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
|
Sandy Spring Bank
|
SELL
|
- |
-1.36K- 6.21% |
$248K - $266K
|
20.5K
$4.05M
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-1.35K- 18.53% |
$246K - $264K
|
5.92K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
SELL
|
- |
-1.33K- 26.48% |
$242K - $260K
|
3.68K
$727K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.3K- 31.75% |
$238K - $256K
|
2.8K
$553K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.28K- 2.37% |
$234K - $251K
|
52.7K
$10.4M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1.24K- 36.21% |
$226K - $243K
|
2.18K
$430K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.23K- 4.54% |
$226K - $242K
|
25.9K
$5.12M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.23K- 7.37% |
$225K - $241K
|
15.5K
$3.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-1.2K- 2.75% |
$220K - $236K
|
42.5K
$8.39M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-1.19K- 33.69% |
$217K - $233K
|
2.34K
$461K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-1.18K- 50.26% |
$216K - $231K
|
1.17K
$230K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.18K- 11.73% |
$215K - $231K
|
8.85K
$1.75M
|
|
|
May 12, 2025
Q1 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-1.08K- 64.68% |
$198K - $213K
|
592
$117K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.06K- 11.6% |
$194K - $209K
|
8.1K
$1.6M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.04K- 6.93% |
$190K - $203K
|
13.9K
$2.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1K- 7.53% |
$184K - $197K
|
12.3K
$2.44M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-928- 5.3% |
$170K - $182K
|
16.6K
$3.27M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-923- 3.89% |
$169K - $181K
|
22.8K
$4.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-921- 1.01% |
$168K - $181K
|
90.3K
$17.8M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-920- 0.94% |
$168K - $181K
|
97.2K
$19.2M
|
|
|
May 15, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-850- 3.48% |
$155K - $167K
|
23.6K
$4.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-837- 21.15% |
$153K - $164K
|
3.12K
$616K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-829- 2.96% |
$152K - $163K
|
27.2K
$5.37M
|
|
|
May 14, 2025
Q1 2025
|
Smead Capital Management, Inc.
Phoenix, AZ |
SELL
|
- |
-807- 11.14% |
$148K - $158K
|
6.44K
$1.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-798- 1.74% |
$146K - $157K
|
44.9K
$8.88M
|
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
SELL
|
- |
-792- 1.03% |
$145K - $155K
|
76.1K
$15M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-792- 1.4% |
$145K - $155K
|
55.6K
$11M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-789- 4.58% |
$144K - $155K
|
16.4K
$3.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-752- 30.79% |
$137K - $148K
|
1.69K
$334K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-746- 2.17% |
$136K - $146K
|
33.6K
$6.63M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-739- 18.09% |
$135K - $145K
|
3.35K
$661K
|
|
|
Apr 24, 2025
Q1 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-728- 34.39% |
$133K - $143K
|
1.39K
$274K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-724- 9.38% |
$132K - $142K
|
7K
$1.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-713- 1.4% |
$130K - $140K
|
50.2K
$9.92M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-683- 10.14% |
$125K - $134K
|
6.05K
$1.2M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-672- 7.9% |
$123K - $132K
|
7.84K
$1.55M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-650- 3.42% |
$119K - $128K
|
18.4K
$3.63M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-633- 0.58% |
$116K - $124K
|
109K
$21.6M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-625- 4.42% |
$114K - $123K
|
13.5K
$2.67M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-591- 0.71% |
$108K - $116K
|
82.6K
$16.3M
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-574- 4.82% |
$105K - $113K
|
11.3K
$2.24M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-571- 0.08% |
$104K - $112K
|
750K
$148M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-569- 0.42% |
$104K - $112K
|
136K
$26.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
SELL
|
- |
-566- 70.75% |
$103K - $111K
|
234
$46.2K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-563- 14.54% |
$103K - $110K
|
3.31K
$654K
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-554- 2.39% |
$101K - $109K
|
22.6K
$4.47M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-546- 9.52% |
$99.8K - $107K
|
5.19K
$1.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-533- 2.53% |
$97.4K - $105K
|
20.5K
$4.05M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-526- 7.04% |
$96.2K - $103K
|
6.94K
$1.37M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-520- 30.09% |
$95.1K - $102K
|
1.21K
$239K
|