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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-44.7K- 50.81% |
$8.91M - $9.3M
|
43.3K
$8.86M
|
|
|
Jan 12, 2026
Q4 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
SELL
|
- |
-36K- 24.64% |
$7.17M - $7.48M
|
110K
$22.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-10.1K- 1.14% |
$2.02M - $2.11M
|
881K
$180M
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-8.42K- 19.61% |
$1.68M - $1.75M
|
34.5K
$7.07M
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
SELL
|
- |
-4.83K- 6.01% |
$963K - $1M
|
75.6K
$15.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-4.45K- 6.67% |
$888K - $926K
|
62.2K
$12.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-4.26K- 20.13% |
$849K - $885K
|
16.9K
$3.46M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.81K- 7.41% |
$760K - $793K
|
47.6K
$9.75M
|
|
|
Jan 20, 2026
Q4 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-3.81K- 28.04% |
$760K - $793K
|
9.78K
$2M
|
|
|
Jan 02, 2026
Q4 2025
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-3.7K- 2.25% |
$738K - $769K
|
161K
$32.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-3.09K- 5.79% |
$617K - $643K
|
50.3K
$10.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.06K- 6.12% |
$611K - $637K
|
47K
$9.62M
|
|
|
Jan 14, 2026
Q4 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-2.77K- 37.1% |
$553K - $577K
|
4.7K
$962K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.35K- 6.25% |
$469K - $489K
|
35.3K
$7.23M
|
|
|
Jan 07, 2026
Q4 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-2.32K- 59.82% |
$462K - $482K
|
1.56K
$319K
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
SELL
|
- |
-2.01K- 34.62% |
$400K - $417K
|
3.79K
$776K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.82K- 8.26% |
$363K - $378K
|
20.2K
$4.14M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.74K- 12.83% |
$346K - $361K
|
11.8K
$2.42M
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.64K- 14.31% |
$326K - $340K
|
9.8K
$2.01M
|
|
|
Jan 13, 2026
Q4 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-1.56K- 2.81% |
$311K - $324K
|
53.9K
$11M
|
|
|
Jan 13, 2026
Q4 2025
|
First Financial Corp
|
SELL
|
- |
-1.55K- 30.03% |
$308K - $322K
|
3.6K
$738K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.54K- 8.86% |
$307K - $320K
|
15.8K
$3.24M
|
|
|
Jan 20, 2026
Q4 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.42K- 85.76% |
$283K - $296K
|
236
$48.3K
|
|
|
Jan 14, 2026
Q4 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-1.32K- 5.71% |
$264K - $275K
|
21.9K
$4.48M
|
|
|
Jan 14, 2026
Q4 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-1.29K- 38.93% |
$257K - $268K
|
2.02K
$413K
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.24K- 22.49% |
$248K - $259K
|
4.29K
$878K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.24K- 2.17% |
$248K - $259K
|
56.1K
$11.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.19K- 4.62% |
$237K - $247K
|
24.5K
$5.03M
|
|
|
Jan 12, 2026
Q4 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-1.08K- 4.27% |
$215K - $225K
|
24.2K
$4.96M
|
|
|
Jan 12, 2026
Q4 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-1.06K- 3.28% |
$212K - $221K
|
31.3K
$6.42M
|
|
|
Jan 08, 2026
Q4 2025
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-1.04K- 0.24% |
$208K - $217K
|
431K
$88.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-993- 30.73% |
$198K - $207K
|
2.24K
$458K
|
|
|
Jan 14, 2026
Q4 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-813- 5.73% |
$162K - $169K
|
13.4K
$2.74M
|
|
|
Jan 13, 2026
Q4 2025
|
Fc Advisory LLC
|
SELL
|
- |
-802- 3.66% |
$160K - $167K
|
21.1K
$4.33M
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-723- 0.62% |
$144K - $150K
|
116K
$23.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-583- 2.92% |
$116K - $121K
|
19.4K
$3.97M
|
|
|
Jan 20, 2026
Q4 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-579- 3.74% |
$115K - $120K
|
14.9K
$3.05M
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-569- 0.67% |
$113K - $118K
|
84.3K
$17.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-554- 3.73% |
$110K - $115K
|
14.3K
$2.93M
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-517- 10.66% |
$103K - $108K
|
4.33K
$887K
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-468- 30.57% |
$93.3K - $97.3K
|
1.06K
$218K
|
|
|
Jan 15, 2026
Q4 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-438- 6.77% |
$87.4K - $91.1K
|
6.04K
$1.24M
|
|
|
Jan 20, 2026
Q4 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-436- 24.55% |
$87K - $90.7K
|
1.34K
$274K
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-419- 5.86% |
$83.6K - $87.2K
|
6.74K
$1.38M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-408- 4.76% |
$81.4K - $84.9K
|
8.17K
$1.67M
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
SELL
|
- |
-399- 6.2% |
$79.6K - $83K
|
6.04K
$1.24M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-392- 0.94% |
$78.2K - $81.5K
|
41.2K
$8.43M
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-369- 6.0% |
$73.6K - $76.8K
|
5.78K
$1.18M
|
|
|
Jan 14, 2026
Q4 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-365- 3.55% |
$72.8K - $75.9K
|
9.91K
$2.03M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-359- 3.41% |
$71.6K - $74.7K
|
10.2K
$2.08M
|
|