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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2020
Q3 2020
|
Arrow Financial Corp
|
SELL
|
- |
-55Closed |
$6.12K - $6.83K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-235Closed |
$26.1K - $29.2K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-2.73KClosed |
$304K - $340K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Avestar Capital, LLC
|
SELL
|
- |
-21.1KClosed |
$2.35M - $2.62M
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-1.13KClosed |
$125K - $140K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-169Closed |
$18.8K - $21K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Center Star Asset Management, LLC
|
SELL
|
CALL |
-3KClosed |
$334K - $373K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
7.1KNew |
$790K - $882K
|
7.1K
$1.37M
|
|
|
Oct 22, 2020
Q3 2020
|
Ballast Advisors LLC
|
SELL
|
- |
-135- 68.88% |
$15K - $16.8K
|
61
$11.8K
|
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-397Closed |
$44.2K - $49.3K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
40+ 0.53% |
$3.78K - $5.01K
|
7.55K
$1.46M
|
|
|
May 10, 2021
Q2 2020
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-895Closed |
$84.6K - $112K
|
0
$0
|
|
|
Aug 18, 2020
Q2 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-707Closed |
$66.8K - $88.5K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-44Closed |
$4.16K - $5.51K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
124New |
$11.7K - $15.5K
|
124
$24K
|
|
|
Aug 13, 2020
Q2 2020
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-2.74KClosed |
$259K - $343K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-8.92KClosed |
$843K - $1.12M
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-117Closed |
$11.1K - $14.6K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
BUY
|
PUT |
46New |
$4.35K - $5.76K
|
46
$8.89K
|
|
|
Aug 07, 2020
Q2 2020
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-5.76KClosed |
$544K - $721K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-47.9KClosed |
$4.53M - $5.99M
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Strategic Investment Management, LLC
|
SELL
|
- |
-39.7KClosed |
$3.75M - $4.97M
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-2.14KClosed |
$202K - $267K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-540Closed |
$51K - $67.6K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
S.A. Mason LLC
|
BUY
|
- |
1.1K+ 621.47% |
$104K - $138K
|
1.28K
$247K
|
|
|
Jul 27, 2020
Q2 2020
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-1.01KClosed |
$95.5K - $126K
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Focused Wealth Management, Inc
|
SELL
|
- |
-10Closed |
$945 - $1.25K
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Parkside Investments, LLC
|
SELL
|
- |
-19.2KClosed |
$1.82M - $2.41M
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Kcs Wealth Advisory
|
SELL
|
- |
-2.01KClosed |
$190K - $252K
|
0
$0
|
|
|
Jul 08, 2020
Q2 2020
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-8.29KClosed |
$783K - $1.04M
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 19, 2020
Q1 2020
|
Tru Independence LLC
|
SELL
|
- |
-1.13KClosed |
$96.1K - $156K
|
0
$0
|
|
|
May 18, 2020
Q1 2020
|
Lake Point Wealth Management
|
SELL
|
- |
-121Closed |
$10.3K - $16.8K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Sanchez Wealth Management Group
|
SELL
|
- |
-75.9KClosed |
$6.47M - $10.5M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-5.01KClosed |
$427K - $694K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1Closed |
$85.2 - $139
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-1.51KClosed |
$128K - $209K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.53KClosed |
$130K - $211K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Simmons Bank
|
SELL
|
- |
-1.93KClosed |
$165K - $268K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Aspire Private Capital, LLC
|
SELL
|
- |
-27- 1.6% |
$2.3K - $3.74K
|
1.66K
$321K
|
|
|
May 14, 2020
Q1 2020
|
Homestead Advisers Corp
|
SELL
|
- |
-94.3KClosed |
$8.03M - $13.1M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Maple Capital Management, Inc.
|
SELL
|
- |
-4.24KClosed |
$361K - $588K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-14.9KClosed |
$1.27M - $2.06M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-440Closed |
$37.5K - $60.9K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Barclays PLC
London, X0 |
SELL
|
PUT |
-300- 23.08% |
$25.6K - $41.6K
|
1K
$193K
|
|
|
May 13, 2020
Q1 2020
|
Brickley Wealth Management
|
SELL
|
- |
-3.3KClosed |
$281K - $457K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-1.89KClosed |
$161K - $261K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-1.7KClosed |
$145K - $236K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
65New |
$5.54K - $9K
|
65
$12.6K
|
|
|
May 12, 2020
Q1 2020
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-1.65KClosed |
$141K - $229K
|
0
$0
|
|