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 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-569- 0.42% |
$104K - $112K
|
136K
$26.9M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
117+ 4.15% |
$21.4K - $23K
|
2.94K
$580K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
4+ 0.08% |
$731 - $785
|
5.31K
$1.05M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
18.7K+ 2.2% |
$3.42M - $3.67M
|
870K
$172M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-3.21K- 8.83% |
$586K - $629K
|
33.1K
$6.54M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
81+ 0.36% |
$14.8K - $15.9K
|
22.6K
$4.46M
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
13+ 108.33% |
$2.38K - $2.55K
|
25
$4.94K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-89- 2.74% |
$16.3K - $17.5K
|
3.16K
$624K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.45K- 9.28% |
$630K - $676K
|
33.7K
$6.65M
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
1.47KNew |
$269K - $289K
|
1.47K
$291K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-6.25K- 1.4% |
$1.14M - $1.23M
|
440K
$86.8M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
11.6K+ 20.66% |
$2.13M - $2.28M
|
67.9K
$13.4M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2+ 0.12% |
$366 - $392
|
1.63K
$321K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
10.9K+ 67.5% |
$1.99M - $2.13M
|
27K
$5.33M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
2.22KNew |
$406K - $436K
|
2.22K
$439K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-84.9K- 8.2% |
$15.5M - $16.7M
|
950K
$188M
|
|
|
May 08, 2025
Q1 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
625+ 1.69% |
$114K - $123K
|
37.5K
$7.41M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-348- 5.55% |
$63.6K - $68.3K
|
5.92K
$1.17M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.06K- 11.6% |
$194K - $209K
|
8.1K
$1.6M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-445- 5.93% |
$81.4K - $87.3K
|
7.06K
$1.39M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
78+ 4.52% |
$14.3K - $15.3K
|
1.8K
$356K
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-405- 14.71% |
$74K - $79.5K
|
2.35K
$464K
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
153KNew |
$28M - $30M
|
153K
$30.2M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
79+ 1.56% |
$14.4K - $15.5K
|
5.15K
$1.02M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
118+ 5.42% |
$21.6K - $23.2K
|
2.3K
$453K
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-175- 8.69% |
$32K - $34.3K
|
1.84K
$363K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
177+ 11.47% |
$32.4K - $34.7K
|
1.72K
$340K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.02% |
$183 - $196
|
6.08K
$1.2M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
6K+ 13.17% |
$1.1M - $1.18M
|
51.5K
$10.2M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
132+ 1.72% |
$24.1K - $25.9K
|
7.79K
$1.54M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
30+ 0.53% |
$5.48K - $5.89K
|
5.67K
$1.12M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-24- 1.39% |
$4.39K - $4.71K
|
1.71K
$337K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
6+ 0.29% |
$1.1K - $1.18K
|
2.1K
$415K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-4.48K- 39.42% |
$819K - $879K
|
6.89K
$1.36M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.21K+ 1.83% |
$222K - $238K
|
67.5K
$13.3M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.11K+ 7.08% |
$202K - $217K
|
16.7K
$3.3M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.6K- 4.5% |
$293K - $314K
|
33.9K
$6.7M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
48+ 1.54% |
$8.78K - $9.42K
|
3.16K
$624K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-571- 0.08% |
$104K - $112K
|
750K
$148M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-20.4K- 1.68% |
$3.74M - $4.01M
|
1.19M
$236M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
65New |
$11.9K - $12.8K
|
65
$12.8K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
36.1K+ 2655.26% |
$6.6M - $7.08M
|
37.4K
$7.4M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
1.75K+ 9.2% |
$320K - $343K
|
20.8K
$4.1M
|
|
|
May 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-75.3K- 77.55% |
$13.8M - $14.8M
|
21.8K
$4.31M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-46.5K- 2.54% |
$8.51M - $9.13M
|
1.78M
$352M
|
|
|
May 07, 2025
Q1 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
149+ 4.23% |
$27.2K - $29.2K
|
3.67K
$725K
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
35+ 0.38% |
$6.4K - $6.87K
|
9.34K
$1.84M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.41K+ 2.81% |
$440K - $472K
|
88K
$17.4M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-672- 7.9% |
$123K - $132K
|
7.84K
$1.55M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
247+ 21.18% |
$45.2K - $48.5K
|
1.41K
$279K
|