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 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-134- 9.01% |
$24.5K - $26.3K
|
1.35K
$277K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-62- 1.6% |
$11.3K - $12.2K
|
3.81K
$780K
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
SELL
|
- |
-566- 70.75% |
$103K - $111K
|
234
$47.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-9.62K- 62.81% |
$1.76M - $1.89M
|
5.69K
$1.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-7- 0.36% |
$1.28K - $1.37K
|
1.92K
$392K
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
190New |
$34.7K - $37.3K
|
190
$38.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-369- 4.0% |
$67.5K - $72.4K
|
8.85K
$1.81M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
177New |
$32.4K - $34.7K
|
177
$36.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-100- 6.06% |
$18.3K - $19.6K
|
1.55K
$317K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-225- 13.85% |
$41.1K - $44.1K
|
1.4K
$287K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-526- 7.04% |
$96.2K - $103K
|
6.94K
$1.42M
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-107- 2.74% |
$19.6K - $21K
|
3.8K
$778K
|
|
| Q4 2024 | |||||||
|
Jan 07, 2026
Q4 2024
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
106+ 311.76% |
$19.4K - $21.2K
|
140
$28.7K
|
|
|
Jan 05, 2026
Q4 2024
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
BUY
|
- |
592New |
$108K - $118K
|
592
$121K
|
|
|
Aug 27, 2025
Q4 2024
|
Cypress Capital Advisors, LLC
Franklin, TN |
BUY
|
- |
3.98KNew |
$729K - $795K
|
3.98K
$815K
|
|
|
Aug 08, 2025
Q4 2024
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
147New |
$26.9K - $29.4K
|
147
$30.1K
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-32- 1.05% |
$5.86K - $6.39K
|
3.02K
$619K
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-15- 0.41% |
$2.75K - $3K
|
3.63K
$743K
|
|
|
May 01, 2025
Q4 2024
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
1.29KNew |
$237K - $258K
|
1.29K
$265K
|
|
|
Apr 17, 2025
Q4 2024
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
2.08KNew |
$381K - $416K
|
2.08K
$426K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
47New |
$8.61K - $9.39K
|
47
$9.63K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.96KNew |
$358K - $391K
|
1.96K
$400K
|
|
|
Mar 19, 2025
Q4 2024
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
3.91KNew |
$716K - $780K
|
3.91K
$800K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
687New |
$126K - $137K
|
687
$141K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
39New |
$7.15K - $7.79K
|
39
$7.99K
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
1.08KNew |
$198K - $216K
|
1.08K
$222K
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
1.41KNew |
$259K - $282K
|
1.41K
$289K
|
|
|
Feb 24, 2025
Q4 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
15.2KNew |
$2.79M - $3.04M
|
15.2K
$3.12M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
130New |
$23.8K - $26K
|
130
$26.6K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
91New |
$16.7K - $18.2K
|
91
$18.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
323K+ 144.29% |
$59.2M - $64.6M
|
547K
$112M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
10.5KNew |
$1.92M - $2.1M
|
10.5K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
652+ 111.26% |
$119K - $130K
|
1.24K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.35KNew |
$614K - $669K
|
3.35K
$686K
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
5.03KNew |
$921K - $1M
|
5.03K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
809+ 53.72% |
$148K - $162K
|
2.32K
$474K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
35+ 0.59% |
$6.41K - $6.99K
|
6K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-21.5K- 5.52% |
$3.93M - $4.29M
|
367K
$75.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
275+ 0.05% |
$50.4K - $54.9K
|
608K
$124M
|
|
|
Feb 14, 2025
Q4 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
11.9KNew |
$2.17M - $2.37M
|
11.9K
$2.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Vulcan Value Partners, LLC
Birmingham, AL |
BUY
|
- |
3.34KNew |
$611K - $666K
|
3.34K
$683K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.55KNew |
$466K - $508K
|
2.55K
$521K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
1.2K+ 38.71% |
$220K - $240K
|
4.3K
$881K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
110New |
$20.2K - $22K
|
110
$22.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-20.1K- 98.34% |
$3.68M - $4.02M
|
340
$69.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
380+ 10.31% |
$69.6K - $75.9K
|
4.06K
$832K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
42New |
$7.7K - $8.39K
|
42
$8.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
502+ 13.87% |
$92K - $100K
|
4.12K
$844K
|
|
|
Feb 14, 2025
Q4 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
60KNew |
$11M - $12M
|
60K
$12.3M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
8.5KNew |
$1.56M - $1.7M
|
8.5K
$1.74M
|
|