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 |
|---|---|---|---|---|---|---|---|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-198- 2.35% |
$29.4K - $31.3K
|
8.24K
$1.63M
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
BUY
|
- |
1.78KNew |
$264K - $281K
|
1.78K
$352K
|
|
| Q1 2023 | |||||||
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-105- 30.88% |
$15.2K - $17K
|
235
$46.5K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
SELL
|
- |
-171- 1.26% |
$24.8K - $27.6K
|
13.4K
$2.65M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-895- 97.92% |
$130K - $145K
|
19
$3.76K
|
|
|
May 15, 2023
Q1 2023
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
4.08K+ 17.1% |
$592K - $658K
|
27.9K
$5.52M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
44New |
$6.39K - $7.11K
|
44
$8.7K
|
|
|
May 15, 2023
Q1 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-57- 1.4% |
$8.28K - $9.21K
|
4.02K
$795K
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
5.7KNew |
$828K - $921K
|
5.7K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-2.1K- 64.81% |
$304K - $339K
|
1.14K
$225K
|
|
|
May 15, 2023
Q1 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
199+ 1.45% |
$28.9K - $32.2K
|
14K
$2.76M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-93- 5.57% |
$13.5K - $15K
|
1.58K
$312K
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
34New |
$4.94K - $5.49K
|
34
$6.72K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-8.59K- 27.58% |
$1.25M - $1.39M
|
22.6K
$4.46M
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1+ 7.69% |
$145 - $162
|
14
$2.77K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
10K+ 33.33% |
$1.45M - $1.62M
|
40K
$7.91M
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-132- 9.0% |
$19.2K - $21.3K
|
1.34K
$264K
|
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
18.1K+ 54.03% |
$2.63M - $2.92M
|
51.6K
$10.2M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.65K- 10.24% |
$240K - $267K
|
14.5K
$2.86M
|
|
|
May 11, 2023
Q1 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
1.39KNew |
$202K - $224K
|
1.39K
$274K
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.3KNew |
$334K - $372K
|
2.3K
$455K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-690- 37.95% |
$100K - $111K
|
1.13K
$223K
|
|
|
May 11, 2023
Q1 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-850- 22.08% |
$123K - $137K
|
3K
$593K
|
|
|
May 10, 2023
Q1 2023
|
Tiff Advisory Services Inc
|
BUY
|
- |
19.4K+ 59.8% |
$2.82M - $3.14M
|
51.9K
$10.3M
|
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
BUY
|
- |
7.06K+ 3.45% |
$1.02M - $1.14M
|
212K
$41.9M
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-37.3K- 82.56% |
$5.41M - $6.02M
|
7.87K
$1.56M
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.97KNew |
$285K - $317K
|
1.97K
$389K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
1.61KNew |
$234K - $261K
|
1.61K
$319K
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-673- 28.74% |
$97.7K - $109K
|
1.67K
$330K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
162New |
$23.5K - $26.2K
|
162
$32K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.11MNew |
$161M - $179M
|
1.11M
$219M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
117+ 31.71% |
$17K - $18.9K
|
486
$96.1K
|
|
|
May 08, 2023
Q1 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-590KClosed |
$85.7M - $95.3M
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
6+ 0.3% |
$871 - $969
|
2.03K
$402K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
6.31K+ 152.23% |
$916K - $1.02M
|
10.5K
$2.07M
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
7.33K+ 10180.56% |
$1.06M - $1.18M
|
7.4K
$1.46M
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-403- 20.58% |
$58.5K - $65.1K
|
1.56K
$307K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
7.4KNew |
$1.07M - $1.2M
|
7.4K
$1.46M
|
|
|
May 02, 2023
Q1 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-26.6K- 21.18% |
$3.86M - $4.3M
|
99K
$19.6M
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
125+ 7.0% |
$18.2K - $20.2K
|
1.91K
$378K
|
|
|
Apr 28, 2023
Q1 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
202+ 14.91% |
$29.3K - $32.6K
|
1.56K
$308K
|
|
|
Apr 27, 2023
Q1 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-1.13K- 9.92% |
$164K - $182K
|
10.2K
$2.03M
|
|
|
Apr 27, 2023
Q1 2023
|
Regis Management CO LLC
|
BUY
|
- |
3.23K+ 131.76% |
$469K - $522K
|
5.69K
$1.12M
|
|
|
Apr 26, 2023
Q1 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-61.1K- 85.73% |
$8.88M - $9.88M
|
10.2K
$2.01M
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-718- 94.1% |
$104K - $116K
|
45
$8.9K
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-170- 4.28% |
$24.7K - $27.5K
|
3.8K
$751K
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
260+ 12.38% |
$37.8K - $42K
|
2.36K
$467K
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-300- 13.39% |
$43.6K - $48.5K
|
1.94K
$384K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-926- 23.04% |
$134K - $150K
|
3.09K
$612K
|
|
|
Apr 19, 2023
Q1 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-875- 5.56% |
$127K - $141K
|
14.8K
$2.94M
|
|