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 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-785- 16.03% |
$136K - $149K
|
4.11K
$763K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-783- 0.21% |
$136K - $149K
|
376K
$69.7M
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-780- 0.27% |
$135K - $148K
|
286K
$53.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-777- 10.23% |
$135K - $147K
|
6.82K
$1.26M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-774- 0.58% |
$134K - $147K
|
134K
$24.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-766- 22.87% |
$133K - $145K
|
2.58K
$479K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-764- 1.49% |
$132K - $145K
|
50.6K
$9.39M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-763- 8.12% |
$132K - $145K
|
8.63K
$1.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-753- 1.31% |
$131K - $143K
|
56.7K
$10.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-741- 1.92% |
$128K - $141K
|
37.9K
$7.03M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-740- 12.88% |
$128K - $140K
|
5.01K
$929K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-735- 2.52% |
$127K - $140K
|
28.4K
$5.27M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-727- 11.72% |
$126K - $138K
|
5.47K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-706- 3.2% |
$122K - $134K
|
21.4K
$3.96M
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-700- 2.23% |
$121K - $133K
|
30.8K
$5.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-683- 13.42% |
$118K - $130K
|
4.41K
$818K
|
|
|
Nov 13, 2024
Q3 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-682- 3.35% |
$118K - $129K
|
19.7K
$3.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-662- 31.02% |
$115K - $126K
|
1.47K
$273K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-661- 16.33% |
$115K - $125K
|
3.39K
$628K
|
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-652- 7.67% |
$113K - $124K
|
7.85K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-642- 12.28% |
$111K - $122K
|
4.58K
$850K
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-642- 2.27% |
$111K - $122K
|
27.6K
$5.12M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-641- 0.92% |
$111K - $122K
|
68.7K
$12.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-638- 16.88% |
$111K - $121K
|
3.14K
$583K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-632- 7.01% |
$110K - $120K
|
8.39K
$1.56M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-620- 2.8% |
$107K - $118K
|
21.5K
$4M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-596- 9.46% |
$103K - $113K
|
5.7K
$1.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-586- 1.42% |
$102K - $111K
|
40.7K
$7.56M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-579- 2.01% |
$100K - $110K
|
28.2K
$5.23M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-574- 8.62% |
$99.5K - $109K
|
6.08K
$1.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-569- 2.52% |
$98.6K - $108K
|
22K
$4.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Campion Asset Management
|
SELL
|
- |
-567- 21.23% |
$98.3K - $108K
|
2.1K
$390K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-556- 0.49% |
$96.4K - $106K
|
113K
$20.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-555- 19.89% |
$96.2K - $105K
|
2.24K
$415K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-546- 1.84% |
$94.7K - $104K
|
29.1K
$5.41M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-537- 11.74% |
$93.1K - $102K
|
4.04K
$749K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-529- 5.74% |
$91.7K - $100K
|
8.69K
$1.61M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-524- 13.82% |
$90.8K - $99.5K
|
3.27K
$606K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-523- 31.49% |
$90.7K - $99.3K
|
1.14K
$211K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-520- 2.39% |
$90.1K - $98.7K
|
21.3K
$3.95M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-510- 3.19% |
$88.4K - $96.8K
|
15.5K
$2.87M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-500- 8.39% |
$86.7K - $94.9K
|
5.46K
$1.01M
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-494- 2.11% |
$85.6K - $93.8K
|
22.9K
$4.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-482- 14.45% |
$83.6K - $91.5K
|
2.85K
$529K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-480- 24.58% |
$83.2K - $91.1K
|
1.47K
$273K
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-477- 5.03% |
$82.7K - $90.5K
|
9K
$1.67M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-476- 0.35% |
$82.5K - $90.3K
|
135K
$25.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-473- 50.81% |
$82K - $89.8K
|
458
$85K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-473- 21.29% |
$82K - $89.8K
|
1.75K
$324K
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-456- 1.2% |
$79.1K - $86.5K
|
37.4K
$6.94M
|