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 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-15.9K- 84.12% |
$2.9M - $3.11M
|
3K
$592K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-15.6K- 13.81% |
$2.86M - $3.07M
|
97.5K
$19.3M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-15.1K- 11.15% |
$2.76M - $2.96M
|
120K
$23.8M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-14.7K- 81.38% |
$2.69M - $2.88M
|
3.36K
$664K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-13.9K- 40.74% |
$2.55M - $2.73M
|
20.2K
$4M
|
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-13.5K- 30.9% |
$2.47M - $2.65M
|
30.2K
$5.96M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-13.1K- 66.62% |
$2.39M - $2.57M
|
6.56K
$1.3M
|
|
|
May 06, 2025
Q1 2025
|
Bg Investment Services, Inc.
|
SELL
|
- |
-12.7K- 33.11% |
$2.31M - $2.48M
|
25.6K
$5.05M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-12.6K- 16.07% |
$2.3M - $2.46M
|
65.6K
$13M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-11.6K- 12.8% |
$2.13M - $2.28M
|
79.4K
$15.7M
|
|
|
May 15, 2025
Q1 2025
|
Wind River Trust CO
|
SELL
|
- |
-11.6K- 4.58% |
$2.12M - $2.28M
|
242K
$47.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10.4K- 71.62% |
$1.91M - $2.05M
|
4.14K
$817K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-10.2K- 57.39% |
$1.86M - $1.99M
|
7.54K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-10.1K- 24.73% |
$1.85M - $1.98M
|
30.7K
$6.07M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.79K- 3.26% |
$1.79M - $1.92M
|
290K
$57.3M
|
|
|
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
$9.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-9.14K- 58.08% |
$1.67M - $1.79M
|
6.59K
$1.3M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.01K- 56.08% |
$1.46M - $1.57M
|
6.27K
$1.24M
|
|
|
Jun 04, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-7.9K- 53.84% |
$1.44M - $1.55M
|
6.77K
$1.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-7.83K- 3.41% |
$1.43M - $1.54M
|
222K
$43.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-7.49K- 82.78% |
$1.37M - $1.47M
|
1.56K
$308K
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-7.44K- 53.34% |
$1.36M - $1.46M
|
6.51K
$1.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-7.12K- 3.99% |
$1.3M - $1.4M
|
171K
$33.8M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.76K- 8.47% |
$1.24M - $1.33M
|
73.1K
$14.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.75K- 10.62% |
$1.23M - $1.32M
|
56.8K
$11.2M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-6.25K- 1.4% |
$1.14M - $1.23M
|
440K
$86.8M
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-6.2K- 34.46% |
$1.13M - $1.22M
|
11.8K
$2.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-6.14K- 16.44% |
$1.12M - $1.2M
|
31.2K
$6.17M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.94K- 1.86% |
$1.09M - $1.17M
|
313K
$61.8M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-5.79K- 1.43% |
$1.06M - $1.14M
|
398K
$78.6M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-5.74K- 17.44% |
$1.05M - $1.13M
|
27.2K
$5.37M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-5.63K- 27.83% |
$1.03M - $1.1M
|
14.6K
$2.88M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-5.61K- 2.86% |
$1.02M - $1.1M
|
190K
$37.6M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-5.56K- 27.03% |
$1.02M - $1.09M
|
15K
$2.97M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-5.5K- 44.3% |
$1.01M - $1.08M
|
6.92K
$1.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5.13K- 80.13% |
$938K - $1.01M
|
1.27K
$251K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.97K- 45.21% |
$908K - $974K
|
6.02K
$1.19M
|
|
|
May 12, 2025
Q1 2025
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-4.82K- 32.14% |
$880K - $945K
|
10.2K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-4.79K- 24.11% |
$875K - $939K
|
15.1K
$2.97M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-4.68K- 12.77% |
$856K - $918K
|
32K
$6.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.54K- 28.3% |
$830K - $891K
|
11.5K
$2.27M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-4.54K- 26.63% |
$830K - $890K
|
12.5K
$2.47M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-4.48K- 39.42% |
$819K - $879K
|
6.89K
$1.36M
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.27K- 38.58% |
$781K - $838K
|
6.8K
$1.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-4.27K- 2.01% |
$781K - $838K
|
209K
$41.2M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.2K- 39.34% |
$768K - $825K
|
6.48K
$1.28M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-4.12K- 23.32% |
$753K - $808K
|
13.5K
$2.67M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.09K- 8.35% |
$748K - $803K
|
44.9K
$8.87M
|
|
|
May 12, 2025
Q1 2025
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-3.91K- 30.94% |
$716K - $768K
|
8.74K
$1.73M
|