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 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-9K- 53.83% |
$1.46M - $1.61M
|
7.72K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
89New |
$14.4K - $15.9K
|
89
$17.6K
|
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-3.09K- 70.67% |
$500K - $554K
|
1.28K
$254K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-270- 11.59% |
$43.7K - $48.4K
|
2.06K
$407K
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
500+ 24.81% |
$80.9K - $89.6K
|
2.52K
$497K
|
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
3.6KNew |
$583K - $646K
|
3.6K
$713K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-27.7K- 95.56% |
$4.49M - $4.96M
|
1.29K
$255K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.1K+ 422.22% |
$178K - $197K
|
1.36K
$269K
|
|
|
May 15, 2024
Q1 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
28KNew |
$4.53M - $5.02M
|
28K
$5.54M
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-60- 1.43% |
$9.71K - $10.7K
|
4.13K
$817K
|
|
|
May 15, 2024
Q1 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
5.98KNew |
$967K - $1.07M
|
5.98K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
411+ 5.39% |
$66.5K - $73.6K
|
8.04K
$1.59M
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
182+ 0.55% |
$29.5K - $32.6K
|
33.3K
$6.58M
|
|
|
May 14, 2024
Q1 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-1.5K- 30.81% |
$243K - $269K
|
3.37K
$666K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-550- 9.35% |
$89K - $98.5K
|
5.33K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2.85KNew |
$461K - $510K
|
2.85K
$563K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
73New |
$11.8K - $13.1K
|
73
$14.4K
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-4.65K- 53.22% |
$753K - $833K
|
4.09K
$808K
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-281- 0.81% |
$45.5K - $50.3K
|
34.4K
$6.8M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
SELL
|
- |
-32- 1.12% |
$5.18K - $5.73K
|
2.82K
$557K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.67K+ 1.0% |
$756K - $836K
|
470K
$92.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
73.7K+ 26.73% |
$11.9M - $13.2M
|
349K
$69M
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-42.8K- 77.07% |
$6.92M - $7.66M
|
12.7K
$2.52M
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-22- 1.8% |
$3.56K - $3.94K
|
1.2K
$237K
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-4.89K- 15.08% |
$791K - $875K
|
27.5K
$5.44M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
471+ 588.75% |
$76.2K - $84.4K
|
551
$109K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
185New |
$29.9K - $33.1K
|
185
$36.6K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-724- 10.8% |
$117K - $130K
|
5.98K
$1.18M
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-23K- 73.91% |
$3.73M - $4.13M
|
8.13K
$1.61M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.78KNew |
$288K - $318K
|
1.78K
$352K
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
1.19KNew |
$193K - $213K
|
1.19K
$235K
|
|
|
May 10, 2024
Q1 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-54- 3.65% |
$8.74K - $9.67K
|
1.43K
$282K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
15.6KNew |
$2.52M - $2.79M
|
15.6K
$3.08M
|
|
|
May 10, 2024
Q1 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
1.32KNew |
$213K - $236K
|
1.32K
$261K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2K- 19.57% |
$324K - $358K
|
8.22K
$1.62M
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.7KNew |
$274K - $304K
|
1.7K
$335K
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-207- 14.01% |
$33.5K - $37.1K
|
1.27K
$251K
|
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
BUY
|
- |
1.58KNew |
$255K - $282K
|
1.58K
$312K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-15- 0.64% |
$2.43K - $2.69K
|
2.33K
$461K
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-603- 11.93% |
$97.6K - $108K
|
4.45K
$880K
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-83- 5.1% |
$13.4K - $14.9K
|
1.54K
$305K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-64- 4.6% |
$10.4K - $11.5K
|
1.33K
$263K
|
|
|
May 09, 2024
Q1 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
254KNew |
$41.1M - $45.5M
|
254K
$50.3M
|
|
|
May 09, 2024
Q1 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
355+ 23.14% |
$57.5K - $63.6K
|
1.89K
$373K
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
2.35KNew |
$381K - $421K
|
2.35K
$465K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
154+ 5.3% |
$24.9K - $27.6K
|
3.06K
$605K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-43- 2.08% |
$6.96K - $7.7K
|
2.03K
$401K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
44+ 0.04% |
$7.12K - $7.88K
|
114K
$22.6M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-125- 24.27% |
$20.2K - $22.4K
|
390
$77.1K
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
1.22KNew |
$198K - $219K
|
1.22K
$242K
|