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 15, 2023
Q1 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-57- 1.4% |
$8.28K - $9.21K
|
4.02K
$746K
|
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-24- 3.2% |
$3.48K - $3.88K
|
725
$135K
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-20- 10.87% |
$2.9K - $3.23K
|
164
$30.4K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-647K- 99.34% |
$88.4M - $103M
|
4.29K
$796K
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-255K- 96.85% |
$34.9M - $40.5M
|
8.3K
$1.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-45K- 36.56% |
$6.16M - $7.15M
|
78.1K
$14.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-24.7K- 14.38% |
$3.38M - $3.93M
|
147K
$27.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-8.38K- 12.91% |
$1.15M - $1.33M
|
56.5K
$10.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-2.9K- 3.14% |
$397K - $461K
|
89.3K
$16.6M
|
|
|
Jan 10, 2023
Q4 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1.31K- 38.1% |
$179K - $208K
|
2.13K
$395K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-834- 20.46% |
$114K - $133K
|
3.24K
$602K
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-759- 68.13% |
$104K - $121K
|
355
$65.9K
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-537- 6.64% |
$73.5K - $85.4K
|
7.55K
$1.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-464- 9.77% |
$63.5K - $73.8K
|
4.28K
$795K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-390- 88.84% |
$53.3K - $62K
|
49
$9.09K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-343- 8.56% |
$46.9K - $54.5K
|
3.66K
$680K
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-330Closed |
$45.1K - $52.5K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-329- 3.14% |
$45K - $52.3K
|
10.2K
$1.89M
|
|
|
Feb 07, 2023
Q4 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-250- 13.16% |
$34.2K - $39.7K
|
1.65K
$306K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-250- 18.8% |
$34.2K - $39.7K
|
1.08K
$200K
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-240- 12.49% |
$32.8K - $38.2K
|
1.68K
$312K
|
|
|
Jan 31, 2023
Q4 2022
|
Core Alternative Capital
|
SELL
|
- |
-185- 49.33% |
$25.3K - $29.4K
|
190
$35.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-173- 4.2% |
$23.7K - $27.5K
|
3.95K
$732K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-129Closed |
$17.6K - $20.5K
|
0
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-94- 2.11% |
$12.9K - $14.9K
|
4.37K
$810K
|
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-39- 82.98% |
$5.33K - $6.2K
|
8
$1.48K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-30- 54.55% |
$4.1K - $4.77K
|
25
$4.64K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-29- 14.87% |
$3.97K - $4.61K
|
166
$30.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-13- 0.73% |
$1.78K - $2.07K
|
1.78K
$330K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-7- 0.62% |
$957 - $1.11K
|
1.12K
$208K
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-5- 0.31% |
$684 - $795
|
1.59K
$294K
|
|
|
Jan 17, 2023
Q4 2022
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-5- 0.33% |
$684 - $795
|
1.5K
$279K
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-49K- 33.33% |
$6.66M - $7.9M
|
98K
$18.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-9.98K- 18.04% |
$1.36M - $1.61M
|
45.3K
$8.41M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-8.27K- 2.11% |
$1.12M - $1.33M
|
383K
$71.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-8.17K- 23.02% |
$1.11M - $1.32M
|
27.3K
$5.07M
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-6.19K- 64.56% |
$841K - $997K
|
3.4K
$630K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-6.14KClosed |
$835K - $990K
|
0
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-5.12KClosed |
$697K - $826K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.64K- 7.17% |
$222K - $263K
|
21.2K
$3.93M
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.57K- 24.57% |
$213K - $252K
|
4.81K
$891K
|
|
|
Oct 13, 2022
Q3 2022
|
Foster Group, Inc.
|
SELL
|
- |
-1.56K- 45.86% |
$212K - $251K
|
1.84K
$341K
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-996- 16.12% |
$135K - $161K
|
5.18K
$961K
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-670Closed |
$91.1K - $108K
|
0
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-625- 1.6% |
$85K - $101K
|
38.5K
$7.13M
|
|
|
Nov 04, 2022
Q3 2022
|
Hm Capital Management, LLC
Clayton, MO |
SELL
|
- |
-495- 2.36% |
$67.3K - $79.8K
|
20.5K
$3.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-444- 34.63% |
$60.4K - $71.6K
|
838
$155K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-368Closed |
$50K - $59.3K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-248- 3.19% |
$33.7K - $40K
|
7.53K
$1.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-226- 2.32% |
$30.7K - $36.4K
|
9.5K
$1.76M
|
|