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 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-6.14KClosed |
$835K - $990K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
169New |
$23K - $27.2K
|
169
$33.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
2.1K+ 53.35% |
$286K - $338K
|
6.04K
$1.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
1+ 0.03% |
$136 - $161
|
3.38K
$668K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-139- 2.57% |
$18.9K - $22.4K
|
5.27K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
24.7K+ 172.45% |
$3.36M - $3.98M
|
39K
$7.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
529New |
$71.9K - $85.2K
|
529
$104K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-226- 2.32% |
$30.7K - $36.4K
|
9.5K
$1.88M
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
92New |
$12.5K - $14.8K
|
92
$18.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-444- 34.63% |
$60.4K - $71.6K
|
838
$166K
|
|
|
Nov 14, 2022
Q3 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-123- 6.52% |
$16.7K - $19.8K
|
1.76K
$348K
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-996- 16.12% |
$135K - $161K
|
5.18K
$1.02M
|
|
|
Nov 10, 2022
Q3 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
239KNew |
$32.6M - $38.6M
|
239K
$47.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-9.98K- 18.04% |
$1.36M - $1.61M
|
45.3K
$8.96M
|
|
|
Nov 10, 2022
Q3 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
119+ 1.2% |
$16.2K - $19.2K
|
10.1K
$1.99M
|
|
|
Nov 10, 2022
Q3 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
395New |
$53.7K - $63.7K
|
395
$78K
|
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-59- 18.21% |
$8.02K - $9.51K
|
265
$52.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Tmd Wealth Management, LLC
|
BUY
|
- |
3.7KNew |
$503K - $596K
|
3.7K
$731K
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
454New |
$61.7K - $73.2K
|
454
$89.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-49K- 33.33% |
$6.66M - $7.9M
|
98K
$19.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-8.17K- 23.02% |
$1.11M - $1.32M
|
27.3K
$5.39M
|
|
|
Nov 08, 2022
Q3 2022
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-85- 62.5% |
$11.6K - $13.7K
|
51
$10.1K
|
|
|
Nov 04, 2022
Q3 2022
|
Hm Capital Management, LLC
Clayton, MO |
SELL
|
- |
-495- 2.36% |
$67.3K - $79.8K
|
20.5K
$4.05M
|
|
|
Nov 03, 2022
Q3 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
240+ 12.94% |
$32.6K - $38.7K
|
2.1K
$414K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
3.19KNew |
$434K - $514K
|
3.19K
$630K
|
|
|
Nov 01, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
9.77KNew |
$1.33M - $1.57M
|
9.77K
$1.93M
|
|
|
Oct 31, 2022
Q3 2022
|
Evolution Advisers, Inc.
|
SELL
|
- |
-102- 58.96% |
$13.9K - $16.4K
|
71
$14K
|
|
|
Oct 28, 2022
Q3 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
35+ 2.3% |
$4.76K - $5.64K
|
1.56K
$308K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
58+ 0.39% |
$7.89K - $9.35K
|
14.9K
$2.94M
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
310New |
$42.2K - $50K
|
310
$61.2K
|
|
|
Oct 27, 2022
Q3 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
3+ 0.18% |
$408 - $483
|
1.68K
$332K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.54K+ 87.84% |
$209K - $248K
|
3.29K
$650K
|
|
|
Oct 26, 2022
Q3 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
2.28KNew |
$311K - $368K
|
2.28K
$451K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
982+ 0.45% |
$134K - $158K
|
221K
$43.7M
|
|
|
Oct 25, 2022
Q3 2022
|
Field & Main Bank
|
SELL
|
- |
-26- 6.0% |
$3.54K - $4.19K
|
407
$80.4K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-8.27K- 2.11% |
$1.12M - $1.33M
|
383K
$75.7M
|
|
|
Oct 18, 2022
Q3 2022
|
Norway Savings Bank
|
SELL
|
- |
-30- 10.91% |
$4.08K - $4.83K
|
245
$48.4K
|
|
|
Oct 18, 2022
Q3 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
167+ 3.62% |
$22.7K - $26.9K
|
4.78K
$945K
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.57K- 24.57% |
$213K - $252K
|
4.81K
$949K
|
|
|
Oct 13, 2022
Q3 2022
|
Foster Group, Inc.
|
SELL
|
- |
-1.56K- 45.86% |
$212K - $251K
|
1.84K
$363K
|
|
|
Oct 13, 2022
Q3 2022
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-625- 1.6% |
$85K - $101K
|
38.5K
$7.59M
|
|
|
Oct 13, 2022
Q3 2022
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-5.12KClosed |
$697K - $826K
|
0
$0
|
|
|
Oct 05, 2022
Q3 2022
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-87- 5.37% |
$11.8K - $14K
|
1.53K
$303K
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
135New |
$18.4K - $21.8K
|
135
$26.7K
|
|
| Q2 2022 | |||||||
|
May 28, 2025
Q2 2022
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-2.22KClosed |
$313K - $374K
|
0
$0
|
|
|
May 19, 2025
Q2 2022
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-344- 12.04% |
$48.5K - $57.9K
|
2.51K
$496K
|
|
|
Oct 04, 2023
Q2 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-1.21KClosed |
$171K - $204K
|
0
$0
|
|
|
Dec 08, 2022
Q2 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-1.78KClosed |
$251K - $300K
|
0
$0
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-176- 3.69% |
$24.8K - $29.6K
|
4.6K
$908K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
8New |
$1.13K - $1.35K
|
8
$1.58K
|
|