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 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-12- 0.24% |
$2.19K - $2.35K
|
5K
$980K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-12- 1.22% |
$2.19K - $2.35K
|
971
$190K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-11- 0.24% |
$2.01K - $2.16K
|
4.57K
$896K
|
|
|
May 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
SELL
|
- |
-11- 0.15% |
$2.01K - $2.16K
|
7.13K
$1.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-11- 0.25% |
$2.01K - $2.16K
|
4.31K
$844K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-10- 0.54% |
$1.83K - $1.96K
|
1.83K
$360K
|
|
|
May 15, 2025
Q1 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-10- 0.45% |
$1.83K - $1.96K
|
2.2K
$432K
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-10- 5.81% |
$1.83K - $1.96K
|
162
$31.8K
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-10- 0.14% |
$1.83K - $1.96K
|
7.29K
$1.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-10- 0.09% |
$1.83K - $1.96K
|
10.9K
$2.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-10- 0.45% |
$1.83K - $1.96K
|
2.22K
$435K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-10- 0.78% |
$1.83K - $1.96K
|
1.27K
$249K
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-7- 1.05% |
$1.28K - $1.37K
|
659
$129K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-7- 0.46% |
$1.28K - $1.37K
|
1.51K
$297K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-7- 0.36% |
$1.28K - $1.37K
|
1.92K
$376K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-6- 0.01% |
$1.1K - $1.18K
|
41.9K
$8.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-6- 0.34% |
$1.1K - $1.18K
|
1.78K
$350K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-5- 0.08% |
$914 - $981
|
5.97K
$1.17M
|
|
|
May 07, 2025
Q1 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-5- 0.03% |
$914 - $981
|
14.4K
$2.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-5- 0.41% |
$914 - $981
|
1.21K
$238K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-4- 0.28% |
$731 - $785
|
1.4K
$275K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4- 0.1% |
$731 - $785
|
3.94K
$772K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-3- 0.25% |
$548 - $589
|
1.18K
$231K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-3- 0.08% |
$548 - $589
|
3.61K
$708K
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-2- 0.13% |
$366 - $392
|
1.58K
$311K
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-2- 0.06% |
$366 - $392
|
3.52K
$690K
|
|
|
Apr 30, 2025
Q1 2025
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-1- 0.01% |
$183 - $196
|
14.5K
$2.84M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-1- 0.05% |
$183 - $196
|
1.88K
$368K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-50K- 41.67% |
$9.16M - $9.99M
|
70K
$13.7M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-48K- 10.38% |
$8.8M - $9.6M
|
415K
$81.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-45K- 97.61% |
$8.25M - $8.99M
|
1.1K
$216K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-39.3K- 37.77% |
$7.21M - $7.86M
|
64.8K
$12.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-34.4K- 93.07% |
$6.3M - $6.86M
|
2.56K
$502K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-21.5K- 5.52% |
$3.93M - $4.29M
|
367K
$72M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-20.6K- 51.06% |
$3.77M - $4.11M
|
19.7K
$3.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-20.1K- 98.34% |
$3.68M - $4.02M
|
340
$66.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-12.5K- 62.52% |
$2.28M - $2.49M
|
7.47K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-9.59K- 33.49% |
$1.76M - $1.92M
|
19.1K
$3.74M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-5.84K- 7.92% |
$1.07M - $1.17M
|
67.9K
$13.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-4.23K- 77.71% |
$774K - $844K
|
1.21K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-2.43K- 13.24% |
$446K - $486K
|
15.9K
$3.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-2.41K- 18.51% |
$442K - $482K
|
10.6K
$2.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-2.32K- 56.25% |
$426K - $464K
|
1.81K
$354K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.13K- 95.26% |
$390K - $425K
|
106
$20.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.35K- 29.42% |
$247K - $269K
|
3.23K
$634K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.16K- 49.68% |
$212K - $231K
|
1.17K
$230K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.14K- 47.62% |
$209K - $228K
|
1.26K
$246K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-923- 2.66% |
$169K - $184K
|
33.8K
$6.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-918- 38.12% |
$168K - $183K
|
1.49K
$292K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-910- 34.67% |
$167K - $182K
|
1.72K
$336K
|
|