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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-8.04K- 2.78% |
$1.16M - $1.33M
|
281K
$55.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-7.5K- 37.31% |
$1.08M - $1.24M
|
12.6K
$2.49M
|
|
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-3.91K- 10.25% |
$562K - $648K
|
34.2K
$6.76M
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-2.4K- 57.5% |
$345K - $398K
|
1.77K
$350K
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-2.38K- 46.97% |
$341K - $394K
|
2.68K
$530K
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.07K- 28.51% |
$153K - $177K
|
2.68K
$529K
|
|
|
Jan 29, 2024
Q4 2023
|
Highview Capital Management LLC
|
SELL
|
- |
-782- 30.05% |
$112K - $130K
|
1.82K
$359K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-537- 78.05% |
$77.2K - $89K
|
151
$29.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-470- 41.08% |
$67.5K - $77.9K
|
674
$133K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
SELL
|
- |
-263- 16.5% |
$37.8K - $43.6K
|
1.33K
$263K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-230- 42.99% |
$33K - $38.1K
|
305
$60.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-220- 7.35% |
$31.6K - $36.5K
|
2.77K
$548K
|
|
|
Jan 31, 2024
Q4 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-202- 10.14% |
$29K - $33.5K
|
1.79K
$354K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-198- 0.75% |
$28.5K - $32.8K
|
26.3K
$5.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-194- 76.38% |
$27.9K - $32.1K
|
60
$11.9K
|
|
|
Jan 08, 2025
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-193- 28.55% |
$27.7K - $32K
|
483
$95.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-185- 53.62% |
$26.6K - $30.7K
|
160
$31.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-170- 8.11% |
$24.4K - $28.2K
|
1.93K
$380K
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
SELL
|
- |
-157- 49.22% |
$22.6K - $26K
|
162
$32K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-102- 5.72% |
$14.7K - $16.9K
|
1.68K
$332K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-97- 58.79% |
$13.9K - $16.1K
|
68
$13.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-94- 2.75% |
$13.5K - $15.6K
|
3.33K
$657K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-82- 2.8% |
$11.8K - $13.6K
|
2.84K
$561K
|
|
|
Jan 19, 2024
Q4 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-75- 0.48% |
$10.8K - $12.4K
|
15.6K
$3.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-72- 1.81% |
$10.3K - $11.9K
|
3.91K
$772K
|
|
|
Nov 14, 2024
Q4 2023
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-71- 1.15% |
$10.2K - $11.8K
|
6.12K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-63- 2.85% |
$9.05K - $10.4K
|
2.15K
$424K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-50- 2.99% |
$7.18K - $8.29K
|
1.62K
$320K
|
|
|
Jan 31, 2024
Q4 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-13- 1.23% |
$1.87K - $2.15K
|
1.05K
$207K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-1- 0.02% |
$144 - $166
|
4.28K
$845K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-325K- 90.8% |
$49.3M - $53.2M
|
32.9K
$6.51M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-183K- 12.79% |
$27.8M - $30M
|
1.25M
$247M
|
|
|
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
$1.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-25.7K- 89.78% |
$3.9M - $4.21M
|
2.93K
$578K
|
|
|
Nov 14, 2023
Q3 2023
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-21.3K- 20.73% |
$3.23M - $3.49M
|
81.5K
$16.1M
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-10.7K- 88.28% |
$1.62M - $1.74M
|
1.42K
$280K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.71K- 5.1% |
$412K - $444K
|
50.4K
$9.96M
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-2.16K- 29.59% |
$328K - $353K
|
5.14K
$1.02M
|
|
|
Oct 25, 2023
Q3 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-1.99K- 20.75% |
$302K - $326K
|
7.61K
$1.5M
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.29K- 21.33% |
$196K - $211K
|
4.76K
$941K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1.16K- 11.74% |
$176K - $190K
|
8.74K
$1.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.09K- 14.83% |
$166K - $178K
|
6.27K
$1.24M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-915- 1.7% |
$139K - $150K
|
52.9K
$10.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-525- 26.79% |
$79.7K - $85.9K
|
1.44K
$283K
|
|
|
Oct 10, 2023
Q3 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-218- 3.97% |
$33.1K - $35.7K
|
5.28K
$1.04M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-214- 7.54% |
$32.5K - $35K
|
2.62K
$518K
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-186- 5.9% |
$28.2K - $30.4K
|
2.97K
$586K
|
|