Latest Institutional Purchases of Ishares Russell 1000 Val ETF (IWD)
This list provides information on the latest institutional transactions involving Ishares Russell 1000 Val ETF (IWD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
150New |
$23.6K - $25.2K
|
150
$29K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
116New |
$18.2K - $19.5K
|
116
$22.5K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
36New |
$5.66K - $6.05K
|
36
$6.97K
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
30New |
$4.71K - $5.04K
|
30
$5.81K
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
22New |
$3.46K - $3.7K
|
22
$4.26K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
17New |
$2.67K - $2.86K
|
17
$3.29K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
46.9KNew |
$7.25M - $7.69M
|
46.9K
$9.07M
|
|
|
Oct 29, 2021
Q3 2021
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
46KNew |
$7.12M - $7.55M
|
46K
$8.91M
|
|
|
Nov 10, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
23KNew |
$3.56M - $3.78M
|
23K
$4.45M
|
|
|
Oct 29, 2021
Q3 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.3KNew |
$356K - $377K
|
2.3K
$445K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
81New |
$12.5K - $13.3K
|
81
$15.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
15+ 3.0% |
$2.32K - $2.46K
|
515
$99.7K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
120KNew |
$18.3M - $19.4M
|
120K
$23.1M
|
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
4KNew |
$611K - $650K
|
4K
$774K
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
1.95KNew |
$299K - $317K
|
1.95K
$378K
|
|
|
Aug 12, 2021
Q2 2021
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
1.5K+ 12.5% |
$229K - $244K
|
13.5K
$2.61M
|
|
|
Aug 12, 2021
Q2 2021
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
154+ 80.21% |
$23.5K - $25K
|
346
$67K
|
|
|
Jul 20, 2021
Q2 2021
|
Emfo, LLC
|
BUY
|
- |
131New |
$20K - $21.3K
|
131
$25.4K
|
|
|
Aug 13, 2021
Q2 2021
|
Tanaka Capital Management Inc
New York, NY |
BUY
|
- |
123New |
$18.8K - $20K
|
123
$23.8K
|
|
| Q1 2021 | |||||||
|
May 20, 2021
Q1 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.95KNew |
$263K - $298K
|
1.95K
$377K
|
|
|
Apr 23, 2021
Q1 2021
|
Flc Capital Advisors
|
BUY
|
- |
1.56KNew |
$211K - $239K
|
1.56K
$303K
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
144New |
$19.4K - $22K
|
144
$27.9K
|
|
|
May 17, 2021
Q1 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
13New |
$1.75K - $1.99K
|
13
$2.52K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
CALL |
664KNew |
$76.9M - $90.7M
|
664K
$128M
|
|
|
Feb 12, 2021
Q4 2020
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
CALL |
664KNew |
$76.9M - $90.7M
|
664K
$128M
|
|
|
Feb 03, 2021
Q4 2020
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
37.7KNew |
$4.37M - $5.16M
|
37.7K
$7.3M
|
|
|
Mar 11, 2024
Q4 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
6.49KNew |
$752K - $888K
|
6.49K
$1.26M
|
|
|
Jan 13, 2021
Q4 2020
|
Ht Partners LLC
|
BUY
|
- |
2.32KNew |
$269K - $317K
|
2.32K
$449K
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
1.91KNew |
$221K - $261K
|
1.91K
$370K
|
|
|
Jan 13, 2021
Q4 2020
|
Baugh & Associates, LLC
|
BUY
|
- |
1.59KNew |
$184K - $217K
|
1.59K
$308K
|
|
|
Mar 02, 2021
Q4 2020
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
285New |
$33K - $39K
|
285
$55.2K
|
|
|
Feb 11, 2021
Q4 2020
|
Annapolis Financial Services, LLC
|
BUY
|
- |
6New |
$695 - $820
|
6
$1.16K
|
|
|
Feb 11, 2021
Q4 2020
|
Independent Advisor Alliance
|
BUY
|
CALL |
5New |
$579 - $684
|
5
$968
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
7.1KNew |
$790K - $882K
|
7.1K
$1.37M
|
|
|
Nov 12, 2020
Q3 2020
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
CALL |
4.16KNew |
$463K - $517K
|
4.16K
$805K
|
|
|
Nov 12, 2020
Q3 2020
|
Tfc Financial Management
|
BUY
|
- |
983New |
$109K - $122K
|
983
$190K
|
|
| Q2 2020 | |||||||
|
Jul 27, 2020
Q2 2020
|
S.A. Mason LLC
|
BUY
|
- |
1.1K+ 621.47% |
$104K - $138K
|
1.28K
$247K
|
|
|
Aug 14, 2020
Q2 2020
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
124New |
$11.7K - $15.5K
|
124
$24K
|
|
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
BUY
|
PUT |
46New |
$4.35K - $5.76K
|
46
$8.9K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
40+ 0.53% |
$3.78K - $5.01K
|
7.55K
$1.46M
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
65New |
$5.54K - $9K
|
65
$12.6K
|
|
| Q4 2019 | |||||||
|
Feb 03, 2020
Q4 2019
|
Mai Capital Management
|
BUY
|
PUT |
300New |
$37.2K - $41K
|
300
$58.1K
|
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
72New |
$8.92K - $9.84K
|
72
$13.9K
|
|
| Q3 2019 | |||||||
|
Oct 31, 2019
Q3 2019
|
Fulcrum Capital LLC
|
BUY
|
- |
1KNew |
$128K - $130K
|
1K
$194K
|
|
| Q1 2019 | |||||||
|
Apr 26, 2019
Q1 2019
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
37.2KNew |
N/A
|
37.2K
$7.2M
|
|
| Q4 2018 | |||||||
|
Feb 11, 2019
Q4 2018
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
247New |
N/A
|
247
$47.8K
|
|
|
Feb 13, 2019
Q4 2018
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
84New |
N/A
|
84
$16.3K
|
|
| Q3 2018 | |||||||
|
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
53.3KNew |
N/A
|
53.3K
$10.3M
|
|
|
Nov 07, 2018
Q3 2018
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
33.9KNew |
N/A
|
33.9K
$6.56M
|
|
| Q2 2018 | |||||||
|
Jul 31, 2018
Q2 2018
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
88.2KNew |
N/A
|
88.2K
$17.1M
|
|