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 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-8- 18.18% |
$1.47K - $1.6K
|
36
$6.97K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
337New |
$61.7K - $67.3K
|
337
$65.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-225- 8.71% |
$41.2K - $45K
|
2.36K
$457K
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-126- 14.08% |
$23.1K - $25.2K
|
769
$149K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
124+ 10.33% |
$22.7K - $24.8K
|
1.32K
$256K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-350- 1.62% |
$64.1K - $69.9K
|
21.3K
$4.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-2.58K- 2.93% |
$473K - $516K
|
85.6K
$16.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
178+ 1.67% |
$32.6K - $35.6K
|
10.8K
$2.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
12.9K+ 60.65% |
$2.36M - $2.58M
|
34.2K
$6.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.36K+ 0.83% |
$249K - $272K
|
165K
$32M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
13+ 0.6% |
$2.38K - $2.6K
|
2.19K
$423K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.29K+ 25.09% |
$1.34M - $1.46M
|
36.3K
$7.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-9- 0.44% |
$1.65K - $1.8K
|
2.03K
$393K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.57K+ 2.27% |
$470K - $513K
|
116K
$22.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
20+ 0.83% |
$3.66K - $4K
|
2.44K
$472K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.93K+ 23.47% |
$720K - $785K
|
20.7K
$4M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-16- 0.19% |
$2.93K - $3.2K
|
8.61K
$1.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-563- 7.93% |
$103K - $112K
|
6.54K
$1.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
1+ 0.03% |
$183 - $200
|
3.59K
$695K
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-1.44K- 6.92% |
$264K - $287K
|
19.4K
$3.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.53K+ 114.69% |
$1.2M - $1.31M
|
12.2K
$2.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.06K- 31.88% |
$377K - $411K
|
4.4K
$852K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
53+ 1.43% |
$9.71K - $10.6K
|
3.76K
$728K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.21KNew |
$221K - $241K
|
1.21K
$233K
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
7.1KNew |
$1.3M - $1.42M
|
7.1K
$1.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-58- 0.29% |
$10.6K - $11.6K
|
20K
$3.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
73.5K+ 702.35% |
$13.5M - $14.7M
|
84K
$16.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
142+ 0.34% |
$26K - $28.4K
|
42.2K
$8.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-32- 0.82% |
$5.86K - $6.39K
|
3.89K
$753K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-16- 2.67% |
$2.93K - $3.2K
|
583
$113K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
75+ 1.0% |
$13.7K - $15K
|
7.59K
$1.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4.24K- 6.17% |
$776K - $847K
|
64.5K
$12.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-635- 0.17% |
$116K - $127K
|
366K
$70.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-3.2K- 4.47% |
$585K - $638K
|
68.3K
$13.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-5- 0.24% |
$916 - $999
|
2.05K
$398K
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
9.62K+ 168.91% |
$1.76M - $1.92M
|
15.3K
$2.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
113+ 4.29% |
$20.7K - $22.6K
|
2.75K
$532K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
1.68KNew |
$308K - $335K
|
1.68K
$325K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
719+ 204.84% |
$132K - $144K
|
1.07K
$207K
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
BUY
|
- |
1.09KNew |
$200K - $218K
|
1.09K
$211K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
BUY
|
- |
564+ 6.26% |
$103K - $113K
|
9.57K
$1.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-106K- 4.32% |
$19.5M - $21.3M
|
2.36M
$456M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
15.2KNew |
$2.78M - $3.03M
|
15.2K
$2.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-519- 11.04% |
$95.1K - $104K
|
4.18K
$809K
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
154+ 3.33% |
$28.2K - $30.8K
|
4.78K
$925K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
2.44K+ 110.63% |
$446K - $487K
|
4.64K
$898K
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
75+ 5.09% |
$13.7K - $15K
|
1.55K
$300K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-43- 1.96% |
$7.88K - $8.59K
|
2.15K
$415K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-72- 1.16% |
$13.2K - $14.4K
|
6.14K
$1.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-781- 2.45% |
$143K - $156K
|
31.1K
$6.03M
|