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 |
|---|---|---|---|---|---|---|---|
|
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
$4.55M
|
|
|
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
$730K
|
|
|
Oct 29, 2021
Q3 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.3KNew |
$356K - $377K
|
2.3K
$454K
|
|
|
Oct 29, 2021
Q3 2021
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
46KNew |
$7.12M - $7.55M
|
46K
$9.09M
|
|
|
Oct 28, 2021
Q3 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-255- 8.26% |
$39.4K - $41.8K
|
2.83K
$559K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
46.9KNew |
$7.25M - $7.69M
|
46.9K
$9.26M
|
|
|
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 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
|
|
| Q2 2021 | |||||||
|
May 05, 2025
Q2 2021
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-1.44K- 34.7% |
$220K - $234K
|
2.71K
$535K
|
|
|
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
$790K
|
|
|
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
$23.6M
|
|
|
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
$24.3K
|
|
|
Aug 12, 2021
Q2 2021
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
154+ 80.21% |
$23.5K - $25K
|
346
$68.3K
|
|
|
Aug 12, 2021
Q2 2021
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
1.5K+ 12.5% |
$229K - $244K
|
13.5K
$2.67M
|
|
|
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
$364K
|
|
|
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
|
|
|
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
$386K
|
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.34K- 58.41% |
$204K - $217K
|
952
$188K
|
|
|
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
$25.9K
|
|
|
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 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
$2.57K
|
|
|
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
$28.4K
|
|
|
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
|
|