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 21, 2022
Q2 2022
|
Chicago Capital, LLC
|
SELL
|
- |
-1.36KClosed |
$192K - $230K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-24Closed |
$3.38K - $4.04K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-2.9KClosed |
$409K - $489K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-271Closed |
$38.2K - $45.6K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-23Closed |
$3.24K - $3.87K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
2.45KNew |
$345K - $412K
|
2.45K
$488K
|
|
|
Jul 19, 2022
Q2 2022
|
Eidelman Virant Capital
|
BUY
|
- |
21+ 0.89% |
$2.96K - $3.54K
|
2.38K
$474K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
348New |
$49.1K - $58.6K
|
348
$69.4K
|
|
|
Jul 19, 2022
Q2 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.39KNew |
$195K - $233K
|
1.39K
$276K
|
|
|
Jul 18, 2022
Q2 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-2.59KClosed |
$365K - $436K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Capital Advisors Inc
|
SELL
|
- |
-1.99KClosed |
$281K - $335K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
1+ 3.85% |
$141 - $168
|
27
$5.38K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
90+ 3.93% |
$12.7K - $15.2K
|
2.38K
$475K
|
|
|
Jul 13, 2022
Q2 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-1.47KClosed |
$207K - $248K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-1.42KClosed |
$201K - $240K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
54New |
$7.61K - $9.09K
|
54
$10.8K
|
|
|
Jul 12, 2022
Q2 2022
|
Country Trust Bank
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-15.9KClosed |
$2.24M - $2.68M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Resource Consulting Group Inc
|
SELL
|
- |
-2.89KClosed |
$407K - $486K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
562+ 20.08% |
$79.2K - $94.6K
|
3.36K
$670K
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
5.5KNew |
$776K - $927K
|
5.5K
$1.1M
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-878- 31.4% |
$124K - $148K
|
1.92K
$382K
|
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
SELL
|
- |
-43- 0.47% |
$6.06K - $7.24K
|
9.08K
$1.81M
|
|
| Q1 2022 | |||||||
|
Jun 17, 2024
Q1 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.91KNew |
$300K - $325K
|
1.91K
$380K
|
|
|
Sep 20, 2022
Q1 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
2.23KNew |
$350K - $380K
|
2.23K
$444K
|
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-335Closed |
$52.6K - $57.1K
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.06KClosed |
$167K - $181K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-229- 3.69% |
$36K - $39K
|
5.98K
$1.19M
|
|
|
May 16, 2022
Q1 2022
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-154Closed |
$24.2K - $26.3K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-16.6KClosed |
$2.61M - $2.83M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Css LLC
Chicago, IL |
SELL
|
- |
-2.5KClosed |
$393K - $426K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-3KClosed |
$471K - $512K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-12Closed |
$1.89K - $2.05K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-2.05KClosed |
$322K - $349K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-411- 15.84% |
$64.6K - $70.1K
|
2.18K
$435K
|
|
|
May 16, 2022
Q1 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-2.96KClosed |
$465K - $504K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-65.2K- 91.06% |
$10.2M - $11.1M
|
6.4K
$1.28M
|
|
|
May 16, 2022
Q1 2022
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-6.12KClosed |
$962K - $1.04M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-1.47KClosed |
$231K - $251K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-15.1KClosed |
$2.37M - $2.57M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-5.04KClosed |
$791K - $859K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mizuho Bank, Ltd.
Tokyo, M0 |
SELL
|
- |
-1.5MClosed |
$236M - $256M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-1.29KClosed |
$202K - $219K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
SELL
|
- |
-1.3KClosed |
$204K - $222K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-2.47KClosed |
$388K - $421K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.86KClosed |
$292K - $316K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
34.9KNew |
$5.48M - $5.94M
|
34.9K
$6.95M
|
|
|
May 11, 2022
Q1 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.2KClosed |
$189K - $205K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-391Closed |
$61.4K - $66.7K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-168Closed |
$26.4K - $28.6K
|
0
$0
|
|