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 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-278- 2.16% |
$48.2K - $52.8K
|
12.6K
$2.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
SELL
|
- |
-274- 16.98% |
$47.5K - $52K
|
1.34K
$249K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-274- 1.73% |
$47.5K - $52K
|
15.5K
$2.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-271- 8.17% |
$47K - $51.4K
|
3.05K
$565K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-270- 11.53% |
$46.8K - $51.2K
|
2.07K
$384K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-267- 1.23% |
$46.3K - $50.7K
|
21.5K
$3.98M
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-265- 0.74% |
$45.9K - $50.3K
|
35.7K
$6.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-259- 6.11% |
$44.9K - $49.2K
|
3.98K
$738K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-259- 4.1% |
$44.9K - $49.2K
|
6.06K
$1.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-258- 0.91% |
$44.7K - $49K
|
28.1K
$5.21M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-258- 3.84% |
$44.7K - $49K
|
6.46K
$1.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-255- 16.69% |
$44.2K - $48.4K
|
1.27K
$236K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-254- 11.92% |
$44K - $48.2K
|
1.88K
$348K
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-250- 2.0% |
$43.3K - $47.5K
|
12.3K
$2.27M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-249- 1.57% |
$43.2K - $47.3K
|
15.6K
$2.9M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-248- 4.94% |
$43K - $47.1K
|
4.78K
$886K
|
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-246- 2.2% |
$42.6K - $46.7K
|
10.9K
$2.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-245- 7.28% |
$42.5K - $46.5K
|
3.12K
$579K
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-239- 12.98% |
$41.4K - $45.4K
|
1.6K
$297K
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-239- 13.37% |
$41.4K - $45.4K
|
1.55K
$287K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-239- 3.7% |
$41.4K - $45.4K
|
6.23K
$1.16M
|
|
|
Oct 25, 2024
Q3 2024
|
Sicart Associates LLC
|
SELL
|
- |
-227- 14.42% |
$39.4K - $43.1K
|
1.35K
$250K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-226- 1.29% |
$39.2K - $42.9K
|
17.3K
$3.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-217- 6.52% |
$37.6K - $41.2K
|
3.11K
$577K
|
|
|
Nov 08, 2024
Q3 2024
|
Evergreen Advisors, LLC
|
SELL
|
- |
-214- 4.56% |
$37.1K - $40.6K
|
4.48K
$831K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-202- 3.26% |
$35K - $38.3K
|
5.99K
$1.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-202- 14.13% |
$35K - $38.3K
|
1.23K
$228K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-199- 2.89% |
$34.5K - $37.8K
|
6.68K
$1.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-199- 1.81% |
$34.5K - $37.8K
|
10.8K
$2.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
SELL
|
- |
-198- 10.3% |
$34.3K - $37.6K
|
1.73K
$320K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-195- 6.66% |
$33.8K - $37K
|
2.73K
$507K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-194- 4.87% |
$33.6K - $36.8K
|
3.79K
$703K
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-191- 0.8% |
$33.1K - $36.3K
|
23.8K
$4.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-190- 13.8% |
$32.9K - $36.1K
|
1.19K
$220K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-190- 7.75% |
$32.9K - $36.1K
|
2.26K
$420K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-188- 13.88% |
$32.6K - $35.7K
|
1.17K
$216K
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-187- 1.1% |
$32.4K - $35.5K
|
16.8K
$3.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-185- 4.51% |
$32.1K - $35.1K
|
3.92K
$727K
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-183- 0.62% |
$31.7K - $34.7K
|
29.6K
$5.48M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-183- 1.21% |
$31.7K - $34.7K
|
14.9K
$2.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-179- 2.14% |
$31K - $34K
|
8.17K
$1.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-176- 4.74% |
$30.5K - $33.4K
|
3.54K
$656K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-176- 1.09% |
$30.5K - $33.4K
|
16K
$2.97M
|
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-175- 12.03% |
$30.3K - $33.2K
|
1.28K
$237K
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-175- 1.37% |
$30.3K - $33.2K
|
12.6K
$2.34M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-175- 0.6% |
$30.3K - $33.2K
|
28.8K
$5.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-173- 10.76% |
$30K - $32.8K
|
1.44K
$266K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-171- 2.92% |
$29.6K - $32.5K
|
5.7K
$1.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-170- 1.62% |
$29.5K - $32.3K
|
10.3K
$1.91M
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-170- 2.42% |
$29.5K - $32.3K
|
6.85K
$1.27M
|