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 14, 2024
Q3 2024
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
3.48K+ 45.84% |
$603K - $660K
|
11.1K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
9+ 0.18% |
$1.56K - $1.71K
|
5.14K
$993K
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
170+ 3.11% |
$29.5K - $32.3K
|
5.63K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-3.36K- 1.67% |
$582K - $637K
|
198K
$38.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
2.17KNew |
$376K - $412K
|
2.17K
$419K
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-6.61K- 3.87% |
$1.15M - $1.25M
|
164K
$31.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
561+ 2.0% |
$97.3K - $106K
|
28.6K
$5.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
5.41K+ 0.54% |
$939K - $1.03M
|
1.01M
$196M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-29- 0.06% |
$5.03K - $5.5K
|
47.1K
$9.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
455+ 5.25% |
$78.9K - $86.4K
|
9.12K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-3.17K- 21.56% |
$550K - $602K
|
11.5K
$2.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
2.41K+ 22.72% |
$418K - $458K
|
13K
$2.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
289+ 0.36% |
$50.1K - $54.9K
|
80K
$15.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.09K+ 1.81% |
$188K - $206K
|
61.1K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
55New |
$9.53K - $10.4K
|
55
$10.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
129+ 1.18% |
$22.4K - $24.5K
|
11.1K
$2.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
34.7K+ 1.23% |
$6.02M - $6.59M
|
2.85M
$550M
|
|
|
Nov 14, 2024
Q3 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
274K+ 11.19% |
$47.4M - $51.9M
|
2.72M
$525M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.2KNew |
$2.11M - $2.31M
|
12.2K
$2.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-12- 0.03% |
$2.08K - $2.28K
|
41K
$7.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.61K- 6.68% |
$972K - $1.06M
|
78.3K
$15.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-401- 6.58% |
$69.5K - $76.1K
|
5.69K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.6KNew |
$277K - $303K
|
1.6K
$309K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
345+ 1.91% |
$59.8K - $65.5K
|
18.4K
$3.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-3.92K- 0.64% |
$679K - $743K
|
607K
$117M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-2.1K- 49.47% |
$365K - $399K
|
2.15K
$415K
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-85- 2.96% |
$14.7K - $16.1K
|
2.79K
$538K
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.38K+ 10.89% |
$238K - $261K
|
14K
$2.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-27.9K- 1.38% |
$4.84M - $5.3M
|
1.99M
$385M
|
|
|
Nov 14, 2024
Q3 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-41- 0.17% |
$7.11K - $7.78K
|
24.6K
$4.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
600+ 24.0% |
$104K - $114K
|
3.1K
$599K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.63K- 38.52% |
$282K - $309K
|
2.6K
$501K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5.56K+ 13.14% |
$964K - $1.05M
|
47.8K
$9.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.3K+ 88.14% |
$3M - $3.28M
|
36.9K
$7.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
192K+ 1622.88% |
$33.2M - $36.3M
|
203K
$39.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
10+ 0.26% |
$1.73K - $1.9K
|
3.86K
$746K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-2.46K- 11.79% |
$426K - $466K
|
18.4K
$3.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-402- 5.17% |
$69.7K - $76.3K
|
7.38K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-26.6K- 29.55% |
$4.61M - $5.05M
|
63.4K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.01% |
$173 - $190
|
15.7K
$3.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.8K+ 36.23% |
$1.35M - $1.48M
|
29.3K
$5.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.4K+ 112.01% |
$4.58M - $5.02M
|
50.1K
$9.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
44.4K+ 1930.43% |
$7.7M - $8.43M
|
46.7K
$9.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-642- 12.28% |
$111K - $122K
|
4.58K
$886K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
19.3KNew |
$3.34M - $3.65M
|
19.3K
$3.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
45.1K+ 211.71% |
$7.81M - $8.55M
|
66.4K
$12.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-1.03K- 25.5% |
$179K - $196K
|
3.02K
$583K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.98K+ 38.57% |
$690K - $755K
|
14.3K
$2.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-188- 13.88% |
$32.6K - $35.7K
|
1.17K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-302- 10.87% |
$52.4K - $57.3K
|
2.48K
$479K
|