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 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.14K+ 16.58% |
$372K - $407K
|
15.1K
$2.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
52+ 0.77% |
$9.01K - $9.87K
|
6.83K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
76+ 1.78% |
$13.2K - $14.4K
|
4.35K
$843K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
11.7K+ 31.17% |
$2.02M - $2.21M
|
49.1K
$9.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
2.67KNew |
$462K - $506K
|
2.67K
$517K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
68+ 2.31% |
$11.8K - $12.9K
|
3.02K
$585K
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
68.6KNew |
$11.9M - $13M
|
68.6K
$13.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-898- 2.27% |
$156K - $170K
|
38.7K
$7.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-482- 14.45% |
$83.6K - $91.5K
|
2.85K
$553K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.24K- 43.47% |
$215K - $235K
|
1.61K
$312K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.92K- 3.24% |
$332K - $364K
|
57.2K
$11.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-7.65K- 2.39% |
$1.33M - $1.45M
|
313K
$60.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-52- 21.67% |
$9.01K - $9.87K
|
188
$36.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
171+ 2.06% |
$29.6K - $32.5K
|
8.45K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
1.07KNew |
$185K - $202K
|
1.07K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
660+ 1100.0% |
$114K - $125K
|
720
$140K
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
7.1KNew |
$1.23M - $1.35M
|
7.1K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
12.9K+ 4.14% |
$2.23M - $2.44M
|
324K
$62.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-22.7K- 86.66% |
$3.93M - $4.3M
|
3.49K
$677K
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1+ 0.02% |
$173 - $190
|
4.32K
$837K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
83.6K+ 1.37% |
$14.5M - $15.9M
|
6.18M
$1.2B
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.69K- 67.51% |
$814K - $891K
|
2.26K
$438K
|
|
|
Nov 12, 2024
Q3 2024
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
1.09KNew |
$188K - $206K
|
1.09K
$210K
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-135- 9.33% |
$23.4K - $25.6K
|
1.31K
$254K
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.23K- 3.28% |
$213K - $233K
|
36.2K
$7.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1+ 0.05% |
$173 - $190
|
2.11K
$409K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
265+ 74.23% |
$45.9K - $50.3K
|
622
$121K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-360- 0.84% |
$62.4K - $68.3K
|
42.7K
$8.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
285+ 1.45% |
$49.4K - $54.1K
|
20K
$3.87M
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
1.2KNew |
$208K - $227K
|
1.2K
$232K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-271- 8.17% |
$47K - $51.4K
|
3.05K
$590K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-15.3K- 27.08% |
$2.65M - $2.9M
|
41.1K
$7.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-179- 2.14% |
$31K - $34K
|
8.17K
$1.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.25KNew |
$216K - $237K
|
1.25K
$242K
|
|
|
Nov 12, 2024
Q3 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-325- 3.65% |
$56.3K - $61.7K
|
8.58K
$1.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
12.1K+ 2.53% |
$2.1M - $2.3M
|
490K
$95M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
286+ 43.73% |
$49.6K - $54.3K
|
940
$182K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
3+ 0.03% |
$520 - $569
|
11.5K
$2.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.48K- 10.28% |
$257K - $281K
|
12.9K
$2.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-5.41K- 66.41% |
$937K - $1.03M
|
2.73K
$530K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
419+ 20.46% |
$72.6K - $79.5K
|
2.47K
$478K
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
1.81K+ 1.8% |
$313K - $343K
|
102K
$19.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
20+ 0.39% |
$3.47K - $3.8K
|
5.15K
$999K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-80- 5.86% |
$13.9K - $15.2K
|
1.29K
$249K
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
2+ 0.11% |
$347 - $380
|
1.77K
$343K
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-937- 71.09% |
$162K - $178K
|
381
$73.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10.3K+ 0.32% |
$1.79M - $1.96M
|
3.25M
$630M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
4.06K+ 74.66% |
$704K - $770K
|
9.5K
$1.84M
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-9- 0.12% |
$1.56K - $1.71K
|
7.24K
$1.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
22+ 0.52% |
$3.81K - $4.18K
|
4.23K
$820K
|