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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-6.14K- 16.44% |
$1.12M - $1.2M
|
31.2K
$6.12M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.94K- 1.86% |
$1.09M - $1.17M
|
313K
$61.4M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-5.79K- 1.43% |
$1.06M - $1.14M
|
398K
$78M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-5.74K- 17.44% |
$1.05M - $1.13M
|
27.2K
$5.33M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-5.63K- 27.83% |
$1.03M - $1.1M
|
14.6K
$2.86M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-5.61K- 2.86% |
$1.02M - $1.1M
|
190K
$37.3M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-5.56K- 27.03% |
$1.02M - $1.09M
|
15K
$2.95M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-5.5K- 44.3% |
$1.01M - $1.08M
|
6.92K
$1.36M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5.13K- 80.13% |
$938K - $1.01M
|
1.27K
$250K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.97K- 45.21% |
$908K - $974K
|
6.02K
$1.18M
|
|
|
May 12, 2025
Q1 2025
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-4.82K- 32.14% |
$880K - $945K
|
10.2K
$1.99M
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-4.79K- 24.11% |
$875K - $939K
|
15.1K
$2.95M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-4.68K- 12.77% |
$856K - $918K
|
32K
$6.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.54K- 28.3% |
$830K - $891K
|
11.5K
$2.26M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-4.54K- 26.63% |
$830K - $890K
|
12.5K
$2.45M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-4.48K- 39.42% |
$819K - $879K
|
6.89K
$1.35M
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.27K- 38.58% |
$781K - $838K
|
6.8K
$1.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-4.27K- 2.01% |
$781K - $838K
|
209K
$41M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.2K- 39.34% |
$768K - $825K
|
6.48K
$1.27M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-4.12K- 23.32% |
$753K - $808K
|
13.5K
$2.66M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.09K- 8.35% |
$748K - $803K
|
44.9K
$8.81M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.97K- 20.71% |
$726K - $779K
|
15.2K
$2.98M
|
|
|
May 12, 2025
Q1 2025
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-3.91K- 30.94% |
$716K - $768K
|
8.74K
$1.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.87K- 7.93% |
$707K - $759K
|
44.9K
$8.81M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.45K- 9.28% |
$630K - $676K
|
33.7K
$6.61M
|
|
|
May 13, 2025
Q1 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-3.38K- 12.4% |
$617K - $662K
|
23.9K
$4.68M
|
|
|
May 07, 2025
Q1 2025
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-3.26K- 27.22% |
$596K - $640K
|
8.72K
$1.71M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-3.21K- 8.83% |
$586K - $629K
|
33.1K
$6.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Miller Howard Investments Inc
|
SELL
|
- |
-3.2K- 60.57% |
$585K - $627K
|
2.08K
$408K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.19K- 6.18% |
$582K - $625K
|
48.3K
$9.48M
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-3.17K- 19.95% |
$579K - $621K
|
12.7K
$2.49M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.14K- 35.41% |
$574K - $616K
|
5.72K
$1.12M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.05K- 28.53% |
$557K - $597K
|
7.63K
$1.5M
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-2.98K- 4.62% |
$544K - $584K
|
61.5K
$12.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2.94K- 38.18% |
$537K - $576K
|
4.76K
$933K
|
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-2.81K- 4.5% |
$513K - $550K
|
59.6K
$11.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.78K- 7.2% |
$508K - $545K
|
35.8K
$7.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-2.75K- 13.29% |
$502K - $539K
|
17.9K
$3.52M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.73K- 3.4% |
$499K - $536K
|
77.7K
$15.2M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-2.68K- 28.49% |
$490K - $525K
|
6.72K
$1.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-2.58K- 3.62% |
$471K - $506K
|
68.8K
$13.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-2.57K- 4.19% |
$469K - $504K
|
58.7K
$11.5M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-2.56K- 5.46% |
$468K - $502K
|
44.3K
$8.68M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-2.56K- 48.34% |
$468K - $502K
|
2.74K
$536K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.52K- 33.08% |
$460K - $494K
|
5.1K
$999K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.51K- 1.91% |
$458K - $492K
|
128K
$25.2M
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-2.48K- 0.46% |
$453K - $486K
|
539K
$106M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-2.41K- 42.61% |
$440K - $472K
|
3.24K
$636K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.39K- 8.57% |
$436K - $468K
|
25.4K
$4.99M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.36K- 1.18% |
$432K - $464K
|
197K
$38.7M
|