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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
3.06K+ 20.68% |
$559K - $600K
|
17.9K
$3.5M
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
7+ 0.14% |
$1.28K - $1.37K
|
5.16K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
6.96K+ 11.08% |
$1.27M - $1.37M
|
69.8K
$13.7M
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
813+ 53.98% |
$149K - $160K
|
2.32K
$455K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
950+ 22.97% |
$174K - $186K
|
5.09K
$997K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-54- 0.44% |
$9.87K - $10.6K
|
12.2K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-10- 0.45% |
$1.83K - $1.96K
|
2.2K
$432K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
15.1K+ 2.83% |
$2.77M - $2.97M
|
550K
$108M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
178New |
$32.5K - $34.9K
|
178
$34.9K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-27.3K- 25.45% |
$4.99M - $5.36M
|
80K
$15.7M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
126+ 17.14% |
$23K - $24.7K
|
861
$169K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-2.41K- 42.61% |
$440K - $472K
|
3.24K
$636K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-81- 0.48% |
$14.8K - $15.9K
|
16.9K
$3.32M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
1+ 0.0% |
$183 - $196
|
33.6K
$6.6M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.12K+ 12.0% |
$753K - $808K
|
38.4K
$7.54M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.19K- 6.18% |
$582K - $625K
|
48.3K
$9.48M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
152K+ 558.46% |
$27.7M - $29.7M
|
179K
$35M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-15.1K- 11.15% |
$2.76M - $2.96M
|
120K
$23.6M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
18+ 0.04% |
$3.29K - $3.53K
|
42.4K
$8.33M
|
|
|
May 15, 2025
Q1 2025
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-162K- 99.21% |
$29.6M - $31.8M
|
1.29K
$254K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
783+ 2.69% |
$143K - $154K
|
29.9K
$5.86M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
57K+ 41.74% |
$10.4M - $11.2M
|
193K
$38M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-12.6K- 16.07% |
$2.3M - $2.46M
|
65.6K
$12.9M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.77K+ 19.38% |
$505K - $543K
|
17K
$3.34M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.23K- 4.54% |
$226K - $242K
|
25.9K
$5.09M
|
|
|
May 15, 2025
Q1 2025
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
2+ 0.22% |
$366 - $392
|
906
$178K
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-80- 1.25% |
$14.6K - $15.7K
|
6.31K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.49M- 6.46% |
$639M - $685M
|
50.6M
$9.92B
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-109K- 0.28% |
$20M - $21.4M
|
38.3M
$7.51B
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-51- 1.08% |
$9.32K - $10K
|
4.68K
$919K
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
BUY
|
- |
35+ 1.38% |
$6.4K - $6.87K
|
2.58K
$505K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
75.3KNew |
$13.8M - $14.8M
|
75.3K
$14.8M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
5.59K+ 1.74% |
$1.02M - $1.1M
|
326K
$64M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
653+ 2.99% |
$119K - $128K
|
22.5K
$4.41M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
6.25K+ 1.91% |
$1.14M - $1.23M
|
334K
$65.5M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-17.5K- 10.86% |
$3.2M - $3.44M
|
144K
$28.2M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
68+ 0.26% |
$12.4K - $13.3K
|
26.2K
$5.13M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
676+ 11.32% |
$124K - $133K
|
6.65K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.58K+ 31.56% |
$289K - $310K
|
6.59K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-2.16K- 12.12% |
$395K - $424K
|
15.7K
$3.08M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
82K+ 1.78% |
$15M - $16.1M
|
4.68M
$918M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-395- 0.95% |
$72.2K - $77.5K
|
41K
$8.04M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-133- 8.85% |
$24.3K - $26.1K
|
1.37K
$269K
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-81- 2.6% |
$14.8K - $15.9K
|
3.03K
$594K
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
10.9K+ 141.08% |
$1.99M - $2.13M
|
18.6K
$3.64M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
364+ 0.26% |
$66.5K - $71.4K
|
143K
$28M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-310K- 13.09% |
$56.6M - $60.7M
|
2.06M
$403M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
6.69K+ 10.19% |
$1.22M - $1.31M
|
72.3K
$14.2M
|
|
|
May 15, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-850- 3.48% |
$155K - $167K
|
23.6K
$4.63M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16.5K+ 3.36% |
$3.03M - $3.25M
|
509K
$99.8M
|