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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
SELL
|
- |
-4.72K- 18.49% |
$911K - $963K
|
20.8K
$4.26M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.65K- 72.68% |
$897K - $948K
|
1.75K
$358K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-4.63K- 2.37% |
$892K - $943K
|
191K
$39.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Wind River Trust CO
|
SELL
|
- |
-4.6K- 1.93% |
$886K - $937K
|
234K
$47.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Sierra Capital LLC
|
SELL
|
- |
-4.51K- 10.74% |
$869K - $919K
|
37.5K
$7.67M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-4.38K- 20.17% |
$845K - $893K
|
17.3K
$3.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-4.29K- 77.81% |
$826K - $874K
|
1.22K
$250K
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-4.1K- 24.09% |
$791K - $836K
|
12.9K
$2.65M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-4.1K- 6.14% |
$789K - $835K
|
62.6K
$12.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.97K- 0.43% |
$764K - $808K
|
917K
$188M
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.86K- 3.35% |
$744K - $787K
|
111K
$22.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-3.83K- 2.61% |
$737K - $780K
|
143K
$29.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-3.79K- 73.1% |
$730K - $772K
|
1.39K
$285K
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-3.78K- 8.79% |
$728K - $770K
|
39.2K
$8.03M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-3.64K- 16.17% |
$701K - $742K
|
18.9K
$3.86M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-3.58K- 34.1% |
$690K - $730K
|
6.92K
$1.42M
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-3.54K- 26.08% |
$683K - $722K
|
10K
$2.06M
|
|
|
Nov 06, 2025
Q3 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-3.38K- 16.86% |
$652K - $689K
|
16.7K
$3.41M
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.29K- 3.03% |
$634K - $670K
|
105K
$21.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.24K- 0.72% |
$624K - $660K
|
444K
$90.9M
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-3.16K- 21.25% |
$610K - $645K
|
11.7K
$2.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.14K- 8.26% |
$606K - $641K
|
34.9K
$7.15M
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-3.11K- 0.72% |
$599K - $634K
|
428K
$87.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3.08K- 2.86% |
$594K - $628K
|
105K
$21.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-3.02K- 68.56% |
$583K - $616K
|
1.39K
$284K
|
|
|
Nov 13, 2025
Q3 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-2.97K- 51.75% |
$572K - $605K
|
2.77K
$567K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.95K- 5.09% |
$569K - $602K
|
55K
$11.3M
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-2.94K- 2.37% |
$567K - $600K
|
121K
$24.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2.81K- 17.51% |
$542K - $573K
|
13.3K
$2.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-2.8K- 28.87% |
$540K - $571K
|
6.9K
$1.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.76K- 0.55% |
$532K - $563K
|
500K
$102M
|
|
|
Nov 06, 2025
Q3 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-2.76K- 26.0% |
$531K - $562K
|
7.85K
$1.61M
|
|
|
Nov 13, 2025
Q3 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-2.73K- 63.32% |
$526K - $557K
|
1.58K
$324K
|
|
|
Oct 14, 2025
Q3 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-2.69K- 3.57% |
$519K - $549K
|
72.8K
$14.9M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.68K- 2.81% |
$517K - $546K
|
92.7K
$19M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.62K- 5.99% |
$504K - $533K
|
41K
$8.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-2.61K- 24.22% |
$504K - $533K
|
8.18K
$1.67M
|
|
|
Nov 14, 2025
Q3 2025
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-2.6K- 38.84% |
$502K - $531K
|
4.1K
$840K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.51K- 25.46% |
$484K - $512K
|
7.35K
$1.51M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.48K- 5.27% |
$478K - $505K
|
44.6K
$9.13M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-2.47K- 14.76% |
$477K - $504K
|
14.3K
$2.93M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.38K- 1.09% |
$458K - $484K
|
215K
$44M
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.37K- 2.89% |
$457K - $484K
|
79.8K
$16.3M
|
|
|
Nov 13, 2025
Q3 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-2.36K- 23.67% |
$454K - $480K
|
7.6K
$1.56M
|
|
|
Nov 17, 2025
Q3 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-2.31K- 2.31% |
$445K - $470K
|
97.5K
$20M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.3K- 60.45% |
$443K - $469K
|
1.51K
$308K
|
|
|
Nov 07, 2025
Q3 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-2.23K- 8.0% |
$430K - $455K
|
25.7K
$5.26M
|
|
|
Oct 31, 2025
Q3 2025
|
Bg Investment Services, Inc.
|
SELL
|
- |
-2.09K- 11.99% |
$402K - $426K
|
15.3K
$3.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.06K- 1.03% |
$396K - $419K
|
198K
$40.6M
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-2.05K- 11.16% |
$395K - $418K
|
16.3K
$3.34M
|
|