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, 2023
Q1 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
1.31KNew |
$189K - $211K
|
1.31K
$258K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.33KNew |
$193K - $215K
|
1.33K
$263K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
1.17K+ 1.44% |
$169K - $189K
|
82.2K
$16.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-24- 3.2% |
$3.48K - $3.88K
|
725
$143K
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-34.3K- 71.19% |
$4.98M - $5.54M
|
13.9K
$2.74M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-195- 32.07% |
$28.3K - $31.5K
|
413
$81.7K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
SELL
|
- |
-195- 32.07% |
$28.3K - $31.5K
|
413
$81.7K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
10+ 0.53% |
$1.45K - $1.62K
|
1.89K
$374K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
2.6KNew |
$378K - $420K
|
2.6K
$514K
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
1.84KNew |
$267K - $297K
|
1.84K
$363K
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-20- 10.87% |
$2.9K - $3.23K
|
164
$32.4K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-5.72K- 2.94% |
$831K - $925K
|
189K
$37.4M
|
|
| Q4 2022 | |||||||
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-129Closed |
$17.6K - $20.5K
|
0
$0
|
|
|
May 23, 2024
Q4 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
68+ 3.89% |
$9.3K - $10.8K
|
1.82K
$359K
|
|
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
3.25KNew |
$445K - $517K
|
3.25K
$643K
|
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
586New |
$80.2K - $93.2K
|
586
$116K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.1KNew |
$151K - $176K
|
1.1K
$218K
|
|
|
Apr 18, 2023
Q4 2022
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
4.2KNew |
$574K - $667K
|
4.2K
$830K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
38.1KNew |
$5.22M - $6.06M
|
38.1K
$7.54M
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
121New |
$16.6K - $19.2K
|
121
$23.9K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
147+ 1130.77% |
$20.1K - $23.4K
|
160
$31.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
1.42KNew |
$194K - $226K
|
1.42K
$281K
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
1.44KNew |
$196K - $228K
|
1.44K
$284K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
125New |
$17.1K - $19.9K
|
125
$24.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
7.68K+ 69.82% |
$1.05M - $1.22M
|
18.7K
$3.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
9.73K+ 2780.0% |
$1.33M - $1.55M
|
10.1K
$1.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
33.6K+ 265.61% |
$4.6M - $5.35M
|
46.3K
$9.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
260New |
$35.6K - $41.3K
|
260
$51.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1.4KNew |
$191K - $222K
|
1.4K
$276K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-329- 3.14% |
$45K - $52.3K
|
10.2K
$2.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
28KNew |
$3.83M - $4.45M
|
28K
$5.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
92+ 115.0% |
$12.6K - $14.6K
|
172
$34K
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-255K- 96.85% |
$34.9M - $40.5M
|
8.3K
$1.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
330New |
$45.1K - $52.5K
|
330
$65.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-647K- 99.34% |
$88.4M - $103M
|
4.29K
$849K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
2.07KNew |
$284K - $330K
|
2.07K
$410K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
PUT |
1.6KNew |
$219K - $254K
|
1.6K
$316K
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
1.37KNew |
$187K - $218K
|
1.37K
$271K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
208+ 4.78% |
$28.5K - $33.1K
|
4.56K
$901K
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-240- 12.49% |
$32.8K - $38.2K
|
1.68K
$333K
|
|
|
Feb 13, 2023
Q4 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
341+ 12.36% |
$46.6K - $54.2K
|
3.1K
$613K
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
3.47KNew |
$474K - $551K
|
3.47K
$685K
|
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-45K- 36.56% |
$6.16M - $7.15M
|
78.1K
$15.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.03K+ 100.0% |
$140K - $163K
|
2.05K
$405K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-834- 20.46% |
$114K - $133K
|
3.24K
$641K
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
6.76K+ 55.71% |
$925K - $1.07M
|
18.9K
$3.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
1.42KNew |
$194K - $225K
|
1.42K
$280K
|
|
|
Feb 13, 2023
Q4 2022
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
2.69K+ 38.04% |
$368K - $428K
|
9.77K
$1.93M
|
|
|
Feb 13, 2023
Q4 2022
|
Rex Capital Advisors, LLC
Providence, RI |
BUY
|
- |
1.35KNew |
$184K - $214K
|
1.35K
$266K
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-5- 0.31% |
$684 - $795
|
1.59K
$314K
|
|