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 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-869- 36.25% |
$141K - $156K
|
1.53K
$302K
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
5+ 0.36% |
$809 - $896
|
1.41K
$279K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
350+ 16.28% |
$56.6K - $62.7K
|
2.5K
$494K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.32% |
$971 - $1.07K
|
1.86K
$368K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3.3K+ 39.73% |
$534K - $591K
|
11.6K
$2.29M
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-100- 5.97% |
$16.2K - $17.9K
|
1.58K
$311K
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-2.04K- 45.65% |
$330K - $366K
|
2.43K
$480K
|
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-120- 8.96% |
$19.4K - $21.5K
|
1.22K
$241K
|
|
|
Apr 16, 2024
Q1 2024
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
1.17KNew |
$190K - $210K
|
1.17K
$232K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-22- 18.64% |
$3.56K - $3.94K
|
96
$19K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-94- 3.1% |
$15.2K - $16.8K
|
2.94K
$580K
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-34.6K- 99.67% |
$5.6M - $6.2M
|
116
$22.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-176- 10.53% |
$28.5K - $31.5K
|
1.5K
$296K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
41+ 1.03% |
$6.64K - $7.34K
|
4.04K
$798K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-7- 0.35% |
$1.13K - $1.25K
|
2.02K
$398K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.18K- 15.96% |
$191K - $212K
|
6.22K
$1.23M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.17KNew |
$190K - $210K
|
1.17K
$232K
|
|
|
Apr 15, 2024
Q1 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-30- 1.22% |
$4.86K - $5.37K
|
2.42K
$479K
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.81K- 57.5% |
$779K - $862K
|
3.56K
$703K
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-57- 2.3% |
$9.22K - $10.2K
|
2.42K
$478K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-150- 3.8% |
$24.3K - $26.9K
|
3.8K
$752K
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.85KNew |
$299K - $331K
|
1.85K
$365K
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-220- 12.68% |
$35.6K - $39.4K
|
1.52K
$300K
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-2- 0.03% |
$324 - $358
|
6.88K
$1.36M
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-37- 0.46% |
$5.99K - $6.63K
|
8.01K
$1.58M
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-607- 54.83% |
$98.2K - $109K
|
500
$98.9K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-100- 5.62% |
$16.2K - $17.9K
|
1.68K
$332K
|
|
|
Apr 12, 2024
Q1 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-430- 22.58% |
$69.6K - $77K
|
1.47K
$291K
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.63K+ 98.25% |
$264K - $292K
|
3.29K
$651K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-74- 4.9% |
$12K - $13.3K
|
1.44K
$284K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
138KNew |
$22.3M - $24.7M
|
138K
$27.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
218+ 244.94% |
$35.3K - $39K
|
307
$60.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.2KNew |
$194K - $215K
|
1.2K
$237K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
477+ 25.69% |
$77.2K - $85.4K
|
2.33K
$461K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-15- 1.45% |
$2.43K - $2.69K
|
1.02K
$201K
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-90- 1.21% |
$14.6K - $16.1K
|
7.34K
$1.45M
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
SELL
|
- |
-3- 0.05% |
$486 - $537
|
6.65K
$1.31M
|
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-275- 19.6% |
$44.5K - $49.3K
|
1.13K
$223K
|
|
|
Apr 10, 2024
Q1 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
1.16KNew |
$188K - $208K
|
1.16K
$230K
|
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-164- 2.63% |
$26.5K - $29.4K
|
6.08K
$1.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
572+ 29.5% |
$92.6K - $102K
|
2.51K
$496K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-4- 0.28% |
$647 - $716
|
1.4K
$277K
|
|
|
Apr 09, 2024
Q1 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-161- 7.45% |
$26.1K - $28.8K
|
2K
$395K
|
|
|
Apr 09, 2024
Q1 2024
|
Farmers Trust CO
|
BUY
|
- |
510+ 20.73% |
$82.5K - $91.3K
|
2.97K
$587K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
88+ 0.81% |
$14.2K - $15.8K
|
10.9K
$2.16M
|
|
|
Apr 02, 2024
Q1 2024
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
1.81K+ 1.07% |
$293K - $324K
|
172K
$34M
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-14- 14.0% |
$2.27K - $2.51K
|
86
$17K
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.15KNew |
$186K - $205K
|
1.15K
$227K
|
|
| Q4 2023 | |||||||
|
Nov 14, 2024
Q4 2023
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-71- 1.15% |
$10.2K - $11.8K
|
6.12K
$1.21M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
55.1KNew |
$7.92M - $9.13M
|
55.1K
$10.9M
|
|