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 04, 2021
Q1 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-70Closed |
$9.44K - $10.7K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Bray Capital Advisors
|
SELL
|
- |
-557Closed |
$75.1K - $85.2K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-74Closed |
$9.98K - $11.3K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-120Closed |
$16.2K - $18.4K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-446Closed |
$60.2K - $68.2K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.99KClosed |
$269K - $305K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Flc Capital Advisors
|
BUY
|
- |
1.56KNew |
$211K - $239K
|
1.56K
$302K
|
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-30Closed |
$4.05K - $4.59K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-418Closed |
$56.4K - $64K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Canton Hathaway, LLC
|
SELL
|
- |
-1.04KClosed |
$141K - $160K
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-504Closed |
$68K - $77.1K
|
0
$0
|
|
|
Apr 06, 2021
Q1 2021
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.05KClosed |
$277K - $314K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-202- 11.02% |
$23.4K - $27.6K
|
1.63K
$315K
|
|
|
Mar 11, 2024
Q4 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
6.49KNew |
$752K - $888K
|
6.49K
$1.25M
|
|
|
Mar 05, 2021
Q4 2020
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-371Closed |
$43K - $50.7K
|
0
$0
|
|
|
Mar 02, 2021
Q4 2020
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
285New |
$33K - $39K
|
285
$55.1K
|
|
|
Feb 16, 2021
Q4 2020
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-681Closed |
$78.9K - $93.1K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-4.7KClosed |
$544K - $643K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
CALL |
664KNew |
$76.9M - $90.7M
|
664K
$128M
|
|
|
Feb 16, 2021
Q4 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-4.88KClosed |
$565K - $667K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-4.74KClosed |
$549K - $649K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
First City Capital Management, Inc.
|
SELL
|
- |
-2KClosed |
$232K - $273K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-3Closed |
$348 - $410
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-7.94KClosed |
$920K - $1.09M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-155KClosed |
$18M - $21.2M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
CALL |
664KNew |
$76.9M - $90.7M
|
664K
$128M
|
|
|
Feb 11, 2021
Q4 2020
|
Annapolis Financial Services, LLC
|
BUY
|
- |
6New |
$695 - $820
|
6
$1.16K
|
|
|
Feb 11, 2021
Q4 2020
|
Independent Advisor Alliance
|
BUY
|
CALL |
5New |
$579 - $684
|
5
$966
|
|
|
Feb 10, 2021
Q4 2020
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-116Closed |
$13.4K - $15.9K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
D.B. Root & Company, LLC
|
SELL
|
- |
-4.51KClosed |
$523K - $617K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-4.97KClosed |
$576K - $680K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-522Closed |
$60.5K - $71.4K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Human Investing LLC
|
SELL
|
- |
-1.23KClosed |
$143K - $168K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
37.7KNew |
$4.37M - $5.16M
|
37.7K
$7.29M
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-557Closed |
$64.5K - $76.2K
|
0
$0
|
|
|
Jan 13, 2021
Q4 2020
|
Baugh & Associates, LLC
|
BUY
|
- |
1.59KNew |
$184K - $217K
|
1.59K
$307K
|
|
|
Jan 13, 2021
Q4 2020
|
Ht Partners LLC
|
BUY
|
- |
2.32KNew |
$269K - $317K
|
2.32K
$449K
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
1.91KNew |
$221K - $261K
|
1.91K
$369K
|
|
|
Jan 11, 2021
Q4 2020
|
Brio Consultants, LLC
|
SELL
|
- |
-1.73KClosed |
$200K - $236K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 30, 2020
Q3 2020
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-6.87KClosed |
$765K - $854K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Gen Trust, LLC
|
SELL
|
- |
-12KClosed |
$1.34M - $1.5M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-9.9KClosed |
$1.1M - $1.23M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-54.5KClosed |
$6.06M - $6.77M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-125KClosed |
$14M - $15.6M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Comprehensive Financial Management LLC
Los Gatos, CA |
SELL
|
- |
-4.37K- 2.03% |
$486K - $542K
|
210K
$40.6M
|
|
|
Nov 12, 2020
Q3 2020
|
Tfc Financial Management
|
BUY
|
- |
983New |
$109K - $122K
|
983
$190K
|
|
|
Nov 12, 2020
Q3 2020
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
CALL |
4.16KNew |
$463K - $517K
|
4.16K
$804K
|
|
|
Nov 12, 2020
Q3 2020
|
Georgetown University
Washington, DC |
SELL
|
- |
-42.8KClosed |
$4.76M - $5.32M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-50- 25.0% |
$5.56K - $6.21K
|
150
$29K
|
|
|
Nov 10, 2020
Q3 2020
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-28KClosed |
$3.12M - $3.48M
|
0
$0
|
|