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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.94K+ 9.13% |
$337K - $369K
|
23.2K
$4.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
1.14KNew |
$198K - $217K
|
1.14K
$226K
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
173+ 3.42% |
$30K - $32.8K
|
5.23K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
121K+ 1.8% |
$21.1M - $23.1M
|
6.87M
$1.36B
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
PUT |
400KNew |
$69.3M - $75.9M
|
400K
$79.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
7+ 0.41% |
$1.21K - $1.33K
|
1.7K
$337K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-190- 13.8% |
$32.9K - $36.1K
|
1.19K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-1.66K- 46.57% |
$287K - $314K
|
1.9K
$376K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.4K+ 1.54% |
$2.67M - $2.93M
|
1.02M
$201M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
6+ 0.1% |
$1.04K - $1.14K
|
5.8K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.71K+ 13.3% |
$643K - $704K
|
31.6K
$6.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.31K+ 17.86% |
$573K - $627K
|
21.8K
$4.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-81K- 26.55% |
$14M - $15.4M
|
224K
$44.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
5+ 0.07% |
$867 - $949
|
7.36K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-6.29K- 20.74% |
$1.09M - $1.19M
|
24.1K
$4.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.01K+ 71.63% |
$174K - $191K
|
2.41K
$476K
|
|
|
Nov 14, 2024
Q3 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
66+ 0.25% |
$11.4K - $12.5K
|
26.6K
$5.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
2.59KNew |
$449K - $491K
|
2.59K
$512K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-10.8K- 8.0% |
$1.88M - $2.06M
|
125K
$24.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
420+ 8.66% |
$72.8K - $79.7K
|
5.27K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-560K- 3.55% |
$97.1M - $106M
|
15.2M
$3.01B
|
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-652- 7.67% |
$113K - $124K
|
7.85K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
SELL
|
- |
-97- 4.25% |
$16.8K - $18.4K
|
2.18K
$432K
|
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
4.13KNew |
$717K - $785K
|
4.13K
$817K
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
SELL
|
- |
-58- 9.91% |
$10.1K - $11K
|
527
$104K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.31K- 17.44% |
$227K - $249K
|
6.2K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3+ 0.05% |
$520 - $569
|
6.31K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-437- 1.46% |
$75.8K - $82.9K
|
29.4K
$5.82M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-14- 0.07% |
$2.43K - $2.66K
|
19.8K
$3.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Independent Family Office, LLC
|
BUY
|
- |
2.12K+ 2.65% |
$367K - $402K
|
82K
$16.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.82K+ 1.56% |
$662K - $725K
|
248K
$49.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
5.76KNew |
$998K - $1.09M
|
5.76K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-8.54K- 22.9% |
$1.48M - $1.62M
|
28.8K
$5.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
19.5K+ 81.72% |
$3.38M - $3.7M
|
43.4K
$8.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-26K- 14.14% |
$4.51M - $4.94M
|
158K
$31.3M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
32.4K+ 3.39% |
$5.61M - $6.14M
|
986K
$195M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5+ 0.14% |
$867 - $949
|
3.65K
$721K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.3K+ 10.44% |
$1.79M - $1.96M
|
109K
$21.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-137- 1.31% |
$23.8K - $26K
|
10.3K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
14+ 0.52% |
$2.43K - $2.66K
|
2.72K
$538K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
212+ 5.76% |
$36.8K - $40.2K
|
3.89K
$769K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
44+ 0.71% |
$7.63K - $8.35K
|
6.23K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
796+ 16.52% |
$138K - $151K
|
5.61K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-103- 0.2% |
$17.9K - $19.5K
|
50.6K
$10M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.67KNew |
$1.16M - $1.27M
|
6.67K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-13.5K- 3.2% |
$2.33M - $2.55M
|
408K
$80.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-963- 43.52% |
$167K - $183K
|
1.25K
$247K
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
728+ 13.03% |
$126K - $138K
|
6.32K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-37.3K- 3.6% |
$6.47M - $7.09M
|
1M
$198M
|
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-14.3K- 78.73% |
$2.48M - $2.71M
|
3.86K
$764K
|