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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
77+ 0.83% |
$14.1K - $15.4K
|
9.37K
$1.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
13.1KNew |
$2.4M - $2.62M
|
13.1K
$2.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
BUY
|
- |
4+ 0.16% |
$733 - $799
|
2.54K
$491K
|
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-4.95K- 21.6% |
$907K - $989K
|
18K
$3.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
399+ 10.25% |
$73.1K - $79.7K
|
4.29K
$829K
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
110K+ 1235.08% |
$20.1M - $21.9M
|
118K
$22.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
2.94K+ 28.33% |
$539K - $588K
|
13.3K
$2.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-153- 10.58% |
$28K - $30.6K
|
1.29K
$250K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
22KNew |
$4.03M - $4.4M
|
22K
$4.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-944- 8.56% |
$173K - $189K
|
10.1K
$1.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
15+ 0.75% |
$2.75K - $3K
|
2.03K
$391K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-26- 9.32% |
$4.76K - $5.19K
|
253
$48.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1+ 1.04% |
$183 - $200
|
97
$18.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
1.73KNew |
$318K - $346K
|
1.73K
$335K
|
|
|
Feb 05, 2025
Q4 2024
|
Evergreen Advisors, LLC
|
SELL
|
- |
-1.17K- 26.14% |
$215K - $234K
|
3.31K
$639K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-13.2K- 1.51% |
$2.41M - $2.63M
|
859K
$166M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.92K+ 84.99% |
$352K - $384K
|
4.18K
$807K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
95+ 1.39% |
$17.4K - $19K
|
6.93K
$1.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
784New |
$144K - $157K
|
784
$151K
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-80- 1.38% |
$14.7K - $16K
|
5.74K
$1.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-5.31K- 2.31% |
$973K - $1.06M
|
224K
$43.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1+ 0.02% |
$183 - $200
|
5.76K
$1.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-545- 9.04% |
$99.9K - $109K
|
5.48K
$1.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
2.15KNew |
$394K - $430K
|
2.15K
$415K
|
|
|
Feb 05, 2025
Q4 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1.03K+ 158.64% |
$188K - $205K
|
1.68K
$324K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
109+ 2.21% |
$20K - $21.8K
|
5.04K
$974K
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-3- 0.16% |
$550 - $599
|
1.88K
$363K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-100- 1.93% |
$18.3K - $20K
|
5.07K
$979K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-12.5K- 62.52% |
$2.28M - $2.49M
|
7.47K
$1.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-4.05K- 1.1% |
$742K - $809K
|
364K
$70.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
234+ 4.78% |
$42.9K - $46.8K
|
5.13K
$992K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
67New |
$12.3K - $13.4K
|
67
$12.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
232+ 29.33% |
$42.5K - $46.4K
|
1.02K
$198K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
593New |
$109K - $118K
|
593
$115K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
174New |
$31.9K - $34.8K
|
174
$33.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.84K- 1.29% |
$1.07M - $1.17M
|
446K
$86.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.19M- 35.48% |
$402M - $438M
|
3.99M
$770M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.06K+ 8.04% |
$195K - $212K
|
14.3K
$2.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.63KNew |
$298K - $325K
|
1.63K
$315K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-64- 3.79% |
$11.7K - $12.8K
|
1.62K
$314K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2.13KNew |
$391K - $426K
|
2.13K
$412K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.58K+ 100.0% |
$290K - $316K
|
3.16K
$611K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
299+ 0.23% |
$54.8K - $59.7K
|
131K
$25.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.58KNew |
$290K - $316K
|
1.58K
$305K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
11.7K+ 155.15% |
$2.14M - $2.33M
|
19.2K
$3.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
625+ 11.75% |
$115K - $125K
|
5.95K
$1.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
671+ 26.95% |
$123K - $134K
|
3.16K
$611K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-825- 1.27% |
$151K - $165K
|
64.2K
$12.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
SELL
|
- |
-46- 0.22% |
$8.43K - $9.19K
|
20.8K
$4.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.37K+ 4.98% |
$252K - $274K
|
28.9K
$5.59M
|