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 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-199- 2.89% |
$34.5K - $37.8K
|
6.68K
$1.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-199- 1.81% |
$34.5K - $37.8K
|
10.8K
$2.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-842- 2.2% |
$146K - $160K
|
37.4K
$7.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
14+ 0.17% |
$2.43K - $2.66K
|
8.45K
$1.67M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.26K+ 6.58% |
$218K - $239K
|
20.4K
$4.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
150+ 1.91% |
$26K - $28.5K
|
8K
$1.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-305- 0.5% |
$52.9K - $57.9K
|
60.8K
$12M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
667+ 7.77% |
$116K - $127K
|
9.25K
$1.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-34- 0.11% |
$5.89K - $6.45K
|
31.9K
$6.31M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
3+ 0.52% |
$520 - $569
|
578
$114K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.83K- 7.5% |
$317K - $348K
|
22.6K
$4.47M
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
268New |
$46.5K - $50.9K
|
268
$53K
|
|
|
Oct 11, 2024
Q3 2024
|
Polianta LTD
|
BUY
|
- |
38.9KNew |
$6.74M - $7.38M
|
38.9K
$7.69M
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-30- 2.59% |
$5.2K - $5.69K
|
1.13K
$223K
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-12- 0.12% |
$2.08K - $2.28K
|
10.4K
$2.06M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.41% |
$173 - $190
|
245
$48.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
130+ 6.74% |
$22.5K - $24.7K
|
2.06K
$407K
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-91- 1.04% |
$15.8K - $17.3K
|
8.62K
$1.71M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
105+ 3.06% |
$18.2K - $19.9K
|
3.54K
$700K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-727- 11.72% |
$126K - $138K
|
5.47K
$1.08M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
11+ 0.17% |
$1.91K - $2.09K
|
6.46K
$1.28M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.17K+ 0.61% |
$550K - $602K
|
525K
$104M
|
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
162+ 6.2% |
$28.1K - $30.7K
|
2.77K
$548K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
856+ 0.66% |
$148K - $162K
|
131K
$25.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-27- 1.21% |
$4.68K - $5.12K
|
2.2K
$436K
|
|
|
Oct 11, 2024
Q3 2024
|
Stegner Investment Associates Inc.
|
BUY
|
- |
3+ 0.01% |
$520 - $569
|
26.6K
$5.25M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
3.19K+ 25.64% |
$554K - $606K
|
15.7K
$3.09M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-92- 0.63% |
$15.9K - $17.5K
|
14.5K
$2.87M
|
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
11+ 0.37% |
$1.91K - $2.09K
|
2.98K
$589K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-9- 0.09% |
$1.56K - $1.71K
|
9.63K
$1.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.57KNew |
$272K - $298K
|
1.57K
$310K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-641- 0.92% |
$111K - $122K
|
68.7K
$13.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
2.74K+ 8.4% |
$475K - $520K
|
35.4K
$6.99M
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
12+ 0.57% |
$2.08K - $2.28K
|
2.11K
$417K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-955- 18.59% |
$166K - $181K
|
4.18K
$827K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
2.07K+ 52.72% |
$358K - $392K
|
5.99K
$1.18M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-320- 2.42% |
$55.5K - $60.7K
|
12.9K
$2.55M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-12.1K- 21.16% |
$2.09M - $2.29M
|
45K
$8.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 0.68% |
$347 - $380
|
294
$58.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-23.6K- 88.02% |
$4.09M - $4.47M
|
3.21K
$635K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.21K+ 70.32% |
$210K - $230K
|
2.94K
$581K
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
3+ 0.03% |
$520 - $569
|
8.86K
$1.75M
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-126- 2.61% |
$21.8K - $23.9K
|
4.7K
$929K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
97+ 7.1% |
$16.8K - $18.4K
|
1.46K
$289K
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
818+ 14.14% |
$142K - $155K
|
6.6K
$1.31M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
53+ 2.98% |
$9.19K - $10.1K
|
1.83K
$363K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-72- 1.58% |
$12.5K - $13.7K
|
4.48K
$886K
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
61+ 2.7% |
$10.6K - $11.6K
|
2.32K
$459K
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-777- 10.23% |
$135K - $147K
|
6.82K
$1.35M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
1.85KNew |
$321K - $352K
|
1.85K
$366K
|