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 |
---|---|---|---|---|---|---|---|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-733- 23.3% |
$119K - $131K
|
2.41K
$427K
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
51+ 0.72% |
$8.25K - $9.13K
|
7.1K
$1.26M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
819K+ 202.48% |
$132M - $147M
|
1.22M
$217M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-25.3K- 47.58% |
$4.09M - $4.52M
|
27.8K
$4.93M
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.21KNew |
$196K - $217K
|
1.21K
$215K
|
|
May 17, 2024
Q1 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-7- 0.3% |
$1.13K - $1.25K
|
2.36K
$417K
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
129+ 2.58% |
$20.9K - $23.1K
|
5.13K
$908K
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
1.55K+ 5.99% |
$251K - $278K
|
27.5K
$4.87M
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
27+ 0.33% |
$4.37K - $4.84K
|
8.1K
$1.43M
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.42K- 9.38% |
$230K - $255K
|
13.7K
$2.44M
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-2.75K- 5.91% |
$446K - $493K
|
43.8K
$7.77M
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-108- 6.16% |
$17.5K - $19.3K
|
1.65K
$291K
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-21- 1.04% |
$3.4K - $3.76K
|
2K
$353K
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
7.17K+ 2.96% |
$1.16M - $1.28M
|
249K
$44.1M
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.46K+ 16.2% |
$398K - $441K
|
17.7K
$3.13M
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
4.2KNew |
$680K - $752K
|
4.2K
$744K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
38.1K+ 21.82% |
$6.17M - $6.83M
|
213K
$37.7M
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.3K+ 1.74% |
$373K - $412K
|
135K
$23.9M
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.55K- 28.9% |
$251K - $278K
|
3.81K
$676K
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-12.4K- 16.8% |
$2.01M - $2.22M
|
61.4K
$10.9M
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-437- 8.49% |
$70.7K - $78.3K
|
4.71K
$834K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-16- 94.12% |
$2.59K - $2.87K
|
1
$177
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.05K- 3.35% |
$170K - $188K
|
30.3K
$5.37M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.3K+ 1.5% |
$1.34M - $1.49M
|
562K
$99.5M
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
912+ 28.3% |
$148K - $163K
|
4.14K
$733K
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-599- 4.43% |
$96.9K - $107K
|
12.9K
$2.29M
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
1.9KNew |
$308K - $341K
|
1.9K
$337K
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-852K- 69.29% |
$138M - $153M
|
378K
$66.9M
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
92+ 0.39% |
$14.9K - $16.5K
|
23.5K
$4.16M
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
5.42K+ 260.45% |
$877K - $971K
|
7.5K
$1.33M
|
|
May 15, 2024
Q1 2024
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-309K- 99.1% |
$50M - $55.4M
|
2.82K
$499K
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1+ 0.08% |
$162 - $179
|
1.31K
$233K
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
BUY
|
- |
3+ 0.12% |
$486 - $537
|
2.47K
$438K
|
|
May 15, 2024
Q1 2024
|
Jentner Corp
|
SELL
|
- |
-100- 4.19% |
$16.2K - $17.9K
|
2.28K
$405K
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-718- 2.29% |
$116K - $129K
|
30.6K
$5.43M
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
577New |
$93.4K - $103K
|
577
$102K
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-12.2K- 62.29% |
$1.97M - $2.18M
|
7.38K
$1.31M
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-8.01K- 1.19% |
$1.3M - $1.43M
|
664K
$118M
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
514+ 28.93% |
$83.2K - $92.1K
|
2.29K
$406K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.72K- 1.09% |
$763K - $845K
|
427K
$75.7M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-205K- 53.65% |
$33.2M - $36.7M
|
177K
$31.4M
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.88K+ 59.54% |
$303K - $336K
|
5.02K
$890K
|
|
May 15, 2024
Q1 2024
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
550K+ 749.08% |
$89M - $98.5M
|
623K
$110M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-59.9K- 5.46% |
$9.69M - $10.7M
|
1.04M
$183M
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-654- 13.55% |
$106K - $117K
|
4.17K
$739K
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-358- 10.55% |
$57.9K - $64.1K
|
3.04K
$538K
|
|
May 15, 2024
Q1 2024
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-92.4K- 78.26% |
$15M - $16.6M
|
25.7K
$4.55M
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-16.5K- 19.73% |
$2.67M - $2.95M
|
67.1K
$11.9M
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-11- 0.81% |
$1.78K - $1.97K
|
1.34K
$237K
|