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 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-9- 0.12% |
$1.56K - $1.71K
|
7.24K
$1.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
292KNew |
$50.7M - $55.5M
|
292K
$56.5M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
400New |
$69.3K - $75.9K
|
400
$77.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.9K- 79.96% |
$849K - $930K
|
1.23K
$237K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
159+ 1.79% |
$27.6K - $30.2K
|
9.05K
$1.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
12.9K+ 324.16% |
$2.23M - $2.45M
|
16.9K
$3.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.52KNew |
$263K - $288K
|
1.52K
$294K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
438+ 2.23% |
$75.9K - $83.1K
|
20.1K
$3.88M
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-125- 0.36% |
$21.7K - $23.7K
|
34.3K
$6.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
68.4K+ 412.34% |
$11.9M - $13M
|
85K
$16.4M
|
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-175K- 91.93% |
$30.4M - $33.3M
|
15.4K
$2.97M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.33K- 6.46% |
$231K - $253K
|
19.3K
$3.73M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.08KNew |
$187K - $204K
|
1.08K
$208K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
4.48KNew |
$776K - $850K
|
4.48K
$865K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-596- 9.46% |
$103K - $113K
|
5.7K
$1.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-8.57K- 1.11% |
$1.49M - $1.63M
|
763K
$148M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
147+ 144.12% |
$25.5K - $27.9K
|
249
$48.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
3.04KNew |
$528K - $578K
|
3.04K
$588K
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1- 0.03% |
$173 - $190
|
2.97K
$573K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
5.05KNew |
$876K - $959K
|
5.05K
$976K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.33% |
$173 - $190
|
304
$58.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-79- 2.16% |
$13.7K - $15K
|
3.57K
$690K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
1.79K+ 0.59% |
$311K - $341K
|
308K
$59.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-456- 4.1% |
$79.1K - $86.5K
|
10.7K
$2.06M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
237+ 18.68% |
$41.1K - $45K
|
1.51K
$291K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.08K- 9.26% |
$533K - $584K
|
30.2K
$5.83M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.14% |
$347 - $380
|
1.46K
$281K
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-345- 2.37% |
$59.8K - $65.5K
|
14.2K
$2.75M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
20.8K+ 4.17% |
$3.61M - $3.95M
|
519K
$100M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
249+ 7.99% |
$43.2K - $47.3K
|
3.36K
$650K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
48New |
$8.32K - $9.11K
|
48
$9.27K
|
|
|
Nov 06, 2024
Q3 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-80- 6.32% |
$13.9K - $15.2K
|
1.19K
$229K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.77K+ 6.8% |
$480K - $526K
|
43.5K
$8.41M
|
|
|
Nov 06, 2024
Q3 2024
|
Pecaut & Co.
|
BUY
|
- |
1.06KNew |
$184K - $201K
|
1.06K
$205K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.78K+ 4.87% |
$308K - $337K
|
38.2K
$7.38M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.51K- 26.39% |
$262K - $287K
|
4.21K
$814K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
76+ 4.05% |
$13.2K - $14.4K
|
1.95K
$378K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
108New |
$18.7K - $20.5K
|
108
$20.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
SELL
|
- |
-128- 2.12% |
$22.2K - $24.3K
|
5.9K
$1.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-26- 0.73% |
$4.51K - $4.93K
|
3.52K
$681K
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
298New |
$51.7K - $56.6K
|
298
$57.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-10- 4.26% |
$1.73K - $1.9K
|
225
$43.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-47.7K- 77.05% |
$8.27M - $9.06M
|
14.2K
$2.75M
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-477- 5.03% |
$82.7K - $90.5K
|
9K
$1.74M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
156K+ 2.47% |
$27.1M - $29.6M
|
6.48M
$1.25B
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-500- 8.39% |
$86.7K - $94.9K
|
5.46K
$1.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-16K- 92.91% |
$2.78M - $3.04M
|
1.22K
$236K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.54K+ 7.06% |
$267K - $292K
|
23.4K
$4.51M
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
129New |
$22.4K - $24.5K
|
129
$24.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
1.56K+ 76.11% |
$271K - $297K
|
3.62K
$699K
|