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 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.48K+ 63.83% |
$257K - $282K
|
3.81K
$736K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
146+ 4.2% |
$25.3K - $27.7K
|
3.62K
$699K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-330- 9.72% |
$57.2K - $62.6K
|
3.07K
$592K
|
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-90- 1.52% |
$15.6K - $17.1K
|
5.82K
$1.12M
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
15.3K+ 7.12% |
$2.65M - $2.9M
|
230K
$44.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
40K+ 236.92% |
$6.94M - $7.6M
|
56.9K
$11M
|
|
|
Nov 05, 2024
Q3 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-255- 16.69% |
$44.2K - $48.4K
|
1.27K
$246K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.07K+ 100.0% |
$185K - $202K
|
2.13K
$412K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-783- 0.21% |
$136K - $149K
|
376K
$72.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-638- 16.88% |
$111K - $121K
|
3.14K
$607K
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-170- 2.42% |
$29.5K - $32.3K
|
6.85K
$1.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.1% |
$520 - $569
|
2.96K
$572K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
11+ 1.39% |
$1.91K - $2.09K
|
802
$155K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-683- 13.42% |
$118K - $130K
|
4.41K
$852K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-82- 6.83% |
$14.2K - $15.6K
|
1.12K
$216K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
334+ 3.28% |
$57.9K - $63.4K
|
10.5K
$2.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
13+ 0.56% |
$2.25K - $2.47K
|
2.35K
$455K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
312+ 15.21% |
$54.1K - $59.2K
|
2.36K
$457K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.72K+ 26.74% |
$298K - $326K
|
8.14K
$1.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
9New |
$1.56K - $1.71K
|
9
$1.74K
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
479New |
$83K - $90.9K
|
479
$92.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-2.49K- 5.32% |
$432K - $473K
|
44.4K
$8.58M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-21- 0.85% |
$3.64K - $3.99K
|
2.45K
$474K
|
|
|
Nov 01, 2024
Q3 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
10.5KNew |
$1.82M - $2M
|
10.5K
$2.03M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
18+ 2.43% |
$3.12K - $3.42K
|
760
$147K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-156- 2.45% |
$27K - $29.6K
|
6.22K
$1.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
68+ 2.06% |
$11.8K - $12.9K
|
3.37K
$651K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.63K- 6.87% |
$456K - $499K
|
35.6K
$6.88M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
385+ 15.44% |
$66.7K - $73.1K
|
2.88K
$556K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
484New |
$83.9K - $91.9K
|
484
$93.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.8K- 2.73% |
$312K - $342K
|
64.1K
$12.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
1.22KNew |
$212K - $232K
|
1.22K
$237K
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
242+ 11.03% |
$42K - $45.9K
|
2.44K
$471K
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
4.26K+ 7.04% |
$738K - $808K
|
64.8K
$12.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
5New |
$867 - $949
|
5
$966
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
1.12KNew |
$193K - $212K
|
1.12K
$216K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
55+ 1.05% |
$9.53K - $10.4K
|
5.3K
$1.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
235+ 1.99% |
$40.7K - $44.6K
|
12.1K
$2.33M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-145- 5.09% |
$25.1K - $27.5K
|
2.7K
$522K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.48K+ 70.66% |
$256K - $281K
|
3.57K
$690K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-401- 1.92% |
$69.5K - $76.1K
|
20.4K
$3.95M
|
|
|
Oct 30, 2024
Q3 2024
|
River Road Asset Management, LLC
|
BUY
|
- |
29K+ 9.55% |
$5.02M - $5.5M
|
332K
$64.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
300+ 8.4% |
$52K - $56.9K
|
3.87K
$748K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-6- 4.26% |
$1.04K - $1.14K
|
135
$26.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
19+ 0.42% |
$3.29K - $3.61K
|
4.56K
$881K
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-71- 0.64% |
$12.3K - $13.5K
|
11K
$2.12M
|
|
|
Oct 30, 2024
Q3 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-160- 6.81% |
$27.7K - $30.4K
|
2.19K
$423K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-510- 3.19% |
$88.4K - $96.8K
|
15.5K
$2.99M
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-32- 1.12% |
$5.55K - $6.07K
|
2.83K
$547K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-248- 4.94% |
$43K - $47.1K
|
4.78K
$923K
|