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
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-20- 0.04% |
$3.47K - $3.8K
|
50.7K
$9.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-355- 47.97% |
$61.5K - $67.4K
|
385
$72.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
CALL |
-400- 26.67% |
$69.3K - $75.9K
|
1.1K
$207K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-76- 5.74% |
$13.2K - $14.4K
|
1.25K
$235K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.22K+ 4.02% |
$558K - $611K
|
83.3K
$15.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-28- 2.01% |
$4.85K - $5.31K
|
1.37K
$258K
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
BUY
|
- |
1.37KNew |
$238K - $261K
|
1.37K
$259K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-473- 50.81% |
$82K - $89.8K
|
458
$86.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
954+ 24.56% |
$165K - $181K
|
4.84K
$912K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
8.38K+ 47.1% |
$1.45M - $1.59M
|
26.2K
$4.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
14+ 0.17% |
$2.43K - $2.66K
|
8.36K
$1.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
70+ 35.9% |
$12.1K - $13.3K
|
265
$49.9K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-2.68K- 21.99% |
$464K - $508K
|
9.5K
$1.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
47.6KNew |
$8.25M - $9.03M
|
47.6K
$8.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
SELL
|
- |
-50- 1.58% |
$8.67K - $9.49K
|
3.11K
$586K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.73K- 12.79% |
$299K - $327K
|
11.8K
$2.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-328- 16.5% |
$56.9K - $62.3K
|
1.66K
$313K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
203+ 7.83% |
$35.2K - $38.5K
|
2.8K
$527K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-72- 4.8% |
$12.5K - $13.7K
|
1.43K
$269K
|
|
|
Nov 12, 2024
Q3 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
88.1K+ 2209.23% |
$15.3M - $16.7M
|
92.1K
$17.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
2.67KNew |
$462K - $506K
|
2.67K
$502K
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
68.6KNew |
$11.9M - $13M
|
68.6K
$12.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-52- 21.67% |
$9.01K - $9.87K
|
188
$35.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
660+ 1100.0% |
$114K - $125K
|
720
$136K
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
7.1KNew |
$1.23M - $1.35M
|
7.1K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
1.09KNew |
$188K - $206K
|
1.09K
$204K
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-135- 9.33% |
$23.4K - $25.6K
|
1.31K
$247K
|
|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1+ 0.05% |
$173 - $190
|
2.11K
$397K
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
1.2KNew |
$208K - $227K
|
1.2K
$226K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.48K- 10.28% |
$257K - $281K
|
12.9K
$2.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
1.81K+ 1.8% |
$313K - $343K
|
102K
$19.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-937- 71.09% |
$162K - $178K
|
381
$71.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
292KNew |
$50.7M - $55.5M
|
292K
$55.1M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
400New |
$69.3K - $75.9K
|
400
$75.4K
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.08KNew |
$187K - $204K
|
1.08K
$203K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
4.48KNew |
$776K - $850K
|
4.48K
$844K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-596- 9.46% |
$103K - $113K
|
5.7K
$1.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
3.04KNew |
$528K - $578K
|
3.04K
$574K
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1- 0.03% |
$173 - $190
|
2.97K
$559K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.33% |
$173 - $190
|
304
$57.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-79- 2.16% |
$13.7K - $15K
|
3.57K
$673K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-456- 4.1% |
$79.1K - $86.5K
|
10.7K
$2.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
48New |
$8.32K - $9.11K
|
48
$9.05K
|
|
|
Nov 06, 2024
Q3 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-80- 6.32% |
$13.9K - $15.2K
|
1.19K
$223K
|
|
|
Nov 06, 2024
Q3 2024
|
Pecaut & Co.
|
BUY
|
- |
1.06KNew |
$184K - $201K
|
1.06K
$200K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
76+ 4.05% |
$13.2K - $14.4K
|
1.95K
$368K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
108New |
$18.7K - $20.5K
|
108
$20.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
SELL
|
- |
-128- 2.12% |
$22.2K - $24.3K
|
5.9K
$1.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-26- 0.73% |
$4.51K - $4.93K
|
3.52K
$664K
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
298New |
$51.7K - $56.6K
|
298
$56.2K
|