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 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-380- 21.74% |
$69.5K - $74.6K
|
1.37K
$268K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-377- 5.7% |
$68.9K - $74K
|
6.24K
$1.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-373- 1.93% |
$68.2K - $73.2K
|
18.9K
$3.71M
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-369- 4.0% |
$67.5K - $72.4K
|
8.85K
$1.74M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-366- 3.16% |
$66.9K - $71.8K
|
11.2K
$2.2M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-364- 8.71% |
$66.5K - $71.4K
|
3.81K
$748K
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-359- 16.93% |
$65.6K - $70.4K
|
1.76K
$345K
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-353- 13.19% |
$64.5K - $69.3K
|
2.32K
$456K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-349- 1.05% |
$63.8K - $68.5K
|
33K
$6.47M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-348- 5.55% |
$63.6K - $68.3K
|
5.92K
$1.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-345- 7.28% |
$63.1K - $67.7K
|
4.4K
$862K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-334- 8.73% |
$61.1K - $65.5K
|
3.49K
$685K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-332- 15.54% |
$60.7K - $65.1K
|
1.8K
$354K
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-331- 4.23% |
$60.5K - $64.9K
|
7.5K
$1.47M
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-320- 9.66% |
$58.5K - $62.8K
|
2.99K
$587K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-319- 69.05% |
$58.3K - $62.6K
|
143
$28.1K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-316- 5.31% |
$57.8K - $62K
|
5.63K
$1.1M
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-302- 19.4% |
$55.2K - $59.3K
|
1.26K
$246K
|
|
|
May 15, 2025
Q1 2025
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-300- 3.51% |
$54.8K - $58.9K
|
8.25K
$1.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-295- 3.11% |
$53.9K - $57.9K
|
9.2K
$1.81M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-294- 8.89% |
$53.7K - $57.7K
|
3.01K
$591K
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-294- 2.02% |
$53.7K - $57.7K
|
14.3K
$2.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
SELL
|
- |
-278- 3.67% |
$50.8K - $54.5K
|
7.3K
$1.43M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-278- 0.4% |
$50.8K - $54.5K
|
69.4K
$13.6M
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-274- 1.69% |
$50.1K - $53.8K
|
16K
$3.14M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-268- 17.02% |
$49K - $52.6K
|
1.31K
$256K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-259- 0.89% |
$47.4K - $50.8K
|
28.9K
$5.67M
|
|
|
May 12, 2025
Q1 2025
|
Barnett & Company, Inc.
|
SELL
|
- |
-255- 5.64% |
$46.6K - $50K
|
4.27K
$838K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-248- 0.43% |
$45.3K - $48.7K
|
56.9K
$11.2M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-247- 6.87% |
$45.2K - $48.5K
|
3.35K
$656K
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-242- 2.22% |
$44.2K - $47.5K
|
10.6K
$2.09M
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-239- 4.04% |
$43.7K - $46.9K
|
5.67K
$1.11M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-239- 42.6% |
$43.7K - $46.9K
|
322
$63.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-238- 6.12% |
$43.5K - $46.7K
|
3.65K
$717K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-236- 0.12% |
$43.1K - $46.3K
|
190K
$37.2M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-235- 2.74% |
$43K - $46.1K
|
8.33K
$1.63M
|
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-235- 12.23% |
$43K - $46.1K
|
1.69K
$331K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-233- 11.49% |
$42.6K - $45.7K
|
1.79K
$352K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-232- 13.42% |
$42.4K - $45.5K
|
1.5K
$294K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-229- 26.69% |
$41.9K - $44.9K
|
629
$123K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-226- 12.23% |
$41.3K - $44.3K
|
1.62K
$318K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-225- 13.85% |
$41.1K - $44.1K
|
1.4K
$275K
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-224- 3.27% |
$41K - $44K
|
6.63K
$1.3M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-217- 9.96% |
$39.7K - $42.6K
|
1.96K
$385K
|
|
|
Jul 15, 2025
Q1 2025
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-216- 15.15% |
$39.5K - $42.4K
|
1.21K
$237K
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-210- 4.72% |
$38.4K - $41.2K
|
4.24K
$832K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-204- 1.48% |
$37.3K - $40K
|
13.6K
$2.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-201- 1.5% |
$36.7K - $39.4K
|
13.2K
$2.59M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-198- 1.99% |
$36.2K - $38.8K
|
9.75K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-189- 4.13% |
$34.6K - $37.1K
|
4.38K
$860K
|