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 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
86.6K+ 2.26% |
$15M - $16.4M
|
3.92M
$757M
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-353- 6.3% |
$61.2K - $67K
|
5.25K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-855- 13.27% |
$148K - $162K
|
5.59K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.39K- 1.85% |
$1.63M - $1.78M
|
499K
$96.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
BUY
|
- |
39+ 31.71% |
$6.76K - $7.4K
|
162
$31.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-20- 0.04% |
$3.47K - $3.8K
|
50.7K
$9.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-938- 16.54% |
$163K - $178K
|
4.73K
$915K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-1.49K- 0.51% |
$258K - $283K
|
292K
$56.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
20.9K+ 69.9% |
$3.62M - $3.97M
|
50.8K
$9.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
482+ 10.98% |
$83.6K - $91.5K
|
4.87K
$941K
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-355- 47.97% |
$61.5K - $67.4K
|
385
$74.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
BUY
|
- |
82+ 1.11% |
$14.2K - $15.6K
|
7.44K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
4.4KNew |
$762K - $834K
|
4.4K
$849K
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
1.5K+ 84.16% |
$261K - $285K
|
3.29K
$636K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-20K- 1.78% |
$3.47M - $3.8M
|
1.1M
$213M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-254- 11.92% |
$44K - $48.2K
|
1.88K
$362K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.39K+ 395.94% |
$1.45M - $1.59M
|
10.5K
$2.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.55K+ 1.92% |
$269K - $295K
|
82.5K
$15.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-146- 1.08% |
$25.3K - $27.7K
|
13.3K
$2.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-270- 11.53% |
$46.8K - $51.2K
|
2.07K
$400K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16.6K+ 106.38% |
$2.88M - $3.16M
|
32.3K
$6.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
CALL |
-400- 26.67% |
$69.3K - $75.9K
|
1.1K
$213K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-556- 0.49% |
$96.4K - $106K
|
113K
$21.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
955+ 29.29% |
$166K - $181K
|
4.22K
$814K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
692K+ 18.46% |
$120M - $131M
|
4.44M
$858M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.52K+ 4.66% |
$1.48M - $1.62M
|
191K
$36.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-76- 5.74% |
$13.2K - $14.4K
|
1.25K
$241K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
584+ 11.08% |
$101K - $111K
|
5.85K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-7- 0.15% |
$1.21K - $1.33K
|
4.53K
$875K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
257+ 12.14% |
$44.6K - $48.8K
|
2.37K
$459K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
305+ 0.64% |
$52.9K - $57.9K
|
47.9K
$9.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.22K+ 4.02% |
$558K - $611K
|
83.3K
$16.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-28- 2.01% |
$4.85K - $5.31K
|
1.37K
$264K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.07K+ 20.83% |
$533K - $583K
|
17.8K
$3.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.03K+ 7.96% |
$352K - $385K
|
27.5K
$5.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
BUY
|
- |
1.37KNew |
$238K - $261K
|
1.37K
$265K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-473- 50.81% |
$82K - $89.8K
|
458
$88.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
954+ 24.56% |
$165K - $181K
|
4.84K
$935K
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
950+ 4.07% |
$165K - $180K
|
24.3K
$4.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
8.38K+ 47.1% |
$1.45M - $1.59M
|
26.2K
$5.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
82.6K+ 8.28% |
$14.3M - $15.7M
|
1.08M
$209M
|
|
|
Nov 12, 2024
Q3 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
15K+ 12.97% |
$2.59M - $2.84M
|
130K
$25.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Lyrical Asset Management LP
New York, NY |
BUY
|
- |
7.02KNew |
$1.22M - $1.33M
|
7.02K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.94K+ 0.89% |
$336K - $368K
|
220K
$42.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-363K- 3.74% |
$62.9M - $68.9M
|
9.34M
$1.8B
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-885- 3.76% |
$153K - $168K
|
22.6K
$4.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
14+ 0.17% |
$2.43K - $2.66K
|
8.36K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
70+ 35.9% |
$12.1K - $13.3K
|
265
$51.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-4- 0.02% |
$693 - $759
|
24.3K
$4.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-16.9KClosed |
$2.93M - $3.21M
|
0
$0
|