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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
87New |
$12.9K - $13.7K
|
87
$16.8K
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-645Closed |
$95.8K - $102K
|
0
$0
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
10New |
$1.49K - $1.58K
|
10
$1.93K
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-5.78K- 70.66% |
$858K - $912K
|
2.4K
$463K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
401New |
$59.6K - $63.3K
|
401
$77.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
BUY
|
- |
131KNew |
$19.5M - $20.7M
|
131K
$25.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-2.65K- 50.23% |
$393K - $417K
|
2.62K
$506K
|
|
|
Aug 14, 2023
Q2 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.73KNew |
$257K - $273K
|
1.73K
$334K
|
|
|
Aug 14, 2023
Q2 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-481- 18.75% |
$71.5K - $75.9K
|
2.09K
$403K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$149 - $158
|
1
$193
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
6+ 0.35% |
$891 - $947
|
1.74K
$336K
|
|
|
Aug 14, 2023
Q2 2023
|
Dodge & Cox
San Francisco, CA |
BUY
|
- |
11K+ 220.0% |
$1.63M - $1.74M
|
16K
$3.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-33- 0.25% |
$4.9K - $5.21K
|
13.3K
$2.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
4New |
$594 - $631
|
4
$773
|
|
|
Aug 14, 2023
Q2 2023
|
Unc Management Company, Inc.
Chapel Hill, NC |
SELL
|
- |
-405K- 37.16% |
$60.1M - $63.9M
|
685K
$132M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
78.4KNew |
$11.6M - $12.4M
|
78.4K
$15.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
323New |
$48K - $51K
|
323
$62.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
810New |
$120K - $128K
|
810
$157K
|
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
301New |
$44.7K - $47.5K
|
301
$58.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
38New |
$5.64K - $6K
|
38
$7.34K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
384New |
$57K - $60.6K
|
384
$74.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-129- 8.03% |
$19.2K - $20.4K
|
1.48K
$285K
|
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-28- 1.9% |
$4.16K - $4.42K
|
1.45K
$279K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
597New |
$88.7K - $94.2K
|
597
$115K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-6.27K- 8.36% |
$931K - $989K
|
68.7K
$13.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-33- 0.5% |
$4.9K - $5.21K
|
6.52K
$1.26M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-21- 0.45% |
$3.12K - $3.31K
|
4.7K
$907K
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-627- 4.94% |
$93.1K - $99K
|
12.1K
$2.33M
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
345+ 15.12% |
$51.2K - $54.5K
|
2.63K
$507K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.23K- 44.6% |
$182K - $193K
|
1.52K
$294K
|
|
|
Aug 07, 2023
Q2 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
495New |
$73.5K - $78.1K
|
495
$95.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-8- 0.27% |
$1.19K - $1.26K
|
2.92K
$564K
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-69- 15.68% |
$10.2K - $10.9K
|
371
$71.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-2- 0.12% |
$297 - $316
|
1.68K
$325K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-600- 28.45% |
$89.1K - $94.7K
|
1.51K
$292K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
978+ 36.92% |
$145K - $154K
|
3.63K
$701K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-391- 5.91% |
$58.1K - $61.7K
|
6.22K
$1.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-25.6K- 1.89% |
$3.81M - $4.04M
|
1.33M
$257M
|
|
|
Jul 31, 2023
Q2 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
20+ 1.37% |
$2.97K - $3.16K
|
1.48K
$286K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
9+ 0.22% |
$1.34K - $1.42K
|
4.1K
$792K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-100- 3.13% |
$14.9K - $15.8K
|
3.1K
$599K
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-141- 19.03% |
$20.9K - $22.3K
|
600
$116K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 0.38% |
$297 - $316
|
529
$102K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
5+ 0.28% |
$743 - $789
|
1.78K
$345K
|
|
|
Jul 24, 2023
Q2 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-70- 0.78% |
$10.4K - $11K
|
8.95K
$1.73M
|
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1.26K- 61.92% |
$187K - $199K
|
775
$150K
|
|
|
Jul 24, 2023
Q2 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-131- 17.49% |
$19.5K - $20.7K
|
618
$119K
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-1.57K- 43.52% |
$234K - $248K
|
2.04K
$394K
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
900+ 9.68% |
$134K - $142K
|
10.2K
$1.97M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
349New |
$51.8K - $55.1K
|
349
$67.4K
|