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 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.45K- 9.28% |
$630K - $676K
|
33.7K
$6.65M
|
|
|
May 13, 2025
Q1 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-3.38K- 12.4% |
$617K - $662K
|
23.9K
$4.71M
|
|
|
May 07, 2025
Q1 2025
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-3.26K- 27.22% |
$596K - $640K
|
8.72K
$1.72M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-3.21K- 8.83% |
$586K - $629K
|
33.1K
$6.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Miller Howard Investments Inc
|
SELL
|
- |
-3.2K- 60.57% |
$585K - $627K
|
2.08K
$411K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.19K- 6.18% |
$582K - $625K
|
48.3K
$9.54M
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-3.17K- 19.95% |
$579K - $621K
|
12.7K
$2.51M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.14K- 35.41% |
$574K - $616K
|
5.72K
$1.13M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.05K- 28.53% |
$557K - $597K
|
7.63K
$1.51M
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-2.98K- 4.62% |
$544K - $584K
|
61.5K
$12.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2.94K- 38.18% |
$537K - $576K
|
4.76K
$939K
|
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-2.81K- 4.5% |
$513K - $550K
|
59.6K
$11.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.78K- 7.2% |
$508K - $545K
|
35.8K
$7.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-2.75K- 13.29% |
$502K - $539K
|
17.9K
$3.54M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.73K- 3.4% |
$499K - $536K
|
77.7K
$15.3M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-2.68K- 28.49% |
$490K - $525K
|
6.72K
$1.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-2.57K- 4.19% |
$469K - $504K
|
58.7K
$11.6M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-2.56K- 5.46% |
$468K - $502K
|
44.3K
$8.74M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-2.56K- 48.34% |
$468K - $502K
|
2.74K
$540K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.52K- 33.08% |
$460K - $494K
|
5.1K
$1.01M
|
|
|
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
$640K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.39K- 8.57% |
$436K - $468K
|
25.4K
$5.02M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.36K- 1.18% |
$432K - $464K
|
197K
$38.9M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.33K- 3.7% |
$426K - $458K
|
60.6K
$12M
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-2.16K- 12.12% |
$395K - $424K
|
15.7K
$3.1M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.16K- 1.5% |
$395K - $424K
|
142K
$28M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.16K- 5.0% |
$394K - $423K
|
41K
$8.09M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.09K- 49.89% |
$381K - $409K
|
2.09K
$414K
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-2K- 14.29% |
$366K - $392K
|
12K
$2.37M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.99K- 4.8% |
$363K - $390K
|
39.4K
$7.79M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.97K- 5.88% |
$360K - $387K
|
31.5K
$6.23M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.96K- 34.71% |
$359K - $385K
|
3.69K
$729K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.95K- 61.32% |
$357K - $383K
|
1.23K
$243K
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-1.94K- 30.67% |
$354K - $380K
|
4.38K
$866K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.94K- 0.52% |
$354K - $380K
|
368K
$72.8M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.87K- 52.03% |
$341K - $366K
|
1.72K
$340K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.82K- 1.22% |
$332K - $357K
|
147K
$29M
|
|
|
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
$26.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.63K- 5.2% |
$299K - $321K
|
29.8K
$5.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-1.63K- 5.93% |
$298K - $320K
|
25.9K
$5.11M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.6K- 4.5% |
$293K - $314K
|
33.9K
$6.7M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.59K- 1.94% |
$291K - $312K
|
80.1K
$15.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-1.53K- 9.92% |
$279K - $300K
|
13.9K
$2.74M
|
|
|
May 12, 2025
Q1 2025
|
Donald Smith & Co., Inc.
New York, NY |
SELL
|
- |
-1.5K- 8.43% |
$274K - $294K
|
16.3K
$3.22M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-1.48K- 42.01% |
$270K - $290K
|
2.04K
$403K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.48K- 1.21% |
$270K - $290K
|
121K
$23.9M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.48K- 6.37% |
$270K - $289K
|
21.7K
$4.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.39K- 5.62% |
$254K - $273K
|
23.4K
$4.61M
|