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 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-555- 32.78% |
$102K - $111K
|
1.14K
$220K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-55- 1.65% |
$10.1K - $11K
|
3.28K
$632K
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
115+ 1.44% |
$21.1K - $23K
|
8.12K
$1.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
37.9KNew |
$6.95M - $7.57M
|
37.9K
$7.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
66+ 3.01% |
$12.1K - $13.2K
|
2.26K
$435K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.1KNew |
$384K - $419K
|
2.1K
$405K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2+ 0.09% |
$366 - $400
|
2.23K
$430K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-4- 0.42% |
$733 - $799
|
940
$181K
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-741- 8.77% |
$136K - $148K
|
7.71K
$1.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-250- 13.1% |
$45.8K - $49.9K
|
1.66K
$320K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
10.3K+ 112.79% |
$1.89M - $2.06M
|
19.4K
$3.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
12+ 0.84% |
$2.2K - $2.4K
|
1.44K
$278K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
10.5KNew |
$1.92M - $2.09M
|
10.5K
$2.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
50+ 2.17% |
$9.16K - $9.99K
|
2.36K
$454K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-69.1K- 45.96% |
$12.7M - $13.8M
|
81.2K
$15.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-133- 2.06% |
$24.4K - $26.6K
|
6.33K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
130+ 2.77% |
$23.8K - $26K
|
4.82K
$929K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
407+ 1.67% |
$74.6K - $81.3K
|
24.8K
$4.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-84- 1.14% |
$15.4K - $16.8K
|
7.25K
$1.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-141- 1.63% |
$25.8K - $28.2K
|
8.51K
$1.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
222+ 1.33% |
$40.7K - $44.4K
|
16.9K
$3.26M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
7+ 0.56% |
$1.28K - $1.4K
|
1.26K
$242K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.21KNew |
$222K - $242K
|
1.21K
$234K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
748+ 16.41% |
$137K - $149K
|
5.31K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
7+ 0.18% |
$1.28K - $1.4K
|
3.8K
$733K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.04K- 15.21% |
$190K - $207K
|
5.78K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-739- 1.97% |
$135K - $148K
|
36.7K
$7.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-266- 0.54% |
$48.7K - $53.1K
|
49.4K
$9.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.98K+ 8.85% |
$546K - $596K
|
36.7K
$7.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-69- 1.22% |
$12.6K - $13.8K
|
5.61K
$1.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
13.4KNew |
$2.45M - $2.67M
|
13.4K
$2.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
1.85KNew |
$338K - $369K
|
1.85K
$356K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
460+ 1.3% |
$84.3K - $91.9K
|
35.8K
$6.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
447+ 2.86% |
$81.9K - $89.3K
|
16.1K
$3.11M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-85- 1.47% |
$15.6K - $17K
|
5.69K
$1.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-832- 5.81% |
$152K - $166K
|
13.5K
$2.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
463+ 9.56% |
$84.8K - $92.5K
|
5.31K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-36- 1.71% |
$6.6K - $7.19K
|
2.07K
$400K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.06K+ 18.67% |
$195K - $212K
|
6.76K
$1.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-37- 2.07% |
$6.78K - $7.39K
|
1.75K
$338K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.83KNew |
$336K - $366K
|
1.83K
$354K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
271+ 0.63% |
$49.7K - $54.1K
|
43.3K
$8.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
2+ 0.09% |
$366 - $400
|
2.29K
$441K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.29K+ 25.79% |
$235K - $257K
|
6.27K
$1.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-14.1K- 33.98% |
$2.58M - $2.81M
|
27.3K
$5.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-650- 19.9% |
$119K - $130K
|
2.62K
$505K
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-4.07K- 3.36% |
$745K - $813K
|
117K
$22.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
SELL
|
- |
-70- 3.4% |
$12.8K - $14K
|
1.99K
$384K
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-38- 2.09% |
$6.96K - $7.59K
|
1.78K
$343K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-1- 0.02% |
$183 - $200
|
5.22K
$1.01M
|