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 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-165- 0.52% |
$25K - $27K
|
31.3K
$6.19M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-149- 0.54% |
$22.6K - $24.4K
|
27.4K
$5.41M
|
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-116- 7.16% |
$17.6K - $19K
|
1.51K
$297K
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
SELL
|
- |
-100- 63.29% |
$15.2K - $16.4K
|
58
$11.5K
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
SELL
|
- |
-82- 3.09% |
$12.4K - $13.4K
|
2.58K
$509K
|
|
|
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
$375K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-66- 20.89% |
$10K - $10.8K
|
250
$49.4K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-56- 3.88% |
$8.5K - $9.16K
|
1.39K
$274K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-51- 26.15% |
$7.74K - $8.34K
|
144
$28.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Manchester Financial Inc
|
SELL
|
- |
-43- 2.92% |
$6.52K - $7.03K
|
1.43K
$282K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-31- 2.11% |
$4.7K - $5.07K
|
1.44K
$284K
|
|
|
Oct 10, 2023
Q3 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-29- 0.5% |
$4.4K - $4.74K
|
5.81K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-15- 0.28% |
$2.28K - $2.45K
|
5.36K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-5- 0.09% |
$759 - $818
|
5.63K
$1.11M
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-4.8M- 95.25% |
$713M - $757M
|
239K
$47.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Unc Management Company, Inc.
Chapel Hill, NC |
SELL
|
- |
-405K- 37.16% |
$60.1M - $63.9M
|
685K
$135M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-25.6K- 1.89% |
$3.81M - $4.04M
|
1.33M
$263M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-6.27K- 8.36% |
$931K - $989K
|
68.7K
$13.6M
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-5.78K- 70.66% |
$858K - $912K
|
2.4K
$474K
|
|
|
Aug 15, 2023
Q2 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-2.65K- 50.23% |
$393K - $417K
|
2.62K
$518K
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-1.57K- 43.52% |
$234K - $248K
|
2.04K
$403K
|
|
|
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
$153K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.23K- 44.6% |
$182K - $193K
|
1.52K
$301K
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-645Closed |
$95.8K - $102K
|
0
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-600- 28.45% |
$89.1K - $94.7K
|
1.51K
$298K
|
|
|
Aug 14, 2023
Q2 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-481- 18.75% |
$71.5K - $75.9K
|
2.09K
$412K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-391- 5.91% |
$58.1K - $61.7K
|
6.22K
$1.23M
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-198- 2.35% |
$29.4K - $31.3K
|
8.24K
$1.63M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-149- 2.34% |
$22.1K - $23.5K
|
6.21K
$1.23M
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-141- 19.03% |
$20.9K - $22.3K
|
600
$119K
|
|
|
Jul 24, 2023
Q2 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-131- 17.49% |
$19.5K - $20.7K
|
618
$122K
|
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-129- 8.03% |
$19.2K - $20.4K
|
1.48K
$292K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-100- 3.13% |
$14.9K - $15.8K
|
3.1K
$612K
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-100- 25.64% |
$14.9K - $15.8K
|
290
$57.3K
|
|
|
Jul 07, 2023
Q2 2023
|
Virginia National Bank
|
SELL
|
- |
-72- 3.14% |
$10.7K - $11.4K
|
2.22K
$439K
|
|
|
Jul 24, 2023
Q2 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-70- 0.78% |
$10.4K - $11K
|
8.95K
$1.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-33- 0.25% |
$4.9K - $5.21K
|
13.3K
$2.64M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-33- 0.5% |
$4.9K - $5.21K
|
6.52K
$1.29M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-21- 0.45% |
$3.12K - $3.31K
|
4.7K
$927K
|
|
|
Aug 07, 2023
Q2 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-8- 0.27% |
$1.19K - $1.26K
|
2.92K
$577K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-2- 0.12% |
$297 - $316
|
1.68K
$332K
|
|
| Q1 2023 | |||||||
|
May 08, 2023
Q1 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-590KClosed |
$85.7M - $95.3M
|
0
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-61.1K- 85.73% |
$8.88M - $9.88M
|
10.2K
$2.01M
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-37.3K- 82.56% |
$5.41M - $6.02M
|
7.87K
$1.55M
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-34.3K- 71.19% |
$4.98M - $5.54M
|
13.9K
$2.74M
|
|
|
May 02, 2023
Q1 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-26.6K- 21.18% |
$3.86M - $4.3M
|
99K
$19.6M
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-8.59K- 27.58% |
$1.25M - $1.39M
|
22.6K
$4.46M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-5.72K- 2.94% |
$831K - $925K
|
189K
$37.3M
|
|