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 14, 2025
Q1 2025
|
Smead Capital Management, Inc.
Phoenix, AZ |
SELL
|
- |
-807- 11.14% |
$148K - $158K
|
6.44K
$1.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-798- 1.74% |
$146K - $157K
|
44.9K
$8.82M
|
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
SELL
|
- |
-792- 1.03% |
$145K - $155K
|
76.1K
$14.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-792- 1.4% |
$145K - $155K
|
55.6K
$10.9M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-789- 4.58% |
$144K - $155K
|
16.4K
$3.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-752- 30.79% |
$137K - $148K
|
1.69K
$332K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-746- 2.17% |
$136K - $146K
|
33.6K
$6.59M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-739- 18.09% |
$135K - $145K
|
3.35K
$657K
|
|
|
Apr 24, 2025
Q1 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-728- 34.39% |
$133K - $143K
|
1.39K
$272K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-727- 1.63% |
$133K - $143K
|
44K
$8.63M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-724- 9.38% |
$132K - $142K
|
7K
$1.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-713- 1.4% |
$130K - $140K
|
50.2K
$9.85M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-683- 10.14% |
$125K - $134K
|
6.05K
$1.19M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-672- 7.9% |
$123K - $132K
|
7.84K
$1.54M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-650- 3.42% |
$119K - $128K
|
18.4K
$3.6M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-633- 0.58% |
$116K - $124K
|
109K
$21.5M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-625- 4.42% |
$114K - $123K
|
13.5K
$2.65M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-591- 0.71% |
$108K - $116K
|
82.6K
$16.2M
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-574- 4.82% |
$105K - $113K
|
11.3K
$2.22M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-571- 0.08% |
$104K - $112K
|
750K
$147M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-569- 0.42% |
$104K - $112K
|
136K
$26.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
SELL
|
- |
-566- 70.75% |
$103K - $111K
|
234
$45.9K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-563- 14.54% |
$103K - $110K
|
3.31K
$649K
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-554- 2.39% |
$101K - $109K
|
22.6K
$4.44M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-546- 9.52% |
$99.8K - $107K
|
5.19K
$1.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-533- 2.53% |
$97.4K - $105K
|
20.5K
$4.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-531- 2.57% |
$97.1K - $104K
|
20.1K
$3.95M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-526- 7.04% |
$96.2K - $103K
|
6.94K
$1.36M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-520- 30.09% |
$95.1K - $102K
|
1.21K
$237K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-515- 17.48% |
$94.2K - $101K
|
2.43K
$477K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-514- 9.94% |
$94K - $101K
|
4.66K
$913K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-514- 2.01% |
$94K - $101K
|
25K
$4.91M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-479- 0.85% |
$87.6K - $94K
|
55.7K
$10.9M
|
|
|
May 01, 2025
Q1 2025
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-470- 6.89% |
$85.9K - $92.2K
|
6.35K
$1.25M
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-469- 3.72% |
$85.7K - $92K
|
12.1K
$2.38M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-463- 6.39% |
$84.6K - $90.8K
|
6.78K
$1.33M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-451- 2.09% |
$82.5K - $88.5K
|
21.1K
$4.14M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-450- 9.94% |
$82.3K - $88.3K
|
4.08K
$800K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-447- 15.21% |
$81.7K - $87.7K
|
2.49K
$489K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-446- 14.83% |
$81.5K - $87.5K
|
2.56K
$502K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-445- 5.93% |
$81.4K - $87.3K
|
7.06K
$1.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-440- 5.05% |
$80.4K - $86.3K
|
8.27K
$1.62M
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-430- 6.49% |
$78.6K - $84.4K
|
6.2K
$1.22M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-408- 4.95% |
$74.6K - $80.1K
|
7.84K
$1.54M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-405- 14.71% |
$74K - $79.5K
|
2.35K
$461K
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-400- 13.76% |
$73.1K - $78.5K
|
2.51K
$492K
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-400- 19.38% |
$73.1K - $78.5K
|
1.66K
$326K
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-399- 1.35% |
$72.9K - $78.3K
|
29.1K
$5.72M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-395- 0.95% |
$72.2K - $77.5K
|
41K
$8.04M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-387- 1.64% |
$70.8K - $75.9K
|
23.2K
$4.56M
|