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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-145- 3.77% |
$25.1K - $27.5K
|
3.71K
$732K
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-135- 9.33% |
$23.4K - $25.6K
|
1.31K
$259K
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-102- 4.51% |
$17.7K - $19.4K
|
2.16K
$427K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-82- 6.83% |
$14.2K - $15.6K
|
1.12K
$221K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-80- 1.29% |
$13.9K - $15.2K
|
6.12K
$1.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-79- 2.16% |
$13.7K - $15K
|
3.57K
$705K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-76- 5.74% |
$13.2K - $14.4K
|
1.25K
$246K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-76- 5.71% |
$13.2K - $14.4K
|
1.25K
$248K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-72- 4.8% |
$12.5K - $13.7K
|
1.43K
$282K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-63- 19.5% |
$10.9K - $12K
|
260
$51.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-61- 2.02% |
$10.6K - $11.6K
|
2.97K
$586K
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
SELL
|
- |
-58- 9.91% |
$10.1K - $11K
|
527
$104K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-46- 1.28% |
$7.97K - $8.73K
|
3.55K
$701K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-39- 0.43% |
$6.76K - $7.4K
|
8.96K
$1.77M
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-39- 22.81% |
$6.76K - $7.4K
|
132
$26.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-37- 25.52% |
$6.41K - $7.02K
|
108
$21.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-28- 2.01% |
$4.85K - $5.31K
|
1.37K
$270K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-27- 13.57% |
$4.68K - $5.12K
|
172
$34K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-21- 0.85% |
$3.64K - $3.99K
|
2.45K
$484K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-20- 0.04% |
$3.47K - $3.8K
|
50.7K
$10M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-20- 0.56% |
$3.47K - $3.8K
|
3.54K
$700K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-6- 4.26% |
$1.04K - $1.14K
|
135
$26.7K
|
|
| Q2 2024 | |||||||
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-130K- 97.48% |
$22M - $23.2M
|
3.35K
$662K
|
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-33.5K- 91.12% |
$5.67M - $6M
|
3.26K
$644K
|
|
|
Jul 10, 2025
Q2 2024
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-2.6K- 37.94% |
$441K - $466K
|
4.26K
$841K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.29K- 2.29% |
$387K - $409K
|
97.7K
$19.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.03K- 93.29% |
$344K - $363K
|
146
$28.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-978- 35.94% |
$166K - $175K
|
1.74K
$344K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-765- 66.99% |
$130K - $137K
|
377
$74.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Avondale Wealth Management
|
SELL
|
- |
-626- 43.05% |
$106K - $112K
|
828
$164K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-505- 62.89% |
$85.5K - $90.4K
|
298
$58.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-400- 17.62% |
$67.8K - $71.6K
|
1.87K
$369K
|
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-300- 1.88% |
$50.8K - $53.7K
|
15.6K
$3.09M
|
|
|
Jul 17, 2024
Q2 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-230- 11.98% |
$39K - $41.2K
|
1.69K
$334K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-100- 0.97% |
$16.9K - $17.9K
|
10.3K
$2.03M
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-96- 97.96% |
$16.3K - $17.2K
|
2
$395
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-84- 12.32% |
$14.2K - $15K
|
598
$118K
|
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-80- 2.08% |
$13.6K - $14.3K
|
3.76K
$742K
|
|
|
Jul 16, 2024
Q2 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-79- 0.91% |
$13.4K - $14.1K
|
8.6K
$1.7M
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-65- 2.63% |
$11K - $11.6K
|
2.4K
$474K
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-62- 1.87% |
$10.5K - $11.1K
|
3.26K
$644K
|
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-57- 4.67% |
$9.66K - $10.2K
|
1.16K
$230K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-54- 1.3% |
$9.15K - $9.67K
|
4.11K
$811K
|
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-45- 0.16% |
$7.62K - $8.06K
|
27.3K
$5.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-42- 3.68% |
$7.11K - $7.52K
|
1.1K
$217K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-13- 0.08% |
$2.2K - $2.33K
|
16.6K
$3.27M
|
|
|
Jul 31, 2024
Q2 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-11- 0.32% |
$1.86K - $1.97K
|
3.44K
$680K
|
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-11- 0.57% |
$1.86K - $1.97K
|
1.92K
$378K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-5- 0.34% |
$847 - $895
|
1.49K
$293K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-2- 0.15% |
$339 - $358
|
1.34K
$265K
|
|