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 13, 2022
Q2 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-1.47KClosed |
$207K - $248K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-1.42KClosed |
$201K - $240K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-1.39KClosed |
$196K - $234K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Chicago Capital, LLC
|
SELL
|
- |
-1.36KClosed |
$192K - $230K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.27KClosed |
$178K - $213K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Iowa State Bank
|
SELL
|
- |
-1.23KClosed |
$174K - $207K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-1.21KClosed |
$171K - $204K
|
0
$0
|
|
|
Oct 04, 2023
Q2 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-1.21KClosed |
$171K - $204K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-878- 31.4% |
$124K - $148K
|
1.92K
$379K
|
|
|
Aug 08, 2022
Q2 2022
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-533- 18.27% |
$75.1K - $89.8K
|
2.38K
$471K
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-488- 17.21% |
$68.8K - $82.2K
|
2.35K
$464K
|
|
|
Aug 15, 2022
Q2 2022
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
PUT |
-395Closed |
$55.7K - $66.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-386Closed |
$54.4K - $65K
|
0
$0
|
|
|
May 19, 2025
Q2 2022
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-344- 12.04% |
$48.5K - $57.9K
|
2.51K
$496K
|
|
|
Jul 26, 2022
Q2 2022
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-332- 16.76% |
$46.8K - $55.9K
|
1.65K
$326K
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-316- 20.18% |
$44.6K - $53.2K
|
1.25K
$247K
|
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-310- 3.04% |
$43.7K - $52.2K
|
9.89K
$1.95M
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-277- 12.17% |
$39.1K - $46.6K
|
2K
$395K
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-271Closed |
$38.2K - $45.6K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-219Closed |
$30.9K - $36.9K
|
0
$0
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-176- 3.69% |
$24.8K - $29.6K
|
4.6K
$908K
|
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
SELL
|
- |
-159- 7.97% |
$22.4K - $26.8K
|
1.84K
$362K
|
|
|
Aug 08, 2022
Q2 2022
|
Allen Investment Management LLC
|
SELL
|
- |
-100- 0.65% |
$14.1K - $16.8K
|
15.2K
$3M
|
|
|
Aug 05, 2022
Q2 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-94- 6.31% |
$13.3K - $15.8K
|
1.4K
$276K
|
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
SELL
|
- |
-43- 0.47% |
$6.06K - $7.24K
|
9.08K
$1.79M
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-42- 11.97% |
$5.92K - $7.07K
|
309
$61K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-36Closed |
$5.08K - $6.06K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-34Closed |
$4.79K - $5.73K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-25Closed |
$3.52K - $4.21K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-24Closed |
$3.38K - $4.04K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-23Closed |
$3.24K - $3.87K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-19- 8.12% |
$2.68K - $3.2K
|
215
$42.5K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-18- 0.26% |
$2.54K - $3.03K
|
6.93K
$1.37M
|
|
|
Aug 15, 2022
Q2 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-2Closed |
$282 - $337
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Mizuho Bank, Ltd.
Tokyo, M0 |
SELL
|
- |
-1.5MClosed |
$236M - $256M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-65.2K- 91.06% |
$10.2M - $11.1M
|
6.4K
$1.26M
|
|
|
Apr 13, 2022
Q1 2022
|
Scharf Investments, LLC
|
SELL
|
- |
-35.1KClosed |
$5.52M - $5.99M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-20.1KClosed |
$3.16M - $3.43M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-15.3KClosed |
$2.4M - $2.6M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-15.1KClosed |
$2.37M - $2.57M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-6.12KClosed |
$962K - $1.04M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-6.1KClosed |
$958K - $1.04M
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-6.05KClosed |
$950K - $1.03M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-5.04KClosed |
$791K - $859K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Cannon Global Investment Management, LLC
|
SELL
|
- |
-4.6KClosed |
$723K - $784K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-3.45KClosed |
$542K - $588K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-3.01KClosed |
$472K - $512K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-3KClosed |
$471K - $512K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Narwhal Capital Management
|
SELL
|
- |
-2.97KClosed |
$467K - $506K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-2.96KClosed |
$465K - $504K
|
0
$0
|
|