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 07, 2025
Q1 2025
|
Evergreen Advisors, LLC
|
BUY
|
- |
773+ 23.36% |
$141K - $152K
|
4.08K
$806K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
291+ 1.22% |
$53.2K - $57.1K
|
24.2K
$4.78M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
2.35KNew |
$430K - $461K
|
2.35K
$464K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.19KNew |
$217K - $233K
|
1.19K
$234K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
92+ 77.97% |
$16.8K - $18.1K
|
210
$41.5K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-239- 4.04% |
$43.7K - $46.9K
|
5.67K
$1.12M
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
6.46K+ 48.61% |
$1.18M - $1.27M
|
19.7K
$3.9M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
1.55KNew |
$284K - $304K
|
1.55K
$306K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.01K+ 24.93% |
$185K - $199K
|
5.08K
$1M
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-122K- 54.78% |
$22.3M - $23.9M
|
101K
$19.9M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
229K+ 6.16% |
$41.9M - $45M
|
3.95M
$780M
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
9+ 0.3% |
$1.65K - $1.77K
|
3K
$593K
|
|
|
May 07, 2025
Q1 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
SELL
|
- |
-135- 7.26% |
$24.7K - $26.5K
|
1.73K
$341K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.08KNew |
$198K - $213K
|
1.08K
$214K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-408- 4.95% |
$74.6K - $80.1K
|
7.84K
$1.55M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-14.7K- 81.38% |
$2.69M - $2.88M
|
3.36K
$664K
|
|
|
May 07, 2025
Q1 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
SELL
|
- |
-25- 2.27% |
$4.57K - $4.91K
|
1.07K
$212K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
40+ 42.11% |
$7.31K - $7.85K
|
135
$26.7K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.03K+ 84.15% |
$187K - $201K
|
2.24K
$443K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
2+ 0.2% |
$366 - $392
|
1.01K
$199K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1+ 0.03% |
$183 - $196
|
3.98K
$786K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
1+ 0.08% |
$183 - $196
|
1.25K
$246K
|
|
|
May 07, 2025
Q1 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-5- 0.03% |
$914 - $981
|
14.4K
$2.85M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-57- 0.36% |
$10.4K - $11.2K
|
15.6K
$3.08M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-9.47K- 17.03% |
$1.73M - $1.86M
|
46.2K
$9.12M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-32- 1.05% |
$5.85K - $6.28K
|
3K
$593K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-111- 4.24% |
$20.3K - $21.8K
|
2.51K
$495K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
216New |
$39.5K - $42.4K
|
216
$42.7K
|
|
|
May 07, 2025
Q1 2025
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-3.26K- 27.22% |
$596K - $640K
|
8.72K
$1.72M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-217- 9.96% |
$39.7K - $42.6K
|
1.96K
$387K
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-117- 1.13% |
$21.4K - $23K
|
10.2K
$2.02M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-546- 9.52% |
$99.8K - $107K
|
5.19K
$1.03M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
12.2K+ 3.15% |
$2.24M - $2.4M
|
401K
$79.1M
|
|
|
May 06, 2025
Q1 2025
|
Johns Hopkins University
Baltimore, MD |
SELL
|
- |
-259K- 23.45% |
$47.4M - $50.9M
|
846K
$167M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
643+ 4.53% |
$118K - $126K
|
14.8K
$2.93M
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
474+ 2.36% |
$86.7K - $93K
|
20.6K
$4.06M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
86.7KNew |
$15.9M - $17M
|
86.7K
$17.1M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-70- 19.72% |
$12.8K - $13.7K
|
285
$56.3K
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-7- 1.05% |
$1.28K - $1.37K
|
659
$130K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
948+ 10.33% |
$173K - $186K
|
10.1K
$2M
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
1.76K+ 80.72% |
$322K - $346K
|
3.95K
$780K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-198- 1.99% |
$36.2K - $38.8K
|
9.75K
$1.93M
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-6.2K- 34.46% |
$1.13M - $1.22M
|
11.8K
$2.33M
|
|
|
May 06, 2025
Q1 2025
|
Bg Investment Services, Inc.
|
SELL
|
- |
-12.7K- 33.11% |
$2.31M - $2.48M
|
25.6K
$5.05M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-1.48K- 42.01% |
$270K - $290K
|
2.04K
$403K
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
SELL
|
- |
-96- 0.46% |
$17.6K - $18.8K
|
20.7K
$4.09M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
141+ 1.43% |
$25.8K - $27.7K
|
10K
$1.98M
|
|
|
May 06, 2025
Q1 2025
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-97K- 86.27% |
$17.7M - $19M
|
15.4K
$3.05M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-64.6K- 43.17% |
$11.8M - $12.7M
|
85.1K
$16.8M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-49.3K- 4.0% |
$9.01M - $9.67M
|
1.18M
$233M
|