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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.58KClosed |
$222K - $266K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.89KClosed |
$266K - $318K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-97KClosed |
$13.7M - $16.3M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-3.65KClosed |
$514K - $614K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-34Closed |
$4.79K - $5.73K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-277- 12.17% |
$39.1K - $46.6K
|
2K
$395K
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-4.85KClosed |
$684K - $817K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-12.2K- 7.51% |
$1.72M - $2.06M
|
151K
$29.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-19KClosed |
$2.68M - $3.2M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-25Closed |
$3.52K - $4.21K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
89New |
$12.5K - $15K
|
89
$17.6K
|
|
|
Aug 10, 2022
Q2 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-2.92KClosed |
$412K - $492K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
6.65K+ 105.89% |
$937K - $1.12M
|
12.9K
$2.56M
|
|
|
Aug 10, 2022
Q2 2022
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
214+ 0.29% |
$30.2K - $36K
|
73.2K
$14.5M
|
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
SELL
|
- |
-159- 7.97% |
$22.4K - $26.8K
|
1.84K
$363K
|
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-310- 3.04% |
$43.7K - $52.2K
|
9.89K
$1.96M
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
99.5K+ 848.91% |
$14M - $16.8M
|
111K
$22M
|
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-19- 8.12% |
$2.68K - $3.2K
|
215
$42.5K
|
|
|
Aug 08, 2022
Q2 2022
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-533- 18.27% |
$75.1K - $89.8K
|
2.38K
$471K
|
|
|
Aug 08, 2022
Q2 2022
|
Financial Services Advisory Inc
|
SELL
|
- |
-3.02KClosed |
$426K - $508K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
4+ 1.05% |
$564 - $674
|
385
$76.1K
|
|
|
Aug 08, 2022
Q2 2022
|
Allen Investment Management LLC
|
SELL
|
- |
-100- 0.65% |
$14.1K - $16.8K
|
15.2K
$3M
|
|
|
Aug 05, 2022
Q2 2022
|
Broadmark Asset Management LLC
|
SELL
|
- |
-295KClosed |
$41.6M - $49.6M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
1.13K+ 3.64% |
$159K - $189K
|
32.1K
$6.34M
|
|
|
Aug 05, 2022
Q2 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-94- 6.31% |
$13.3K - $15.8K
|
1.4K
$276K
|
|
|
Aug 05, 2022
Q2 2022
|
Iowa State Bank
|
SELL
|
- |
-1.23KClosed |
$174K - $207K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-316- 20.18% |
$44.6K - $53.2K
|
1.25K
$247K
|
|
|
Aug 04, 2022
Q2 2022
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-1.6KClosed |
$225K - $269K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
162+ 736.36% |
$22.8K - $27.3K
|
184
$36.4K
|
|
|
Aug 03, 2022
Q2 2022
|
Forward Management, LLC
|
SELL
|
- |
-712KClosed |
$100M - $120M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-6.53KClosed |
$920K - $1.1M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-488- 17.21% |
$68.8K - $82.2K
|
2.35K
$464K
|
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
BUY
|
- |
19.4KNew |
$2.74M - $3.27M
|
19.4K
$3.84M
|
|
|
Aug 01, 2022
Q2 2022
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-1.39KClosed |
$196K - $234K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Beck Bode, LLC
|
BUY
|
- |
6.13KNew |
$864K - $1.03M
|
6.13K
$1.21M
|
|
|
Jul 29, 2022
Q2 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-2.83KClosed |
$398K - $476K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-13.3K- 95.11% |
$1.88M - $2.24M
|
685
$135K
|
|
|
Jul 28, 2022
Q2 2022
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1.89KClosed |
$266K - $318K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-7.75KClosed |
$1.09M - $1.3M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-219Closed |
$30.9K - $36.9K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Wind River Trust CO
|
SELL
|
- |
-10.2K- 3.88% |
$1.44M - $1.72M
|
253K
$50.1M
|
|
|
Jul 26, 2022
Q2 2022
|
Bt Wealth Management LLC
|
SELL
|
- |
-1.93K- 17.06% |
$271K - $324K
|
9.36K
$1.85M
|
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
11.8KNew |
$1.66M - $1.99M
|
11.8K
$2.33M
|
|
|
Jul 26, 2022
Q2 2022
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-332- 16.76% |
$46.8K - $55.9K
|
1.65K
$326K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-18- 0.26% |
$2.54K - $3.03K
|
6.93K
$1.37M
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-1.21KClosed |
$171K - $204K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-679Closed |
$95.7K - $114K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Granite Investment Partners, LLC
|
BUY
|
- |
29New |
$4.09K - $4.88K
|
29
$5.73K
|
|
|
Jul 22, 2022
Q2 2022
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-2.48KClosed |
$349K - $417K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Chicago Capital, LLC
|
SELL
|
- |
-1.36KClosed |
$192K - $230K
|
0
$0
|