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 11, 2020
Q1 2020
|
Nationwide Asset Management LLC
|
SELL
|
- |
-195KClosed |
$16.6M - $27M
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-6.12KClosed |
$521K - $848K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Stack Financial Management, Inc
|
SELL
|
- |
-294KClosed |
$25M - $40.7M
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-160Closed |
$13.6K - $22.2K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-2.38KClosed |
$202K - $329K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.64KClosed |
$139K - $227K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2.15KClosed |
$183K - $298K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Peoples Bank
|
SELL
|
- |
-1.76KClosed |
$150K - $244K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-795Closed |
$67.7K - $110K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Torray LLC
|
SELL
|
- |
-2.77KClosed |
$236K - $384K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-394Closed |
$33.6K - $54.6K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-21Closed |
$1.79K - $2.91K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Pflug Koory, LLC
|
SELL
|
- |
-169Closed |
$14.4K - $23.4K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Tufton Capital Management
|
SELL
|
- |
-1.63KClosed |
$138K - $225K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Sadoff Investment Management LLC
|
SELL
|
- |
-1.94KClosed |
$165K - $269K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Eukles Asset Management
|
SELL
|
- |
-47Closed |
$4K - $6.51K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-1.5KClosed |
$128K - $208K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Ferguson Shapiro LLC
|
SELL
|
- |
-19.2KClosed |
$1.64M - $2.66M
|
0
$0
|
|
|
Apr 15, 2020
Q1 2020
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.65KClosed |
$140K - $228K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-4.04KClosed |
$344K - $560K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Dec 21, 2023
Q4 2019
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-274- 44.48% |
$33.9K - $37.4K
|
342
$66.1K
|
|
|
Feb 18, 2020
Q4 2019
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-539KClosed |
$66.7M - $73.6M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-5.63KClosed |
$697K - $769K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Weil Company, Inc.
|
SELL
|
- |
-452Closed |
$56K - $61.8K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-485Closed |
$60.1K - $66.3K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-6.81KClosed |
$844K - $931K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.96KClosed |
$243K - $268K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-12Closed |
$1.49K - $1.64K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
72New |
$8.92K - $9.84K
|
72
$13.9K
|
|
|
Feb 06, 2020
Q4 2019
|
Gam Holding Ag
|
SELL
|
- |
-80.5KClosed |
$9.97M - $11M
|
0
$0
|
|
|
Feb 03, 2020
Q4 2019
|
Mai Capital Management
|
BUY
|
PUT |
300New |
$37.2K - $41K
|
300
$58K
|
|
|
Jan 31, 2020
Q4 2019
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.64KClosed |
$203K - $224K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Pictet North America Advisors Sa
|
SELL
|
- |
-5.2KClosed |
$644K - $711K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-408Closed |
$50.5K - $55.8K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-508Closed |
$62.9K - $69.4K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-277Closed |
$34.3K - $37.9K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Strategic Capital Advisers, Inc.
|
SELL
|
- |
-115Closed |
$14.2K - $15.7K
|
0
$0
|
|
|
Jan 24, 2020
Q4 2019
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-3.91KClosed |
$485K - $535K
|
0
$0
|
|
|
Jan 10, 2020
Q4 2019
|
Manning & Napier Group, LLC
|
SELL
|
- |
-47.1KClosed |
$5.84M - $6.44M
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 18, 2019
Q3 2019
|
Alaska Permanent Capital Management
|
SELL
|
- |
-399Closed |
$51K - $52K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Wolverine Asset Management LLC
|
SELL
|
- |
-23.5KClosed |
$3M - $3.06M
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-4.03KClosed |
$515K - $524K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-2.01KClosed |
$257K - $262K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
PUT |
-1.06KClosed |
$136K - $138K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Barings LLC
|
SELL
|
- |
-47.8KClosed |
$6.11M - $6.23M
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1.4KClosed |
$179K - $183K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-305Closed |
$39K - $39.7K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Capital Advantage, Inc.
|
SELL
|
- |
-1.91KClosed |
$244K - $249K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-529KClosed |
$67.7M - $68.9M
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-1.85KClosed |
$236K - $240K
|
0
$0
|
|