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 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
166+ 5.22% |
$28.8K - $31.5K
|
3.34K
$648K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-15.1K- 1.21% |
$2.62M - $2.87M
|
1.23M
$238M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
611+ 15.32% |
$106K - $116K
|
4.6K
$892K
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
2.29KNew |
$397K - $435K
|
2.29K
$444K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-54- 1.56% |
$9.36K - $10.2K
|
3.41K
$662K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
3.76KNew |
$653K - $714K
|
3.76K
$730K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
4.48KNew |
$777K - $851K
|
4.48K
$870K
|
|
|
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
558New |
$96.7K - $106K
|
558
$108K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-80- 1.88% |
$13.9K - $15.2K
|
4.17K
$808K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
21.1K+ 24.51% |
$3.66M - $4M
|
107K
$20.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-642- 2.27% |
$111K - $122K
|
27.6K
$5.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-523- 31.49% |
$90.7K - $99.3K
|
1.14K
$221K
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-39- 3.24% |
$6.76K - $7.4K
|
1.17K
$226K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-741- 1.92% |
$128K - $141K
|
37.9K
$7.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
972+ 4.33% |
$169K - $184K
|
23.4K
$4.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.29K+ 4.32% |
$1.61M - $1.76M
|
224K
$43.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.44K- 3.46% |
$1.29M - $1.41M
|
207K
$40.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-5.53K- 48.76% |
$959K - $1.05M
|
5.81K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.11K+ 3.11% |
$886K - $970K
|
170K
$32.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-2.26K- 0.56% |
$392K - $430K
|
399K
$77.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
805+ 1.43% |
$140K - $153K
|
57.2K
$11.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.8K- 18.75% |
$312K - $342K
|
7.8K
$1.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
301+ 16.46% |
$52.2K - $57.1K
|
2.13K
$413K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
20.2KNew |
$3.49M - $3.83M
|
20.2K
$3.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Nixon Capital, LLC
Austin, TX |
BUY
|
- |
4New |
$693 - $759
|
4
$776
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
75.2K+ 94.44% |
$13M - $14.3M
|
155K
$30M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
19.8K+ 0.43% |
$3.44M - $3.76M
|
4.6M
$892M
|
|
|
Nov 13, 2024
Q3 2024
|
Campion Asset Management
|
SELL
|
- |
-567- 21.23% |
$98.3K - $108K
|
2.1K
$408K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.99K- 5.39% |
$692K - $758K
|
70K
$13.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-161- 0.66% |
$27.9K - $30.6K
|
24.3K
$4.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
762+ 14.64% |
$132K - $145K
|
5.97K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-7- 0.29% |
$1.21K - $1.33K
|
2.39K
$463K
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.49K+ 4.5% |
$258K - $283K
|
34.6K
$6.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.05K+ 6.79% |
$182K - $199K
|
16.5K
$3.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-91.2K- 18.92% |
$15.8M - $17.3M
|
391K
$75.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-16.7K- 41.89% |
$2.9M - $3.18M
|
23.2K
$4.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
86.6K+ 2.26% |
$15M - $16.4M
|
3.92M
$760M
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-353- 6.3% |
$61.2K - $67K
|
5.25K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-855- 13.27% |
$148K - $162K
|
5.59K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.39K- 1.85% |
$1.63M - $1.78M
|
499K
$96.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
BUY
|
- |
39+ 31.71% |
$6.76K - $7.4K
|
162
$31.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-20- 0.04% |
$3.47K - $3.8K
|
50.7K
$9.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
456+ 136.12% |
$79.1K - $86.5K
|
791
$153K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-938- 16.54% |
$163K - $178K
|
4.73K
$918K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.52K+ 5.0% |
$610K - $668K
|
74K
$14.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-1.49K- 0.51% |
$258K - $283K
|
292K
$56.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
20.9K+ 69.9% |
$3.62M - $3.97M
|
50.8K
$9.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
482+ 10.98% |
$83.6K - $91.5K
|
4.87K
$945K
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-355- 47.97% |
$61.5K - $67.4K
|
385
$74.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
BUY
|
- |
82+ 1.11% |
$14.2K - $15.6K
|
7.44K
$1.44M
|