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 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-100K- 75.38% |
$16.7M - $19.5M
|
32.8K
$6.43M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-42.4K- 1.84% |
$7.07M - $8.23M
|
2.26M
$443M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-26.6K- 9.41% |
$4.44M - $5.17M
|
256K
$50.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-19.6K- 56.25% |
$3.26M - $3.8M
|
15.2K
$2.98M
|
|
|
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
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-12K- 1.72% |
$2M - $2.32M
|
684K
$134M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-11.7K- 20.78% |
$1.95M - $2.28M
|
44.7K
$8.76M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-9.25K- 7.27% |
$1.54M - $1.8M
|
118K
$23.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-9.12K- 70.53% |
$1.52M - $1.77M
|
3.81K
$747K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-7.42K- 8.51% |
$1.24M - $1.44M
|
79.8K
$15.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-7.41K- 2.31% |
$1.24M - $1.44M
|
313K
$61.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-5.07K- 18.71% |
$845K - $984K
|
22K
$4.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.94K- 3.34% |
$658K - $766K
|
114K
$22.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-3.43K- 5.78% |
$572K - $666K
|
56K
$11M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.25K- 5.3% |
$541K - $630K
|
58K
$11.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.39K- 8.81% |
$399K - $465K
|
24.8K
$4.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-2.13K- 5.93% |
$355K - $414K
|
33.8K
$6.63M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.9K- 5.99% |
$316K - $368K
|
29.7K
$5.83M
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-1.79K- 51.9% |
$299K - $348K
|
1.66K
$326K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.78K- 40.27% |
$297K - $346K
|
2.64K
$518K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.71K- 23.6% |
$286K - $333K
|
5.54K
$1.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.59K- 0.65% |
$265K - $309K
|
244K
$47.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.47K- 6.23% |
$245K - $285K
|
22.1K
$4.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-1.41K- 1.39% |
$234K - $273K
|
99.8K
$19.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1.39K- 28.1% |
$233K - $271K
|
3.57K
$700K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.35K- 40.71% |
$225K - $262K
|
1.97K
$385K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-1.33K- 18.6% |
$221K - $257K
|
5.8K
$1.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.27K- 2.4% |
$212K - $247K
|
51.6K
$10.1M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.25K- 30.13% |
$209K - $243K
|
2.9K
$569K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.17K- 3.16% |
$194K - $226K
|
35.7K
$7M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.15K- 13.38% |
$192K - $223K
|
7.44K
$1.46M
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.04K- 12.09% |
$173K - $202K
|
7.55K
$1.48M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.02K- 16.09% |
$170K - $198K
|
5.32K
$1.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-987- 6.42% |
$165K - $192K
|
14.4K
$2.82M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
SELL
|
- |
-983- 1.46% |
$164K - $191K
|
66.5K
$13M
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-922- 16.6% |
$154K - $179K
|
4.63K
$909K
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-823- 44.13% |
$137K - $160K
|
1.04K
$204K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-780- 12.83% |
$130K - $151K
|
5.3K
$1.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-768- 7.16% |
$128K - $149K
|
9.96K
$1.95M
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-757- 2.4% |
$126K - $147K
|
30.8K
$6.05M
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-728- 6.54% |
$121K - $141K
|
10.4K
$2.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-690- 14.11% |
$115K - $134K
|
4.2K
$824K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-629- 7.08% |
$105K - $122K
|
8.25K
$1.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-622- 35.0% |
$104K - $121K
|
1.16K
$227K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-577- 3.51% |
$96.3K - $112K
|
15.9K
$3.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-538- 1.78% |
$89.7K - $104K
|
29.7K
$5.83M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-521- 1.97% |
$86.9K - $101K
|
26K
$5.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-514- 3.47% |
$85.7K - $99.8K
|
14.3K
$2.81M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-506- 1.16% |
$84.4K - $98.3K
|
43K
$8.44M
|