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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.4M- 99.24% |
$256M - $279M
|
10.7K
$2.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-106K- 4.32% |
$19.5M - $21.3M
|
2.36M
$451M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-69.1K- 45.96% |
$12.7M - $13.8M
|
81.2K
$15.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-14.1K- 33.98% |
$2.58M - $2.81M
|
27.3K
$5.23M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-14K- 59.0% |
$2.57M - $2.8M
|
9.74K
$1.87M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-4.77K- 4.18% |
$874K - $953K
|
109K
$20.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4.24K- 6.17% |
$776K - $847K
|
64.5K
$12.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-4.07K- 3.36% |
$745K - $813K
|
117K
$22.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-3.2K- 4.47% |
$585K - $638K
|
68.3K
$13.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-2.58K- 2.93% |
$473K - $516K
|
85.6K
$16.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.13K- 95.26% |
$390K - $425K
|
106
$20.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.06K- 31.88% |
$377K - $411K
|
4.4K
$843K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.91K- 2.75% |
$349K - $381K
|
67.5K
$12.9M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-1.76K- 3.63% |
$322K - $351K
|
46.6K
$8.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.64K- 1.34% |
$301K - $328K
|
121K
$23.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-1.44K- 6.92% |
$264K - $287K
|
19.4K
$3.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.36K- 42.43% |
$250K - $272K
|
1.85K
$354K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-951- 4.41% |
$174K - $190K
|
20.6K
$3.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-944- 9.29% |
$173K - $189K
|
9.21K
$1.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-931- 1.48% |
$171K - $186K
|
62K
$11.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-923- 2.66% |
$169K - $184K
|
33.8K
$6.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-860- 12.49% |
$158K - $172K
|
6.02K
$1.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-840- 0.44% |
$154K - $168K
|
190K
$36.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-832- 5.81% |
$152K - $166K
|
13.5K
$2.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-781- 2.45% |
$143K - $156K
|
31.1K
$5.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-754- 9.49% |
$138K - $151K
|
7.19K
$1.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-741- 8.77% |
$136K - $148K
|
7.71K
$1.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-716- 7.89% |
$131K - $143K
|
8.36K
$1.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-668- 3.28% |
$122K - $133K
|
19.7K
$3.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-650- 29.27% |
$119K - $130K
|
1.57K
$301K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-650- 19.9% |
$119K - $130K
|
2.62K
$501K
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-635- 0.17% |
$116K - $127K
|
366K
$70M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
SELL
|
- |
-609- 2.69% |
$112K - $122K
|
22.1K
$4.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-563- 7.93% |
$103K - $112K
|
6.54K
$1.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-555- 32.78% |
$102K - $111K
|
1.14K
$218K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-519- 11.04% |
$95.1K - $104K
|
4.18K
$801K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-486- 2.78% |
$89K - $97.1K
|
17K
$3.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-471- 4.46% |
$86.3K - $94.1K
|
10.1K
$1.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-470- 4.89% |
$86.1K - $93.9K
|
9.15K
$1.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-433- 7.73% |
$79.3K - $86.5K
|
5.17K
$990K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-381- 1.58% |
$69.8K - $76.1K
|
23.7K
$4.53M
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-371- 13.37% |
$68K - $74.1K
|
2.4K
$460K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-350- 1.62% |
$64.1K - $69.9K
|
21.3K
$4.07M
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-312- 2.86% |
$57.2K - $62.3K
|
10.6K
$2.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-300- 20.91% |
$55K - $59.9K
|
1.14K
$217K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-292- 5.84% |
$53.5K - $58.3K
|
4.71K
$901K
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-273- 0.32% |
$50K - $54.5K
|
84.8K
$16.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-250- 13.1% |
$45.8K - $49.9K
|
1.66K
$317K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-248- 2.64% |
$45.4K - $49.5K
|
9.15K
$1.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-225- 8.71% |
$41.2K - $45K
|
2.36K
$452K
|