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 |
|---|---|---|---|---|---|---|---|
|
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 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
$7.9M
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-132- 9.0% |
$19.2K - $21.3K
|
1.34K
$264K
|
|
|
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
$454K
|
|
|
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
$1.55M
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.97KNew |
$285K - $317K
|
1.97K
$388K
|
|
|
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
$96K
|
|
|
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
$401K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
6.31K+ 152.23% |
$916K - $1.02M
|
10.5K
$2.06M
|
|
|
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
|
|
|
Apr 27, 2023
Q1 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-1.13K- 9.92% |
$164K - $182K
|
10.2K
$2.02M
|
|
|
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
$8.89K
|
|
|
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
$466K
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-300- 13.39% |
$43.6K - $48.5K
|
1.94K
$383K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-926- 23.04% |
$134K - $150K
|
3.09K
$611K
|
|
|
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
$262K
|
|
|
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
$81.6K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
SELL
|
- |
-195- 32.07% |
$28.3K - $31.5K
|
413
$81.6K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
10+ 0.53% |
$1.45K - $1.62K
|
1.89K
$373K
|
|
|
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
$37.3M
|
|
| 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
|
|