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 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-16.8K- 4.11% |
$3.07M - $3.35M
|
391K
$73.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-29- 0.34% |
$5.31K - $5.79K
|
8.55K
$1.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
45New |
$8.25K - $8.99K
|
45
$8.42K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.81K+ 2.25% |
$699K - $762K
|
174K
$32.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
509K+ 118.87% |
$93.2M - $102M
|
936K
$175M
|
|
|
Feb 12, 2025
Q4 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-98.9K- 29.45% |
$18.1M - $19.8M
|
237K
$44.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
4+ 0.01% |
$733 - $799
|
34.3K
$6.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-159- 4.45% |
$29.1K - $31.8K
|
3.41K
$639K
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-6- 0.06% |
$1.1K - $1.2K
|
10.3K
$1.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
110K+ 2378.52% |
$20.1M - $21.9M
|
114K
$21.4M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
132K+ 308.6% |
$24.1M - $26.3M
|
174K
$32.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
44+ 1.05% |
$8.06K - $8.79K
|
4.25K
$796K
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
4.15KNew |
$760K - $829K
|
4.15K
$776K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-340- 14.45% |
$62.3K - $67.9K
|
2.01K
$377K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-746- 22.18% |
$137K - $149K
|
2.62K
$490K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.31K+ 15.27% |
$1.34M - $1.46M
|
55.2K
$10.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-513K- 29.4% |
$93.9M - $102M
|
1.23M
$230M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
3.62K+ 1.12% |
$663K - $722K
|
327K
$61.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
21+ 53.85% |
$3.85K - $4.2K
|
60
$11.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
108K+ 109.41% |
$19.9M - $21.7M
|
208K
$38.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
5+ 0.16% |
$916 - $999
|
3.05K
$571K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.96K+ 159.36% |
$359K - $391K
|
3.19K
$596K
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-6.18K- 10.0% |
$1.13M - $1.24M
|
55.6K
$10.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
468+ 12.29% |
$85.8K - $93.5K
|
4.28K
$800K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.14K+ 665.92% |
$759K - $828K
|
4.76K
$892K
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
23+ 0.5% |
$4.21K - $4.6K
|
4.58K
$857K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
80+ 1.58% |
$14.7K - $16K
|
5.13K
$960K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.45K- 3.33% |
$266K - $290K
|
42.1K
$7.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
354K+ 271.48% |
$64.9M - $70.7M
|
484K
$90.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.36K+ 40.58% |
$432K - $471K
|
8.16K
$1.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
723+ 13.03% |
$132K - $144K
|
6.27K
$1.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.54KNew |
$648K - $707K
|
3.54K
$662K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
388+ 1.32% |
$71.1K - $77.5K
|
29.7K
$5.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.68M+ 36.59% |
$308M - $336M
|
6.28M
$1.18B
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
900+ 9.95% |
$165K - $180K
|
9.95K
$1.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.4M+ 21.62% |
$257M - $280M
|
7.88M
$1.47B
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.36K+ 37.33% |
$249K - $272K
|
5.01K
$937K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-20- 0.06% |
$3.66K - $4K
|
31.4K
$5.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
140+ 0.7% |
$25.7K - $28K
|
20.2K
$3.78M
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-3.35K- 23.52% |
$613K - $668K
|
10.9K
$2.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-289- 1.45% |
$53K - $57.7K
|
19.7K
$3.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.14K- 47.62% |
$209K - $228K
|
1.26K
$235K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1.01KNew |
$184K - $201K
|
1.01K
$188K
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
1.14K+ 6.03% |
$209K - $228K
|
20.1K
$3.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-493- 2.21% |
$90.3K - $98.5K
|
21.9K
$4.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
260+ 1.78% |
$47.6K - $51.9K
|
14.9K
$2.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
4.74K+ 45.47% |
$869K - $947K
|
15.2K
$2.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
579+ 13.06% |
$106K - $116K
|
5.01K
$938K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
5+ 0.17% |
$916 - $999
|
2.89K
$540K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.13K- 3.26% |
$207K - $225K
|
33.5K
$6.27M
|