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 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-1.74K- 96.78% |
$302K - $331K
|
58
$10.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.73K- 12.79% |
$299K - $327K
|
11.8K
$2.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-1.66K- 46.57% |
$287K - $314K
|
1.9K
$353K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.63K- 38.52% |
$282K - $309K
|
2.6K
$481K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.6K- 21.59% |
$277K - $303K
|
5.79K
$1.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.51K- 26.39% |
$262K - $287K
|
4.21K
$781K
|
|
|
Oct 17, 2024
Q3 2024
|
Newton One Investments LLC
|
SELL
|
- |
-1.51K- 2.78% |
$261K - $286K
|
52.6K
$9.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-1.49K- 0.51% |
$258K - $283K
|
292K
$54.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.48K- 10.28% |
$257K - $281K
|
12.9K
$2.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-1.38K- 6.32% |
$238K - $261K
|
20.4K
$3.78M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.33K- 6.46% |
$231K - $253K
|
19.3K
$3.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.32K- 3.68% |
$229K - $251K
|
34.6K
$6.42M
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-1.32K- 2.65% |
$229K - $250K
|
48.4K
$8.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.31K- 17.44% |
$227K - $249K
|
6.2K
$1.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-1.29K- 40.18% |
$224K - $245K
|
1.92K
$357K
|
|
|
Nov 08, 2024
Q3 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-1.28K- 66.34% |
$221K - $242K
|
648
$120K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.27K- 14.58% |
$221K - $241K
|
7.45K
$1.38M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.26K- 4.52% |
$218K - $239K
|
26.6K
$4.93M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.25K- 0.95% |
$217K - $238K
|
131K
$24.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.24K- 43.47% |
$215K - $235K
|
1.61K
$299K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.23K- 10.4% |
$213K - $233K
|
10.6K
$1.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.23K- 3.28% |
$213K - $233K
|
36.2K
$6.71M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.16K- 2.45% |
$201K - $220K
|
46.2K
$8.56M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.15K- 3.52% |
$198K - $217K
|
31.4K
$5.82M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.13K- 1.17% |
$196K - $214K
|
95.4K
$17.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.12K- 77.25% |
$194K - $212K
|
329
$61K
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-1.08K- 2.46% |
$188K - $205K
|
43K
$7.97M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.08K- 19.55% |
$186K - $204K
|
4.42K
$821K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.06K- 4.85% |
$184K - $202K
|
20.8K
$3.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-1.03K- 25.5% |
$179K - $196K
|
3.02K
$559K
|
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-1K- 6.06% |
$173K - $190K
|
15.5K
$2.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-963- 43.52% |
$167K - $183K
|
1.25K
$232K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-961- 3.91% |
$167K - $182K
|
23.6K
$4.39M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-959- 11.13% |
$166K - $182K
|
7.66K
$1.42M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-955- 18.59% |
$166K - $181K
|
4.18K
$776K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-938- 16.54% |
$163K - $178K
|
4.73K
$878K
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-937- 71.09% |
$162K - $178K
|
381
$70.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-933- 1.89% |
$162K - $177K
|
48.4K
$8.97M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-929- 5.02% |
$161K - $176K
|
17.6K
$3.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-925- 24.64% |
$160K - $176K
|
2.83K
$525K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-925- 1.0% |
$160K - $176K
|
91.5K
$17M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-911- 24.67% |
$158K - $173K
|
2.78K
$516K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-898- 2.27% |
$156K - $170K
|
38.7K
$7.18M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-890- 0.13% |
$154K - $169K
|
661K
$123M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-885- 3.76% |
$153K - $168K
|
22.6K
$4.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-855- 13.27% |
$148K - $162K
|
5.59K
$1.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-842- 2.2% |
$146K - $160K
|
37.4K
$6.95M
|
|
|
Oct 22, 2024
Q3 2024
|
Coho Partners, Ltd.
|
SELL
|
- |
-820- 34.57% |
$142K - $156K
|
1.55K
$288K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-808- 11.5% |
$140K - $153K
|
6.22K
$1.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-786- 1.37% |
$136K - $149K
|
56.4K
$10.5M
|