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 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-145- 6.79% |
$24.2K - $28.2K
|
1.99K
$391K
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-134- 1.54% |
$22.4K - $26K
|
8.57K
$1.68M
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-131- 2.23% |
$21.9K - $25.4K
|
5.74K
$1.13M
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-129- 2.23% |
$21.5K - $25.1K
|
5.67K
$1.11M
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-125- 1.05% |
$20.9K - $24.3K
|
11.8K
$2.31M
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-116- 2.07% |
$19.4K - $22.5K
|
5.49K
$1.08M
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-113- 3.46% |
$18.9K - $21.9K
|
3.16K
$619K
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-108- 3.51% |
$18K - $21K
|
2.97K
$583K
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-108- 1.53% |
$18K - $21K
|
6.95K
$1.36M
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-108- 0.64% |
$18K - $21K
|
16.8K
$3.29M
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-89- 1.91% |
$14.8K - $17.3K
|
4.56K
$895K
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-82- 0.79% |
$13.7K - $15.9K
|
10.3K
$2.03M
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-81- 5.68% |
$13.5K - $15.7K
|
1.35K
$264K
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-80- 0.4% |
$13.3K - $15.5K
|
19.7K
$3.86M
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-73- 0.92% |
$12.2K - $14.2K
|
7.84K
$1.54M
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-70- 5.77% |
$11.7K - $13.6K
|
1.14K
$224K
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
SELL
|
- |
-65- 4.84% |
$10.8K - $12.6K
|
1.28K
$251K
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-64- 2.76% |
$10.7K - $12.4K
|
2.25K
$442K
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-55- 1.6% |
$9.18K - $10.7K
|
3.39K
$665K
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-50- 3.72% |
$8.34K - $9.71K
|
1.3K
$254K
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-50- 1.81% |
$8.34K - $9.71K
|
2.72K
$533K
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-48- 0.85% |
$8.01K - $9.32K
|
5.62K
$1.1M
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-47- 2.72% |
$7.84K - $9.13K
|
1.68K
$330K
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-46- 0.51% |
$7.67K - $8.93K
|
8.91K
$1.75M
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-40- 4.26% |
$6.67K - $7.77K
|
900
$177K
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-39- 1.43% |
$6.51K - $7.57K
|
2.69K
$528K
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-36- 0.73% |
$6.01K - $6.99K
|
4.92K
$965K
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-35- 0.61% |
$5.84K - $6.8K
|
5.7K
$1.12M
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-34- 0.17% |
$5.67K - $6.6K
|
20.5K
$4.02M
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-34- 0.42% |
$5.67K - $6.6K
|
8.02K
$1.57M
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-33- 0.41% |
$5.51K - $6.41K
|
8.09K
$1.59M
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-29- 0.89% |
$4.84K - $5.63K
|
3.21K
$630K
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-27- 0.55% |
$4.5K - $5.24K
|
4.92K
$964K
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-25- 0.88% |
$4.17K - $4.86K
|
2.82K
$553K
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-22- 36.07% |
$3.67K - $4.27K
|
39
$7.65K
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-20- 0.51% |
$3.34K - $3.88K
|
3.93K
$771K
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-18- 0.5% |
$3K - $3.5K
|
3.57K
$701K
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-17- 0.09% |
$2.84K - $3.3K
|
19.8K
$3.87M
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-15- 1.01% |
$2.5K - $2.91K
|
1.48K
$289K
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-12- 0.64% |
$2K - $2.33K
|
1.87K
$367K
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-12- 0.26% |
$2K - $2.33K
|
4.58K
$899K
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-11- 0.59% |
$1.84K - $2.14K
|
1.86K
$364K
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-8- 0.06% |
$1.33K - $1.55K
|
13.1K
$2.57M
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-7- 0.4% |
$1.17K - $1.36K
|
1.74K
$341K
|
|
Jul 21, 2025
Q2 2025
|
Echo Wealth Management, LLC
|
SELL
|
- |
-5- 0.35% |
$834 - $971
|
1.42K
$279K
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-5- 0.03% |
$834 - $971
|
14.3K
$2.81M
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-4- 0.52% |
$667 - $777
|
765
$150K
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-4- 0.24% |
$667 - $777
|
1.66K
$325K
|
|
Jul 15, 2025
Q2 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-4- 0.19% |
$667 - $777
|
2.09K
$409K
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1- 0.03% |
$167 - $194
|
3.77K
$739K
|