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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-99.4KClosed |
$15.1M - $16.3M
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-65.2K- 90.21% |
$9.9M - $10.7M
|
7.08K
$1.31M
|
|
|
Oct 30, 2023
Q3 2023
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-25.7K- 89.78% |
$3.9M - $4.21M
|
2.93K
$543K
|
|
|
Nov 14, 2023
Q3 2023
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-21.3K- 20.73% |
$3.23M - $3.49M
|
81.5K
$15.1M
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-10.7K- 88.28% |
$1.62M - $1.74M
|
1.42K
$263K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.71K- 5.1% |
$412K - $444K
|
50.4K
$9.36M
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-2.16K- 29.59% |
$328K - $353K
|
5.14K
$954K
|
|
|
Oct 25, 2023
Q3 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-1.99K- 20.75% |
$302K - $326K
|
7.61K
$1.41M
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.29K- 21.33% |
$196K - $211K
|
4.76K
$884K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1.16K- 11.74% |
$176K - $190K
|
8.74K
$1.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.09K- 14.83% |
$166K - $178K
|
6.27K
$1.16M
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
SELL
|
- |
-920- 48.32% |
$140K - $150K
|
984
$183K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-915- 1.7% |
$139K - $150K
|
52.9K
$9.81M
|
|
|
Oct 11, 2023
Q3 2023
|
Hoese & CO LLP
|
SELL
|
- |
-540- 9.37% |
$81.9K - $88.3K
|
5.22K
$969K
|
|
|
Nov 13, 2023
Q3 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-525- 26.79% |
$79.7K - $85.9K
|
1.44K
$266K
|
|
|
Nov 07, 2023
Q3 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-313- 11.91% |
$47.5K - $51.2K
|
2.31K
$429K
|
|
|
Oct 10, 2023
Q3 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-310- 12.46% |
$47K - $50.7K
|
2.18K
$404K
|
|
|
Oct 10, 2023
Q3 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-218- 3.97% |
$33.1K - $35.7K
|
5.28K
$980K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-214- 7.54% |
$32.5K - $35K
|
2.62K
$487K
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-186- 5.9% |
$28.2K - $30.4K
|
2.97K
$550K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-165- 0.52% |
$25K - $27K
|
31.3K
$5.81M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-149- 0.54% |
$22.6K - $24.4K
|
27.4K
$5.08M
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-141- 2.91% |
$21.4K - $23.1K
|
4.71K
$873K
|
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-116- 7.16% |
$17.6K - $19K
|
1.51K
$279K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-104- 22.37% |
$15.8K - $17K
|
361
$67K
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
SELL
|
- |
-100- 63.29% |
$15.2K - $16.4K
|
58
$10.8K
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
SELL
|
- |
-82- 3.09% |
$12.4K - $13.4K
|
2.58K
$478K
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-81- 4.33% |
$12.3K - $13.2K
|
1.79K
$332K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-75Closed |
$11.4K - $12.3K
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-72- 3.65% |
$10.9K - $11.8K
|
1.9K
$353K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-66- 20.89% |
$10K - $10.8K
|
250
$46.4K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-63- 6.68% |
$9.56K - $10.3K
|
880
$163K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-56- 3.88% |
$8.5K - $9.16K
|
1.39K
$258K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-51- 26.15% |
$7.74K - $8.34K
|
144
$26.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Manchester Financial Inc
|
SELL
|
- |
-43- 2.92% |
$6.52K - $7.03K
|
1.43K
$265K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-31- 2.11% |
$4.7K - $5.07K
|
1.44K
$267K
|
|
|
Oct 10, 2023
Q3 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-29- 0.5% |
$4.4K - $4.74K
|
5.81K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-15- 0.28% |
$2.28K - $2.45K
|
5.36K
$994K
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-5- 0.09% |
$759 - $818
|
5.63K
$1.04M
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-4.8M- 95.25% |
$713M - $757M
|
239K
$44.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Unc Management Company, Inc.
Chapel Hill, NC |
SELL
|
- |
-405K- 37.16% |
$60.1M - $63.9M
|
685K
$127M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-25.6K- 1.89% |
$3.81M - $4.04M
|
1.33M
$247M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-6.27K- 8.36% |
$931K - $989K
|
68.7K
$12.8M
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-5.78K- 70.66% |
$858K - $912K
|
2.4K
$445K
|
|
|
Aug 15, 2023
Q2 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-2.65K- 50.23% |
$393K - $417K
|
2.62K
$486K
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-1.57K- 43.52% |
$234K - $248K
|
2.04K
$378K
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.4KClosed |
$208K - $221K
|
0
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1.26K- 61.92% |
$187K - $199K
|
775
$144K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.23K- 44.6% |
$182K - $193K
|
1.52K
$283K
|
|
|
Jul 11, 2023
Q2 2023
|
Edge Rock Capital LLC
|
SELL
|
- |
-1.02K- 41.42% |
$151K - $160K
|
1.44K
$267K
|
|