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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.96KNew |
$449K - $484K
|
2.96K
$590K
|
|
|
Nov 14, 2023
Q3 2023
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-21.3K- 20.73% |
$3.23M - $3.49M
|
81.5K
$16.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
1.63KNew |
$247K - $267K
|
1.63K
$325K
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-65.2K- 90.21% |
$9.9M - $10.7M
|
7.08K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
666New |
$101K - $109K
|
666
$133K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
122New |
$18.5K - $20K
|
122
$24.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
19.2KNew |
$2.92M - $3.14M
|
19.2K
$3.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.71K- 5.1% |
$412K - $444K
|
50.4K
$10.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-186- 5.9% |
$28.2K - $30.4K
|
2.97K
$591K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
344New |
$52.2K - $56.3K
|
344
$68.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-325K- 90.8% |
$49.3M - $53.2M
|
32.9K
$6.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-525- 26.79% |
$79.7K - $85.9K
|
1.44K
$286K
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
SELL
|
- |
-100- 63.29% |
$15.2K - $16.4K
|
58
$11.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
253New |
$38.4K - $41.4K
|
253
$50.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
37.3K+ 1332.13% |
$5.66M - $6.1M
|
40.1K
$7.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-5- 0.09% |
$759 - $818
|
5.63K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.09K- 14.83% |
$166K - $178K
|
6.27K
$1.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1.46KNew |
$222K - $239K
|
1.46K
$291K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-99.4KClosed |
$15.1M - $16.3M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
126New |
$19.1K - $20.6K
|
126
$25.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
459New |
$69.6K - $75.1K
|
459
$91.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.4K+ 92.96% |
$212K - $229K
|
2.91K
$579K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
151+ 0.39% |
$22.9K - $24.7K
|
39.1K
$7.79M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.92KNew |
$444K - $478K
|
2.92K
$583K
|
|
|
Nov 08, 2023
Q3 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-72- 3.65% |
$10.9K - $11.8K
|
1.9K
$379K
|
|
|
Nov 08, 2023
Q3 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
8.87KNew |
$1.35M - $1.45M
|
8.87K
$1.77M
|
|
|
Nov 08, 2023
Q3 2023
|
Appleton Group, LLC
|
BUY
|
- |
264+ 4.3% |
$40.1K - $43.2K
|
6.41K
$1.28M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
1.2K+ 50.36% |
$182K - $197K
|
3.59K
$715K
|
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
37.2KNew |
$5.65M - $6.09M
|
37.2K
$7.42M
|
|
|
Nov 07, 2023
Q3 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-313- 11.91% |
$47.5K - $51.2K
|
2.31K
$461K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-183K- 12.79% |
$27.8M - $30M
|
1.25M
$249M
|
|
|
Nov 06, 2023
Q3 2023
|
Manchester Financial Inc
|
SELL
|
- |
-43- 2.92% |
$6.52K - $7.03K
|
1.43K
$285K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
24New |
$3.64K - $3.93K
|
24
$4.78K
|
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-116- 7.16% |
$17.6K - $19K
|
1.51K
$300K
|
|
|
Nov 03, 2023
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
3.18KNew |
$483K - $520K
|
3.18K
$634K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
10+ 50.0% |
$1.52K - $1.64K
|
30
$5.98K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
100New |
$15.2K - $16.4K
|
100
$19.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
305New |
$46.3K - $49.9K
|
305
$60.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1.33KNew |
$202K - $218K
|
1.33K
$266K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
15.1KNew |
$2.29M - $2.47M
|
15.1K
$3M
|
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
34+ 0.23% |
$5.16K - $5.56K
|
14.6K
$2.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2.06KNew |
$312K - $337K
|
2.06K
$410K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
92New |
$14K - $15K
|
92
$18.3K
|
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
27New |
$4.1K - $4.42K
|
27
$5.38K
|
|
|
Oct 30, 2023
Q3 2023
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-25.7K- 89.78% |
$3.9M - $4.21M
|
2.93K
$584K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
11.1KNew |
$1.69M - $1.82M
|
11.1K
$2.22M
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-2.16K- 29.59% |
$328K - $353K
|
5.14K
$1.02M
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
84New |
$12.7K - $13.7K
|
84
$16.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-915- 1.7% |
$139K - $150K
|
52.9K
$10.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
15.3K+ 159.21% |
$2.33M - $2.51M
|
25K
$4.97M
|