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 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-456- 4.1% |
$79.1K - $86.5K
|
10.7K
$1.98M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-454- 2.99% |
$78.7K - $86.2K
|
14.7K
$2.73M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-454- 1.07% |
$78.7K - $86.2K
|
42.1K
$7.81M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-450- 17.9% |
$78K - $85.4K
|
2.06K
$383K
|
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-447- 2.76% |
$77.5K - $84.8K
|
15.8K
$2.93M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-447- 2.56% |
$77.5K - $84.8K
|
17K
$3.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-437- 1.46% |
$75.8K - $82.9K
|
29.4K
$5.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-410- 3.8% |
$71.1K - $77.8K
|
10.4K
$1.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
SELL
|
- |
-407- 0.35% |
$70.6K - $77.2K
|
115K
$21.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-402- 5.17% |
$69.7K - $76.3K
|
7.38K
$1.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-402- 7.64% |
$69.7K - $76.3K
|
4.86K
$901K
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-402- 1.18% |
$69.7K - $76.3K
|
33.6K
$6.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-401- 4.47% |
$69.5K - $76.1K
|
8.58K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-401- 6.58% |
$69.5K - $76.1K
|
5.69K
$1.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-401- 1.92% |
$69.5K - $76.1K
|
20.4K
$3.79M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-400- 53.76% |
$69.3K - $75.9K
|
344
$63.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
CALL |
-400- 26.67% |
$69.3K - $75.9K
|
1.1K
$204K
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-393- 14.93% |
$68.1K - $74.6K
|
2.24K
$415K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-392- 0.87% |
$68K - $74.4K
|
44.7K
$8.28M
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
SELL
|
- |
-381- 1.79% |
$66.1K - $72.3K
|
20.9K
$3.87M
|
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-374- 3.55% |
$64.8K - $71K
|
10.2K
$1.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-360- 0.84% |
$62.4K - $68.3K
|
42.7K
$7.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-360- 2.82% |
$62.4K - $68.3K
|
12.4K
$2.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-357- 2.22% |
$61.9K - $67.8K
|
15.7K
$2.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-355- 47.97% |
$61.5K - $67.4K
|
385
$71.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-353- 6.3% |
$61.2K - $67K
|
5.25K
$973K
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-345- 2.37% |
$59.8K - $65.5K
|
14.2K
$2.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-330- 6.72% |
$57.2K - $62.6K
|
4.58K
$850K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-330- 9.72% |
$57.2K - $62.6K
|
3.07K
$569K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-330- 3.29% |
$57.2K - $62.6K
|
9.7K
$1.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-328- 16.5% |
$56.9K - $62.3K
|
1.66K
$308K
|
|
|
Nov 12, 2024
Q3 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-325- 3.65% |
$56.3K - $61.7K
|
8.58K
$1.59M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-322- 1.34% |
$55.8K - $61.1K
|
23.7K
$4.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-320- 2.42% |
$55.5K - $60.7K
|
12.9K
$2.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-313- 2.09% |
$54.3K - $59.4K
|
14.7K
$2.72M
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-311- 1.13% |
$53.9K - $59K
|
27.1K
$5.03M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-311- 5.25% |
$53.9K - $59K
|
5.61K
$1.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-308- 2.28% |
$53.4K - $58.5K
|
13.2K
$2.45M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-306- 10.44% |
$53K - $58.1K
|
2.63K
$487K
|
|
|
Oct 15, 2024
Q3 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-305- 0.5% |
$52.9K - $57.9K
|
60.8K
$11.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-303- 2.68% |
$52.5K - $57.5K
|
11K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-302- 10.87% |
$52.4K - $57.3K
|
2.48K
$460K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-302- 4.82% |
$52.4K - $57.3K
|
5.97K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-295- 4.6% |
$51.1K - $56K
|
6.12K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-289- 5.08% |
$50.1K - $54.9K
|
5.4K
$1M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-288- 6.78% |
$49.9K - $54.7K
|
3.96K
$734K
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-283- 3.06% |
$49.1K - $53.7K
|
8.98K
$1.67M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-283- 2.92% |
$49.1K - $53.7K
|
9.4K
$1.74M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-283- 3.63% |
$49.1K - $53.7K
|
7.51K
$1.39M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-279- 0.79% |
$48.4K - $53K
|
34.9K
$6.48M
|