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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-724- 10.8% |
$117K - $130K
|
5.98K
$1.23M
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-23K- 73.91% |
$3.73M - $4.13M
|
8.13K
$1.67M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.78KNew |
$288K - $318K
|
1.78K
$364K
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
1.19KNew |
$193K - $213K
|
1.19K
$244K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
15.6KNew |
$2.52M - $2.79M
|
15.6K
$3.19M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2K- 19.57% |
$324K - $358K
|
8.22K
$1.68M
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-207- 14.01% |
$33.5K - $37.1K
|
1.27K
$260K
|
|
|
May 09, 2024
Q1 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
355+ 23.14% |
$57.5K - $63.6K
|
1.89K
$387K
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
2.35KNew |
$381K - $421K
|
2.35K
$482K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
154+ 5.3% |
$24.9K - $27.6K
|
3.06K
$626K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-43- 2.08% |
$6.96K - $7.7K
|
2.03K
$416K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
44+ 0.04% |
$7.12K - $7.88K
|
114K
$23.4M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-125- 24.27% |
$20.2K - $22.4K
|
390
$79.9K
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
1.22KNew |
$198K - $219K
|
1.22K
$250K
|
|
|
May 06, 2024
Q1 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-1.89K- 61.31% |
$306K - $338K
|
1.19K
$244K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
29.7KNew |
$4.8M - $5.32M
|
29.7K
$6.08M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-22.8K- 93.37% |
$3.69M - $4.09M
|
1.62K
$332K
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
1.62KNew |
$262K - $290K
|
1.62K
$332K
|
|
|
May 06, 2024
Q1 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
1.26KNew |
$204K - $226K
|
1.26K
$259K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
1.87KNew |
$302K - $335K
|
1.87K
$383K
|
|
|
May 03, 2024
Q1 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
1.17KNew |
$189K - $209K
|
1.17K
$239K
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
1.24KNew |
$201K - $223K
|
1.24K
$255K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
22.1KNew |
$3.57M - $3.95M
|
22.1K
$4.52M
|
|
|
May 02, 2024
Q1 2024
|
Hardy Reed LLC
|
SELL
|
- |
-1.5K- 4.81% |
$243K - $269K
|
29.7K
$6.08M
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-401- 22.31% |
$64.9K - $71.8K
|
1.4K
$286K
|
|
|
May 02, 2024
Q1 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-568- 27.67% |
$91.9K - $102K
|
1.49K
$304K
|
|
|
May 01, 2024
Q1 2024
|
Vantagepoint Investment Advisers LLC
|
SELL
|
- |
-94K- 88.43% |
$15.2M - $16.8M
|
12.3K
$2.52M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.08K+ 1.06% |
$175K - $194K
|
103K
$21.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-2.76K- 0.63% |
$446K - $494K
|
437K
$89.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
6.38KNew |
$1.03M - $1.14M
|
6.38K
$1.31M
|
|
|
Apr 30, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-1.4K- 50.0% |
$226K - $250K
|
1.4K
$286K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-341- 17.78% |
$55.2K - $61.1K
|
1.58K
$323K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-23.8K- 94.13% |
$3.85M - $4.26M
|
1.48K
$303K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
89New |
$14.4K - $15.9K
|
89
$18.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-653- 0.51% |
$106K - $117K
|
127K
$26.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.6K- 16.8% |
$259K - $286K
|
7.92K
$1.62M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.82KNew |
$295K - $326K
|
1.82K
$373K
|
|
|
Apr 22, 2024
Q1 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
1.97KNew |
$319K - $353K
|
1.97K
$403K
|
|
|
Apr 22, 2024
Q1 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-420- 22.79% |
$68K - $75.2K
|
1.42K
$291K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
3K+ 1500.0% |
$486K - $537K
|
3.2K
$655K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-42.9K- 97.72% |
$6.94M - $7.68M
|
1K
$205K
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-869- 36.25% |
$141K - $156K
|
1.53K
$313K
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
5+ 0.36% |
$809 - $896
|
1.41K
$289K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.32% |
$971 - $1.07K
|
1.86K
$381K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-22- 18.64% |
$3.56K - $3.94K
|
96
$19.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-94- 3.1% |
$15.2K - $16.8K
|
2.94K
$601K
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-34.6K- 99.67% |
$5.6M - $6.2M
|
116
$23.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
41+ 1.03% |
$6.64K - $7.34K
|
4.04K
$827K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-150- 3.8% |
$24.3K - $26.9K
|
3.8K
$779K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-607- 54.83% |
$98.2K - $109K
|
500
$102K
|
|