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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-249- 1.57% |
$43.2K - $47.3K
|
15.6K
$2.91M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-248- 4.94% |
$43K - $47.1K
|
4.78K
$890K
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-239- 12.98% |
$41.4K - $45.4K
|
1.6K
$299K
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
SELL
|
- |
-198- 10.3% |
$34.3K - $37.6K
|
1.73K
$321K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-190- 13.8% |
$32.9K - $36.1K
|
1.19K
$221K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-190- 7.75% |
$32.9K - $36.1K
|
2.26K
$421K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-188- 13.88% |
$32.6K - $35.7K
|
1.17K
$217K
|
|
|
Oct 18, 2024
Q3 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-173- 10.76% |
$30K - $32.8K
|
1.44K
$267K
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-170- 2.42% |
$29.5K - $32.3K
|
6.85K
$1.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-156- 2.45% |
$27K - $29.6K
|
6.22K
$1.16M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-148- 1.52% |
$25.7K - $28.1K
|
9.62K
$1.79M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-145- 5.09% |
$25.1K - $27.5K
|
2.7K
$503K
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-145- 3.77% |
$25.1K - $27.5K
|
3.71K
$690K
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-135- 9.33% |
$23.4K - $25.6K
|
1.31K
$244K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-131- 3.19% |
$22.7K - $24.9K
|
3.98K
$741K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
SELL
|
- |
-128- 2.12% |
$22.2K - $24.3K
|
5.9K
$1.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-102- 4.51% |
$17.7K - $19.4K
|
2.16K
$403K
|
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
SELL
|
- |
-97- 4.25% |
$16.8K - $18.4K
|
2.18K
$407K
|
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-90- 1.52% |
$15.6K - $17.1K
|
5.82K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-85- 2.96% |
$14.7K - $16.1K
|
2.79K
$519K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-82- 6.83% |
$14.2K - $15.6K
|
1.12K
$208K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-80- 1.88% |
$13.9K - $15.2K
|
4.17K
$776K
|
|
|
Nov 06, 2024
Q3 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-80- 6.32% |
$13.9K - $15.2K
|
1.19K
$221K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-80- 1.29% |
$13.9K - $15.2K
|
6.12K
$1.14M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-79- 2.16% |
$13.7K - $15K
|
3.57K
$665K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-76- 5.74% |
$13.2K - $14.4K
|
1.25K
$232K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-76- 5.71% |
$13.2K - $14.4K
|
1.25K
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-72- 4.8% |
$12.5K - $13.7K
|
1.43K
$266K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-63- 19.5% |
$10.9K - $12K
|
260
$48.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-62- 2.6% |
$10.7K - $11.8K
|
2.33K
$433K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-61- 2.02% |
$10.6K - $11.6K
|
2.97K
$552K
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
SELL
|
- |
-58- 9.91% |
$10.1K - $11K
|
527
$98.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-52- 21.67% |
$9.01K - $9.87K
|
188
$35K
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
SELL
|
- |
-50- 1.58% |
$8.67K - $9.49K
|
3.11K
$579K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-46- 1.28% |
$7.97K - $8.73K
|
3.55K
$661K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-41- 1.4% |
$7.11K - $7.78K
|
2.88K
$537K
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-39- 3.24% |
$6.76K - $7.4K
|
1.17K
$217K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-39- 0.43% |
$6.76K - $7.4K
|
8.96K
$1.67M
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-39- 22.81% |
$6.76K - $7.4K
|
132
$24.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-37- 25.52% |
$6.41K - $7.02K
|
108
$20.1K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-30- 1.59% |
$5.2K - $5.69K
|
1.86K
$346K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-29- 1.93% |
$5.03K - $5.5K
|
1.48K
$275K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-28- 2.01% |
$4.85K - $5.31K
|
1.37K
$255K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-27- 13.57% |
$4.68K - $5.12K
|
172
$32K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-26- 0.73% |
$4.51K - $4.93K
|
3.52K
$656K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-25- 1.93% |
$4.33K - $4.75K
|
1.27K
$236K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-21- 0.85% |
$3.64K - $3.99K
|
2.45K
$457K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-20- 0.04% |
$3.47K - $3.8K
|
50.7K
$9.44M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-20- 0.56% |
$3.47K - $3.8K
|
3.54K
$660K
|
|
|
Oct 25, 2024
Q3 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
SELL
|
- |
-16- 0.85% |
$2.77K - $3.04K
|
1.86K
$346K
|