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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-12.8KClosed |
$1.95M - $2.07M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-6.44KClosed |
$984K - $1.05M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-269Closed |
$41.1K - $43.7K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
120KNew |
$18.3M - $19.4M
|
120K
$22.4M
|
|
|
Aug 16, 2021
Q2 2021
|
Lee Capital Holdings LLC
New York, NY |
SELL
|
- |
-1.79KClosed |
$274K - $291K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Tanaka Capital Management Inc
New York, NY |
BUY
|
- |
123New |
$18.8K - $20K
|
123
$23K
|
|
|
Aug 12, 2021
Q2 2021
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
154+ 80.21% |
$23.5K - $25K
|
346
$64.8K
|
|
|
Aug 12, 2021
Q2 2021
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
1.5K+ 12.5% |
$229K - $244K
|
13.5K
$2.53M
|
|
|
Aug 11, 2021
Q2 2021
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-22.9KClosed |
$3.5M - $3.72M
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-12.6KClosed |
$1.93M - $2.05M
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-85- 4.41% |
$13K - $13.8K
|
1.84K
$345K
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-964Closed |
$147K - $157K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-985Closed |
$151K - $160K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Kingfisher Capital LLC
|
SELL
|
- |
-2.15KClosed |
$328K - $349K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
High Mark Wealth Management LLC
|
SELL
|
- |
-30Closed |
$4.59K - $4.87K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Fusion Family Wealth LLC
|
SELL
|
- |
-370Closed |
$56.6K - $60.1K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Family Capital Trust CO
|
SELL
|
- |
-950Closed |
$145K - $154K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
1.95KNew |
$299K - $317K
|
1.95K
$366K
|
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.34K- 58.41% |
$204K - $217K
|
952
$178K
|
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-424Closed |
$64.8K - $68.9K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Emfo, LLC
|
BUY
|
- |
131New |
$20K - $21.3K
|
131
$24.5K
|
|
|
Jul 20, 2021
Q2 2021
|
Latitude Advisors, LLC
|
SELL
|
- |
-33.9KClosed |
$5.18M - $5.51M
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-6.99KClosed |
$1.07M - $1.13M
|
0
$0
|
|
| Q1 2021 | |||||||
|
Sep 08, 2021
Q1 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-55Closed |
$7.42K - $8.42K
|
0
$0
|
|
|
May 20, 2021
Q1 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.95KNew |
$263K - $298K
|
1.95K
$365K
|
|
|
May 17, 2021
Q1 2021
|
Asset Planning Corporation
|
SELL
|
- |
-788Closed |
$106K - $121K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-949Closed |
$128K - $145K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
13New |
$1.75K - $1.99K
|
13
$2.43K
|
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-428Closed |
$57.7K - $65.5K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sageworth Trust CO
|
SELL
|
- |
-1.05KClosed |
$141K - $160K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
144New |
$19.4K - $22K
|
144
$26.9K
|
|
|
May 13, 2021
Q1 2021
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-2.13KClosed |
$287K - $325K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Fiduciary Management Inc
Milwaukee, WI |
SELL
|
- |
-1.52KClosed |
$204K - $232K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-120Closed |
$16.2K - $18.4K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-509Closed |
$68.7K - $77.9K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-14.3KClosed |
$1.93M - $2.19M
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-9.63KClosed |
$1.3M - $1.47M
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-25Closed |
$3.37K - $3.83K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-70Closed |
$9.44K - $10.7K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Bray Capital Advisors
|
SELL
|
- |
-557Closed |
$75.1K - $85.2K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-74Closed |
$9.98K - $11.3K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-120Closed |
$16.2K - $18.4K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-446Closed |
$60.2K - $68.2K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.99KClosed |
$269K - $305K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Flc Capital Advisors
|
BUY
|
- |
1.56KNew |
$211K - $239K
|
1.56K
$293K
|
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-30Closed |
$4.05K - $4.59K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-418Closed |
$56.4K - $64K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Canton Hathaway, LLC
|
SELL
|
- |
-1.04KClosed |
$141K - $160K
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-504Closed |
$68K - $77.1K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-202- 11.02% |
$23.4K - $27.6K
|
1.63K
$305K
|
|