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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-243- 11.57% |
$40.5K - $47.2K
|
1.86K
$380K
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-221- 11.22% |
$36.9K - $42.9K
|
1.75K
$358K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-208- 96.3% |
$34.7K - $40.4K
|
8
$1.64K
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-190- 8.08% |
$31.7K - $36.9K
|
2.16K
$443K
|
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-155- 6.06% |
$25.9K - $30.1K
|
2.4K
$492K
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-148- 70.48% |
$24.7K - $28.7K
|
62
$12.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-139- 11.16% |
$23.2K - $27K
|
1.11K
$226K
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-136- 4.48% |
$22.7K - $26.4K
|
2.9K
$594K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-134- 35.45% |
$22.4K - $26K
|
244
$50K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-124- 40.92% |
$20.7K - $24.1K
|
179
$36.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-121- 14.92% |
$20.2K - $23.5K
|
690
$141K
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-118- 5.14% |
$19.7K - $22.9K
|
2.18K
$446K
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-113- 6.15% |
$18.9K - $21.9K
|
1.73K
$353K
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-113- 4.81% |
$18.9K - $21.9K
|
2.24K
$458K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-113- 3.46% |
$18.9K - $21.9K
|
3.16K
$646K
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-111- 30.49% |
$18.5K - $21.6K
|
253
$51.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-110- 0.89% |
$18.4K - $21.4K
|
12.2K
$2.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-108- 3.96% |
$18K - $21K
|
2.62K
$537K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-106- 0.34% |
$17.7K - $20.6K
|
31.3K
$6.41M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-103- 8.69% |
$17.2K - $20K
|
1.08K
$222K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-99- 47.83% |
$16.5K - $19.2K
|
108
$22.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-99- 7.94% |
$16.5K - $19.2K
|
1.15K
$235K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-96- 2.0% |
$16K - $18.6K
|
4.7K
$962K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-80- 0.4% |
$13.3K - $15.5K
|
19.7K
$4.03M
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-75- 1.04% |
$12.5K - $14.6K
|
7.15K
$1.46M
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
SELL
|
- |
-74- 3.17% |
$12.3K - $14.4K
|
2.26K
$463K
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-70- 5.77% |
$11.7K - $13.6K
|
1.14K
$234K
|
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
SELL
|
- |
-65- 4.84% |
$10.8K - $12.6K
|
1.28K
$262K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-63- 64.29% |
$10.5K - $12.2K
|
35
$7.17K
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-55- 16.87% |
$9.18K - $10.7K
|
271
$55.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-55- 1.6% |
$9.18K - $10.7K
|
3.39K
$694K
|
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-52- 3.21% |
$8.67K - $10.1K
|
1.57K
$322K
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-50- 2.77% |
$8.34K - $9.71K
|
1.76K
$359K
|
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-50- 0.5% |
$8.34K - $9.71K
|
10K
$2.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-47- 2.72% |
$7.84K - $9.13K
|
1.68K
$344K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-40- 4.26% |
$6.67K - $7.77K
|
900
$184K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-36- 0.87% |
$6.01K - $6.99K
|
4.09K
$837K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-31- 23.66% |
$5.17K - $6.02K
|
100
$20.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Barnett & Company, Inc.
|
SELL
|
- |
-29- 0.68% |
$4.84K - $5.63K
|
4.24K
$869K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-26- 5.22% |
$4.34K - $5.05K
|
472
$96.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-26- 2.15% |
$4.34K - $5.05K
|
1.18K
$242K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-22- 36.07% |
$3.67K - $4.27K
|
39
$7.99K
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-21- 0.14% |
$3.5K - $4.08K
|
14.7K
$3M
|
|
|
Aug 12, 2025
Q2 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.69% |
$3.34K - $3.88K
|
2.88K
$589K
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
SELL
|
- |
-20- 1.07% |
$3.34K - $3.88K
|
1.85K
$379K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-20- 4.11% |
$3.34K - $3.88K
|
467
$95.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-15- 1.01% |
$2.5K - $2.91K
|
1.48K
$302K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-11- 0.35% |
$1.84K - $2.14K
|
3.11K
$636K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-9- 15.0% |
$1.5K - $1.75K
|
51
$10.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
SELL
|
- |
-8- 0.63% |
$1.33K - $1.55K
|
1.27K
$259K
|
|