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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
29.5KNew |
$4.03M - $4.68M
|
29.5K
$5.82M
|
|
|
Jan 31, 2023
Q4 2022
|
Core Alternative Capital
|
SELL
|
- |
-185- 49.33% |
$25.3K - $29.4K
|
190
$37.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
929New |
$127K - $148K
|
929
$183K
|
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-39- 82.98% |
$5.33K - $6.2K
|
8
$1.58K
|
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
1.23KNew |
$169K - $196K
|
1.23K
$244K
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.65KNew |
$225K - $262K
|
1.65K
$325K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
32New |
$4.38K - $5.09K
|
32
$6.32K
|
|
|
Jan 30, 2023
Q4 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
2.51KNew |
$343K - $399K
|
2.51K
$496K
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
1.67KNew |
$229K - $266K
|
1.67K
$330K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-29- 14.87% |
$3.97K - $4.61K
|
166
$32.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Nkcfo LLC
|
BUY
|
- |
1.15KNew |
$157K - $183K
|
1.15K
$227K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
73New |
$9.98K - $11.6K
|
73
$14.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
46+ 50.0% |
$6.29K - $7.31K
|
138
$27.3K
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
3+ 0.07% |
$410 - $477
|
4.46K
$881K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-94- 2.11% |
$12.9K - $14.9K
|
4.37K
$862K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
7.62KNew |
$1.04M - $1.21M
|
7.62K
$1.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.88KNew |
$257K - $299K
|
1.88K
$371K
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
18.7KNew |
$2.56M - $2.98M
|
18.7K
$3.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
13.3K+ 550.33% |
$1.82M - $2.11M
|
15.7K
$3.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
1.83KNew |
$251K - $291K
|
1.83K
$362K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
4+ 21.05% |
$547 - $636
|
23
$4.54K
|
|
|
Jan 19, 2023
Q4 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
1K+ 56.82% |
$137K - $159K
|
2.76K
$545K
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.4KNew |
$192K - $223K
|
1.4K
$277K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
5New |
$684 - $795
|
5
$988
|
|
|
Jan 17, 2023
Q4 2022
|
Lathrop Investment Management Corp
|
BUY
|
- |
1.47KNew |
$201K - $233K
|
1.47K
$290K
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-537- 6.64% |
$73.5K - $85.4K
|
7.55K
$1.49M
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
6.02KNew |
$823K - $957K
|
6.02K
$1.19M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
292New |
$39.9K - $46.4K
|
292
$57.7K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-250- 18.8% |
$34.2K - $39.7K
|
1.08K
$213K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-390- 88.84% |
$53.3K - $62K
|
49
$9.68K
|
|
|
Jan 12, 2023
Q4 2022
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
82K+ 249.6% |
$11.2M - $13M
|
115K
$22.7M
|
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1.34KNew |
$183K - $212K
|
1.34K
$264K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-343- 8.56% |
$46.9K - $54.5K
|
3.66K
$724K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
26New |
$3.56K - $4.13K
|
26
$5.14K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
396New |
$54.2K - $63K
|
396
$78.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Vigilare Wealth Management
|
BUY
|
- |
378+ 21.38% |
$51.7K - $60.1K
|
2.15K
$424K
|
|
|
Jan 10, 2023
Q4 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1.31K- 38.1% |
$179K - $208K
|
2.13K
$420K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
296New |
$40.5K - $47.1K
|
296
$58.5K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-19- 3.1% |
$2.58K - $3.06K
|
594
$117K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
1.73K+ 3.83% |
$236K - $279K
|
46.9K
$9.27M
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-6.19K- 64.56% |
$841K - $997K
|
3.4K
$671K
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-670Closed |
$91.1K - $108K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.64K- 7.17% |
$222K - $263K
|
21.2K
$4.18M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
256+ 16.21% |
$34.8K - $41.3K
|
1.84K
$362K
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
100New |
$13.6K - $16.1K
|
100
$19.8K
|
|
|
Nov 15, 2022
Q3 2022
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
2.59KNew |
$352K - $418K
|
2.59K
$512K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-248- 3.19% |
$33.7K - $40K
|
7.53K
$1.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
339+ 2.81% |
$46.1K - $54.6K
|
12.4K
$2.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
403+ 9.51% |
$54.8K - $64.9K
|
4.64K
$916K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-368Closed |
$50K - $59.3K
|
0
$0
|
|