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
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
110K+ 1235.08% |
$20.1M - $21.9M
|
118K
$24.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-153- 10.58% |
$28K - $30.6K
|
1.29K
$265K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1+ 1.04% |
$183 - $200
|
97
$19.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
2.15KNew |
$394K - $430K
|
2.15K
$440K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
593New |
$109K - $118K
|
593
$121K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-301- 0.78% |
$55.2K - $60.1K
|
38.4K
$7.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
25+ 0.4% |
$4.58K - $4.99K
|
6.26K
$1.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-652- 12.77% |
$119K - $130K
|
4.45K
$912K
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
2.01KNew |
$368K - $402K
|
2.01K
$412K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-39.3K- 37.77% |
$7.21M - $7.86M
|
64.8K
$13.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-34- 0.21% |
$6.23K - $6.79K
|
16.2K
$3.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-53- 0.67% |
$9.71K - $10.6K
|
7.8K
$1.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
6+ 0.17% |
$1.1K - $1.2K
|
3.53K
$722K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
250New |
$45.8K - $49.9K
|
250
$51.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-12- 1.84% |
$2.2K - $2.4K
|
641
$131K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1+ 0.32% |
$183 - $200
|
316
$64.7K
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
204+ 16.94% |
$37.4K - $40.8K
|
1.41K
$288K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
275New |
$50.4K - $54.9K
|
275
$56.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
10.7KNew |
$1.96M - $2.14M
|
10.7K
$2.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-661- 23.35% |
$121K - $132K
|
2.17K
$444K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-46- 13.07% |
$8.43K - $9.19K
|
306
$62.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.32KNew |
$242K - $264K
|
1.32K
$270K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
1.52KNew |
$278K - $303K
|
1.52K
$311K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
21+ 1.66% |
$3.85K - $4.2K
|
1.28K
$263K
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.9KNew |
$714K - $779K
|
3.9K
$798K
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
2.62KNew |
$480K - $523K
|
2.62K
$536K
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
577New |
$106K - $115K
|
577
$118K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
27New |
$4.95K - $5.39K
|
27
$5.53K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
173New |
$31.7K - $34.6K
|
173
$35.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-51- 4.2% |
$9.34K - $10.2K
|
1.16K
$238K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
4.33KNew |
$794K - $866K
|
4.33K
$887K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.5KNew |
$275K - $300K
|
1.5K
$307K
|
|
|
Jan 28, 2025
Q4 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
1.29KNew |
$237K - $259K
|
1.29K
$265K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-210- 10.19% |
$38.5K - $42K
|
1.85K
$379K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-262- 13.68% |
$48K - $52.3K
|
1.65K
$339K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
5.25KNew |
$962K - $1.05M
|
5.25K
$1.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-134- 7.91% |
$24.6K - $26.8K
|
1.56K
$320K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-656- 33.28% |
$120K - $131K
|
1.32K
$269K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
55+ 2.37% |
$10.1K - $11K
|
2.38K
$487K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-19- 7.82% |
$3.48K - $3.8K
|
224
$45.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-197- 5.96% |
$36.1K - $39.4K
|
3.11K
$637K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-211- 1.42% |
$38.7K - $42.2K
|
14.6K
$3M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
1.27KNew |
$232K - $253K
|
1.27K
$259K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-584- 16.5% |
$107K - $117K
|
2.96K
$605K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
42New |
$7.7K - $8.39K
|
42
$8.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
108New |
$19.8K - $21.6K
|
108
$22.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
4.97KNew |
$910K - $992K
|
4.97K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
1+ 0.12% |
$183 - $200
|
853
$175K
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
1.42KNew |
$261K - $285K
|
1.42K
$292K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
461+ 5122.22% |
$84.5K - $92.1K
|
470
$96.3K
|
|