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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.08% |
$183 - $200
|
1.23K
$240K
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-49- 3.24% |
$8.98K - $9.79K
|
1.46K
$284K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-197- 5.96% |
$36.1K - $39.4K
|
3.11K
$605K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-280- 11.55% |
$51.3K - $55.9K
|
2.14K
$417K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-211- 1.42% |
$38.7K - $42.2K
|
14.6K
$2.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-420- 1.96% |
$77K - $83.9K
|
21.1K
$4.09M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.7K+ 301.69% |
$1.97M - $2.14M
|
14.3K
$2.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1.92KNew |
$352K - $384K
|
1.92K
$374K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
186+ 3.74% |
$34.1K - $37.2K
|
5.16K
$1M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.87KNew |
$342K - $373K
|
1.87K
$363K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
21.9KNew |
$4.01M - $4.37M
|
21.9K
$4.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
BUY
|
- |
2+ 0.1% |
$366 - $400
|
2.01K
$391K
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-682- 6.7% |
$125K - $136K
|
9.5K
$1.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-963- 19.6% |
$176K - $192K
|
3.95K
$768K
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
1.27KNew |
$232K - $253K
|
1.27K
$246K
|
|
|
Jan 24, 2025
Q4 2024
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
5.22KNew |
$956K - $1.04M
|
5.22K
$1.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
SELL
|
- |
-870- 1.65% |
$159K - $174K
|
51.7K
$10.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-823- 1.45% |
$151K - $164K
|
56.1K
$10.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
187New |
$34.3K - $37.4K
|
187
$36.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-584- 16.5% |
$107K - $117K
|
2.96K
$575K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-482- 7.66% |
$88.3K - $96.3K
|
5.81K
$1.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-108- 1.66% |
$19.8K - $21.6K
|
6.39K
$1.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-29- 1.1% |
$5.31K - $5.79K
|
2.62K
$509K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
145+ 0.53% |
$26.6K - $29K
|
27.4K
$5.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
8.95K+ 124.97% |
$1.64M - $1.79M
|
16.1K
$3.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.64KNew |
$300K - $327K
|
1.64K
$319K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
15+ 0.97% |
$2.75K - $3K
|
1.56K
$304K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-815- 3.56% |
$149K - $163K
|
22.1K
$4.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
270+ 2.5% |
$49.5K - $53.9K
|
11.1K
$2.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
18.6KNew |
$3.42M - $3.72M
|
18.6K
$3.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
3.52KNew |
$645K - $704K
|
3.52K
$685K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
1.7K+ 10.05% |
$312K - $340K
|
18.6K
$3.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
42New |
$7.7K - $8.39K
|
42
$8.17K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-734- 2.19% |
$134K - $147K
|
32.8K
$6.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-60- 1.49% |
$11K - $12K
|
3.96K
$770K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
9.44K+ 37.96% |
$1.73M - $1.89M
|
34.3K
$6.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-48- 0.2% |
$8.8K - $9.59K
|
23.4K
$4.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
700+ 2.75% |
$128K - $140K
|
26.1K
$5.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.28KNew |
$234K - $256K
|
1.28K
$249K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
836+ 15.27% |
$153K - $167K
|
6.31K
$1.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
386+ 16.74% |
$70.7K - $77.1K
|
2.69K
$524K
|
|
|
Jan 23, 2025
Q4 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-21.1K- 80.11% |
$3.87M - $4.22M
|
5.24K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
52+ 3.23% |
$9.53K - $10.4K
|
1.66K
$323K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
108New |
$19.8K - $21.6K
|
108
$21K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
4.97KNew |
$910K - $992K
|
4.97K
$966K
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
12.3K+ 14.55% |
$2.26M - $2.46M
|
97K
$18.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-16- 0.53% |
$2.93K - $3.2K
|
3K
$583K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
627+ 2.52% |
$115K - $125K
|
25.6K
$4.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-540- 8.67% |
$98.9K - $108K
|
5.69K
$1.11M
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
BUY
|
- |
622+ 1.09% |
$114K - $124K
|
57.8K
$11.2M
|