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 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
2.77KNew |
$507K - $553K
|
2.77K
$535K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-301- 0.78% |
$55.2K - $60.1K
|
38.4K
$7.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
3.36KNew |
$616K - $672K
|
3.36K
$650K
|
|
|
Feb 04, 2025
Q4 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-9- 0.13% |
$1.65K - $1.8K
|
6.82K
$1.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
20+ 0.05% |
$3.66K - $4K
|
43.7K
$8.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
25+ 0.4% |
$4.58K - $4.99K
|
6.26K
$1.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-219- 6.31% |
$40.1K - $43.8K
|
3.25K
$628K
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
76+ 4.47% |
$13.9K - $15.2K
|
1.78K
$344K
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-417- 3.63% |
$76.4K - $83.3K
|
11.1K
$2.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-652- 12.77% |
$119K - $130K
|
4.45K
$860K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
20+ 1.49% |
$3.66K - $4K
|
1.36K
$263K
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
2.01KNew |
$368K - $402K
|
2.01K
$388K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-150- 4.09% |
$27.5K - $30K
|
3.52K
$680K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
320+ 1.72% |
$58.6K - $63.9K
|
18.9K
$3.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-41.8K- 70.31% |
$7.66M - $8.35M
|
17.7K
$3.41M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
61.9K+ 241.82% |
$11.3M - $12.4M
|
87.5K
$16.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
328K+ 291.67% |
$60M - $65.4M
|
440K
$85M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.08K+ 1.73% |
$198K - $216K
|
63.5K
$12.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
274K+ 461.38% |
$50.2M - $54.7M
|
333K
$64.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.43K+ 3.01% |
$262K - $286K
|
49K
$9.47M
|
|
|
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
$12.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-167- 0.56% |
$30.6K - $33.4K
|
29.5K
$5.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
4.56KNew |
$836K - $912K
|
4.56K
$882K
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-476- 21.61% |
$87.2K - $95.1K
|
1.73K
$334K
|
|
|
Feb 03, 2025
Q4 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-278- 0.46% |
$50.9K - $55.5K
|
60.5K
$11.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-34- 0.21% |
$6.23K - $6.79K
|
16.2K
$3.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
518+ 21.33% |
$94.9K - $103K
|
2.95K
$569K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
24KNew |
$4.4M - $4.8M
|
24K
$4.64M
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-53- 0.67% |
$9.71K - $10.6K
|
7.8K
$1.51M
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
SELL
|
- |
-157- 3.23% |
$28.8K - $31.4K
|
4.7K
$908K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-310- 11.73% |
$56.8K - $61.9K
|
2.33K
$451K
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
563+ 2.0% |
$103K - $112K
|
28.7K
$5.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-20- 2.35% |
$3.66K - $4K
|
832
$161K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.24K+ 15.07% |
$226K - $247K
|
9.43K
$1.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
6+ 0.17% |
$1.1K - $1.2K
|
3.53K
$681K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
79+ 0.31% |
$14.5K - $15.8K
|
25.5K
$4.94M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
661+ 40.6% |
$121K - $132K
|
2.29K
$442K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.26K- 7.28% |
$1.15M - $1.25M
|
79.8K
$15.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
250New |
$45.8K - $49.9K
|
250
$48.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-986- 31.06% |
$181K - $197K
|
2.19K
$423K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-135- 1.82% |
$24.7K - $27K
|
7.3K
$1.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
800New |
$147K - $160K
|
800
$155K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
34.6K+ 9.37% |
$6.34M - $6.91M
|
404K
$78M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-368- 1.43% |
$67.4K - $73.5K
|
25.4K
$4.91M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
4+ 0.28% |
$733 - $799
|
1.46K
$281K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
SELL
|
- |
-213- 6.75% |
$39K - $42.6K
|
2.94K
$568K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
20.8K+ 13.16% |
$3.8M - $4.15M
|
178K
$34.5M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.22K+ 1.13% |
$407K - $444K
|
199K
$38.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6+ 0.18% |
$1.1K - $1.2K
|
3.31K
$639K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-12- 1.84% |
$2.2K - $2.4K
|
641
$124K
|