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 31, 2025
Q3 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-24- 9.06% |
$4.63K - $4.89K
|
241
$49.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-21- 0.67% |
$4.05K - $4.28K
|
3.11K
$636K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-21- 8.68% |
$4.05K - $4.28K
|
221
$45.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-20- 0.54% |
$3.86K - $4.08K
|
3.66K
$749K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-20- 50.0% |
$3.86K - $4.08K
|
20
$4.1K
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-20- 2.35% |
$3.86K - $4.08K
|
832
$170K
|
|
|
Oct 10, 2025
Q3 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-20- 0.83% |
$3.86K - $4.08K
|
2.39K
$490K
|
|
|
Nov 06, 2025
Q3 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-19- 0.88% |
$3.66K - $3.87K
|
2.14K
$439K
|
|
|
Nov 17, 2025
Q3 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-18- 0.07% |
$3.47K - $3.67K
|
27.2K
$5.58M
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-18- 0.59% |
$3.47K - $3.67K
|
3.03K
$619K
|
|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-18- 0.58% |
$3.47K - $3.67K
|
3.08K
$632K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-18- 0.6% |
$3.47K - $3.67K
|
2.99K
$613K
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-15- 10.49% |
$2.89K - $3.06K
|
128
$26.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-14- 1.0% |
$2.7K - $2.85K
|
1.39K
$284K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-14- 4.71% |
$2.7K - $2.85K
|
283
$58K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-13- 0.23% |
$2.51K - $2.65K
|
5.76K
$1.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-13- 0.5% |
$2.51K - $2.65K
|
2.56K
$525K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-12- 0.03% |
$2.31K - $2.45K
|
47.1K
$9.65M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-12- 0.03% |
$2.31K - $2.45K
|
36.9K
$7.56M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-11- 0.2% |
$2.12K - $2.24K
|
5.6K
$1.15M
|
|
|
Nov 05, 2025
Q3 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-9- 0.47% |
$1.73K - $1.83K
|
1.9K
$390K
|
|
|
Nov 14, 2025
Q3 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-8- 0.5% |
$1.54K - $1.63K
|
1.59K
$325K
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-8- 0.72% |
$1.54K - $1.63K
|
1.1K
$225K
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-8- 0.06% |
$1.54K - $1.63K
|
13.6K
$2.78M
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-8- 0.73% |
$1.54K - $1.63K
|
1.08K
$222K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-8- 0.1% |
$1.54K - $1.63K
|
8.26K
$1.69M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-8- 0.57% |
$1.54K - $1.63K
|
1.4K
$286K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-8- 0.69% |
$1.54K - $1.63K
|
1.16K
$237K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-7- 0.09% |
$1.35K - $1.43K
|
7.61K
$1.56M
|
|
|
Nov 13, 2025
Q3 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-6- 0.14% |
$1.16K - $1.22K
|
4.37K
$895K
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-6- 0.55% |
$1.16K - $1.22K
|
1.08K
$221K
|
|
|
Nov 06, 2025
Q3 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-6- 0.14% |
$1.16K - $1.22K
|
4.3K
$881K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-6- 0.18% |
$1.16K - $1.22K
|
3.24K
$664K
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-6- 0.12% |
$1.16K - $1.22K
|
5.16K
$1.06M
|
|
|
Nov 07, 2025
Q3 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-5- 0.42% |
$964 - $1.02K
|
1.18K
$241K
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-5- 0.4% |
$964 - $1.02K
|
1.25K
$255K
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-4- 0.38% |
$771 - $815
|
1.06K
$217K
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-4- 0.28% |
$771 - $815
|
1.42K
$291K
|
|
|
Nov 13, 2025
Q3 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-3- 0.07% |
$578 - $612
|
4.24K
$868K
|
|
|
Nov 05, 2025
Q3 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-3- 0.25% |
$578 - $612
|
1.21K
$248K
|
|
|
Nov 14, 2025
Q3 2025
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-2- 0.02% |
$386 - $408
|
8.03K
$1.65M
|
|
|
Nov 10, 2025
Q3 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-2- 0.77% |
$386 - $408
|
257
$52.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Retirement Solution Inc.
|
SELL
|
- |
-2- 0.17% |
$386 - $408
|
1.16K
$237K
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-2- 0.14% |
$386 - $408
|
1.43K
$292K
|
|
| Q2 2025 | |||||||
|
Jul 22, 2025
Q2 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
SELL
|
- |
-976K- 99.47% |
$163M - $190M
|
5.22K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Johns Hopkins University
Baltimore, MD |
SELL
|
- |
-813K- 96.06% |
$136M - $158M
|
33.3K
$6.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Singer
Elliott Investment Management L.P. | West Palm Beach, Fl
|
SELL
|
PUT |
-500K- 9.09% |
$83.4M - $97.1M
|
5M
$1.02B
|
|
|
Aug 14, 2025
Q2 2025
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-150K- 5.61% |
$25M - $29.1M
|
2.52M
$517M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-81K- 80.47% |
$13.5M - $15.7M
|
19.7K
$4.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-35.4K- 50.57% |
$5.91M - $6.88M
|
34.6K
$7.09M
|
|