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 08, 2022
Q3 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-49K- 33.33% |
$6.66M - $7.9M
|
98K
$19.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-8.17K- 23.02% |
$1.11M - $1.32M
|
27.3K
$5.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-85- 62.5% |
$11.6K - $13.7K
|
51
$10.1K
|
|
|
Nov 04, 2022
Q3 2022
|
Hm Capital Management, LLC
Clayton, MO |
SELL
|
- |
-495- 2.36% |
$67.3K - $79.8K
|
20.5K
$4.06M
|
|
|
Nov 03, 2022
Q3 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
240+ 12.94% |
$32.6K - $38.7K
|
2.1K
$414K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
3.19KNew |
$434K - $514K
|
3.19K
$631K
|
|
|
Nov 01, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
9.77KNew |
$1.33M - $1.57M
|
9.77K
$1.93M
|
|
|
Oct 31, 2022
Q3 2022
|
Evolution Advisers, Inc.
|
SELL
|
- |
-102- 58.96% |
$13.9K - $16.4K
|
71
$14K
|
|
|
Oct 28, 2022
Q3 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
35+ 2.3% |
$4.76K - $5.64K
|
1.56K
$308K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
58+ 0.39% |
$7.89K - $9.35K
|
14.9K
$2.94M
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
310New |
$42.2K - $50K
|
310
$61.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
3+ 0.18% |
$408 - $483
|
1.68K
$332K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.54K+ 87.84% |
$209K - $248K
|
3.29K
$651K
|
|
|
Oct 26, 2022
Q3 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
2.28KNew |
$311K - $368K
|
2.28K
$452K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
982+ 0.45% |
$134K - $158K
|
221K
$43.7M
|
|
|
Oct 25, 2022
Q3 2022
|
Field & Main Bank
|
SELL
|
- |
-26- 6.0% |
$3.54K - $4.19K
|
407
$80.5K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-8.27K- 2.11% |
$1.12M - $1.33M
|
383K
$75.8M
|
|
|
Oct 24, 2022
Q3 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.47KNew |
$200K - $238K
|
1.47K
$291K
|
|
|
Oct 18, 2022
Q3 2022
|
Norway Savings Bank
|
SELL
|
- |
-30- 10.91% |
$4.08K - $4.83K
|
245
$48.4K
|
|
|
Oct 18, 2022
Q3 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
167+ 3.62% |
$22.7K - $26.9K
|
4.78K
$946K
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.57K- 24.57% |
$213K - $252K
|
4.81K
$950K
|
|
|
Oct 13, 2022
Q3 2022
|
Foster Group, Inc.
|
SELL
|
- |
-1.56K- 45.86% |
$212K - $251K
|
1.84K
$363K
|
|
|
Oct 13, 2022
Q3 2022
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-625- 1.6% |
$85K - $101K
|
38.5K
$7.6M
|
|
|
Oct 13, 2022
Q3 2022
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-5.12KClosed |
$697K - $826K
|
0
$0
|
|
|
Oct 05, 2022
Q3 2022
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-87- 5.37% |
$11.8K - $14K
|
1.53K
$303K
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
135New |
$18.4K - $21.8K
|
135
$26.7K
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1+ 1.1% |
$141 - $168
|
92
$18.2K
|
|
|
Oct 04, 2023
Q2 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-1.21KClosed |
$171K - $204K
|
0
$0
|
|
|
Dec 08, 2022
Q2 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-1.78KClosed |
$251K - $300K
|
0
$0
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-176- 3.69% |
$24.8K - $29.6K
|
4.6K
$909K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
8New |
$1.13K - $1.35K
|
8
$1.58K
|
|
|
Sep 08, 2022
Q2 2022
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-2.34KClosed |
$330K - $394K
|
0
$0
|
|
|
Aug 24, 2022
Q2 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-5.35KClosed |
$754K - $901K
|
0
$0
|
|
|
Aug 19, 2022
Q2 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
2.2KNew |
$310K - $371K
|
2.2K
$435K
|
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
212New |
$29.9K - $35.7K
|
212
$41.9K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-42- 11.97% |
$5.92K - $7.07K
|
309
$61.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-386Closed |
$54.4K - $65K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-26.4KClosed |
$3.72M - $4.44M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-12.5KClosed |
$1.77M - $2.11M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-21.9K- 89.56% |
$3.09M - $3.69M
|
2.55K
$505K
|
|
|
Aug 15, 2022
Q2 2022
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
PUT |
-395Closed |
$55.7K - $66.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
- |
-27.4KClosed |
$3.86M - $4.61M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-2.72KClosed |
$384K - $458K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Vulcan Value Partners, LLC
Birmingham, AL |
BUY
|
- |
13.2KNew |
$1.86M - $2.22M
|
13.2K
$2.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
4KNew |
$564K - $674K
|
4K
$791K
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
9.13KNew |
$1.29M - $1.54M
|
9.13K
$1.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-36Closed |
$5.08K - $6.06K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.27KClosed |
$178K - $213K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-2Closed |
$282 - $337
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-8.13KClosed |
$1.15M - $1.37M
|
0
$0
|
|