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 |
|---|---|---|---|---|---|---|---|
|
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
$58.4K
|
|
|
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
$136M
|
|
|
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
|
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
$136M
|
|
|
Feb 11, 2021
Q4 2020
|
Annapolis Financial Services, LLC
|
BUY
|
- |
6New |
$695 - $820
|
6
$1.23K
|
|
|
Feb 11, 2021
Q4 2020
|
Independent Advisor Alliance
|
BUY
|
CALL |
5New |
$579 - $684
|
5
$1.02K
|
|
|
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 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
$7.72M
|
|
|
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
$325K
|
|
|
Jan 13, 2021
Q4 2020
|
Ht Partners LLC
|
BUY
|
- |
2.32KNew |
$269K - $317K
|
2.32K
$476K
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
1.91KNew |
$221K - $261K
|
1.91K
$392K
|
|
| 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
|
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
$43.1M
|
|
|
Nov 12, 2020
Q3 2020
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
CALL |
4.16KNew |
$463K - $517K
|
4.16K
$852K
|
|
|
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
$30.7K
|
|
|
Nov 10, 2020
Q3 2020
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-28KClosed |
$3.12M - $3.48M
|
0
$0
|
|
|
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
|
|
|
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
$1.45M
|
|
|
Oct 22, 2020
Q3 2020
|
Ballast Advisors LLC
|
SELL
|
- |
-135- 68.88% |
$15K - $16.8K
|
61
$12.5K
|
|
|
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
$1.55M
|
|
|
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
$25.4K
|
|
|
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
$9.42K
|
|