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 |
|---|---|---|---|---|---|---|---|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-183- 2.93% |
$31K - $32.8K
|
6.05K
$1.2M
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4.01K+ 1.85% |
$680K - $719K
|
222K
$43.8M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
135+ 6750.0% |
$22.9K - $24.2K
|
137
$27.1K
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
2.06K+ 96.45% |
$350K - $370K
|
4.2K
$831K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.78K- 27.06% |
$809K - $855K
|
12.9K
$2.55M
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-141- 49.3% |
$23.9K - $25.2K
|
145
$28.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
3.76KNew |
$637K - $673K
|
3.76K
$743K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
60+ 3.94% |
$10.2K - $10.7K
|
1.58K
$313K
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-284- 5.9% |
$48.1K - $50.9K
|
4.53K
$895K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
14.6KNew |
$2.47M - $2.61M
|
14.6K
$2.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
CALL |
30KNew |
$5.08M - $5.37M
|
30K
$5.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-2.5K- 61.68% |
$424K - $448K
|
1.55K
$307K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.17KNew |
$197K - $209K
|
1.17K
$230K
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
8KNew |
$1.36M - $1.43M
|
8K
$1.58M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
42.1KNew |
$7.13M - $7.54M
|
42.1K
$8.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-33.5K- 91.12% |
$5.67M - $6M
|
3.26K
$645K
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-50.1K- 60.34% |
$8.49M - $8.97M
|
32.9K
$6.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
1.61KNew |
$273K - $288K
|
1.61K
$318K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
746+ 59.35% |
$126K - $134K
|
2K
$396K
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-45- 0.36% |
$7.62K - $8.06K
|
12.3K
$2.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-952- 30.58% |
$161K - $170K
|
2.16K
$427K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
54+ 19.71% |
$9.15K - $9.67K
|
328
$64.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-42- 3.68% |
$7.11K - $7.52K
|
1.1K
$217K
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
23KNew |
$3.89M - $4.11M
|
23K
$4.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
48New |
$8.13K - $8.59K
|
48
$9.49K
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-477- 15.29% |
$80.8K - $85.4K
|
2.64K
$522K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.31K- 6.79% |
$391K - $414K
|
31.7K
$6.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-138- 2.26% |
$23.4K - $24.7K
|
5.97K
$1.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-80- 2.08% |
$13.6K - $14.3K
|
3.76K
$743K
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
1.34K+ 1855.56% |
$226K - $239K
|
1.41K
$278K
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
BUY
|
- |
435+ 0.99% |
$73.7K - $77.9K
|
44.3K
$8.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-113- 0.98% |
$19.1K - $20.2K
|
11.4K
$2.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-45- 0.16% |
$7.62K - $8.06K
|
27.3K
$5.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
838+ 1.84% |
$142K - $150K
|
46.4K
$9.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
117New |
$19.8K - $20.9K
|
117
$23.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
173K+ 7.58% |
$29.2M - $30.9M
|
2.45M
$484M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.29K- 2.29% |
$387K - $409K
|
97.7K
$19.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
197New |
$33.4K - $35.3K
|
197
$38.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Barnett & Company, Inc.
|
SELL
|
- |
-7- 0.15% |
$1.19K - $1.25K
|
4.53K
$895K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.59KNew |
$269K - $284K
|
1.59K
$314K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
4.08K+ 6.17% |
$690K - $730K
|
70.2K
$13.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-84- 12.32% |
$14.2K - $15K
|
598
$118K
|
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
95+ 5.9% |
$16.1K - $17K
|
1.71K
$337K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
65New |
$11K - $11.6K
|
65
$12.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-400- 17.62% |
$67.8K - $71.6K
|
1.87K
$370K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
11New |
$1.86K - $1.97K
|
11
$2.17K
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
4+ 0.06% |
$678 - $716
|
6.52K
$1.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Capital City Trust CO
|
SELL
|
- |
-46- 1.44% |
$7.79K - $8.24K
|
3.16K
$624K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
496New |
$84K - $88.8K
|
496
$98.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.35K+ 27.53% |
$229K - $242K
|
6.25K
$1.24M
|