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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-856K- 1.7% |
$148M - $162M
|
49.4M
$9.16B
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-705K- 2.17% |
$122M - $134M
|
31.9M
$5.91B
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-560K- 3.55% |
$97.1M - $106M
|
15.2M
$2.82B
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-436K- 4.83% |
$75.5M - $82.7M
|
8.58M
$1.59B
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-413K- 99.45% |
$71.5M - $78.3M
|
2.27K
$421K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-363K- 3.74% |
$62.9M - $68.9M
|
9.34M
$1.73B
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-268K- 46.47% |
$46.5M - $50.9M
|
309K
$57.3M
|
|
|
Nov 27, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-190K- 30.79% |
$33M - $36.1M
|
428K
$79.4M
|
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-175K- 91.93% |
$30.4M - $33.3M
|
15.4K
$2.86M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-155K- 25.3% |
$26.9M - $29.5M
|
459K
$85.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-140K- 49.94% |
$24.3M - $26.6M
|
140K
$26.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-113K- 11.45% |
$19.5M - $21.4M
|
872K
$162M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-103K- 54.75% |
$17.9M - $19.6M
|
85.5K
$15.9M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-98.8K- 2.71% |
$17.1M - $18.7M
|
3.55M
$658M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-91.2K- 18.92% |
$15.8M - $17.3M
|
391K
$72.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-86K- 77.32% |
$14.9M - $16.3M
|
25.2K
$4.68M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-83.1K- 82.64% |
$14.4M - $15.8M
|
17.5K
$3.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-81.4K- 4.14% |
$14.1M - $15.5M
|
1.88M
$349M
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-81K- 26.55% |
$14M - $15.4M
|
224K
$41.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-65.1K- 2.87% |
$11.3M - $12.4M
|
2.2M
$409M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-58.2K- 2.76% |
$10.1M - $11.1M
|
2.05M
$381M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-56.3K- 20.51% |
$9.76M - $10.7M
|
218K
$40.5M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-52.2K- 33.37% |
$9.04M - $9.9M
|
104K
$19.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-48.1K- 59.97% |
$8.34M - $9.13M
|
32.1K
$5.96M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-47.7K- 77.05% |
$8.27M - $9.06M
|
14.2K
$2.64M
|
|
|
Nov 07, 2024
Q3 2024
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-43.7K- 28.01% |
$7.58M - $8.29M
|
112K
$20.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-37.3K- 3.6% |
$6.47M - $7.09M
|
1M
$186M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-37K- 4.14% |
$6.41M - $7.02M
|
857K
$159M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-35.4K- 1.99% |
$6.14M - $6.72M
|
1.74M
$324M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-33.4K- 95.95% |
$5.78M - $6.33M
|
1.41K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-27.9K- 1.38% |
$4.84M - $5.3M
|
1.99M
$370M
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-26.6K- 29.55% |
$4.61M - $5.05M
|
63.4K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-26K- 14.14% |
$4.51M - $4.94M
|
158K
$29.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-26K- 76.57% |
$4.51M - $4.94M
|
7.96K
$1.48M
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-23.6K- 88.02% |
$4.09M - $4.47M
|
3.21K
$596K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-23.2K- 64.38% |
$4.03M - $4.41M
|
12.9K
$2.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-22.7K- 86.66% |
$3.93M - $4.3M
|
3.49K
$647K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-20.4K- 89.76% |
$3.54M - $3.87M
|
2.33K
$432K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-20K- 1.78% |
$3.47M - $3.8M
|
1.1M
$205M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-19.6K- 5.21% |
$3.39M - $3.71M
|
356K
$66.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-18.4K- 5.39% |
$3.2M - $3.5M
|
324K
$60.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-16.9KClosed |
$2.93M - $3.21M
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-16.7K- 41.89% |
$2.9M - $3.18M
|
23.2K
$4.31M
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-16.7K- 16.43% |
$2.89M - $3.16M
|
84.7K
$15.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-16.4K- 10.39% |
$2.84M - $3.11M
|
141K
$26.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-16K- 92.91% |
$2.78M - $3.04M
|
1.22K
$227K
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-15.6K- 11.88% |
$2.71M - $2.97M
|
116K
$21.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-15.3K- 27.08% |
$2.65M - $2.9M
|
41.1K
$7.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-15.1K- 1.21% |
$2.62M - $2.87M
|
1.23M
$228M
|
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-14.3K- 78.73% |
$2.48M - $2.71M
|
3.86K
$717K
|