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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-141- 49.3% |
$23.9K - $25.2K
|
145
$28.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-138- 2.26% |
$23.4K - $24.7K
|
5.97K
$1.16M
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-110- 2.12% |
$18.6K - $19.7K
|
5.08K
$983K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-104- 19.77% |
$17.6K - $18.6K
|
422
$81.7K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-100- 0.97% |
$16.9K - $17.9K
|
10.3K
$1.99M
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-96- 97.96% |
$16.3K - $17.2K
|
2
$387
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-94- 25.97% |
$15.9K - $16.8K
|
268
$51.9K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-91- 13.96% |
$15.4K - $16.3K
|
561
$109K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-84- 12.32% |
$14.2K - $15K
|
598
$116K
|
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-80- 2.08% |
$13.6K - $14.3K
|
3.76K
$727K
|
|
|
Jul 16, 2024
Q2 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-79- 0.91% |
$13.4K - $14.1K
|
8.6K
$1.67M
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-70- 10.87% |
$11.9K - $12.5K
|
574
$111K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-65- 2.23% |
$11K - $11.6K
|
2.85K
$551K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-65- 2.63% |
$11K - $11.6K
|
2.4K
$465K
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-60- 3.03% |
$10.2K - $10.7K
|
1.92K
$372K
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-60- 3.07% |
$10.2K - $10.7K
|
1.9K
$367K
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-60- 3.56% |
$10.2K - $10.7K
|
1.63K
$315K
|
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-57- 4.67% |
$9.66K - $10.2K
|
1.16K
$225K
|
|
|
Jul 31, 2024
Q2 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-56- 3.33% |
$9.49K - $10K
|
1.63K
$315K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-54- 1.3% |
$9.15K - $9.67K
|
4.11K
$795K
|
|
|
Aug 09, 2024
Q2 2024
|
Capital City Trust CO
|
SELL
|
- |
-46- 1.44% |
$7.79K - $8.24K
|
3.16K
$611K
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-45- 0.36% |
$7.62K - $8.06K
|
12.3K
$2.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-45- 0.16% |
$7.62K - $8.06K
|
27.3K
$5.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-42- 3.68% |
$7.11K - $7.52K
|
1.1K
$213K
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-41- 22.28% |
$6.95K - $7.34K
|
143
$27.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-30- 0.38% |
$5.08K - $5.37K
|
7.91K
$1.53M
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-30- 0.96% |
$5.08K - $5.37K
|
3.09K
$599K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-25- 5.19% |
$4.24K - $4.48K
|
457
$88.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-16- 1.32% |
$2.71K - $2.86K
|
1.2K
$232K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-13- 0.08% |
$2.2K - $2.33K
|
16.6K
$3.21M
|
|
|
Jul 31, 2024
Q2 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-11- 0.32% |
$1.86K - $1.97K
|
3.44K
$666K
|
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-11- 0.57% |
$1.86K - $1.97K
|
1.92K
$371K
|
|
|
Jul 12, 2024
Q2 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-10- 0.03% |
$1.69K - $1.79K
|
31.6K
$6.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Barnett & Company, Inc.
|
SELL
|
- |
-7- 0.15% |
$1.19K - $1.25K
|
4.53K
$876K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-5- 0.34% |
$847 - $895
|
1.49K
$287K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-2- 0.15% |
$339 - $358
|
1.34K
$260K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Vantagepoint Investment Advisers LLC
|
SELL
|
- |
-94K- 88.43% |
$15.2M - $16.8M
|
12.3K
$2.38M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-42.9K- 97.72% |
$6.94M - $7.68M
|
1K
$194K
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-34.6K- 99.67% |
$5.6M - $6.2M
|
116
$22.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-23.8K- 94.13% |
$3.85M - $4.26M
|
1.48K
$287K
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-23K- 73.91% |
$3.73M - $4.13M
|
8.13K
$1.57M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-22.8K- 93.37% |
$3.69M - $4.09M
|
1.62K
$314K
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-12.4KClosed |
$2.01M - $2.22M
|
0
$0
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-9.81KClosed |
$1.59M - $1.76M
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-9K- 53.83% |
$1.46M - $1.61M
|
7.72K
$1.49M
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-4.65K- 53.22% |
$753K - $833K
|
4.09K
$791K
|
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-3.09K- 70.67% |
$500K - $554K
|
1.28K
$248K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-2.76K- 0.63% |
$446K - $494K
|
437K
$84.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-2.04K- 45.65% |
$330K - $366K
|
2.43K
$470K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2K- 19.57% |
$324K - $358K
|
8.22K
$1.59M
|
|