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 |
|---|---|---|---|---|---|---|---|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.27KClosed |
$330K - $367K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-2.1K- 64.81% |
$304K - $339K
|
1.14K
$225K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.65K- 10.24% |
$240K - $267K
|
14.5K
$2.86M
|
|
|
Apr 27, 2023
Q1 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-1.13K- 9.92% |
$164K - $182K
|
10.2K
$2.02M
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-926- 23.04% |
$134K - $150K
|
3.09K
$611K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-895- 97.92% |
$130K - $145K
|
19
$3.75K
|
|
|
May 11, 2023
Q1 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-850- 22.08% |
$123K - $137K
|
3K
$593K
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-718- 94.1% |
$104K - $116K
|
45
$8.89K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-690- 37.95% |
$100K - $111K
|
1.13K
$223K
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-673- 28.74% |
$97.7K - $109K
|
1.67K
$330K
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-403- 20.58% |
$58.5K - $65.1K
|
1.56K
$307K
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-300- 13.39% |
$43.6K - $48.5K
|
1.94K
$383K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-195- 32.07% |
$28.3K - $31.5K
|
413
$81.6K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
SELL
|
- |
-195- 32.07% |
$28.3K - $31.5K
|
413
$81.6K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
SELL
|
- |
-171- 1.26% |
$24.8K - $27.6K
|
13.4K
$2.65M
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-170- 4.28% |
$24.7K - $27.5K
|
3.8K
$751K
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-132- 9.0% |
$19.2K - $21.3K
|
1.34K
$264K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-105- 30.88% |
$15.2K - $17K
|
235
$46.4K
|
|
|
May 15, 2023
Q1 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-57- 1.4% |
$8.28K - $9.21K
|
4.02K
$794K
|
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-24- 3.2% |
$3.48K - $3.88K
|
725
$143K
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-20- 10.87% |
$2.9K - $3.23K
|
164
$32.4K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-647K- 99.34% |
$88.4M - $103M
|
4.29K
$848K
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-255K- 96.85% |
$34.9M - $40.5M
|
8.3K
$1.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-45K- 36.56% |
$6.16M - $7.15M
|
78.1K
$15.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-24.7K- 14.38% |
$3.38M - $3.93M
|
147K
$29.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-8.38K- 12.91% |
$1.15M - $1.33M
|
56.5K
$11.2M
|
|
|
Jan 10, 2023
Q4 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1.31K- 38.1% |
$179K - $208K
|
2.13K
$420K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-834- 20.46% |
$114K - $133K
|
3.24K
$640K
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-759- 68.13% |
$104K - $121K
|
355
$70.1K
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-537- 6.64% |
$73.5K - $85.4K
|
7.55K
$1.49M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-464- 9.77% |
$63.5K - $73.8K
|
4.28K
$846K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-390- 88.84% |
$53.3K - $62K
|
49
$9.68K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-343- 8.56% |
$46.9K - $54.5K
|
3.66K
$724K
|
|
|
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
$2.01M
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-250- 18.8% |
$34.2K - $39.7K
|
1.08K
$213K
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-240- 12.49% |
$32.8K - $38.2K
|
1.68K
$332K
|
|
|
Jan 31, 2023
Q4 2022
|
Core Alternative Capital
|
SELL
|
- |
-185- 49.33% |
$25.3K - $29.4K
|
190
$37.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-173- 4.2% |
$23.7K - $27.5K
|
3.95K
$780K
|
|
|
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
$862K
|
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-39- 82.98% |
$5.33K - $6.2K
|
8
$1.58K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-30- 54.55% |
$4.1K - $4.77K
|
25
$4.94K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-29- 14.87% |
$3.97K - $4.61K
|
166
$32.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-7- 0.62% |
$957 - $1.11K
|
1.12K
$221K
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-49K- 33.33% |
$6.66M - $7.9M
|
98K
$19.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-9.98K- 18.04% |
$1.36M - $1.61M
|
45.3K
$8.96M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-8.27K- 2.11% |
$1.12M - $1.33M
|
383K
$75.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-8.17K- 23.02% |
$1.11M - $1.32M
|
27.3K
$5.39M
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-6.19K- 64.56% |
$841K - $997K
|
3.4K
$671K
|
|