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 |
---|---|---|---|---|---|---|---|
Sep 08, 2022
Q2 2022
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-2.34KClosed |
$330K - $394K
|
0
$0
|
|
Aug 19, 2022
Q2 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
2.2KNew |
$310K - $371K
|
2.2K
$435K
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
212New |
$29.9K - $35.7K
|
212
$41.9K
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-42- 11.97% |
$5.92K - $7.07K
|
309
$61K
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-386Closed |
$54.4K - $65K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-26.4KClosed |
$3.72M - $4.44M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-12.5KClosed |
$1.77M - $2.11M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-21.9K- 89.56% |
$3.09M - $3.69M
|
2.55K
$504K
|
|
Aug 15, 2022
Q2 2022
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
PUT |
-395Closed |
$55.7K - $66.5K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
- |
-27.4KClosed |
$3.86M - $4.61M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-2.72KClosed |
$384K - $458K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
4KNew |
$564K - $674K
|
4K
$790K
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
9.13KNew |
$1.29M - $1.54M
|
9.13K
$1.8M
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-36Closed |
$5.08K - $6.06K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.27KClosed |
$178K - $213K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-2Closed |
$282 - $337
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-8.13KClosed |
$1.15M - $1.37M
|
0
$0
|
|
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
|
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
$29.7M
|
|
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
$2.55M
|
|
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
$362K
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-310- 3.04% |
$43.7K - $52.2K
|
9.89K
$1.95M
|
|
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
$76K
|
|
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
$6.33M
|
|
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
$36.3K
|
|
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
$3.83M
|
|
Aug 01, 2022
Q2 2022
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-1.39KClosed |
$196K - $234K
|
0
$0
|