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 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.64K- 7.17% |
$222K - $263K
|
21.2K
$4.18M
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.57K- 24.57% |
$213K - $252K
|
4.81K
$949K
|
|
Oct 13, 2022
Q3 2022
|
Foster Group, Inc.
|
SELL
|
- |
-1.56K- 45.86% |
$212K - $251K
|
1.84K
$363K
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-996- 16.12% |
$135K - $161K
|
5.18K
$1.02M
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-670Closed |
$91.1K - $108K
|
0
$0
|
|
Oct 13, 2022
Q3 2022
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-625- 1.6% |
$85K - $101K
|
38.5K
$7.59M
|
|
Nov 04, 2022
Q3 2022
|
Hm Capital Management, LLC
Clayton, MO |
SELL
|
- |
-495- 2.36% |
$67.3K - $79.8K
|
20.5K
$4.05M
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-444- 34.63% |
$60.4K - $71.6K
|
838
$166K
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-368Closed |
$50K - $59.3K
|
0
$0
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-248- 3.19% |
$33.7K - $40K
|
7.53K
$1.49M
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-226- 2.32% |
$30.7K - $36.4K
|
9.5K
$1.88M
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-139- 2.57% |
$18.9K - $22.4K
|
5.27K
$1.04M
|
|
Nov 14, 2022
Q3 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-123- 6.52% |
$16.7K - $19.8K
|
1.76K
$348K
|
|
Oct 31, 2022
Q3 2022
|
Evolution Advisers, Inc.
|
SELL
|
- |
-102- 58.96% |
$13.9K - $16.4K
|
71
$14K
|
|
Oct 05, 2022
Q3 2022
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-87- 5.37% |
$11.8K - $14K
|
1.53K
$303K
|
|
Nov 08, 2022
Q3 2022
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-85- 62.5% |
$11.6K - $13.7K
|
51
$10.1K
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-59- 18.21% |
$8.02K - $9.51K
|
265
$52.3K
|
|
Oct 18, 2022
Q3 2022
|
Norway Savings Bank
|
SELL
|
- |
-30- 10.91% |
$4.08K - $4.83K
|
245
$48.4K
|
|
Oct 25, 2022
Q3 2022
|
Field & Main Bank
|
SELL
|
- |
-26- 6.0% |
$3.54K - $4.19K
|
407
$80.4K
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-19- 3.1% |
$2.58K - $3.06K
|
594
$117K
|
|
Q2 2022 | |||||||
Aug 03, 2022
Q2 2022
|
Forward Management, LLC
|
SELL
|
- |
-712KClosed |
$100M - $120M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Broadmark Asset Management LLC
|
SELL
|
- |
-295KClosed |
$41.6M - $49.6M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-97KClosed |
$13.7M - $16.3M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
- |
-27.4KClosed |
$3.86M - $4.61M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-26.4KClosed |
$3.72M - $4.44M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-21.9K- 89.56% |
$3.09M - $3.69M
|
2.55K
$504K
|
|
Aug 12, 2022
Q2 2022
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-19KClosed |
$2.68M - $3.2M
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-15.9KClosed |
$2.24M - $2.68M
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-13.3K- 95.11% |
$1.88M - $2.24M
|
685
$135K
|
|
Aug 15, 2022
Q2 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-12.5KClosed |
$1.77M - $2.11M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-12.2K- 7.51% |
$1.72M - $2.06M
|
151K
$29.7M
|
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-8.13KClosed |
$1.15M - $1.37M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-6.53KClosed |
$920K - $1.1M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-4.85KClosed |
$684K - $817K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Financial Services Advisory Inc
|
SELL
|
- |
-3.02KClosed |
$426K - $508K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-2.92KClosed |
$412K - $492K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Resource Consulting Group Inc
|
SELL
|
- |
-2.89KClosed |
$407K - $486K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-2.83KClosed |
$398K - $476K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-2.72KClosed |
$384K - $458K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-2.59KClosed |
$365K - $436K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-2.48KClosed |
$349K - $417K
|
0
$0
|
|
Sep 08, 2022
Q2 2022
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-2.34KClosed |
$330K - $394K
|
0
$0
|
|
May 28, 2025
Q2 2022
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-2.22KClosed |
$313K - $374K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Capital Advisors Inc
|
SELL
|
- |
-1.99KClosed |
$281K - $335K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Bt Wealth Management LLC
|
SELL
|
- |
-1.93K- 17.06% |
$271K - $324K
|
9.36K
$1.85M
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.89KClosed |
$266K - $318K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1.89KClosed |
$266K - $318K
|
0
$0
|
|
Dec 08, 2022
Q2 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-1.78KClosed |
$251K - $300K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-1.6KClosed |
$225K - $269K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.58KClosed |
$222K - $266K
|
0
$0
|