|
5.7K
$1.12M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.95K- 61.32% |
$357K - $383K
|
1.23K
$243K
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
5.71K+ 70.88% |
$1.04M - $1.12M
|
13.8K
$2.72M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2KNew |
$365K - $391K
|
2K
$394K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.36K+ 2.4% |
$431K - $462K
|
101K
$19.9M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-739- 18.09% |
$135K - $145K
|
3.35K
$661K
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
2.48K+ 3.03% |
$454K - $487K
|
84.4K
$16.7M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
107+ 1.28% |
$19.6K - $21K
|
8.47K
$1.67M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
645New |
$118K - $127K
|
645
$127K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-928- 5.3% |
$170K - $182K
|
16.6K
$3.27M
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-180- 6.07% |
$32.9K - $35.3K
|
2.79K
$550K
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-274- 1.69% |
$50.1K - $53.8K
|
16K
$3.16M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
112K+ 103.97% |
$20.4M - $21.9M
|
219K
$43.2M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
48+ 0.69% |
$8.78K - $9.42K
|
6.98K
$1.38M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
24+ 39.34% |
$4.39K - $4.71K
|
85
$16.8K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
363K+ 2.38% |
$66.4M - $71.3M
|
15.6M
$3.09B
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-125- 4.33% |
$22.9K - $24.5K
|
2.76K
$545K
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-1.94K- 30.67% |
$354K - $380K
|
4.38K
$866K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
169+ 4.64% |
$30.9K - $33.2K
|
3.81K
$753K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
330+ 1.03% |
$60.3K - $64.7K
|
32.4K
$6.39M
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
364New |
$66.5K - $71.4K
|
364
$71.9K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-83- 1.61% |
$15.2K - $16.3K
|
5.07K
$1M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-316- 5.31% |
$57.8K - $62K
|
5.63K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.99K- 4.8% |
$363K - $390K
|
39.4K
$7.79M
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
1.44KNew |
$263K - $283K
|
1.44K
$285K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-469- 3.72% |
$85.7K - $92K
|
12.1K
$2.4M
|