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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-46.5K- 2.54% |
$8.51M - $9.13M
|
1.78M
$350M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-44.9K- 20.84% |
$8.2M - $8.8M
|
170K
$33.4M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-37.8K- 43.24% |
$6.92M - $7.43M
|
49.7K
$9.75M
|
|
|
May 14, 2025
Q1 2025
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-33.8K- 81.77% |
$6.19M - $6.64M
|
7.54K
$1.48M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-31.8K- 10.6% |
$5.82M - $6.24M
|
268K
$52.6M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-31.8K- 0.94% |
$5.81M - $6.24M
|
3.36M
$658M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-29.2K- 25.91% |
$5.33M - $5.72M
|
83.4K
$16.4M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-28.4K- 64.75% |
$5.19M - $5.57M
|
15.5K
$3.03M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-28.3K- 60.48% |
$5.18M - $5.56M
|
18.5K
$3.63M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-27.3K- 25.45% |
$4.99M - $5.36M
|
80K
$15.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-25.7K- 50.0% |
$4.7M - $5.04M
|
25.7K
$5.04M
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-24.4K- 57.91% |
$4.47M - $4.79M
|
17.8K
$3.48M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-23.1K- 63.29% |
$4.22M - $4.53M
|
13.4K
$2.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-22.2K- 7.04% |
$4.05M - $4.35M
|
293K
$57.4M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-20.4K- 1.68% |
$3.74M - $4.01M
|
1.19M
$234M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-20.2K- 71.77% |
$3.69M - $3.96M
|
7.95K
$1.56M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-18.7K- 28.25% |
$3.41M - $3.66M
|
47.4K
$9.3M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-17.5K- 7.82% |
$3.21M - $3.44M
|
207K
$40.6M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-17.5K- 10.86% |
$3.2M - $3.44M
|
144K
$28.2M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-17.3K- 19.04% |
$3.17M - $3.4M
|
73.7K
$14.5M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-16.1K- 78.74% |
$2.94M - $3.16M
|
4.35K
$853K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-15.9K- 84.12% |
$2.9M - $3.11M
|
3K
$588K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-15.6K- 13.81% |
$2.86M - $3.07M
|
97.5K
$19.1M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-15.1K- 11.15% |
$2.76M - $2.96M
|
120K
$23.6M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-14.7K- 81.38% |
$2.69M - $2.88M
|
3.36K
$659K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-13.9K- 40.74% |
$2.55M - $2.73M
|
20.2K
$3.97M
|
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-13.5K- 30.9% |
$2.47M - $2.65M
|
30.2K
$5.92M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-13.1K- 66.62% |
$2.39M - $2.57M
|
6.56K
$1.29M
|
|
|
May 06, 2025
Q1 2025
|
Bg Investment Services, Inc.
|
SELL
|
- |
-12.7K- 33.11% |
$2.31M - $2.48M
|
25.6K
$5.01M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-12.6K- 16.07% |
$2.3M - $2.46M
|
65.6K
$12.9M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-11.6K- 12.8% |
$2.13M - $2.28M
|
79.4K
$15.6M
|
|
|
May 15, 2025
Q1 2025
|
Wind River Trust CO
|
SELL
|
- |
-11.6K- 4.58% |
$2.12M - $2.28M
|
242K
$47.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10.4K- 71.62% |
$1.91M - $2.05M
|
4.14K
$812K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-10.2K- 57.39% |
$1.86M - $1.99M
|
7.54K
$1.48M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-10.1K- 1.18% |
$1.85M - $1.99M
|
848K
$166M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-10.1K- 24.73% |
$1.85M - $1.98M
|
30.7K
$6.03M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.79K- 3.26% |
$1.79M - $1.92M
|
290K
$56.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-9.62K- 62.81% |
$1.76M - $1.89M
|
5.69K
$1.12M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-9.47K- 17.03% |
$1.73M - $1.86M
|
46.2K
$9.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-9.14K- 58.08% |
$1.67M - $1.79M
|
6.59K
$1.29M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.01K- 56.08% |
$1.46M - $1.57M
|
6.27K
$1.23M
|
|
|
Jun 04, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-7.9K- 53.84% |
$1.44M - $1.55M
|
6.77K
$1.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-7.83K- 3.41% |
$1.43M - $1.54M
|
222K
$43.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-7.49K- 82.78% |
$1.37M - $1.47M
|
1.56K
$306K
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-7.44K- 53.34% |
$1.36M - $1.46M
|
6.51K
$1.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-7.12K- 3.99% |
$1.3M - $1.4M
|
171K
$33.6M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.76K- 8.47% |
$1.24M - $1.33M
|
73.1K
$14.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.75K- 10.62% |
$1.23M - $1.32M
|
56.8K
$11.1M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-6.25K- 1.4% |
$1.14M - $1.23M
|
440K
$86.3M
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-6.2K- 34.46% |
$1.13M - $1.22M
|
11.8K
$2.31M
|