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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
81+ 6.08% |
$14.8K - $16.2K
|
1.41K
$259K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
5.18K+ 122.91% |
$949K - $1.03M
|
9.39K
$1.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-493- 7.63% |
$90.3K - $98.5K
|
5.97K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-126- 1.1% |
$23.1K - $25.2K
|
11.4K
$2.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
6.82K+ 139.92% |
$1.25M - $1.36M
|
11.7K
$2.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.02K- 10.0% |
$552K - $602K
|
27.1K
$4.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-30- 1.64% |
$5.5K - $5.99K
|
1.8K
$330K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
345+ 0.9% |
$63.2K - $68.9K
|
38.6K
$7.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1.57K+ 2.75% |
$288K - $314K
|
58.7K
$10.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
65.4K+ 2.29% |
$12M - $13.1M
|
2.91M
$533M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
501+ 8.8% |
$91.8K - $100K
|
6.19K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-118- 10.37% |
$21.6K - $23.6K
|
1.02K
$186K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
174+ 1.66% |
$31.9K - $34.8K
|
10.7K
$1.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
746+ 0.07% |
$137K - $149K
|
1.02M
$186M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
918+ 26.91% |
$168K - $183K
|
4.33K
$792K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
8.89K+ 236.11% |
$1.63M - $1.78M
|
12.7K
$2.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
10.5K+ 234.17% |
$1.92M - $2.1M
|
15K
$2.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
14+ 0.54% |
$2.57K - $2.8K
|
2.6K
$476K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
56.9KNew |
$10.4M - $11.4M
|
56.9K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
95New |
$17.4K - $19K
|
95
$17.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
61.3KNew |
$11.2M - $12.2M
|
61.3K
$11.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-1.5K- 9.68% |
$275K - $300K
|
14K
$2.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-38- 0.28% |
$6.96K - $7.59K
|
13.6K
$2.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-800- 22.1% |
$147K - $160K
|
2.82K
$516K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
5.7K+ 11.22% |
$1.04M - $1.14M
|
56.5K
$10.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
39.9KNew |
$7.31M - $7.97M
|
39.9K
$7.3M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
26.4K+ 24.16% |
$4.83M - $5.27M
|
135K
$24.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
740+ 25.94% |
$136K - $148K
|
3.59K
$657K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
9.44KNew |
$1.73M - $1.89M
|
9.44K
$1.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
9.8KNew |
$1.8M - $1.96M
|
9.8K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Dodge & Cox
San Francisco, CA |
BUY
|
- |
17.1KNew |
$3.13M - $3.42M
|
17.1K
$3.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
115K+ 494.87% |
$21.1M - $23M
|
138K
$25.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-298- 4.01% |
$54.6K - $59.5K
|
7.14K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
176+ 4.0% |
$32.2K - $35.2K
|
4.57K
$836K
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-181- 5.5% |
$33.2K - $36.2K
|
3.11K
$569K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
39.5K+ 2078.16% |
$7.23M - $7.89M
|
41.4K
$7.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-410- 3.74% |
$75.1K - $81.9K
|
10.5K
$1.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-12.7K- 1.66% |
$2.32M - $2.53M
|
751K
$137M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-6- 0.28% |
$1.1K - $1.2K
|
2.12K
$388K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.78K+ 2.91% |
$509K - $555K
|
98.1K
$17.9M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-18.8K- 93.22% |
$3.44M - $3.75M
|
1.37K
$250K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.13K+ 1.93% |
$1.31M - $1.43M
|
377K
$69M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11New |
$2.02K - $2.2K
|
11
$2.01K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
193K+ 403.49% |
$35.4M - $38.6M
|
241K
$44M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.5K- 1.3% |
$1.19M - $1.3M
|
492K
$90M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-280- 1.28% |
$51.3K - $55.9K
|
21.5K
$3.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
188K+ 9.64% |
$34.4M - $37.5M
|
2.14M
$390M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-2.43K- 13.24% |
$446K - $486K
|
15.9K
$2.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
3.78KNew |
$692K - $755K
|
3.78K
$691K
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
141+ 3.11% |
$25.8K - $28.2K
|
4.67K
$853K
|