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 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-2.38K- 46.97% |
$341K - $394K
|
2.68K
$518K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-102- 5.72% |
$14.7K - $16.9K
|
1.68K
$325K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-1- 0.02% |
$144 - $166
|
4.28K
$827K
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 2.44% |
$144 - $166
|
42
$8.12K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.39KNew |
$199K - $230K
|
1.39K
$268K
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
BUY
|
- |
219+ 3.56% |
$31.5K - $36.3K
|
6.36K
$1.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-537- 78.05% |
$77.2K - $89K
|
151
$29.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
1.72KNew |
$248K - $286K
|
1.72K
$333K
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
1.64KNew |
$235K - $271K
|
1.64K
$316K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-50- 2.99% |
$7.18K - $8.29K
|
1.62K
$313K
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-220- 7.35% |
$31.6K - $36.5K
|
2.77K
$536K
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.25KNew |
$179K - $207K
|
1.25K
$241K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
12K+ 6.65% |
$1.73M - $1.99M
|
193K
$37.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-35.1K- 94.85% |
$5.05M - $5.82M
|
1.91K
$368K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
SELL
|
- |
-263- 16.5% |
$37.8K - $43.6K
|
1.33K
$257K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
1.24KNew |
$178K - $205K
|
1.24K
$240K
|
|
|
Feb 01, 2024
Q4 2023
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
1.91KNew |
$274K - $316K
|
1.91K
$369K
|
|
|
Jan 31, 2024
Q4 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-13- 1.23% |
$1.87K - $2.15K
|
1.05K
$202K
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
255New |
$36.6K - $42.3K
|
255
$49.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-202- 10.14% |
$29K - $33.5K
|
1.79K
$346K
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
14.3KNew |
$2.05M - $2.37M
|
14.3K
$2.76M
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-230- 42.99% |
$33K - $38.1K
|
305
$58.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
71New |
$10.2K - $11.8K
|
71
$13.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 1.79% |
$144 - $166
|
57
$11K
|
|
|
Jan 30, 2024
Q4 2023
|
St. James Investment Company, LLC
|
BUY
|
- |
7.19KNew |
$1.03M - $1.19M
|
7.19K
$1.39M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-94- 2.75% |
$13.5K - $15.6K
|
3.33K
$643K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
647New |
$93K - $107K
|
647
$125K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
29.9K+ 38.55% |
$4.3M - $4.96M
|
108K
$20.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Highview Capital Management LLC
|
SELL
|
- |
-782- 30.05% |
$112K - $130K
|
1.82K
$352K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
28+ 0.46% |
$4.02K - $4.64K
|
6.12K
$1.18M
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.47KNew |
$211K - $243K
|
1.47K
$283K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
27.6KNew |
$3.96M - $4.57M
|
27.6K
$5.33M
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
SELL
|
- |
-157- 49.22% |
$22.6K - $26K
|
162
$31.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
1.76KNew |
$253K - $292K
|
1.76K
$340K
|
|
|
Jan 24, 2024
Q4 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
16New |
$2.3K - $2.65K
|
16
$3.09K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.96KNew |
$425K - $490K
|
2.96K
$571K
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
789+ 51.4% |
$113K - $131K
|
2.32K
$449K
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-2.4K- 57.5% |
$345K - $398K
|
1.77K
$343K
|
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-23.6K- 83.74% |
$3.39M - $3.91M
|
4.59K
$886K
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
13+ 0.7% |
$1.87K - $2.15K
|
1.87K
$362K
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-159- 6.33% |
$22.8K - $26.3K
|
2.35K
$455K
|
|
|
Jan 19, 2024
Q4 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-75- 0.48% |
$10.8K - $12.4K
|
15.6K
$3.02M
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
4New |
$575 - $663
|
4
$773
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
92+ 5.46% |
$13.2K - $15.2K
|
1.78K
$344K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
100New |
$14.4K - $16.6K
|
100
$19.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-170- 8.11% |
$24.4K - $28.2K
|
1.93K
$372K
|
|
|
Jan 12, 2024
Q4 2023
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
2.8K+ 27.42% |
$402K - $464K
|
13K
$2.51M
|
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.3KNew |
$186K - $215K
|
1.3K
$251K
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
3.84KNew |
$552K - $637K
|
3.84K
$742K
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.07K- 28.51% |
$153K - $177K
|
2.68K
$517K
|