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 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
218+ 244.94% |
$35.3K - $39K
|
307
$62.9K
|
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-275- 19.6% |
$44.5K - $49.3K
|
1.13K
$231K
|
|
|
Apr 10, 2024
Q1 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
1.16KNew |
$188K - $208K
|
1.16K
$238K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
572+ 29.5% |
$92.6K - $102K
|
2.51K
$514K
|
|
|
Apr 09, 2024
Q1 2024
|
Farmers Trust CO
|
BUY
|
- |
510+ 20.73% |
$82.5K - $91.3K
|
2.97K
$608K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
88+ 0.81% |
$14.2K - $15.8K
|
10.9K
$2.24M
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.15KNew |
$186K - $205K
|
1.15K
$235K
|
|
| Q4 2023 | |||||||
|
Oct 30, 2025
Q4 2023
|
Broadwater Capital Management LLC
Boston, MA |
BUY
|
- |
26New |
$3.74K - $4.31K
|
26
$5.32K
|
|
|
Jan 08, 2025
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-193- 28.55% |
$27.7K - $32K
|
483
$98.9K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
863New |
$124K - $143K
|
863
$177K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
16New |
$2.3K - $2.65K
|
16
$3.28K
|
|
|
Mar 20, 2024
Q4 2023
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
4.3KNew |
$618K - $713K
|
4.3K
$881K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
390New |
$56K - $64.6K
|
390
$79.9K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-198- 0.75% |
$28.5K - $32.8K
|
26.3K
$5.39M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
14New |
$2.01K - $2.32K
|
14
$2.87K
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
3.07KNew |
$441K - $509K
|
3.07K
$629K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
286New |
$41.1K - $47.4K
|
286
$58.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
1.3KNew |
$187K - $215K
|
1.3K
$266K
|
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
BUY
|
- |
2.9KNew |
$417K - $481K
|
2.9K
$594K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-97- 58.79% |
$13.9K - $16.1K
|
68
$13.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
404+ 29.64% |
$58.1K - $66.9K
|
1.77K
$362K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
57.3K+ 18.65% |
$8.24M - $9.5M
|
365K
$74.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
BUY
|
- |
5.14KNew |
$739K - $852K
|
5.14K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
2+ 0.18% |
$287 - $331
|
1.12K
$229K
|
|
|
Feb 14, 2024
Q4 2023
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-63- 2.85% |
$9.05K - $10.4K
|
2.15K
$439K
|
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
3.26KNew |
$469K - $541K
|
3.26K
$668K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
49New |
$7.04K - $8.12K
|
49
$10K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
1.48KNew |
$212K - $245K
|
1.48K
$302K
|
|
|
Feb 13, 2024
Q4 2023
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
1.73KNew |
$248K - $286K
|
1.73K
$353K
|
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
1.29KNew |
$185K - $214K
|
1.29K
$264K
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 2.04% |
$144 - $166
|
50
$10.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
65New |
$9.34K - $10.8K
|
65
$13.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Granger Management LLC
|
SELL
|
- |
-165K- 84.37% |
$23.8M - $27.4M
|
30.7K
$6.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-32.6K- 61.81% |
$4.69M - $5.4M
|
20.2K
$4.13M
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
1.93KNew |
$277K - $319K
|
1.93K
$394K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
11.3KNew |
$1.63M - $1.88M
|
11.3K
$2.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-470- 41.08% |
$67.5K - $77.9K
|
674
$138K
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
BUY
|
PUT |
250New |
$35.9K - $41.4K
|
250
$51.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.01KNew |
$146K - $168K
|
1.01K
$207K
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-194- 76.38% |
$27.9K - $32.1K
|
60
$12.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-72- 1.81% |
$10.3K - $11.9K
|
3.91K
$801K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
85+ 2.74% |
$12.2K - $14.1K
|
3.18K
$652K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-185- 53.62% |
$26.6K - $30.7K
|
160
$32.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-8.04K- 2.78% |
$1.16M - $1.33M
|
281K
$57.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Hackensack Meridian Health, Inc.
Edison, NJ |
SELL
|
- |
-61K- 6.88% |
$8.77M - $10.1M
|
826K
$169M
|
|
|
Feb 07, 2024
Q4 2023
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
180New |
$25.9K - $29.8K
|
180
$36.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-2.38K- 46.97% |
$341K - $394K
|
2.68K
$549K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-1- 0.02% |
$144 - $166
|
4.28K
$877K
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 2.44% |
$144 - $166
|
42
$8.6K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.39KNew |
$199K - $230K
|
1.39K
$284K
|
|