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, 2022
Q3 2022
|
Field & Main Bank
|
SELL
|
- |
-26- 6.0% |
$3.54K - $4.19K
|
407
$75.8K
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-19- 3.1% |
$2.58K - $3.06K
|
594
$111K
|
|
Q2 2022 | |||||||
Aug 03, 2022
Q2 2022
|
Forward Management, LLC
|
SELL
|
- |
-712KClosed |
$100M - $120M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Broadmark Asset Management LLC
|
SELL
|
- |
-295KClosed |
$41.6M - $49.6M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-97KClosed |
$13.7M - $16.3M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
- |
-27.4KClosed |
$3.86M - $4.61M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-26.4KClosed |
$3.72M - $4.44M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-21.9K- 89.56% |
$3.09M - $3.69M
|
2.55K
$476K
|
|
Aug 12, 2022
Q2 2022
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-19KClosed |
$2.68M - $3.2M
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-15.9KClosed |
$2.24M - $2.68M
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-13.3K- 95.11% |
$1.88M - $2.24M
|
685
$128K
|
|
Aug 15, 2022
Q2 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-12.5KClosed |
$1.77M - $2.11M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-12.2K- 7.51% |
$1.72M - $2.06M
|
151K
$28M
|
|
Jul 27, 2022
Q2 2022
|
Wind River Trust CO
|
SELL
|
- |
-10.2K- 3.88% |
$1.44M - $1.72M
|
253K
$47.2M
|
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-8.13KClosed |
$1.15M - $1.37M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-6.53KClosed |
$920K - $1.1M
|
0
$0
|
|
Aug 24, 2022
Q2 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-5.35KClosed |
$754K - $901K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-4.85KClosed |
$684K - $817K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Financial Services Advisory Inc
|
SELL
|
- |
-3.02KClosed |
$426K - $508K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-2.92KClosed |
$412K - $492K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Resource Consulting Group Inc
|
SELL
|
- |
-2.89KClosed |
$407K - $486K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-2.83KClosed |
$398K - $476K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-2.72KClosed |
$384K - $458K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-2.59KClosed |
$365K - $436K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-2.48KClosed |
$349K - $417K
|
0
$0
|
|
Sep 08, 2022
Q2 2022
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-2.34KClosed |
$330K - $394K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Capital Advisors Inc
|
SELL
|
- |
-1.99KClosed |
$281K - $335K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Bt Wealth Management LLC
|
SELL
|
- |
-1.93K- 17.06% |
$271K - $324K
|
9.36K
$1.74M
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.89KClosed |
$266K - $318K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1.89KClosed |
$266K - $318K
|
0
$0
|
|
Dec 08, 2022
Q2 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-1.78KClosed |
$251K - $300K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-1.6KClosed |
$225K - $269K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.58KClosed |
$222K - $266K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-1.47KClosed |
$207K - $248K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-1.42KClosed |
$201K - $240K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-1.39KClosed |
$196K - $234K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Chicago Capital, LLC
|
SELL
|
- |
-1.36KClosed |
$192K - $230K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.27KClosed |
$178K - $213K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Iowa State Bank
|
SELL
|
- |
-1.23KClosed |
$174K - $207K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-1.21KClosed |
$171K - $204K
|
0
$0
|
|
Oct 04, 2023
Q2 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-1.21KClosed |
$171K - $204K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-878- 31.4% |
$124K - $148K
|
1.92K
$357K
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-679Closed |
$95.7K - $114K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-533- 18.27% |
$75.1K - $89.8K
|
2.38K
$444K
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-488- 17.21% |
$68.8K - $82.2K
|
2.35K
$437K
|
|
Aug 15, 2022
Q2 2022
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
PUT |
-395Closed |
$55.7K - $66.5K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-386Closed |
$54.4K - $65K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-332- 16.76% |
$46.8K - $55.9K
|
1.65K
$307K
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-316- 20.18% |
$44.6K - $53.2K
|
1.25K
$233K
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-310- 3.04% |
$43.7K - $52.2K
|
9.89K
$1.84M
|