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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.14K- 47.62% |
$209K - $228K
|
1.26K
$248K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-923- 2.66% |
$169K - $184K
|
33.8K
$6.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-918- 38.12% |
$168K - $183K
|
1.49K
$294K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-910- 34.67% |
$167K - $182K
|
1.72K
$339K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-891- 8.5% |
$163K - $178K
|
9.59K
$1.89M
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-799- 2.42% |
$146K - $160K
|
32.3K
$6.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-661- 23.35% |
$121K - $132K
|
2.17K
$429K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-656- 33.28% |
$120K - $131K
|
1.32K
$260K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-652- 12.77% |
$119K - $130K
|
4.45K
$879K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-650- 29.27% |
$119K - $130K
|
1.57K
$310K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-584- 16.5% |
$107K - $117K
|
2.96K
$584K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-563- 7.93% |
$103K - $112K
|
6.54K
$1.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-511- 3.98% |
$93.6K - $102K
|
12.3K
$2.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-500- 78.62% |
$91.6K - $99.9K
|
136
$26.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-396- 61.88% |
$72.6K - $79.1K
|
244
$48.2K
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-312- 2.86% |
$57.2K - $62.3K
|
10.6K
$2.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-301- 0.78% |
$55.2K - $60.1K
|
38.4K
$7.59M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-292- 5.84% |
$53.5K - $58.3K
|
4.71K
$929K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-262- 13.68% |
$48K - $52.3K
|
1.65K
$326K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-250- 13.1% |
$45.8K - $49.9K
|
1.66K
$327K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-241- 4.16% |
$44.2K - $48.1K
|
5.55K
$1.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-220- 9.86% |
$40.3K - $44K
|
2.01K
$397K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-211- 1.42% |
$38.7K - $42.2K
|
14.6K
$2.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-210- 10.19% |
$38.5K - $42K
|
1.85K
$365K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-197- 5.96% |
$36.1K - $39.4K
|
3.11K
$614K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-197- 13.0% |
$36.1K - $39.4K
|
1.32K
$260K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-190Closed |
$34.8K - $38K
|
0
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-189- 3.26% |
$34.6K - $37.8K
|
5.61K
$1.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-177- 4.22% |
$32.4K - $35.4K
|
4.02K
$794K
|
|
|
Feb 05, 2025
Q4 2024
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-153- 10.58% |
$28K - $30.6K
|
1.29K
$255K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-153- 48.26% |
$28K - $30.6K
|
164
$32.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-136- 5.83% |
$24.9K - $27.2K
|
2.2K
$434K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-134- 7.91% |
$24.6K - $26.8K
|
1.56K
$308K
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-100- 4.3% |
$18.3K - $20K
|
2.23K
$439K
|
|
|
Jan 23, 2025
Q4 2024
|
Brown Financial Advisory
|
SELL
|
- |
-90- 1.73% |
$16.5K - $18K
|
5.12K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-73- 1.55% |
$13.4K - $14.6K
|
4.64K
$915K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-56- 65.12% |
$10.3K - $11.2K
|
30
$5.93K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-55- 1.65% |
$10.1K - $11K
|
3.28K
$647K
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-53- 0.67% |
$9.71K - $10.6K
|
7.8K
$1.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-51- 4.2% |
$9.34K - $10.2K
|
1.16K
$230K
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-50- 2.55% |
$9.16K - $9.99K
|
1.91K
$378K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-46- 13.07% |
$8.43K - $9.19K
|
306
$60.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-44- 10.43% |
$8.06K - $8.79K
|
378
$74.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-43- 1.96% |
$7.88K - $8.59K
|
2.15K
$424K
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-38- 2.09% |
$6.96K - $7.59K
|
1.78K
$351K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-37- 6.51% |
$6.78K - $7.39K
|
531
$105K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-37- 2.07% |
$6.78K - $7.39K
|
1.75K
$346K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-34- 0.21% |
$6.23K - $6.79K
|
16.2K
$3.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-34- 57.63% |
$6.23K - $6.79K
|
25
$4.94K
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-32- 1.05% |
$5.86K - $6.39K
|
3.02K
$597K
|