Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
SELL
|
- |
-976K- 99.47% |
$163M - $190M
|
5.22K
$1.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-639K- 62.91% |
$107M - $124M
|
377K
$73.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-494K- 19.52% |
$82.5M - $96M
|
2.04M
$399M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-311K- 32.69% |
$51.8M - $60.3M
|
640K
$125M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-254K- 94.53% |
$42.3M - $49.3M
|
14.7K
$2.87M
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-251K- 80.91% |
$41.8M - $48.7M
|
59.1K
$11.6M
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-240K- 25.63% |
$40M - $46.6M
|
695K
$136M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-234K- 8.83% |
$39M - $45.4M
|
2.41M
$472M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-189K- 82.25% |
$31.4M - $36.6M
|
40.7K
$7.96M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-147K- 82.2% |
$24.5M - $28.5M
|
31.8K
$6.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-146K- 1.84% |
$24.4M - $28.4M
|
7.81M
$1.53B
|
|
|
Aug 05, 2025
Q2 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-130K- 57.24% |
$21.7M - $25.2M
|
97.1K
$19M
|
|
|
Aug 08, 2025
Q2 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-130K- 10.5% |
$21.7M - $25.2M
|
1.11M
$217M
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-125K- 86.9% |
$20.8M - $24.3M
|
18.8K
$3.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-113K- 42.9% |
$18.9M - $22M
|
151K
$29.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-100K- 75.38% |
$16.7M - $19.5M
|
32.8K
$6.41M
|
|
|
Aug 07, 2025
Q2 2025
|
Boston Partners
Boston, MA |
SELL
|
- |
-94.7K- 51.06% |
$15.8M - $18.4M
|
90.8K
$17.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-93K- 4.45% |
$15.5M - $18.1M
|
2M
$391M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-81K- 80.47% |
$13.5M - $15.7M
|
19.7K
$3.84M
|
|
|
Aug 01, 2025
Q2 2025
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-75.6K- 42.7% |
$12.6M - $14.7M
|
101K
$19.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-70.1K- 32.03% |
$11.7M - $13.6M
|
149K
$29.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-62.3K- 81.73% |
$10.4M - $12.1M
|
13.9K
$2.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-59.1K- 22.0% |
$9.86M - $11.5M
|
210K
$41M
|
|
|
Jul 31, 2025
Q2 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-51.9K- 2.91% |
$8.65M - $10.1M
|
1.73M
$339M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-50.8K- 65.71% |
$8.47M - $9.86M
|
26.5K
$5.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-43.6K- 66.45% |
$7.27M - $8.47M
|
22K
$4.31M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-42.4K- 1.84% |
$7.07M - $8.23M
|
2.26M
$442M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-41.7K- 46.27% |
$6.95M - $8.09M
|
48.4K
$9.47M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-39.8K- 3.37% |
$6.64M - $7.74M
|
1.14M
$223M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-38.3K- 85.18% |
$6.38M - $7.43M
|
6.66K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-37K- 84.67% |
$6.17M - $7.19M
|
6.7K
$1.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-36K- 64.2% |
$6M - $6.98M
|
20.1K
$3.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-33K- 80.97% |
$5.5M - $6.4M
|
7.74K
$1.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-30.8K- 9.64% |
$5.14M - $5.99M
|
289K
$56.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-30.5K- 20.11% |
$5.09M - $5.93M
|
121K
$23.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-26.6K- 9.41% |
$4.44M - $5.17M
|
256K
$50.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-24K- 35.04% |
$4M - $4.66M
|
44.5K
$8.71M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-21.7K- 1.82% |
$3.62M - $4.21M
|
1.17M
$229M
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
SELL
|
- |
-20.4K- 74.14% |
$3.41M - $3.97M
|
7.13K
$1.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-19.7K- 64.41% |
$3.29M - $3.83M
|
10.9K
$2.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-19.6K- 56.25% |
$3.26M - $3.8M
|
15.2K
$2.98M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-17.4K- 4.53% |
$2.91M - $3.38M
|
367K
$71.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
SELL
|
- |
-17.1K- 45.46% |
$2.84M - $3.31M
|
20.5K
$4M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.2K- 3.49% |
$2.7M - $3.14M
|
447K
$87.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-13.5K- 13.55% |
$2.25M - $2.62M
|
85.9K
$16.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-13.3K- 50.63% |
$2.22M - $2.58M
|
13K
$2.54M
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-12.5K- 53.66% |
$2.08M - $2.42M
|
10.8K
$2.11M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12.4K- 10.29% |
$2.07M - $2.41M
|
108K
$21.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-12.1K- 80.46% |
$2.02M - $2.35M
|
2.94K
$574K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-12K- 1.72% |
$2M - $2.32M
|
684K
$134M
|