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 21, 2024
Q3 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-185- 4.51% |
$32.1K - $35.1K
|
3.92K
$781K
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-2K- 65.05% |
$347K - $380K
|
1.08K
$214K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.1KNew |
$190K - $208K
|
1.1K
$218K
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-175- 1.37% |
$30.3K - $33.2K
|
12.6K
$2.51M
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-16.7K- 16.43% |
$2.89M - $3.16M
|
84.7K
$16.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-476- 0.35% |
$82.5K - $90.3K
|
135K
$27M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.68KNew |
$465K - $509K
|
2.68K
$535K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-37K- 4.14% |
$6.41M - $7.02M
|
857K
$171M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
16+ 0.51% |
$2.77K - $3.04K
|
3.15K
$629K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-9- 0.73% |
$1.56K - $1.71K
|
1.22K
$244K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
24.2K+ 274.91% |
$4.19M - $4.59M
|
33K
$6.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.32K- 3.68% |
$229K - $251K
|
34.6K
$6.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-6.55K- 17.95% |
$1.14M - $1.24M
|
29.9K
$5.97M
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
BUY
|
- |
21+ 0.05% |
$3.64K - $3.99K
|
43.7K
$8.71M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-735- 2.52% |
$127K - $140K
|
28.4K
$5.66M
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
16+ 0.46% |
$2.77K - $3.04K
|
3.49K
$695K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.06K- 4.85% |
$184K - $202K
|
20.8K
$4.16M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
234New |
$40.6K - $44.4K
|
234
$46.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
1.07KNew |
$185K - $203K
|
1.07K
$213K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.08K- 19.55% |
$186K - $204K
|
4.42K
$882K
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-85- 2.21% |
$14.7K - $16.1K
|
3.76K
$748K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-7.69K- 1.02% |
$1.33M - $1.46M
|
747K
$149M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
412+ 13.62% |
$71.4K - $78.2K
|
3.44K
$685K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
8+ 0.3% |
$1.39K - $1.52K
|
2.63K
$524K
|
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1.06KNew |
$183K - $200K
|
1.06K
$210K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.69K+ 4.97% |
$813K - $890K
|
99.2K
$19.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
191+ 13.92% |
$33.1K - $36.3K
|
1.56K
$312K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-100- 6.7% |
$17.3K - $19K
|
1.39K
$277K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.77K+ 6.85% |
$306K - $335K
|
27.6K
$5.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-58.2K- 2.76% |
$10.1M - $11.1M
|
2.05M
$409M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-18- 0.64% |
$3.12K - $3.42K
|
2.78K
$555K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22.3K+ 0.61% |
$3.87M - $4.23M
|
3.67M
$731M
|
|
|
Oct 18, 2024
Q3 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
1.09KNew |
$189K - $207K
|
1.09K
$217K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
19+ 0.15% |
$3.29K - $3.61K
|
12.3K
$2.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
50.5K+ 4.5% |
$8.75M - $9.58M
|
1.17M
$234M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-450- 17.9% |
$78K - $85.4K
|
2.06K
$411K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-555- 19.89% |
$96.2K - $105K
|
2.24K
$445K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-109- 19.19% |
$18.9K - $20.7K
|
459
$91.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
902New |
$156K - $171K
|
902
$180K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.23K- 0.96% |
$386K - $423K
|
230K
$45.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-41- 1.4% |
$7.11K - $7.78K
|
2.88K
$575K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
564+ 46.19% |
$97.8K - $107K
|
1.79K
$356K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-190- 7.75% |
$32.9K - $36.1K
|
2.26K
$451K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.07K+ 2.28% |
$186K - $203K
|
48.1K
$9.58M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
SELL
|
- |
-12- 1.26% |
$2.08K - $2.28K
|
944
$188K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-23- 0.09% |
$3.99K - $4.37K
|
24.9K
$4.96M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
733+ 7.29% |
$127K - $139K
|
10.8K
$2.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-27- 13.57% |
$4.68K - $5.12K
|
172
$34.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2- 0.04% |
$347 - $380
|
4.52K
$900K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.09KNew |
$188K - $206K
|
1.09K
$217K
|