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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-204- 1.48% |
$37.3K - $40K
|
13.6K
$2.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-201- 1.5% |
$36.7K - $39.4K
|
13.2K
$2.59M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-198- 1.99% |
$36.2K - $38.8K
|
9.75K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-189- 4.13% |
$34.6K - $37.1K
|
4.38K
$860K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-185- 0.46% |
$33.8K - $36.3K
|
39.9K
$7.82M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-181- 6.85% |
$33.1K - $35.5K
|
2.46K
$483K
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-180- 6.07% |
$32.9K - $35.3K
|
2.79K
$547K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-179- 0.7% |
$32.7K - $35.1K
|
25.4K
$4.98M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-175- 8.69% |
$32K - $34.3K
|
1.84K
$361K
|
|
|
Jul 08, 2025
Q1 2025
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-171- 9.32% |
$31.3K - $33.6K
|
1.66K
$326K
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-171- 3.66% |
$31.3K - $33.6K
|
4.5K
$882K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-171- 0.59% |
$31.3K - $33.6K
|
28.9K
$5.67M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-170- 0.85% |
$31.1K - $33.4K
|
19.9K
$3.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-170- 10.72% |
$31.1K - $33.4K
|
1.42K
$278K
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-165- 1.87% |
$30.2K - $32.4K
|
8.68K
$1.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-163- 1.53% |
$29.8K - $32K
|
10.5K
$2.06M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-160- 44.32% |
$29.3K - $31.4K
|
201
$39.4K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-159- 2.02% |
$29.1K - $31.2K
|
7.72K
$1.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-159- 4.65% |
$29.1K - $31.2K
|
3.26K
$640K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-158- 0.49% |
$28.9K - $31K
|
31.8K
$6.25M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-157- 6.47% |
$28.7K - $30.8K
|
2.27K
$445K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-156- 1.17% |
$28.5K - $30.6K
|
13.2K
$2.59M
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-155- 8.18% |
$28.3K - $30.4K
|
1.74K
$341K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-153- 3.5% |
$28K - $30K
|
4.22K
$828K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-148- 1.91% |
$27.1K - $29K
|
7.58K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-145- 8.63% |
$26.5K - $28.5K
|
1.54K
$301K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-144- 4.44% |
$26.3K - $28.3K
|
3.1K
$608K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-144- 8.6% |
$26.3K - $28.3K
|
1.53K
$300K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-143- 2.31% |
$26.1K - $28.1K
|
6.05K
$1.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-141- 1.34% |
$25.8K - $27.7K
|
10.4K
$2.04M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-140- 1.3% |
$25.6K - $27.5K
|
10.6K
$2.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-140- 32.04% |
$25.6K - $27.5K
|
297
$58.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-138- 0.68% |
$25.2K - $27.1K
|
20.3K
$3.98M
|
|
|
May 07, 2025
Q1 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
SELL
|
- |
-135- 7.26% |
$24.7K - $26.5K
|
1.73K
$338K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-134- 82.21% |
$24.5K - $26.3K
|
29
$5.69K
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-134- 2.17% |
$24.5K - $26.3K
|
6.05K
$1.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-134- 9.01% |
$24.5K - $26.3K
|
1.35K
$265K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-133- 8.85% |
$24.3K - $26.1K
|
1.37K
$269K
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-133- 1.31% |
$24.3K - $26.1K
|
10K
$1.97M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-131- 51.78% |
$23.9K - $25.7K
|
122
$23.9K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-131- 6.33% |
$23.9K - $25.7K
|
1.94K
$380K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-128- 4.04% |
$23.4K - $25.1K
|
3.04K
$597K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-127- 47.57% |
$23.2K - $24.9K
|
140
$27.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-127- 2.19% |
$23.2K - $24.9K
|
5.68K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-125- 4.33% |
$22.9K - $24.5K
|
2.76K
$541K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-124- 6.19% |
$22.7K - $24.3K
|
1.88K
$369K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-124- 0.65% |
$22.7K - $24.3K
|
18.9K
$3.71M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-120- 0.41% |
$21.9K - $23.5K
|
29.1K
$5.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-118- 4.2% |
$21.6K - $23.2K
|
2.69K
$528K
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-117- 1.13% |
$21.4K - $23K
|
10.2K
$2.01M
|