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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.99K- 5.39% |
$692K - $758K
|
70K
$13M
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-3.92K- 0.64% |
$679K - $743K
|
607K
$113M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.68K- 5.57% |
$639K - $699K
|
62.4K
$11.6M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-3.6K- 23.92% |
$624K - $684K
|
11.5K
$2.13M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.57K- 1.95% |
$619K - $678K
|
179K
$33.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-3.53K- 43.05% |
$611K - $669K
|
4.66K
$865K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.48K- 2.8% |
$604K - $661K
|
121K
$22.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-3.42K- 30.1% |
$593K - $649K
|
7.95K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-3.36K- 1.67% |
$582K - $637K
|
198K
$36.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-3.17K- 21.56% |
$550K - $602K
|
11.5K
$2.14M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.08K- 9.26% |
$533K - $584K
|
30.2K
$5.59M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.04K- 0.93% |
$528K - $578K
|
326K
$60.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2.76K- 0.74% |
$479K - $525K
|
369K
$68.5M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.74K- 3.09% |
$475K - $520K
|
86.1K
$16M
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-2.72K- 4.03% |
$471K - $515K
|
64.7K
$12M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.68K- 1.67% |
$465K - $509K
|
158K
$29.2M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-2.68K- 21.99% |
$464K - $508K
|
9.5K
$1.76M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.63K- 6.87% |
$456K - $499K
|
35.6K
$6.61M
|
|
|
Nov 06, 2024
Q3 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-2.61K- 3.94% |
$453K - $496K
|
63.7K
$11.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-2.61K- 3.37% |
$452K - $494K
|
74.8K
$13.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-2.6K- 1.18% |
$451K - $494K
|
218K
$40.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-2.55K- 0.1% |
$443K - $485K
|
2.46M
$457M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.52K- 2.56% |
$437K - $478K
|
95.9K
$17.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-2.49K- 5.32% |
$432K - $473K
|
44.4K
$8.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2.46K- 13.63% |
$426K - $467K
|
15.6K
$2.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-2.46K- 11.79% |
$426K - $466K
|
18.4K
$3.41M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.39K- 18.59% |
$415K - $454K
|
10.5K
$1.95M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-2.38K- 40.72% |
$413K - $452K
|
3.47K
$643K
|
|
|
Nov 13, 2024
Q3 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-2.38K- 2.77% |
$412K - $451K
|
83.6K
$15.5M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.33K- 1.16% |
$403K - $441K
|
197K
$36.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.29K- 8.59% |
$397K - $434K
|
24.3K
$4.52M
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-2.26K- 53.85% |
$392K - $430K
|
1.94K
$360K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-2.26K- 0.56% |
$392K - $430K
|
399K
$74.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.24K- 1.23% |
$389K - $426K
|
181K
$33.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.23K- 0.96% |
$386K - $423K
|
230K
$42.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.14K- 7.43% |
$371K - $407K
|
26.7K
$4.95M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-2.12K- 24.68% |
$367K - $402K
|
6.46K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-2.1K- 49.47% |
$365K - $399K
|
2.15K
$399K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.05K- 2.58% |
$355K - $389K
|
77.3K
$14.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.02K- 9.03% |
$350K - $384K
|
20.4K
$3.78M
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-2K- 65.05% |
$347K - $380K
|
1.08K
$200K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2K- 3.99% |
$346K - $379K
|
48K
$8.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.98K- 4.76% |
$344K - $376K
|
39.6K
$7.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.92K- 3.24% |
$332K - $364K
|
57.2K
$10.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-1.84K- 4.73% |
$320K - $350K
|
37.1K
$6.89M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.83K- 7.5% |
$317K - $348K
|
22.6K
$4.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.81K- 27.52% |
$314K - $344K
|
4.77K
$886K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.8K- 2.73% |
$312K - $342K
|
64.1K
$11.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.8K- 18.75% |
$312K - $342K
|
7.8K
$1.45M
|
|
|
Dec 06, 2024
Q3 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-1.75K- 36.03% |
$304K - $333K
|
3.11K
$578K
|