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 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.37K+ 72.64% |
$798K - $857K
|
10.4K
$2.05M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.01K- 56.08% |
$1.46M - $1.57M
|
6.27K
$1.24M
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
250+ 101.21% |
$45.7K - $49.1K
|
497
$98.2K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
4.05KNew |
$740K - $794K
|
4.05K
$799K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-58.4K- 74.13% |
$10.7M - $11.5M
|
20.4K
$4.02M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-35- 1.87% |
$6.4K - $6.87K
|
1.84K
$363K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-31.8K- 10.6% |
$5.82M - $6.24M
|
268K
$53M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
17.1KNew |
$3.12M - $3.35M
|
17.1K
$3.37M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-1.19K- 33.69% |
$217K - $233K
|
2.34K
$461K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-179- 0.7% |
$32.7K - $35.1K
|
25.4K
$5.01M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.09K- 8.35% |
$748K - $803K
|
44.9K
$8.87M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
7.35K+ 2.33% |
$1.34M - $1.44M
|
322K
$63.6M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-61- 1.11% |
$11.2K - $12K
|
5.43K
$1.07M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-650- 3.42% |
$119K - $128K
|
18.4K
$3.63M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-1.66K- 1.22% |
$303K - $325K
|
134K
$26.4M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-4.54K- 26.63% |
$830K - $890K
|
12.5K
$2.47M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
237+ 13.31% |
$43.3K - $46.5K
|
2.02K
$398K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-140- 1.3% |
$25.6K - $27.5K
|
10.6K
$2.1M
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
57.6KNew |
$10.5M - $11.3M
|
57.6K
$11.4M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-451- 2.09% |
$82.5K - $88.5K
|
21.1K
$4.16M
|
|
|
May 05, 2025
Q1 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
11+ 0.42% |
$2.01K - $2.16K
|
2.61K
$516K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-11.6K- 12.8% |
$2.13M - $2.28M
|
79.4K
$15.7M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
15K+ 2.28% |
$2.75M - $2.95M
|
675K
$133M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-5.79K- 1.43% |
$1.06M - $1.14M
|
398K
$78.6M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
118New |
$21.6K - $23.2K
|
118
$23.3K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-54- 1.71% |
$9.87K - $10.6K
|
3.11K
$614K
|
|
|
May 05, 2025
Q1 2025
|
Stegner Investment Associates Inc.
|
BUY
|
- |
3+ 0.01% |
$548 - $589
|
26.6K
$5.25M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1.24K- 36.21% |
$226K - $243K
|
2.18K
$430K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.42K+ 21.6% |
$1.17M - $1.26M
|
36.1K
$7.13M
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-400- 13.76% |
$73.1K - $78.5K
|
2.51K
$495K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-332- 15.54% |
$60.7K - $65.1K
|
1.8K
$356K
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-20- 1.04% |
$3.66K - $3.92K
|
1.91K
$377K
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-320- 9.66% |
$58.5K - $62.8K
|
2.99K
$591K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
206+ 6.24% |
$37.7K - $40.4K
|
3.51K
$693K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.99K+ 2.52% |
$364K - $391K
|
81.1K
$16M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.59K- 1.94% |
$291K - $312K
|
80.1K
$15.8M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-12- 1.22% |
$2.19K - $2.35K
|
971
$192K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-32- 0.28% |
$5.85K - $6.28K
|
11.3K
$2.24M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
744+ 641.38% |
$136K - $146K
|
860
$170K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-105- 5.73% |
$19.2K - $20.6K
|
1.73K
$341K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1+ 0.04% |
$183 - $196
|
2.72K
$538K
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-2.98K- 4.62% |
$544K - $584K
|
61.5K
$12.2M
|
|
|
May 05, 2025
Q1 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-56- 2.02% |
$10.2K - $11K
|
2.71K
$536K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-2.68K- 28.49% |
$490K - $525K
|
6.72K
$1.33M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
28+ 1.63% |
$5.12K - $5.49K
|
1.74K
$344K
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-13- 0.55% |
$2.38K - $2.55K
|
2.34K
$462K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
377+ 23.85% |
$68.9K - $74K
|
1.96K
$387K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
160+ 5.7% |
$29.3K - $31.4K
|
2.97K
$586K
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-54- 1.68% |
$9.87K - $10.6K
|
3.16K
$624K
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-221K- 45.54% |
$40.3M - $43.3M
|
264K
$52.1M
|