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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
River Road Asset Management, LLC
|
BUY
|
- |
29K+ 9.55% |
$5.02M - $5.5M
|
332K
$64.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
300+ 8.4% |
$52K - $56.9K
|
3.87K
$749K
|
|
|
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
|
North Rock Partners, LLC
|
SELL
|
- |
-510- 3.19% |
$88.4K - $96.8K
|
15.5K
$2.99M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-248- 4.94% |
$43K - $47.1K
|
4.78K
$925K
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
BUY
|
- |
350+ 4.12% |
$60.7K - $66.4K
|
8.85K
$1.71M
|
|
|
Oct 29, 2024
Q3 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
1.13KNew |
$197K - $215K
|
1.13K
$219K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
460+ 109.79% |
$79.7K - $87.3K
|
879
$170K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
1+ 0.08% |
$173 - $190
|
1.23K
$237K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
193+ 536.11% |
$33.5K - $36.6K
|
229
$44.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-26- 0.02% |
$4.51K - $4.93K
|
127K
$24.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-102- 4.51% |
$17.7K - $19.4K
|
2.16K
$418K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
364+ 9.55% |
$63.1K - $69.1K
|
4.18K
$809K
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1.08KNew |
$188K - $206K
|
1.08K
$210K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-1.74K- 96.78% |
$302K - $331K
|
58
$11.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-58- 0.75% |
$10.1K - $11K
|
7.65K
$1.48M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-249- 1.57% |
$43.2K - $47.3K
|
15.6K
$3.03M
|
|
|
Oct 25, 2024
Q3 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
SELL
|
- |
-16- 0.85% |
$2.77K - $3.04K
|
1.86K
$360K
|
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
1.06KNew |
$183K - $200K
|
1.06K
$204K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-330- 3.29% |
$57.2K - $62.6K
|
9.7K
$1.88M
|
|
|
Oct 25, 2024
Q3 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
1.06KNew |
$183K - $201K
|
1.06K
$205K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.14KNew |
$198K - $217K
|
1.14K
$221K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
1.23K+ 5.49% |
$213K - $233K
|
23.6K
$4.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
126+ 4.55% |
$21.8K - $23.9K
|
2.9K
$561K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
286New |
$49.6K - $54.3K
|
286
$55.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-29- 1.93% |
$5.03K - $5.5K
|
1.48K
$286K
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
13.8K+ 10.42% |
$2.4M - $2.62M
|
147K
$28.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
8.22KNew |
$1.43M - $1.56M
|
8.22K
$1.59M
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-1- 0.05% |
$173 - $190
|
1.87K
$362K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
19+ 17.59% |
$3.29K - $3.61K
|
127
$24.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
17+ 0.39% |
$2.95K - $3.23K
|
4.39K
$849K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-76- 5.71% |
$13.2K - $14.4K
|
1.25K
$243K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-20- 0.56% |
$3.47K - $3.8K
|
3.54K
$686K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
9+ 0.45% |
$1.56K - $1.71K
|
2.02K
$390K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
55+ 0.92% |
$9.53K - $10.4K
|
6.01K
$1.16M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.06KNew |
$184K - $202K
|
1.06K
$206K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-7.71K- 83.81% |
$1.34M - $1.46M
|
1.49K
$288K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-39- 0.43% |
$6.76K - $7.4K
|
8.96K
$1.74M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-61- 2.02% |
$10.6K - $11.6K
|
2.97K
$574K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
171New |
$29.6K - $32.5K
|
171
$33.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-2K- 65.05% |
$347K - $380K
|
1.08K
$208K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.1KNew |
$190K - $208K
|
1.1K
$212K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
234New |
$40.6K - $44.4K
|
234
$45.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
1.07KNew |
$185K - $203K
|
1.07K
$207K
|
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1.06KNew |
$183K - $200K
|
1.06K
$204K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22.3K+ 0.61% |
$3.87M - $4.23M
|
3.67M
$710M
|
|
|
Oct 18, 2024
Q3 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
1.09KNew |
$189K - $207K
|
1.09K
$211K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
50.5K+ 4.5% |
$8.75M - $9.58M
|
1.17M
$227M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-450- 17.9% |
$78K - $85.4K
|
2.06K
$400K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-41- 1.4% |
$7.11K - $7.78K
|
2.88K
$558K
|