Latest Institutional Purchases of Ishares Russell 1000 Val ETF (IWD)
This list provides information on the latest institutional transactions involving Ishares Russell 1000 Val ETF (IWD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2020
Q1 2020
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
65New |
$5.54K - $9K
|
65
$12.4K
|
|
| Q4 2019 | |||||||
|
Feb 03, 2020
Q4 2019
|
Mai Capital Management
|
BUY
|
PUT |
300New |
$37.2K - $41K
|
300
$57.4K
|
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
72New |
$8.92K - $9.84K
|
72
$13.8K
|
|
| Q3 2019 | |||||||
|
Oct 31, 2019
Q3 2019
|
Fulcrum Capital LLC
|
BUY
|
- |
1KNew |
$128K - $130K
|
1K
$191K
|
|
| Q1 2019 | |||||||
|
Apr 26, 2019
Q1 2019
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
37.2KNew |
N/A
|
37.2K
$7.13M
|
|
| Q4 2018 | |||||||
|
Feb 11, 2019
Q4 2018
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
247New |
N/A
|
247
$47.3K
|
|
|
Feb 13, 2019
Q4 2018
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
84New |
N/A
|
84
$16.1K
|
|
| Q3 2018 | |||||||
|
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
53.3KNew |
N/A
|
53.3K
$10.2M
|
|
|
Nov 07, 2018
Q3 2018
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
33.9KNew |
N/A
|
33.9K
$6.49M
|
|
| Q2 2018 | |||||||
|
Jul 31, 2018
Q2 2018
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
88.2KNew |
N/A
|
88.2K
$16.9M
|
|
|
Jul 27, 2018
Q2 2018
|
S&Co Inc
Boston, MA |
BUY
|
- |
2.85K+ 129.44% |
N/A
|
5.05K
$967K
|
|
| Q1 2018 | |||||||
|
May 07, 2018
Q1 2018
|
Synovus Financial Corp
Columbus, GA |
BUY
|
PUT |
12.3KNew |
N/A
|
12.3K
$2.36M
|
|
| Q4 2017 | |||||||
|
Jan 31, 2018
Q4 2017
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
2.34KNew |
N/A
|
2.34K
$448K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Old Mission Capital LLC
|
BUY
|
PUT |
14.3KNew |
N/A
|
14.3K
$2.73M
|
|
|
Oct 27, 2017
Q3 2017
|
Bourgeon Capital Management LLC
|
BUY
|
- |
3.53KNew |
N/A
|
3.53K
$676K
|
|
|
Nov 15, 2017
Q3 2017
|
Smith & Howard Wealth Management, LLC
|
BUY
|
PUT |
4New |
N/A
|
4
$766
|
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$191
|
|
| Q4 2016 | |||||||
|
May 09, 2018
Q4 2016
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
6.57KNew |
N/A
|
6.57K
$1.26M
|
|