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 05, 2019
Q3 2019
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-207Closed |
$26.5K - $27K
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Fulcrum Capital LLC
|
BUY
|
- |
1KNew |
$128K - $130K
|
1K
$193K
|
|
|
Oct 29, 2019
Q3 2019
|
Wespac Advisors, LLC
|
SELL
|
- |
-2.7KClosed |
$346K - $352K
|
0
$0
|
|
|
Oct 25, 2019
Q3 2019
|
Reston Wealth Management LLC
|
SELL
|
- |
-1.66KClosed |
$213K - $217K
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
Donald L. Hagan, LLC
|
SELL
|
- |
-2.18KClosed |
$278K - $283K
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-2.1KClosed |
$269K - $274K
|
0
$0
|
|
|
Oct 04, 2019
Q3 2019
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-22Closed |
$2.81K - $2.87K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-5.13KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-23.2KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Muzinich & Co., Inc.
New York, NY |
SELL
|
- |
-1.43KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-127KClosed |
N/A
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.64KClosed |
N/A
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Karp Capital Management Corp
|
SELL
|
- |
-20.3KClosed |
N/A
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-741Closed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-1.8KClosed |
N/A
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-586Closed |
N/A
|
0
$0
|
|
|
Aug 05, 2019
Q2 2019
|
Requisite Capital Management, LLC
|
SELL
|
- |
-12Closed |
N/A
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
First National Corp
|
SELL
|
- |
-451Closed |
N/A
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-1.14KClosed |
N/A
|
0
$0
|
|
|
Jul 25, 2019
Q2 2019
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-12.1KClosed |
N/A
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-3Closed |
N/A
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Wp Advisors, LLC
|
SELL
|
- |
-256Closed |
N/A
|
0
$0
|
|
|
Jul 18, 2019
Q2 2019
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.88KClosed |
N/A
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Kwmg, LLC
|
SELL
|
- |
-387Closed |
N/A
|
0
$0
|
|
|
Jul 09, 2019
Q2 2019
|
Burns J W & CO Inc
|
SELL
|
- |
-1.82KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 17, 2021
Q1 2019
|
Miramar Fiduciary Corp
Reno, NV |
SELL
|
- |
-2.67KClosed |
N/A
|
0
$0
|
|
|
May 16, 2019
Q1 2019
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-11KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-20KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Howard Hughes Medical Institute
Chevy Chase, MD |
SELL
|
- |
-300KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-3.5KClosed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-3.85KClosed |
N/A
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.21KClosed |
N/A
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-161Closed |
N/A
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-4.66KClosed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Thornburg Investment Management Inc
|
SELL
|
- |
-1.08KClosed |
N/A
|
0
$0
|
|
|
May 03, 2019
Q1 2019
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-3.55KClosed |
N/A
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
37.2KNew |
N/A
|
37.2K
$7.19M
|
|
|
Apr 22, 2019
Q1 2019
|
Central Bank & Trust CO
|
SELL
|
- |
-80Closed |
N/A
|
0
$0
|
|
|
Apr 08, 2019
Q1 2019
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-19Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-3.64KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-16.2KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
84New |
N/A
|
84
$16.2K
|
|
|
Feb 13, 2019
Q4 2018
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-24Closed |
N/A
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
247New |
N/A
|
247
$47.7K
|
|
|
Feb 11, 2019
Q4 2018
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-3.2KClosed |
N/A
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-2.46KClosed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Mainstay Capital Management LLC
|
SELL
|
- |
-156Closed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-2.37KClosed |
N/A
|
0
$0
|
|
|
Jan 25, 2019
Q4 2018
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-1.22KClosed |
N/A
|
0
$0
|
|
|
Jan 22, 2019
Q4 2018
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-360- 49.32% |
N/A
|
370
$71.5K
|
|