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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-577- 3.51% |
$96.3K - $112K
|
15.9K
$3.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-538- 1.78% |
$89.7K - $104K
|
29.7K
$5.83M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-521- 1.97% |
$86.9K - $101K
|
26K
$5.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-514- 3.47% |
$85.7K - $99.8K
|
14.3K
$2.81M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-506- 1.16% |
$84.4K - $98.3K
|
43K
$8.44M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-504- 7.85% |
$84.1K - $97.9K
|
5.92K
$1.16M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-463- 2.29% |
$77.2K - $89.9K
|
19.8K
$3.88M
|
|
|
Jul 07, 2025
Q2 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
SELL
|
- |
-422- 0.37% |
$70.4K - $82K
|
114K
$22.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-409- 8.24% |
$68.2K - $79.4K
|
4.56K
$894K
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
SELL
|
- |
-409- 4.65% |
$68.2K - $79.4K
|
8.39K
$1.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-393- 7.3% |
$65.6K - $76.3K
|
4.99K
$979K
|
|
|
Jul 16, 2025
Q2 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-386- 7.66% |
$64.4K - $75K
|
4.65K
$912K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-379- 1.52% |
$63.2K - $73.6K
|
24.6K
$4.83M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-361- 3.88% |
$60.2K - $70.1K
|
8.95K
$1.76M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-335- 1.8% |
$55.9K - $65.1K
|
18.3K
$3.59M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-325- 5.92% |
$54.2K - $63.1K
|
5.17K
$1.01M
|
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
SELL
|
- |
-323- 20.29% |
$53.9K - $62.7K
|
1.27K
$249K
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-316- 4.69% |
$52.7K - $61.4K
|
6.43K
$1.26M
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-310- 3.39% |
$51.7K - $60.2K
|
8.84K
$1.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-301- 3.67% |
$50.2K - $58.5K
|
7.91K
$1.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-300- 1.15% |
$50K - $58.3K
|
25.7K
$5.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-300- 15.22% |
$50K - $58.3K
|
1.67K
$328K
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-293- 1.67% |
$48.9K - $56.9K
|
17.3K
$3.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-282- 19.33% |
$47K - $54.8K
|
1.18K
$231K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-281- 12.02% |
$46.9K - $54.6K
|
2.06K
$403K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-279- 18.85% |
$46.5K - $54.2K
|
1.2K
$236K
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-279- 10.79% |
$46.5K - $54.2K
|
2.31K
$452K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-279- 13.85% |
$46.5K - $54.2K
|
1.74K
$341K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-263- 11.49% |
$43.9K - $51.1K
|
2.03K
$397K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-255- 8.53% |
$42.5K - $49.5K
|
2.74K
$536K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-252- 1.58% |
$42K - $48.9K
|
15.7K
$3.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-250- 3.95% |
$41.7K - $48.6K
|
6.08K
$1.19M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-246- 5.4% |
$41K - $47.8K
|
4.31K
$845K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-244- 3.25% |
$40.7K - $47.4K
|
7.25K
$1.42M
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-223- 10.3% |
$37.2K - $43.3K
|
1.94K
$381K
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-221- 11.22% |
$36.9K - $42.9K
|
1.75K
$343K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-219- 15.5% |
$36.5K - $42.5K
|
1.19K
$234K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-218- 1.9% |
$36.4K - $42.3K
|
11.2K
$2.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-182- 2.88% |
$30.4K - $35.3K
|
6.15K
$1.21M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-180- 15.86% |
$30K - $35K
|
955
$187K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-174- 2.45% |
$29K - $33.8K
|
6.92K
$1.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-169- 0.58% |
$28.2K - $32.8K
|
28.9K
$5.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-168- 0.74% |
$28K - $32.6K
|
22.6K
$4.44M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-165- 2.56% |
$27.5K - $32K
|
6.28K
$1.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-161- 1.86% |
$26.9K - $31.3K
|
8.49K
$1.67M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-151- 6.28% |
$25.2K - $29.3K
|
2.25K
$442K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-150- 3.61% |
$25K - $29.1K
|
4K
$785K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-149- 1.21% |
$24.9K - $28.9K
|
12.2K
$2.38M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-148- 59.92% |
$24.7K - $28.7K
|
99
$19.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-146- 0.89% |
$24.4K - $28.4K
|
16.2K
$3.18M
|