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 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.33K- 3.7% |
$426K - $458K
|
60.6K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-2.16K- 12.12% |
$395K - $424K
|
15.7K
$3.08M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.16K- 1.5% |
$395K - $424K
|
142K
$27.8M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.16K- 5.0% |
$394K - $423K
|
41K
$8.03M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.09K- 49.89% |
$381K - $409K
|
2.09K
$411K
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-2K- 14.29% |
$366K - $392K
|
12K
$2.35M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.99K- 4.8% |
$363K - $390K
|
39.4K
$7.73M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.97K- 5.88% |
$360K - $387K
|
31.5K
$6.18M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.96K- 34.71% |
$359K - $385K
|
3.69K
$724K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.95K- 61.32% |
$357K - $383K
|
1.23K
$242K
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-1.94K- 30.67% |
$354K - $380K
|
4.38K
$860K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.94K- 0.52% |
$354K - $380K
|
368K
$72.3M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.87K- 52.03% |
$341K - $366K
|
1.72K
$338K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.82K- 1.22% |
$332K - $357K
|
147K
$28.8M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.8KClosed |
$330K - $354K
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-1.66K- 1.22% |
$303K - $325K
|
134K
$26.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.63K- 5.2% |
$299K - $321K
|
29.8K
$5.84M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-1.63K- 5.93% |
$298K - $320K
|
25.9K
$5.07M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.6K- 4.5% |
$293K - $314K
|
33.9K
$6.65M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.59K- 1.94% |
$291K - $312K
|
80.1K
$15.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-1.53K- 9.92% |
$279K - $300K
|
13.9K
$2.72M
|
|
|
May 12, 2025
Q1 2025
|
Donald Smith & Co., Inc.
New York, NY |
SELL
|
- |
-1.5K- 8.43% |
$274K - $294K
|
16.3K
$3.2M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-1.48K- 42.01% |
$270K - $290K
|
2.04K
$400K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.48K- 1.21% |
$270K - $290K
|
121K
$23.7M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.48K- 6.37% |
$270K - $289K
|
21.7K
$4.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.39K- 5.62% |
$254K - $273K
|
23.4K
$4.58M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-1.36K- 6.21% |
$248K - $266K
|
20.5K
$4.02M
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-1.35K- 18.53% |
$246K - $264K
|
5.92K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
SELL
|
- |
-1.33K- 26.48% |
$242K - $260K
|
3.68K
$722K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.3K- 31.75% |
$238K - $256K
|
2.8K
$549K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.28K- 2.37% |
$234K - $251K
|
52.7K
$10.3M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1.24K- 36.21% |
$226K - $243K
|
2.18K
$427K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.23K- 4.54% |
$226K - $242K
|
25.9K
$5.09M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.23K- 7.37% |
$225K - $241K
|
15.5K
$3.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-1.2K- 2.75% |
$220K - $236K
|
42.5K
$8.34M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-1.19K- 33.69% |
$217K - $233K
|
2.34K
$458K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-1.18K- 50.26% |
$216K - $231K
|
1.17K
$229K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.18K- 11.73% |
$215K - $231K
|
8.85K
$1.74M
|
|
|
May 12, 2025
Q1 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-1.08K- 64.68% |
$198K - $213K
|
592
$116K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.06K- 11.6% |
$194K - $209K
|
8.1K
$1.59M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.04K- 6.93% |
$190K - $203K
|
13.9K
$2.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1K- 7.53% |
$184K - $197K
|
12.3K
$2.42M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-928- 5.3% |
$170K - $182K
|
16.6K
$3.25M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-923- 3.89% |
$169K - $181K
|
22.8K
$4.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-921- 1.01% |
$168K - $181K
|
90.3K
$17.7M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-920- 0.94% |
$168K - $181K
|
97.2K
$19.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-853- 3.98% |
$156K - $167K
|
20.6K
$4.03M
|
|
|
May 15, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-850- 3.48% |
$155K - $167K
|
23.6K
$4.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-837- 21.15% |
$153K - $164K
|
3.12K
$612K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-829- 2.96% |
$152K - $163K
|
27.2K
$5.33M
|