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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-212Closed |
$33.3K - $36.1K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
1.32KNew |
$207K - $224K
|
1.32K
$246K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
642New |
$101K - $109K
|
642
$120K
|
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-57- 74.03% |
$8.96K - $9.72K
|
20
$3.74K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-85Closed |
$13.4K - $14.5K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Narwhal Capital Management
|
SELL
|
- |
-2.97KClosed |
$467K - $506K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
BUY
|
- |
907+ 1333.82% |
$143K - $155K
|
975
$182K
|
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-126Closed |
$19.8K - $21.5K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-3.01KClosed |
$472K - $512K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
200New |
$31.4K - $34.1K
|
200
$37.4K
|
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
SELL
|
- |
-231- 4.12% |
$36.3K - $39.4K
|
5.38K
$1.01M
|
|
|
Apr 14, 2022
Q1 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
579+ 7.52% |
$91K - $98.7K
|
8.28K
$1.55M
|
|
|
Apr 14, 2022
Q1 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-169Closed |
$26.6K - $28.8K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Scharf Investments, LLC
|
SELL
|
- |
-35.1KClosed |
$5.52M - $5.99M
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-6.05KClosed |
$950K - $1.03M
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
75New |
$11.8K - $12.8K
|
75
$14K
|
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
SELL
|
- |
-440- 8.36% |
$69.1K - $75K
|
4.83K
$903K
|
|
| Q4 2021 | |||||||
|
Dec 26, 2024
Q4 2021
|
Cypress Capital, LLC
|
SELL
|
- |
-1.32K- 52.54% |
$208K - $223K
|
1.2K
$224K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-135Closed |
$21.2K - $22.7K
|
0
$0
|
|
|
Apr 15, 2022
Q4 2021
|
Mayport, LLC
|
BUY
|
- |
7.5KNew |
$1.18M - $1.26M
|
7.5K
$1.4M
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
17New |
$2.67K - $2.86K
|
17
$3.18K
|
|
|
Feb 24, 2022
Q4 2021
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
4KNew |
$628K - $672K
|
4K
$749K
|
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
2.28KNew |
$357K - $382K
|
2.28K
$426K
|
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
1.8KNew |
$283K - $303K
|
1.8K
$337K
|
|
|
Feb 18, 2022
Q4 2021
|
Castle Ark Alternatives, LLC
Chicago, IL |
SELL
|
- |
-358KClosed |
$56.2M - $60.2M
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
36New |
$5.66K - $6.05K
|
36
$6.74K
|
|
|
Feb 16, 2022
Q4 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
383New |
$60.2K - $64.4K
|
383
$71.7K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
150New |
$23.6K - $25.2K
|
150
$28.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Planning Center, Inc.
|
BUY
|
- |
1.46KNew |
$230K - $246K
|
1.46K
$274K
|
|
|
Feb 15, 2022
Q4 2021
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-2.95KClosed |
$463K - $495K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
1.84KNew |
$289K - $310K
|
1.84K
$345K
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-88Closed |
$13.8K - $14.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Gunma Bank,Ltd.
|
SELL
|
- |
-18KClosed |
$2.83M - $3.03M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wood Trust Financial Corp
|
SELL
|
- |
-4.18KClosed |
$657K - $703K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
116New |
$18.2K - $19.5K
|
116
$21.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-628Closed |
$98.7K - $106K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Scopus Asset Management, L.P.
New York, NY |
SELL
|
CALL |
-150KClosed |
$23.6M - $25.2M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
New Legacy Group, LLC
|
BUY
|
- |
10.6KNew |
$1.67M - $1.79M
|
10.6K
$1.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-14KClosed |
$2.2M - $2.36M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
200New |
$31.4K - $33.6K
|
200
$37.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.86KNew |
$292K - $312K
|
1.86K
$348K
|
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
4KNew |
$628K - $672K
|
4K
$749K
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
22New |
$3.46K - $3.7K
|
22
$4.12K
|
|
|
Feb 11, 2022
Q4 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-1.79KClosed |
$281K - $301K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-855Closed |
$134K - $144K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.18KNew |
$185K - $198K
|
1.18K
$220K
|
|
|
Feb 10, 2022
Q4 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1.52KNew |
$239K - $256K
|
1.52K
$285K
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
CALL |
300KNew |
$47.1M - $50.4M
|
300K
$56.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Banco Santander, S.A.
|
SELL
|
- |
-1.87KClosed |
$294K - $315K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Easterly Investment Partners LLC
|
BUY
|
PUT |
13KNew |
$2.04M - $2.19M
|
13K
$2.43M
|
|