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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-81- 18.84% |
$14.8K - $15.9K
|
349
$71.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-1- 0.01% |
$183 - $196
|
14.5K
$2.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-837- 21.15% |
$153K - $164K
|
3.12K
$639K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
55New |
$10.1K - $10.8K
|
55
$11.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
505New |
$92.3K - $99.1K
|
505
$103K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
976New |
$178K - $192K
|
976
$200K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
3.46K+ 2.84% |
$632K - $678K
|
125K
$25.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
3.97KNew |
$726K - $780K
|
3.97K
$814K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-60- 4.92% |
$11K - $11.8K
|
1.16K
$237K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.29KNew |
$235K - $253K
|
1.29K
$264K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
306New |
$55.9K - $60K
|
306
$62.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Miller Howard Investments Inc
|
SELL
|
- |
-3.2K- 60.57% |
$585K - $627K
|
2.08K
$426K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-2.75K- 13.29% |
$502K - $539K
|
17.9K
$3.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-118- 4.2% |
$21.6K - $23.2K
|
2.69K
$551K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.94KNew |
$537K - $576K
|
2.94K
$601K
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
375+ 375.0% |
$68.6K - $73.6K
|
475
$97.3K
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
1.19KNew |
$217K - $233K
|
1.19K
$243K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-268- 17.02% |
$49K - $52.6K
|
1.31K
$268K
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-400- 19.38% |
$73.1K - $78.5K
|
1.66K
$341K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
80+ 55.94% |
$14.6K - $15.7K
|
223
$45.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-10- 0.45% |
$1.83K - $1.96K
|
2.22K
$454K
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-440- 5.05% |
$80.4K - $86.3K
|
8.27K
$1.69M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-95- 4.34% |
$17.4K - $18.6K
|
2.09K
$429K
|
|
|
Apr 24, 2025
Q1 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-728- 34.39% |
$133K - $143K
|
1.39K
$284K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
790+ 18.13% |
$144K - $155K
|
5.15K
$1.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
86+ 7.9% |
$15.7K - $16.9K
|
1.18K
$241K
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
3.89KNew |
$711K - $763K
|
3.89K
$796K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.29KNew |
$418K - $449K
|
2.29K
$469K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-229- 26.69% |
$41.9K - $44.9K
|
629
$129K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-20- 1.47% |
$3.66K - $3.92K
|
1.34K
$274K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
2.18KNew |
$398K - $427K
|
2.18K
$445K
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-353- 13.19% |
$64.5K - $69.3K
|
2.32K
$476K
|
|
|
Apr 22, 2025
Q1 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-238- 6.12% |
$43.5K - $46.7K
|
3.65K
$748K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-80- 5.34% |
$14.6K - $15.7K
|
1.42K
$291K
|
|
|
Apr 22, 2025
Q1 2025
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
5.92K+ 45.5% |
$1.08M - $1.16M
|
18.9K
$3.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-117- 13.3% |
$21.4K - $23K
|
763
$156K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-10- 0.78% |
$1.83K - $1.96K
|
1.27K
$260K
|
|
|
Apr 22, 2025
Q1 2025
|
Coho Partners, Ltd.
|
BUY
|
- |
94.5K+ 44.52% |
$17.3M - $18.5M
|
307K
$62.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.18KNew |
$216K - $232K
|
1.18K
$242K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
103New |
$18.8K - $20.2K
|
103
$21.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-101- 5.41% |
$18.5K - $19.8K
|
1.77K
$361K
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-159- 4.65% |
$29.1K - $31.2K
|
3.26K
$668K
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-26- 72.22% |
$4.75K - $5.1K
|
10
$2.05K
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-15- 0.29% |
$2.74K - $2.94K
|
5.23K
$1.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
500+ 3125.0% |
$91.4K - $98.1K
|
516
$106K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
2.4KNew |
$439K - $472K
|
2.4K
$492K
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-88- 6.09% |
$16.1K - $17.3K
|
1.36K
$278K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
200New |
$36.6K - $39.2K
|
200
$41K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.35K+ 14.27% |
$246K - $264K
|
10.8K
$2.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
32New |
$5.85K - $6.28K
|
32
$6.55K
|
|