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 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$173 - $190
|
14.3K
$2.83M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-473- 21.29% |
$82K - $89.8K
|
1.75K
$346K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
112+ 4.8% |
$19.4K - $21.3K
|
2.45K
$484K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-774- 0.58% |
$134K - $147K
|
134K
$26.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-37- 25.52% |
$6.41K - $7.02K
|
108
$21.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-12- 0.33% |
$2.08K - $2.28K
|
3.68K
$727K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-4.9K- 4.12% |
$849K - $929K
|
114K
$22.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-62- 2.6% |
$10.7K - $11.8K
|
2.33K
$460K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-302- 4.82% |
$52.4K - $57.3K
|
5.97K
$1.18M
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-1.32K- 2.65% |
$229K - $250K
|
48.4K
$9.57M
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.87KNew |
$325K - $355K
|
1.87K
$370K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-283- 2.92% |
$49.1K - $53.7K
|
9.4K
$1.86M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-7.15K- 11.16% |
$1.24M - $1.36M
|
56.9K
$11.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-14- 0.3% |
$2.43K - $2.66K
|
4.63K
$914K
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
6+ 0.06% |
$1.04K - $1.14K
|
9.62K
$1.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
478+ 2.81% |
$82.9K - $90.7K
|
17.5K
$3.46M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
9.88K+ 16.87% |
$1.71M - $1.88M
|
68.4K
$13.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
15+ 0.5% |
$2.6K - $2.85K
|
3.04K
$601K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-10.8K- 97.51% |
$1.87M - $2.05M
|
276
$54.6K
|
|
|
Oct 04, 2024
Q3 2024
|
Stairway Partners, LLC
|
BUY
|
- |
146K+ 13.94% |
$25.3M - $27.7M
|
1.19M
$236M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.15K- 3.52% |
$198K - $217K
|
31.4K
$6.21M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-34- 0.45% |
$5.89K - $6.45K
|
7.47K
$1.48M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-175- 0.6% |
$30.3K - $33.2K
|
28.8K
$5.7M
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-6- 12.0% |
$1.04K - $1.14K
|
44
$8.7K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
46+ 0.24% |
$7.97K - $8.73K
|
19.4K
$3.84M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
924+ 1.61% |
$160K - $175K
|
58.2K
$11.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
15+ 0.55% |
$2.6K - $2.85K
|
2.75K
$543K
|
|
|
Oct 04, 2024
Q3 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
162+ 0.12% |
$28.1K - $30.7K
|
130K
$25.7M
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
42+ 0.44% |
$7.28K - $7.97K
|
9.68K
$1.91M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
12.9K+ 7.72% |
$2.24M - $2.45M
|
180K
$35.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-17- 0.06% |
$2.95K - $3.23K
|
27.7K
$5.47M
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-171- 2.92% |
$29.6K - $32.5K
|
5.7K
$1.13M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-183- 1.21% |
$31.7K - $34.7K
|
14.9K
$2.95M
|
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
7+ 0.52% |
$1.21K - $1.33K
|
1.36K
$270K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
42.9KNew |
$7.43M - $8.13M
|
42.9K
$8.47M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
332+ 0.53% |
$57.6K - $63K
|
62.9K
$12.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Jvl Associates LLC
|
BUY
|
- |
32+ 0.31% |
$5.55K - $6.07K
|
10.2K
$2.03M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.2K+ 13.7% |
$208K - $227K
|
9.94K
$1.97M
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
111K+ 280.56% |
$19.2M - $21M
|
150K
$29.7M
|
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
50+ 0.46% |
$8.67K - $9.49K
|
10.9K
$2.16M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-5- 0.32% |
$867 - $949
|
1.58K
$312K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-283- 3.63% |
$49.1K - $53.7K
|
7.51K
$1.49M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-126- 1.19% |
$21.8K - $23.9K
|
10.5K
$2.07M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-39- 0.34% |
$6.76K - $7.4K
|
11.5K
$2.27M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
4+ 0.26% |
$693 - $759
|
1.54K
$304K
|
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
374+ 31.72% |
$64.8K - $71K
|
1.55K
$307K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-13- 0.59% |
$2.25K - $2.47K
|
2.2K
$435K
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-191- 0.8% |
$33.1K - $36.3K
|
23.8K
$4.7M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-524- 13.82% |
$90.8K - $99.5K
|
3.27K
$646K
|
|
|
Oct 01, 2024
Q3 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-49- 1.24% |
$8.49K - $9.3K
|
3.91K
$773K
|