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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
CALL |
-400- 26.67% |
$69.3K - $75.9K
|
1.1K
$225K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.22K+ 4.02% |
$558K - $611K
|
83.3K
$17.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
BUY
|
- |
1.37KNew |
$238K - $261K
|
1.37K
$281K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
8.38K+ 47.1% |
$1.45M - $1.59M
|
26.2K
$5.36M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-2.68K- 21.99% |
$464K - $508K
|
9.5K
$1.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
47.6KNew |
$8.25M - $9.03M
|
47.6K
$9.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
2.67KNew |
$462K - $506K
|
2.67K
$546K
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
68.6KNew |
$11.9M - $13M
|
68.6K
$14.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
1.09KNew |
$188K - $206K
|
1.09K
$222K
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-135- 9.33% |
$23.4K - $25.6K
|
1.31K
$269K
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
1.2KNew |
$208K - $227K
|
1.2K
$245K
|
|
|
Nov 08, 2024
Q3 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
292KNew |
$50.7M - $55.5M
|
292K
$59.9M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
400New |
$69.3K - $75.9K
|
400
$81.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-596- 9.46% |
$103K - $113K
|
5.7K
$1.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
3.04KNew |
$528K - $578K
|
3.04K
$623K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.33% |
$173 - $190
|
304
$62.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-79- 2.16% |
$13.7K - $15K
|
3.57K
$732K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
48New |
$8.32K - $9.11K
|
48
$9.83K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
76+ 4.05% |
$13.2K - $14.4K
|
1.95K
$400K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
108New |
$18.7K - $20.5K
|
108
$22.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
298New |
$51.7K - $56.6K
|
298
$61K
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
129New |
$22.4K - $24.5K
|
129
$26.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-255- 16.69% |
$44.2K - $48.4K
|
1.27K
$261K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.07K+ 100.0% |
$185K - $202K
|
2.13K
$436K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-638- 16.88% |
$111K - $121K
|
3.14K
$643K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
11+ 1.39% |
$1.91K - $2.09K
|
802
$164K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-82- 6.83% |
$14.2K - $15.6K
|
1.12K
$229K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.72K+ 26.74% |
$298K - $326K
|
8.14K
$1.67M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
9New |
$1.56K - $1.71K
|
9
$1.84K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-2.49K- 5.32% |
$432K - $473K
|
44.4K
$9.09M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
18+ 2.43% |
$3.12K - $3.42K
|
760
$156K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-156- 2.45% |
$27K - $29.6K
|
6.22K
$1.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
385+ 15.44% |
$66.7K - $73.1K
|
2.88K
$590K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
484New |
$83.9K - $91.9K
|
484
$99.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
242+ 11.03% |
$42K - $45.9K
|
2.44K
$499K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
5New |
$867 - $949
|
5
$1.02K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
1.12KNew |
$193K - $212K
|
1.12K
$229K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-145- 5.09% |
$25.1K - $27.5K
|
2.7K
$554K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-6- 4.26% |
$1.04K - $1.14K
|
135
$27.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
BUY
|
- |
350+ 4.12% |
$60.7K - $66.4K
|
8.85K
$1.81M
|
|
|
Oct 29, 2024
Q3 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
1.13KNew |
$197K - $215K
|
1.13K
$232K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
460+ 109.79% |
$79.7K - $87.3K
|
879
$180K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
1+ 0.08% |
$173 - $190
|
1.23K
$251K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
193+ 536.11% |
$33.5K - $36.6K
|
229
$46.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1.08KNew |
$188K - $206K
|
1.08K
$222K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
286New |
$49.6K - $54.3K
|
286
$58.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
19+ 17.59% |
$3.29K - $3.61K
|
127
$26K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-76- 5.71% |
$13.2K - $14.4K
|
1.25K
$257K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-20- 0.56% |
$3.47K - $3.8K
|
3.54K
$725K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-7.71K- 83.81% |
$1.34M - $1.46M
|
1.49K
$305K
|
|