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 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-14K- 45.53% |
$2.42M - $2.65M
|
16.7K
$3.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-13.6K- 90.67% |
$2.36M - $2.58M
|
1.4K
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-13.5K- 3.2% |
$2.33M - $2.55M
|
408K
$75.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-12.1K- 2.85% |
$2.1M - $2.3M
|
413K
$76.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-12.1K- 21.16% |
$2.09M - $2.29M
|
45K
$8.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-10.8K- 8.0% |
$1.88M - $2.06M
|
125K
$23.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-10.8K- 97.51% |
$1.87M - $2.05M
|
276
$51.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-10.2K- 6.87% |
$1.76M - $1.93M
|
138K
$25.5M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-9.97K- 8.36% |
$1.73M - $1.89M
|
109K
$20.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.92K- 50.25% |
$1.72M - $1.88M
|
9.82K
$1.82M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-9.46K- 10.18% |
$1.64M - $1.8M
|
83.5K
$15.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.39K- 1.85% |
$1.63M - $1.78M
|
499K
$92.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-8.57K- 1.11% |
$1.49M - $1.63M
|
763K
$142M
|
|
|
Nov 14, 2024
Q3 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-8.54K- 22.9% |
$1.48M - $1.62M
|
28.8K
$5.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-8.32K- 1.81% |
$1.44M - $1.58M
|
452K
$83.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-8.15K- 6.49% |
$1.41M - $1.55M
|
117K
$21.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-7.95K- 5.05% |
$1.38M - $1.51M
|
150K
$27.7M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-7.71K- 83.81% |
$1.34M - $1.46M
|
1.49K
$276K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-7.69K- 1.02% |
$1.33M - $1.46M
|
747K
$139M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-7.65K- 2.39% |
$1.33M - $1.45M
|
313K
$58M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-7.61K- 15.15% |
$1.32M - $1.44M
|
42.6K
$7.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.44K- 3.46% |
$1.29M - $1.41M
|
207K
$38.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-7.15K- 11.16% |
$1.24M - $1.36M
|
56.9K
$10.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-6.98K- 65.92% |
$1.21M - $1.32M
|
3.61K
$669K
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-6.61K- 3.87% |
$1.15M - $1.25M
|
164K
$30.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-6.55K- 17.95% |
$1.14M - $1.24M
|
29.9K
$5.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.45K- 3.8% |
$1.12M - $1.22M
|
163K
$30.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-6.29K- 20.74% |
$1.09M - $1.19M
|
24.1K
$4.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-6.18K- 4.85% |
$1.07M - $1.17M
|
121K
$22.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.61K- 6.68% |
$972K - $1.06M
|
78.3K
$14.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-5.53K- 48.76% |
$959K - $1.05M
|
5.81K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-5.41K- 66.41% |
$937K - $1.03M
|
2.73K
$507K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-5.35K- 8.36% |
$928K - $1.02M
|
58.7K
$10.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-5.3K- 15.73% |
$919K - $1.01M
|
28.4K
$5.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-5.29K- 24.1% |
$916K - $1M
|
16.6K
$3.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
SELL
|
- |
-5.2K- 6.78% |
$902K - $988K
|
71.5K
$13.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.12K- 1.36% |
$887K - $971K
|
370K
$68.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-5.11K- 6.93% |
$885K - $969K
|
68.6K
$12.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-5K- 4.0% |
$867K - $949K
|
120K
$22.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-4.98K- 10.75% |
$864K - $946K
|
41.4K
$7.67M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-4.96K- 7.42% |
$859K - $941K
|
61.8K
$11.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.9K- 79.96% |
$849K - $930K
|
1.23K
$228K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-4.9K- 4.12% |
$849K - $929K
|
114K
$21.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.85K- 0.73% |
$841K - $921K
|
662K
$123M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.72K- 44.85% |
$818K - $896K
|
5.8K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.69K- 67.51% |
$814K - $891K
|
2.26K
$419K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-4.59K- 2.35% |
$796K - $871K
|
191K
$35.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.39K- 13.14% |
$762K - $834K
|
29K
$5.39M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.09K- 6.45% |
$709K - $777K
|
59.4K
$11M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-4.06K- 10.75% |
$703K - $770K
|
33.7K
$6.25M
|