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 04, 2025
Q2 2025
|
Field & Main Bank
|
SELL
|
- |
-7- 1.72% |
$1.17K - $1.36K
|
400
$81.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-7- 0.4% |
$1.17K - $1.36K
|
1.74K
$356K
|
|
|
Aug 11, 2025
Q2 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-5- 0.23% |
$834 - $971
|
2.18K
$447K
|
|
|
Jul 21, 2025
Q2 2025
|
Echo Wealth Management, LLC
|
SELL
|
- |
-5- 0.35% |
$834 - $971
|
1.42K
$291K
|
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-4- 0.52% |
$667 - $777
|
765
$157K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-2- 5.41% |
$334 - $388
|
35
$7.17K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-482K- 20.44% |
$88.1M - $94.5M
|
1.88M
$384M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-27.3K- 25.45% |
$4.99M - $5.36M
|
80K
$16.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-9.62K- 62.81% |
$1.76M - $1.89M
|
5.69K
$1.17M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.01K- 56.08% |
$1.46M - $1.57M
|
6.27K
$1.28M
|
|
|
Jun 04, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-7.9K- 53.84% |
$1.44M - $1.55M
|
6.77K
$1.39M
|
|
|
May 07, 2025
Q1 2025
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-3.26K- 27.22% |
$596K - $640K
|
8.72K
$1.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Miller Howard Investments Inc
|
SELL
|
- |
-3.2K- 60.57% |
$585K - $627K
|
2.08K
$426K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2.94K- 38.18% |
$537K - $576K
|
4.76K
$974K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-2.75K- 13.29% |
$502K - $539K
|
17.9K
$3.67M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.87K- 52.03% |
$341K - $366K
|
1.72K
$352K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.59K- 1.94% |
$291K - $312K
|
80.1K
$16.4M
|
|
|
May 12, 2025
Q1 2025
|
Donald Smith & Co., Inc.
New York, NY |
SELL
|
- |
-1.5K- 8.43% |
$274K - $294K
|
16.3K
$3.34M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-1.36K- 6.21% |
$248K - $266K
|
20.5K
$4.2M
|
|
|
Apr 24, 2025
Q1 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-728- 34.39% |
$133K - $143K
|
1.39K
$284K
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-650- 3.42% |
$119K - $128K
|
18.4K
$3.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
SELL
|
- |
-566- 70.75% |
$103K - $111K
|
234
$47.9K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-526- 7.04% |
$96.2K - $103K
|
6.94K
$1.42M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-520- 30.09% |
$95.1K - $102K
|
1.21K
$247K
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-450- 9.94% |
$82.3K - $88.3K
|
4.08K
$835K
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-440- 5.05% |
$80.4K - $86.3K
|
8.27K
$1.69M
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-400- 19.38% |
$73.1K - $78.5K
|
1.66K
$341K
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-369- 4.0% |
$67.5K - $72.4K
|
8.85K
$1.81M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-366- 3.16% |
$66.9K - $71.8K
|
11.2K
$2.29M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-332- 15.54% |
$60.7K - $65.1K
|
1.8K
$369K
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-320- 9.66% |
$58.5K - $62.8K
|
2.99K
$613K
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-302- 19.4% |
$55.2K - $59.3K
|
1.26K
$257K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-268- 17.02% |
$49K - $52.6K
|
1.31K
$268K
|
|
|
Apr 22, 2025
Q1 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-238- 6.12% |
$43.5K - $46.7K
|
3.65K
$748K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-232- 13.42% |
$42.4K - $45.5K
|
1.5K
$307K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-229- 26.69% |
$41.9K - $44.9K
|
629
$129K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-225- 13.85% |
$41.1K - $44.1K
|
1.4K
$287K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-160- 44.32% |
$29.3K - $31.4K
|
201
$41.2K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-134- 82.21% |
$24.5K - $26.3K
|
29
$5.94K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-134- 9.01% |
$24.5K - $26.3K
|
1.35K
$277K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-125- 4.33% |
$22.9K - $24.5K
|
2.76K
$565K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-124- 6.19% |
$22.7K - $24.3K
|
1.88K
$385K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-118- 4.2% |
$21.6K - $23.2K
|
2.69K
$551K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-117- 13.3% |
$21.4K - $23K
|
763
$156K
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-107- 2.74% |
$19.6K - $21K
|
3.8K
$778K
|
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-102- 6.14% |
$18.6K - $20K
|
1.56K
$319K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-101- 5.41% |
$18.5K - $19.8K
|
1.77K
$361K
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-100- 6.06% |
$18.3K - $19.6K
|
1.55K
$317K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-95- 4.34% |
$17.4K - $18.6K
|
2.09K
$429K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-92- 61.33% |
$16.8K - $18.1K
|
58
$11.9K
|
|