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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-117- 13.3% |
$21.4K - $23K
|
763
$150K
|
|
|
Apr 30, 2025
Q1 2025
|
Hourglass Capital, LLC
|
SELL
|
- |
-116- 9.79% |
$21.2K - $22.8K
|
1.07K
$210K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-116- 4.08% |
$21.2K - $22.8K
|
2.73K
$535K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-111- 4.24% |
$20.3K - $21.8K
|
2.51K
$492K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-110- 1.09% |
$20.1K - $21.6K
|
9.98K
$1.96M
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-107- 2.74% |
$19.6K - $21K
|
3.8K
$746K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-105- 5.73% |
$19.2K - $20.6K
|
1.73K
$339K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-105- 1.45% |
$19.2K - $20.6K
|
7.15K
$1.4M
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
SELL
|
- |
-104- 4.54% |
$19K - $20.4K
|
2.19K
$429K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-104- 0.73% |
$19K - $20.4K
|
14.1K
$2.77M
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-103- 0.31% |
$18.8K - $20.2K
|
33.2K
$6.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-103- 0.65% |
$18.8K - $20.2K
|
15.8K
$3.09M
|
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-102- 6.14% |
$18.6K - $20K
|
1.56K
$306K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-101- 8.19% |
$18.5K - $19.8K
|
1.13K
$222K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-101- 5.41% |
$18.5K - $19.8K
|
1.77K
$346K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-100- 5.95% |
$18.3K - $19.6K
|
1.58K
$310K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-100- 4.12% |
$18.3K - $19.6K
|
2.33K
$457K
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-100- 6.06% |
$18.3K - $19.6K
|
1.55K
$304K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-99- 6.64% |
$18.1K - $19.4K
|
1.39K
$273K
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-98- 0.65% |
$17.9K - $19.2K
|
14.9K
$2.92M
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
SELL
|
- |
-96- 0.46% |
$17.6K - $18.8K
|
20.7K
$4.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-95- 4.34% |
$17.4K - $18.6K
|
2.09K
$411K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-92- 61.33% |
$16.8K - $18.1K
|
58
$11.4K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-89- 2.74% |
$16.3K - $17.5K
|
3.16K
$620K
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-88- 6.09% |
$16.1K - $17.3K
|
1.36K
$266K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-84- 1.32% |
$15.4K - $16.5K
|
6.27K
$1.23M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-83- 1.61% |
$15.2K - $16.3K
|
5.07K
$994K
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-83- 5.68% |
$15.2K - $16.3K
|
1.38K
$270K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-83- 3.05% |
$15.2K - $16.3K
|
2.64K
$517K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-81- 0.48% |
$14.8K - $15.9K
|
16.9K
$3.32M
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-81- 2.6% |
$14.8K - $15.9K
|
3.03K
$594K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-81- 18.84% |
$14.8K - $15.9K
|
349
$68.5K
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-80- 1.25% |
$14.6K - $15.7K
|
6.31K
$1.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-80- 5.34% |
$14.6K - $15.7K
|
1.42K
$278K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-79- 1.81% |
$14.4K - $15.5K
|
4.28K
$839K
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-75- 0.3% |
$13.7K - $14.7K
|
25.3K
$4.97M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-73- 0.99% |
$13.3K - $14.3K
|
7.27K
$1.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-72- 1.95% |
$13.2K - $14.1K
|
3.62K
$710K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-71- 21.91% |
$13K - $13.9K
|
253
$49.6K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-70- 3.46% |
$12.8K - $13.7K
|
1.96K
$384K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-70- 19.72% |
$12.8K - $13.7K
|
285
$55.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-70- 0.56% |
$12.8K - $13.7K
|
12.3K
$2.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-69- 2.4% |
$12.6K - $13.5K
|
2.81K
$551K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-69- 2.92% |
$12.6K - $13.5K
|
2.29K
$449K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-65- 1.92% |
$11.9K - $12.8K
|
3.32K
$651K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-62- 1.6% |
$11.3K - $12.2K
|
3.81K
$747K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-61- 1.11% |
$11.2K - $12K
|
5.43K
$1.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-60- 4.23% |
$11K - $11.8K
|
1.36K
$267K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-60- 4.92% |
$11K - $11.8K
|
1.16K
$227K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-60- 1.02% |
$11K - $11.8K
|
5.83K
$1.14M
|