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 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
1.03K+ 3.01% |
$179K - $196K
|
35.3K
$6.99M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-3- 3.49% |
$520 - $569
|
83
$16.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.07KNew |
$185K - $202K
|
1.07K
$211K
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-37- 1.64% |
$6.41K - $7.02K
|
2.22K
$438K
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4.28K+ 3.94% |
$742K - $812K
|
113K
$22.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
7+ 0.19% |
$1.21K - $1.33K
|
3.79K
$749K
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-70- 1.98% |
$12.1K - $13.3K
|
3.46K
$684K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
133+ 0.17% |
$23.1K - $25.2K
|
79.9K
$15.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
1.1KNew |
$191K - $209K
|
1.1K
$218K
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
130+ 6.31% |
$22.5K - $24.7K
|
2.19K
$433K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.74K+ 185.32% |
$648K - $709K
|
5.75K
$1.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.26K- 4.52% |
$218K - $239K
|
26.6K
$5.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
6.2KNew |
$1.07M - $1.18M
|
6.2K
$1.23M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-54- 0.94% |
$9.36K - $10.2K
|
5.68K
$1.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-4.96K- 7.42% |
$859K - $941K
|
61.8K
$12.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-357- 2.22% |
$61.9K - $67.8K
|
15.7K
$3.11M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.12KNew |
$195K - $213K
|
1.12K
$222K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
7+ 0.38% |
$1.21K - $1.33K
|
1.86K
$368K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-13.6K- 90.67% |
$2.36M - $2.58M
|
1.4K
$277K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-23.2K- 64.38% |
$4.03M - $4.41M
|
12.9K
$2.54M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.76K+ 80.4% |
$306K - $335K
|
3.96K
$783K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
152+ 2.62% |
$26.4K - $28.8K
|
5.96K
$1.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
200+ 6.22% |
$34.7K - $38K
|
3.41K
$675K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-217- 6.52% |
$37.6K - $41.2K
|
3.11K
$615K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-661- 16.33% |
$115K - $125K
|
3.39K
$670K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4+ 0.51% |
$693 - $759
|
783
$155K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.1KNew |
$191K - $209K
|
1.1K
$218K
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-145- 3.77% |
$25.1K - $27.5K
|
3.71K
$733K
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
SELL
|
- |
-5.2K- 6.78% |
$902K - $988K
|
71.5K
$14.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.11K+ 53.48% |
$192K - $210K
|
3.17K
$628K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-520- 2.39% |
$90.1K - $98.7K
|
21.3K
$4.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
11+ 0.44% |
$1.91K - $2.09K
|
2.53K
$499K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
328+ 1.71% |
$56.9K - $62.3K
|
19.6K
$3.87M
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-392- 0.87% |
$68K - $74.4K
|
44.7K
$8.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.01K+ 4.46% |
$1.21M - $1.33M
|
164K
$32.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-569- 2.52% |
$98.6K - $108K
|
22K
$4.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-80- 1.29% |
$13.9K - $15.2K
|
6.12K
$1.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
1.97KNew |
$342K - $374K
|
1.97K
$390K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.67K+ 162.47% |
$636K - $696K
|
5.92K
$1.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1.49K+ 0.36% |
$259K - $283K
|
411K
$81.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
7+ 0.34% |
$1.21K - $1.33K
|
2.06K
$407K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
93+ 3.46% |
$16.1K - $17.7K
|
2.78K
$550K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-2- 0.17% |
$347 - $380
|
1.18K
$233K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
SELL
|
- |
-3- 0.03% |
$520 - $569
|
9.01K
$1.78M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-4.59K- 2.35% |
$796K - $871K
|
191K
$37.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
98+ 16.07% |
$17K - $18.6K
|
708
$140K
|
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-53- 0.09% |
$9.19K - $10.1K
|
61K
$12.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
61+ 0.29% |
$10.6K - $11.6K
|
20.8K
$4.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-125- 2.2% |
$21.7K - $23.7K
|
5.57K
$1.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
36+ 0.13% |
$6.24K - $6.83K
|
28K
$5.53M
|