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 01, 2024
Q1 2024
|
Vantagepoint Investment Advisers LLC
|
SELL
|
- |
-94K- 88.43% |
$15.2M - $16.8M
|
12.3K
$2.43M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-42.9K- 97.72% |
$6.94M - $7.68M
|
1K
$198K
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-34.6K- 99.67% |
$5.6M - $6.2M
|
116
$22.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-23.8K- 94.13% |
$3.85M - $4.26M
|
1.48K
$292K
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-23K- 73.91% |
$3.73M - $4.13M
|
8.13K
$1.61M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-22.8K- 93.37% |
$3.69M - $4.09M
|
1.62K
$320K
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-12.4KClosed |
$2.01M - $2.22M
|
0
$0
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-9.81KClosed |
$1.59M - $1.76M
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-9K- 53.83% |
$1.46M - $1.61M
|
7.72K
$1.52M
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-4.65K- 53.22% |
$753K - $833K
|
4.09K
$808K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-2.76K- 0.63% |
$446K - $494K
|
437K
$86.4M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2K- 19.57% |
$324K - $358K
|
8.22K
$1.62M
|
|
|
May 06, 2024
Q1 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-1.89K- 61.31% |
$306K - $338K
|
1.19K
$235K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.6K- 16.8% |
$259K - $286K
|
7.92K
$1.56M
|
|
|
May 28, 2025
Q1 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.53KClosed |
$247K - $273K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-1.5K- 30.81% |
$243K - $269K
|
3.37K
$665K
|
|
|
May 02, 2024
Q1 2024
|
Hardy Reed LLC
|
SELL
|
- |
-1.5K- 4.81% |
$243K - $269K
|
29.7K
$5.86M
|
|
|
Apr 30, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-1.4K- 50.0% |
$226K - $250K
|
1.4K
$276K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.18K- 15.96% |
$191K - $212K
|
6.22K
$1.23M
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-869- 36.25% |
$141K - $156K
|
1.53K
$302K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-733- 23.3% |
$119K - $131K
|
2.41K
$477K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-724- 10.8% |
$117K - $130K
|
5.98K
$1.18M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-653- 0.51% |
$106K - $117K
|
127K
$25.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-607- 54.83% |
$98.2K - $109K
|
500
$98.8K
|
|
|
May 02, 2024
Q1 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-568- 27.67% |
$91.9K - $102K
|
1.49K
$293K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-550- 9.35% |
$89K - $98.5K
|
5.33K
$1.05M
|
|
|
Apr 22, 2024
Q1 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-420- 22.79% |
$68K - $75.2K
|
1.42K
$281K
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-401- 22.31% |
$64.9K - $71.8K
|
1.4K
$276K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-358- 10.55% |
$57.9K - $64.1K
|
3.04K
$599K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-341- 17.78% |
$55.2K - $61.1K
|
1.58K
$311K
|
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-275- 19.6% |
$44.5K - $49.3K
|
1.13K
$223K
|
|
|
Apr 29, 2024
Q1 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-245- 1.72% |
$39.7K - $43.9K
|
14K
$2.76M
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-207- 14.01% |
$33.5K - $37.1K
|
1.27K
$251K
|
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-164- 2.63% |
$26.5K - $29.4K
|
6.08K
$1.2M
|
|
|
Apr 09, 2024
Q1 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-161- 7.45% |
$26.1K - $28.8K
|
2K
$395K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-150- 3.8% |
$24.3K - $26.9K
|
3.8K
$751K
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-140- 3.66% |
$22.7K - $25.1K
|
3.69K
$728K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-125- 24.27% |
$20.2K - $22.4K
|
390
$77K
|
|
|
May 07, 2025
Q1 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-110- 40.15% |
$17.8K - $19.7K
|
164
$32.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-94- 3.1% |
$15.2K - $16.8K
|
2.94K
$580K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-64- 4.6% |
$10.4K - $11.5K
|
1.33K
$262K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-43- 2.08% |
$6.96K - $7.7K
|
2.03K
$401K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-22- 1.8% |
$3.56K - $3.94K
|
1.2K
$237K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-22- 18.64% |
$3.56K - $3.94K
|
96
$19K
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-2- 0.03% |
$324 - $358
|
6.88K
$1.36M
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Granger Management LLC
|
SELL
|
- |
-165K- 84.37% |
$23.8M - $27.4M
|
30.7K
$6.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Hackensack Meridian Health, Inc.
Edison, NJ |
SELL
|
- |
-61K- 6.88% |
$8.77M - $10.1M
|
826K
$163M
|
|
|
Feb 01, 2024
Q4 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-35.1K- 94.85% |
$5.05M - $5.82M
|
1.91K
$376K
|
|
|
Feb 13, 2024
Q4 2023
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-32.6K- 61.81% |
$4.69M - $5.4M
|
20.2K
$3.98M
|
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-23.6K- 83.74% |
$3.39M - $3.91M
|
4.59K
$906K
|
|