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 10, 2020
Q2 2020
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-117Closed |
$11.1K - $14.6K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
BUY
|
PUT |
46New |
$4.35K - $5.76K
|
46
$8.41K
|
|
|
Aug 07, 2020
Q2 2020
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-5.76KClosed |
$544K - $721K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-47.9KClosed |
$4.53M - $5.99M
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Strategic Investment Management, LLC
|
SELL
|
- |
-39.7KClosed |
$3.75M - $4.97M
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-2.14KClosed |
$202K - $267K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-540Closed |
$51K - $67.6K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
S.A. Mason LLC
|
BUY
|
- |
1.1K+ 621.47% |
$104K - $138K
|
1.28K
$233K
|
|
|
Jul 27, 2020
Q2 2020
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-1.01KClosed |
$95.5K - $126K
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Focused Wealth Management, Inc
|
SELL
|
- |
-10Closed |
$945 - $1.25K
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Parkside Investments, LLC
|
SELL
|
- |
-19.2KClosed |
$1.82M - $2.41M
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Kcs Wealth Advisory
|
SELL
|
- |
-2.01KClosed |
$190K - $252K
|
0
$0
|
|
|
Jul 08, 2020
Q2 2020
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-8.29KClosed |
$783K - $1.04M
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 19, 2020
Q1 2020
|
Tru Independence LLC
|
SELL
|
- |
-1.13KClosed |
$96.1K - $156K
|
0
$0
|
|
|
May 18, 2020
Q1 2020
|
Lake Point Wealth Management
|
SELL
|
- |
-121Closed |
$10.3K - $16.8K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Sanchez Wealth Management Group
|
SELL
|
- |
-75.9KClosed |
$6.47M - $10.5M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-5.01KClosed |
$427K - $694K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1Closed |
$85.2 - $139
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-1.51KClosed |
$128K - $209K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.53KClosed |
$130K - $211K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Simmons Bank
|
SELL
|
- |
-1.93KClosed |
$165K - $268K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Aspire Private Capital, LLC
|
SELL
|
- |
-27- 1.6% |
$2.3K - $3.74K
|
1.66K
$303K
|
|
|
May 14, 2020
Q1 2020
|
Homestead Advisers Corp
|
SELL
|
- |
-94.3KClosed |
$8.03M - $13.1M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Maple Capital Management, Inc.
|
SELL
|
- |
-4.24KClosed |
$361K - $588K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-14.9KClosed |
$1.27M - $2.06M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-440Closed |
$37.5K - $60.9K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Barclays PLC
London, X0 |
SELL
|
PUT |
-300- 23.08% |
$25.6K - $41.6K
|
1K
$183K
|
|
|
May 13, 2020
Q1 2020
|
Brickley Wealth Management
|
SELL
|
- |
-3.3KClosed |
$281K - $457K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-1.89KClosed |
$161K - $261K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-1.7KClosed |
$145K - $236K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
65New |
$5.54K - $9K
|
65
$11.9K
|
|
|
May 12, 2020
Q1 2020
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-1.65KClosed |
$141K - $229K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Nationwide Asset Management LLC
|
SELL
|
- |
-195KClosed |
$16.6M - $27M
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-6.12KClosed |
$521K - $848K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Stack Financial Management, Inc
|
SELL
|
- |
-294KClosed |
$25M - $40.7M
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-160Closed |
$13.6K - $22.2K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-2.38KClosed |
$202K - $329K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.64KClosed |
$139K - $227K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2.15KClosed |
$183K - $298K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Peoples Bank
|
SELL
|
- |
-1.76KClosed |
$150K - $244K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-795Closed |
$67.7K - $110K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Torray LLC
|
SELL
|
- |
-2.77KClosed |
$236K - $384K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-394Closed |
$33.6K - $54.6K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-21Closed |
$1.79K - $2.91K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Pflug Koory, LLC
|
SELL
|
- |
-169Closed |
$14.4K - $23.4K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Tufton Capital Management
|
SELL
|
- |
-1.63KClosed |
$138K - $225K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Sadoff Investment Management LLC
|
SELL
|
- |
-1.94KClosed |
$165K - $269K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Eukles Asset Management
|
SELL
|
- |
-47Closed |
$4K - $6.51K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-1.5KClosed |
$128K - $208K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Ferguson Shapiro LLC
|
SELL
|
- |
-19.2KClosed |
$1.64M - $2.66M
|
0
$0
|
|