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 |
|---|---|---|---|---|---|---|---|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-14K- 59.0% |
$2.57M - $2.8M
|
9.74K
$1.89M
|
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
SELL
|
- |
-32- 0.31% |
$5.86K - $6.39K
|
10.2K
$1.99M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
28.4KNew |
$5.2M - $5.67M
|
28.4K
$5.52M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-56- 65.12% |
$10.3K - $11.2K
|
30
$5.83K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.39K+ 34.11% |
$621K - $677K
|
13.3K
$2.59M
|
|
| Q3 2024 | |||||||
|
Feb 13, 2025
Q3 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
364+ 18.77% |
$63.1K - $69.1K
|
2.3K
$448K
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
3.04KNew |
$528K - $578K
|
3.04K
$592K
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
10+ 0.49% |
$1.73K - $1.9K
|
2.06K
$400K
|
|
|
Dec 30, 2024
Q3 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
1.23KNew |
$213K - $233K
|
1.23K
$239K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.39K- 18.59% |
$415K - $454K
|
10.5K
$2.04M
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
142+ 3.66% |
$24.6K - $27K
|
4.02K
$781K
|
|
|
Dec 06, 2024
Q3 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-1.75K- 36.03% |
$304K - $333K
|
3.11K
$605K
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-2.26K- 53.85% |
$392K - $430K
|
1.94K
$377K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-400- 53.76% |
$69.3K - $75.9K
|
344
$66.9K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
311+ 18.02% |
$53.9K - $59K
|
2.04K
$396K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.12% |
$347 - $380
|
1.68K
$327K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-537- 11.74% |
$93.1K - $102K
|
4.04K
$786K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 0.03% |
$173 - $190
|
3.94K
$766K
|
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
7.82KNew |
$1.36M - $1.48M
|
7.82K
$1.52M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
16+ 1.27% |
$2.77K - $3.04K
|
1.27K
$248K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 0.47% |
$173 - $190
|
215
$41.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
26.7KNew |
$4.63M - $5.07M
|
26.7K
$5.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-239- 12.98% |
$41.4K - $45.4K
|
1.6K
$312K
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.08KNew |
$187K - $205K
|
1.08K
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-11- 0.92% |
$1.91K - $2.09K
|
1.19K
$230K
|
|
|
Nov 14, 2024
Q3 2024
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
482K+ 77.4% |
$83.6M - $91.5M
|
1.11M
$215M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.29KNew |
$224K - $245K
|
1.29K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
1.14KNew |
$198K - $217K
|
1.14K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-190- 13.8% |
$32.9K - $36.1K
|
1.19K
$231K
|
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
SELL
|
- |
-97- 4.25% |
$16.8K - $18.4K
|
2.18K
$425K
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
SELL
|
- |
-58- 9.91% |
$10.1K - $11K
|
527
$102K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-26K- 14.14% |
$4.51M - $4.94M
|
158K
$30.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.67KNew |
$1.16M - $1.27M
|
6.67K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1+ 0.05% |
$173 - $190
|
2.15K
$419K
|
|
|
Nov 14, 2024
Q3 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
5.98KNew |
$1.04M - $1.13M
|
5.98K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
9+ 0.18% |
$1.56K - $1.71K
|
5.14K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
2.17KNew |
$376K - $412K
|
2.17K
$422K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-3.17K- 21.56% |
$550K - $602K
|
11.5K
$2.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
2.41K+ 22.72% |
$418K - $458K
|
13K
$2.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.2KNew |
$2.11M - $2.31M
|
12.2K
$2.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
345+ 1.91% |
$59.8K - $65.5K
|
18.4K
$3.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-2.1K- 49.47% |
$365K - $399K
|
2.15K
$418K
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-85- 2.96% |
$14.7K - $16.1K
|
2.79K
$542K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.63K- 38.52% |
$282K - $309K
|
2.6K
$505K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
19.3KNew |
$3.34M - $3.65M
|
19.3K
$3.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
45.1K+ 211.71% |
$7.81M - $8.55M
|
66.4K
$12.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-1.03K- 25.5% |
$179K - $196K
|
3.02K
$586K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-188- 13.88% |
$32.6K - $35.7K
|
1.17K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-302- 10.87% |
$52.4K - $57.3K
|
2.48K
$482K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-63- 19.5% |
$10.9K - $12K
|
260
$50.6K
|
|