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 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-72- 1.58% |
$12.5K - $13.7K
|
4.48K
$893K
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
61+ 2.7% |
$10.6K - $11.6K
|
2.32K
$463K
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-777- 10.23% |
$135K - $147K
|
6.82K
$1.36M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
1.85KNew |
$321K - $352K
|
1.85K
$369K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
15+ 0.31% |
$2.6K - $2.85K
|
4.84K
$966K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
3+ 0.13% |
$520 - $569
|
2.29K
$456K
|
|
|
Oct 10, 2024
Q3 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
1.43KNew |
$247K - $271K
|
1.43K
$284K
|
|
|
Oct 09, 2024
Q3 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-141- 3.47% |
$24.4K - $26.8K
|
3.92K
$782K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-148- 1.52% |
$25.7K - $28.1K
|
9.62K
$1.92M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-30- 1.59% |
$5.2K - $5.69K
|
1.86K
$370K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-46- 1.28% |
$7.97K - $8.73K
|
3.55K
$708K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-740- 12.88% |
$128K - $140K
|
5.01K
$998K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-122- 0.61% |
$21.1K - $23.2K
|
19.8K
$3.95M
|
|
|
Oct 09, 2024
Q3 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
6.76K+ 1.88% |
$1.17M - $1.28M
|
366K
$73M
|
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-27- 0.63% |
$4.68K - $5.12K
|
4.23K
$843K
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
2.32K+ 8.42% |
$402K - $440K
|
29.8K
$5.94M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-83.1K- 82.64% |
$14.4M - $15.8M
|
17.5K
$3.48M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-620- 2.8% |
$107K - $118K
|
21.5K
$4.29M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
777+ 16.1% |
$135K - $147K
|
5.6K
$1.12M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-71- 0.77% |
$12.3K - $13.5K
|
9.13K
$1.82M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-311- 5.25% |
$53.9K - $59K
|
5.61K
$1.12M
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-144- 1.78% |
$25K - $27.3K
|
7.96K
$1.59M
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
770+ 19.66% |
$133K - $146K
|
4.69K
$934K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-195- 6.66% |
$33.8K - $37K
|
2.73K
$545K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-167- 2.38% |
$29K - $31.7K
|
6.86K
$1.37M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.16K+ 57.24% |
$547K - $599K
|
8.67K
$1.73M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-454- 1.07% |
$78.7K - $86.2K
|
42.1K
$8.39M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
32+ 0.3% |
$5.55K - $6.07K
|
10.6K
$2.11M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
107+ 1.89% |
$18.5K - $20.3K
|
5.78K
$1.15M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
10.8K+ 19.97% |
$1.88M - $2.05M
|
65K
$13M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
382+ 29.14% |
$66.2K - $72.5K
|
1.69K
$337K
|
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-298- 0.99% |
$51.7K - $56.6K
|
29.7K
$5.92M
|
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-202- 14.13% |
$35K - $38.3K
|
1.23K
$245K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
168+ 1.31% |
$29.1K - $31.9K
|
13K
$2.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
21.9K+ 42.26% |
$3.79M - $4.15M
|
73.6K
$14.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
300New |
$52K - $56.9K
|
300
$59.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-374- 3.55% |
$64.8K - $71K
|
10.2K
$2.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
1.41KNew |
$245K - $268K
|
1.41K
$282K
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-39- 22.81% |
$6.76K - $7.4K
|
132
$26.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-313- 2.09% |
$54.3K - $59.4K
|
14.7K
$2.93M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-226- 1.29% |
$39.2K - $42.9K
|
17.3K
$3.45M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-4.98K- 10.75% |
$864K - $946K
|
41.4K
$8.24M
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
BUY
|
- |
3+ 0.05% |
$520 - $569
|
6.59K
$1.31M
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-1.84K- 4.73% |
$320K - $350K
|
37.1K
$7.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-911- 24.67% |
$158K - $173K
|
2.78K
$554K
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
13+ 0.25% |
$2.25K - $2.47K
|
5.31K
$1.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-933- 1.89% |
$162K - $177K
|
48.4K
$9.64M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
12+ 0.42% |
$2.08K - $2.28K
|
2.87K
$573K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
104+ 0.46% |
$18K - $19.7K
|
22.7K
$4.52M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-68- 2.72% |
$11.8K - $12.9K
|
2.43K
$484K
|