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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
30New |
$4.71K - $5.04K
|
30
$5.61K
|
|
|
Feb 07, 2022
Q4 2021
|
Freemont Management S.A.
|
SELL
|
- |
-111KClosed |
$17.5M - $18.7M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
585New |
$91.9K - $98.3K
|
585
$109K
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-106Closed |
$16.7K - $17.8K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.22KClosed |
$349K - $373K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-463- 14.29% |
$72.7K - $77.8K
|
2.78K
$520K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-368Closed |
$57.8K - $61.9K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
SELL
|
- |
-63.1KClosed |
$9.91M - $10.6M
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Security National Bank
|
SELL
|
- |
-1.34KClosed |
$211K - $226K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-100Closed |
$15.7K - $16.8K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-43KClosed |
$6.76M - $7.23M
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-445Closed |
$69.9K - $74.8K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-591Closed |
$92.9K - $99.3K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-500Closed |
$78.6K - $84K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-126Closed |
$19.8K - $21.2K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
14.1KNew |
$2.22M - $2.37M
|
14.1K
$2.64M
|
|
|
Jan 20, 2022
Q4 2021
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-1.85KClosed |
$291K - $311K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.36KClosed |
$214K - $228K
|
0
$0
|
|
|
Jan 04, 2022
Q4 2021
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-8Closed |
$1.26K - $1.34K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Mar 11, 2024
Q3 2021
|
Nepc LLC
Boston, MA |
SELL
|
- |
-46.9KClosed |
$7.25M - $7.7M
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-129Closed |
$19.9K - $21.2K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
J.Safra Asset Management Corp
|
SELL
|
- |
-1.3KClosed |
$200K - $212K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Css LLC
Chicago, IL |
SELL
|
CALL |
-102K- 97.78% |
$15.7M - $16.7M
|
2.3K
$430K
|
|
|
Nov 15, 2021
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-656Closed |
$101K - $108K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-353Closed |
$54.6K - $57.9K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
15+ 3.0% |
$2.32K - $2.46K
|
515
$96.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
81New |
$12.5K - $13.3K
|
81
$15.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Cooke & Bieler LP
|
SELL
|
- |
-477KClosed |
$73.8M - $78.3M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-16Closed |
$2.47K - $2.63K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-1.42KClosed |
$220K - $233K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-2.27KClosed |
$351K - $372K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-8.16KClosed |
$1.26M - $1.34M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
23KNew |
$3.56M - $3.78M
|
23K
$4.31M
|
|
|
Nov 10, 2021
Q3 2021
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-4.53KClosed |
$701K - $744K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Minot Capital, LP
Boulder, CO |
SELL
|
- |
-218KClosed |
$33.7M - $35.7M
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Victory Capital Management Inc
|
SELL
|
- |
-4.49K- 54.85% |
$695K - $737K
|
3.7K
$692K
|
|
|
Oct 29, 2021
Q3 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.3KNew |
$356K - $377K
|
2.3K
$430K
|
|
|
Oct 29, 2021
Q3 2021
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
46KNew |
$7.12M - $7.55M
|
46K
$8.62M
|
|
|
Oct 28, 2021
Q3 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-255- 8.26% |
$39.4K - $41.8K
|
2.83K
$530K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
46.9KNew |
$7.25M - $7.69M
|
46.9K
$8.77M
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-842Closed |
$130K - $138K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-1.61KClosed |
$249K - $264K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-6.9KClosed |
$1.07M - $1.13M
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-607Closed |
$93.9K - $99.6K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Iam Advisory, LLC
|
SELL
|
- |
-1.83KClosed |
$282K - $300K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-1.83KClosed |
$282K - $300K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-131KClosed |
$20.2M - $21.5M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 07, 2022
Q2 2021
|
Baker Boyer National Bank
|
SELL
|
- |
-3.32KClosed |
$507K - $539K
|
0
$0
|
|
|
Mar 31, 2022
Q2 2021
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-2.9KClosed |
$443K - $471K
|
0
$0
|
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
4KNew |
$611K - $650K
|
4K
$749K
|
|