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 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-9.59K- 33.49% |
$1.76M - $1.92M
|
19.1K
$3.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
54.3K+ 147.59% |
$9.95M - $10.8M
|
91.1K
$17M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
300+ 0.24% |
$55K - $59.9K
|
127K
$23.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
9+ 0.45% |
$1.65K - $1.8K
|
2.03K
$379K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.48K+ 1.76% |
$455K - $496K
|
144K
$26.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
1.27K+ 3.73% |
$233K - $254K
|
35.3K
$6.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32+ 2.56% |
$5.86K - $6.39K
|
1.28K
$240K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.6K- 11.38% |
$659K - $719K
|
28K
$5.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-34.4K- 93.07% |
$6.3M - $6.86M
|
2.56K
$479K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-60.2K- 29.61% |
$11M - $12M
|
143K
$26.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-23.6K- 7.3% |
$4.33M - $4.72M
|
300K
$56.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
28+ 0.15% |
$5.13K - $5.59K
|
18.9K
$3.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
6+ 0.08% |
$1.1K - $1.2K
|
7.37K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
19.1K+ 16.26% |
$3.5M - $3.81M
|
137K
$25.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
181K+ 613.35% |
$33.3M - $36.3M
|
211K
$39.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-543- 2.4% |
$99.5K - $108K
|
22.1K
$4.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
354+ 5.14% |
$64.9K - $70.7K
|
7.24K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
10.5KNew |
$1.92M - $2.1M
|
10.5K
$1.96M
|
|
|
Feb 14, 2025
Q4 2024
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
279K+ 2478.38% |
$51.1M - $55.7M
|
290K
$54.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
23+ 1.44% |
$4.21K - $4.6K
|
1.62K
$304K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
9.56K+ 13.94% |
$1.75M - $1.91M
|
78.1K
$14.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
381+ 28.43% |
$69.8K - $76.1K
|
1.72K
$322K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
114+ 1.35% |
$20.9K - $22.8K
|
8.57K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
652+ 111.26% |
$119K - $130K
|
1.24K
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.35KNew |
$614K - $669K
|
3.35K
$627K
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
18.5KNew |
$3.39M - $3.69M
|
18.5K
$3.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
4.73K+ 11.59% |
$866K - $944K
|
45.5K
$8.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.7M+ 9.52% |
$861M - $939M
|
54.1M
$10.1B
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
8+ 0.52% |
$1.47K - $1.6K
|
1.54K
$289K
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-71- 1.31% |
$13K - $14.2K
|
5.33K
$997K
|
|
|
Feb 14, 2025
Q4 2024
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
3.73K+ 33.73% |
$684K - $745K
|
14.8K
$2.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
5+ 0.05% |
$916 - $999
|
10.4K
$1.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.31K- 2.04% |
$239K - $261K
|
62.8K
$11.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
18+ 0.32% |
$3.3K - $3.6K
|
5.65K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
12.5K+ 4.05% |
$2.28M - $2.49M
|
320K
$60M
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
5.03KNew |
$921K - $1M
|
5.03K
$940K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
6.42KNew |
$1.18M - $1.28M
|
6.42K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
14.7K+ 433.16% |
$2.69M - $2.93M
|
18.1K
$3.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.77K- 0.89% |
$324K - $353K
|
196K
$36.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
22.8K+ 7.8% |
$4.17M - $4.55M
|
315K
$58.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
34.6K+ 4.19% |
$6.34M - $6.91M
|
860K
$161M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
189+ 1.95% |
$34.6K - $37.8K
|
9.89K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-102- 0.29% |
$18.7K - $20.4K
|
35.5K
$6.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-45- 3.46% |
$8.25K - $8.99K
|
1.25K
$235K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
7.66KNew |
$1.4M - $1.53M
|
7.66K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
20.8K+ 134.79% |
$3.82M - $4.16M
|
36.3K
$6.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-4.23K- 77.71% |
$774K - $844K
|
1.21K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
14.9K+ 51.92% |
$2.74M - $2.98M
|
43.7K
$8.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
809+ 53.72% |
$148K - $162K
|
2.32K
$433K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
35+ 0.59% |
$6.41K - $6.99K
|
6K
$1.12M
|