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 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-401- 22.31% |
$64.9K - $71.8K
|
1.4K
$259K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-358- 10.55% |
$57.9K - $64.1K
|
3.04K
$563K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-341- 17.78% |
$55.2K - $61.1K
|
1.58K
$293K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-300- 14.34% |
$48.6K - $53.7K
|
1.79K
$332K
|
|
|
May 15, 2024
Q1 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-288- 20.14% |
$46.6K - $51.6K
|
1.14K
$212K
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-281- 0.81% |
$45.5K - $50.3K
|
34.4K
$6.38M
|
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-275- 19.6% |
$44.5K - $49.3K
|
1.13K
$209K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-270- 11.59% |
$43.7K - $48.4K
|
2.06K
$382K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-265- 5.18% |
$42.9K - $47.5K
|
4.85K
$900K
|
|
|
Apr 29, 2024
Q1 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-245- 1.72% |
$39.7K - $43.9K
|
14K
$2.59M
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-230- 5.21% |
$37.2K - $41.2K
|
4.19K
$777K
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-228- 4.36% |
$36.9K - $40.8K
|
5K
$927K
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-220- 12.68% |
$35.6K - $39.4K
|
1.52K
$281K
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-207- 14.01% |
$33.5K - $37.1K
|
1.27K
$236K
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-176- 10.53% |
$28.5K - $31.5K
|
1.5K
$277K
|
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-164- 2.63% |
$26.5K - $29.4K
|
6.08K
$1.13M
|
|
|
Apr 09, 2024
Q1 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-161- 7.45% |
$26.1K - $28.8K
|
2K
$371K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-150- 3.8% |
$24.3K - $26.9K
|
3.8K
$705K
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-140- 3.66% |
$22.7K - $25.1K
|
3.69K
$684K
|
|
|
Apr 24, 2024
Q1 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-140- 6.63% |
$22.7K - $25.1K
|
1.97K
$366K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-125- 24.27% |
$20.2K - $22.4K
|
390
$72.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-120- 8.96% |
$19.4K - $21.5K
|
1.22K
$226K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-115- 4.52% |
$18.6K - $20.6K
|
2.43K
$450K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-100- 5.97% |
$16.2K - $17.9K
|
1.58K
$292K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-100- 5.62% |
$16.2K - $17.9K
|
1.68K
$312K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-94- 3.1% |
$15.2K - $16.8K
|
2.94K
$545K
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-90- 1.21% |
$14.6K - $16.1K
|
7.34K
$1.36M
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-83- 5.1% |
$13.4K - $14.9K
|
1.54K
$286K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-74- 4.9% |
$12K - $13.3K
|
1.44K
$266K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-64- 4.6% |
$10.4K - $11.5K
|
1.33K
$246K
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-60- 1.43% |
$9.71K - $10.7K
|
4.13K
$766K
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-57- 2.3% |
$9.22K - $10.2K
|
2.42K
$449K
|
|
|
May 10, 2024
Q1 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-54- 3.65% |
$8.74K - $9.67K
|
1.43K
$265K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-43- 2.08% |
$6.96K - $7.7K
|
2.03K
$376K
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-37- 0.46% |
$5.99K - $6.63K
|
8.01K
$1.49M
|
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-33- 0.53% |
$5.34K - $5.91K
|
6.23K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
SELL
|
- |
-32- 1.12% |
$5.18K - $5.73K
|
2.82K
$523K
|
|
|
Apr 15, 2024
Q1 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-30- 1.22% |
$4.86K - $5.37K
|
2.42K
$450K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-22- 1.8% |
$3.56K - $3.94K
|
1.2K
$223K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-22- 18.64% |
$3.56K - $3.94K
|
96
$17.8K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-16- 94.12% |
$2.59K - $2.87K
|
1
$186
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-15- 0.64% |
$2.43K - $2.69K
|
2.33K
$433K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-15- 1.45% |
$2.43K - $2.69K
|
1.02K
$189K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-14- 14.0% |
$2.27K - $2.51K
|
86
$16K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-11- 0.81% |
$1.78K - $1.97K
|
1.34K
$249K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-10- 0.45% |
$1.62K - $1.79K
|
2.21K
$410K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-7- 0.35% |
$1.13K - $1.25K
|
2.02K
$374K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-4- 0.28% |
$647 - $716
|
1.4K
$260K
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-3- 0.17% |
$486 - $537
|
1.76K
$327K
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
SELL
|
- |
-3- 0.05% |
$486 - $537
|
6.65K
$1.23M
|