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 |
|---|---|---|---|---|---|---|---|
|
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 | |||||||
|
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
$13.5K
|
|
|
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
$56.1K
|
|
|
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
|
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
|
|
|
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
$187K
|
|
|
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
|
|