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 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-96- 97.96% |
$16.3K - $17.2K
|
2
$410
|
|
|
Aug 06, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
259New |
$43.9K - $46.4K
|
259
$53K
|
|
|
Aug 05, 2024
Q2 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
17.8KNew |
$3.02M - $3.19M
|
17.8K
$3.65M
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.73KNew |
$462K - $489K
|
2.73K
$559K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
5+ 0.24% |
$847 - $895
|
2.12K
$435K
|
|
|
Jul 31, 2024
Q2 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-11- 0.32% |
$1.86K - $1.97K
|
3.44K
$705K
|
|
|
Jul 30, 2024
Q2 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
1.1KNew |
$186K - $197K
|
1.1K
$225K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-13- 0.08% |
$2.2K - $2.33K
|
16.6K
$3.39M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
41New |
$6.95K - $7.34K
|
41
$8.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
185New |
$31.3K - $33.1K
|
185
$37.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-5- 0.34% |
$847 - $895
|
1.49K
$304K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
213New |
$36.1K - $38.1K
|
213
$43.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
41New |
$6.95K - $7.34K
|
41
$8.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-54- 1.3% |
$9.15K - $9.67K
|
4.11K
$841K
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
1.56KNew |
$265K - $280K
|
1.56K
$320K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
3.26KNew |
$552K - $584K
|
3.26K
$668K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
393+ 48.28% |
$66.6K - $70.4K
|
1.21K
$247K
|
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-57- 4.67% |
$9.66K - $10.2K
|
1.16K
$238K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-765- 66.99% |
$130K - $137K
|
377
$77.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-230- 11.98% |
$39K - $41.2K
|
1.69K
$346K
|
|
|
Jul 16, 2024
Q2 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-79- 0.91% |
$13.4K - $14.1K
|
8.6K
$1.76M
|
|
|
Jul 12, 2024
Q2 2024
|
Avondale Wealth Management
|
SELL
|
- |
-626- 43.05% |
$106K - $112K
|
828
$170K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-130K- 97.48% |
$22M - $23.2M
|
3.35K
$686K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
585New |
$99.1K - $105K
|
585
$120K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-65- 2.63% |
$11K - $11.6K
|
2.4K
$492K
|
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
100+ 6.72% |
$16.9K - $17.9K
|
1.59K
$325K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-505- 62.89% |
$85.5K - $90.4K
|
298
$61K
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
1KNew |
$169K - $179K
|
1K
$205K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-100- 0.97% |
$16.9K - $17.9K
|
10.3K
$2.1M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
14+ 28.57% |
$2.37K - $2.51K
|
63
$12.9K
|
|
| Q1 2024 | |||||||
|
May 07, 2025
Q1 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-110- 40.15% |
$17.8K - $19.7K
|
164
$33.6K
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-9.81KClosed |
$1.59M - $1.76M
|
0
$0
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
5.31K+ 277.67% |
$859K - $951K
|
7.22K
$1.48M
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-12.4KClosed |
$2.01M - $2.22M
|
0
$0
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-733- 23.3% |
$119K - $131K
|
2.41K
$494K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
1.9KNew |
$308K - $341K
|
1.9K
$390K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
106New |
$17.2K - $19K
|
106
$21.7K
|
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-9K- 53.83% |
$1.46M - $1.61M
|
7.72K
$1.58M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
89New |
$14.4K - $15.9K
|
89
$18.2K
|
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
3.6KNew |
$583K - $646K
|
3.6K
$738K
|
|
|
May 15, 2024
Q1 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
28KNew |
$4.53M - $5.02M
|
28K
$5.74M
|
|
|
May 15, 2024
Q1 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
5.98KNew |
$967K - $1.07M
|
5.98K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
411+ 5.39% |
$66.5K - $73.6K
|
8.04K
$1.65M
|
|
|
May 14, 2024
Q1 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-1.5K- 30.81% |
$243K - $269K
|
3.37K
$690K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-550- 9.35% |
$89K - $98.5K
|
5.33K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-4.65K- 53.22% |
$753K - $833K
|
4.09K
$837K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.67K+ 1.0% |
$756K - $836K
|
470K
$96.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
73.7K+ 26.73% |
$11.9M - $13.2M
|
349K
$71.5M
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-22- 1.8% |
$3.56K - $3.94K
|
1.2K
$246K
|
|