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 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-1.19K- 42.09% |
$229K - $242K
|
1.63K
$334K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
SELL
|
- |
-1.1K- 2.56% |
$213K - $225K
|
42K
$8.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-1.1K- 23.91% |
$212K - $224K
|
3.5K
$717K
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1.1K- 3.7% |
$212K - $224K
|
28.6K
$5.86M
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-1.09K- 6.26% |
$210K - $222K
|
16.3K
$3.35M
|
|
|
Nov 05, 2025
Q3 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-1.09K- 12.72% |
$210K - $222K
|
7.47K
$1.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.08K- 2.72% |
$207K - $219K
|
38.5K
$7.87M
|
|
|
Nov 05, 2025
Q3 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.07K- 4.33% |
$206K - $218K
|
23.6K
$4.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-1.05K- 1.14% |
$202K - $214K
|
91.3K
$18.7M
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.04K- 1.23% |
$201K - $212K
|
83.4K
$17.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.03K- 0.85% |
$199K - $211K
|
120K
$24.6M
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.03K- 12.79% |
$198K - $209K
|
6.99K
$1.43M
|
|
|
Oct 30, 2025
Q3 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1.01K- 1.01% |
$194K - $205K
|
99.2K
$20.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.01K- 6.35% |
$194K - $205K
|
14.9K
$3.04M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1K- 7.85% |
$193K - $204K
|
11.8K
$2.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-1K- 8.33% |
$193K - $204K
|
11K
$2.25M
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-995- 39.83% |
$192K - $203K
|
1.5K
$308K
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-987- 2.3% |
$190K - $201K
|
42K
$8.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-971- 7.85% |
$187K - $198K
|
11.4K
$2.34M
|
|
|
Nov 20, 2025
Q3 2025
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-963- 43.2% |
$186K - $196K
|
1.27K
$259K
|
|
|
Oct 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
SELL
|
- |
-941- 12.41% |
$181K - $192K
|
6.64K
$1.36M
|
|
|
Oct 23, 2025
Q3 2025
|
West Bancorporation Inc
|
SELL
|
- |
-930- 1.46% |
$179K - $190K
|
62.7K
$12.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-896- 28.24% |
$173K - $183K
|
2.28K
$466K
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-890- 1.12% |
$172K - $181K
|
78.8K
$16.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-875- 3.97% |
$169K - $178K
|
21.1K
$4.33M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-864- 15.13% |
$167K - $176K
|
4.85K
$993K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-862- 3.32% |
$166K - $176K
|
25.1K
$5.15M
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-857- 27.11% |
$165K - $175K
|
2.3K
$472K
|
|
|
Nov 10, 2025
Q3 2025
|
Wrapmanager Inc
|
SELL
|
- |
-845- 27.59% |
$163K - $172K
|
2.22K
$454K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-837- 2.59% |
$161K - $171K
|
31.4K
$6.44M
|
|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-836- 3.8% |
$161K - $170K
|
21.2K
$4.34M
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-804- 2.52% |
$155K - $164K
|
31.1K
$6.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-799- 4.87% |
$154K - $163K
|
15.6K
$3.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-798- 1.73% |
$154K - $163K
|
45.3K
$9.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-788- 0.17% |
$152K - $161K
|
456K
$93.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-782- 2.84% |
$151K - $159K
|
26.8K
$5.49M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-780- 5.31% |
$150K - $159K
|
13.9K
$2.85M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-779- 14.12% |
$150K - $159K
|
4.74K
$970K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-772- 3.37% |
$149K - $157K
|
22.1K
$4.53M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-761- 16.7% |
$147K - $155K
|
3.8K
$777K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-758- 7.46% |
$146K - $155K
|
9.41K
$1.93M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-752- 16.23% |
$145K - $153K
|
3.88K
$795K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-751- 9.74% |
$145K - $153K
|
6.96K
$1.43M
|
|
|
Oct 29, 2025
Q3 2025
|
Providence First Trust CO
|
SELL
|
- |
-750- 36.46% |
$145K - $153K
|
1.31K
$268K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-713- 1.25% |
$137K - $145K
|
56.3K
$11.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-698- 2.41% |
$135K - $142K
|
28.2K
$5.78M
|
|
|
Nov 04, 2025
Q3 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-694- 7.28% |
$134K - $141K
|
8.84K
$1.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-688- 0.47% |
$133K - $140K
|
146K
$29.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-684- 0.76% |
$132K - $139K
|
89.1K
$18.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-677- 34.52% |
$130K - $138K
|
1.28K
$263K
|
|