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 |
---|---|---|---|---|---|---|---|
May 13, 2021
Q1 2021
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-2.13KClosed |
$287K - $325K
|
0
$0
|
|
Apr 06, 2021
Q1 2021
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.05KClosed |
$277K - $314K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.99KClosed |
$269K - $305K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Fiduciary Management Inc
Milwaukee, WI |
SELL
|
- |
-1.52KClosed |
$204K - $232K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Sageworth Trust CO
|
SELL
|
- |
-1.05KClosed |
$141K - $160K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Canton Hathaway, LLC
|
SELL
|
- |
-1.04KClosed |
$141K - $160K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-949Closed |
$128K - $145K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Asset Planning Corporation
|
SELL
|
- |
-788Closed |
$106K - $121K
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Bray Capital Advisors
|
SELL
|
- |
-557Closed |
$75.1K - $85.2K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-509Closed |
$68.7K - $77.9K
|
0
$0
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-504Closed |
$68K - $77.1K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-446Closed |
$60.2K - $68.2K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-428Closed |
$57.7K - $65.5K
|
0
$0
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-418Closed |
$56.4K - $64K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Providence First Trust CO
|
SELL
|
- |
-200- 4.88% |
$27K - $30.6K
|
3.9K
$724K
|
|
May 11, 2021
Q1 2021
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-120Closed |
$16.2K - $18.4K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-120Closed |
$16.2K - $18.4K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-74Closed |
$9.98K - $11.3K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-70Closed |
$9.44K - $10.7K
|
0
$0
|
|
Sep 08, 2021
Q1 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-55Closed |
$7.42K - $8.42K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-30Closed |
$4.05K - $4.59K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-25Closed |
$3.37K - $3.83K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 12, 2021
Q4 2020
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-155KClosed |
$18M - $21.2M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-61.5KClosed |
$7.12M - $8.41M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-7.94KClosed |
$920K - $1.09M
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-4.97KClosed |
$576K - $680K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-4.88KClosed |
$565K - $667K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-4.74KClosed |
$549K - $649K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-4.7KClosed |
$544K - $643K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
D.B. Root & Company, LLC
|
SELL
|
- |
-4.51KClosed |
$523K - $617K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
First City Capital Management, Inc.
|
SELL
|
- |
-2KClosed |
$232K - $273K
|
0
$0
|
|
Jan 11, 2021
Q4 2020
|
Brio Consultants, LLC
|
SELL
|
- |
-1.73KClosed |
$200K - $236K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.36KClosed |
$157K - $185K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Human Investing LLC
|
SELL
|
- |
-1.23KClosed |
$143K - $168K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-681Closed |
$78.9K - $93.1K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-557Closed |
$64.5K - $76.2K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-522Closed |
$60.5K - $71.4K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-371Closed |
$43K - $50.7K
|
0
$0
|
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-202- 11.02% |
$23.4K - $27.6K
|
1.63K
$303K
|
|
Feb 10, 2021
Q4 2020
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-116Closed |
$13.4K - $15.9K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-3Closed |
$348 - $410
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-125KClosed |
$14M - $15.6M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-54.5KClosed |
$6.06M - $6.77M
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Georgetown University
Washington, DC |
SELL
|
- |
-42.8KClosed |
$4.76M - $5.32M
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-28KClosed |
$3.12M - $3.48M
|
0
$0
|
|
Oct 29, 2020
Q3 2020
|
Avestar Capital, LLC
|
SELL
|
- |
-21.1KClosed |
$2.35M - $2.62M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Gen Trust, LLC
|
SELL
|
- |
-12KClosed |
$1.34M - $1.5M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-9.9KClosed |
$1.1M - $1.23M
|
0
$0
|
|
Nov 30, 2020
Q3 2020
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-6.87KClosed |
$765K - $854K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Comprehensive Financial Management LLC
Los Gatos, CA |
SELL
|
- |
-4.37K- 2.03% |
$486K - $542K
|
210K
$39M
|