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 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-219Closed |
$30.9K - $36.9K
|
0
$0
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-176- 3.69% |
$24.8K - $29.6K
|
4.6K
$856K
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
SELL
|
- |
-159- 7.97% |
$22.4K - $26.8K
|
1.84K
$342K
|
|
Aug 08, 2022
Q2 2022
|
Allen Investment Management LLC
|
SELL
|
- |
-100- 0.65% |
$14.1K - $16.8K
|
15.2K
$2.83M
|
|
Aug 05, 2022
Q2 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-94- 6.31% |
$13.3K - $15.8K
|
1.4K
$260K
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
SELL
|
- |
-43- 0.47% |
$6.06K - $7.24K
|
9.08K
$1.69M
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-42- 11.97% |
$5.92K - $7.07K
|
309
$57.6K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-36Closed |
$5.08K - $6.06K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-34Closed |
$4.79K - $5.73K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-25Closed |
$3.52K - $4.21K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-24Closed |
$3.38K - $4.04K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-23Closed |
$3.24K - $3.87K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-19- 8.12% |
$2.68K - $3.2K
|
215
$40K
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-18- 0.26% |
$2.54K - $3.03K
|
6.93K
$1.29M
|
|
Aug 15, 2022
Q2 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-2Closed |
$282 - $337
|
0
$0
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Mizuho Bank, Ltd.
Tokyo, M0 |
SELL
|
- |
-1.5MClosed |
$236M - $256M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-65.2K- 91.06% |
$10.2M - $11.1M
|
6.4K
$1.19M
|
|
Apr 13, 2022
Q1 2022
|
Scharf Investments, LLC
|
SELL
|
- |
-35.1KClosed |
$5.52M - $5.99M
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-20.1KClosed |
$3.16M - $3.43M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-16.6KClosed |
$2.61M - $2.83M
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-15.3KClosed |
$2.4M - $2.6M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-15.1KClosed |
$2.37M - $2.57M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-6.12KClosed |
$962K - $1.04M
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-6.1KClosed |
$958K - $1.04M
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-6.05KClosed |
$950K - $1.03M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-5.04KClosed |
$791K - $859K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Cannon Global Investment Management, LLC
|
SELL
|
- |
-4.6KClosed |
$723K - $784K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-3.45KClosed |
$542K - $588K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-3.01KClosed |
$472K - $512K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-3KClosed |
$471K - $512K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Narwhal Capital Management
|
SELL
|
- |
-2.97KClosed |
$467K - $506K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-2.96KClosed |
$465K - $504K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Css LLC
Chicago, IL |
SELL
|
- |
-2.5KClosed |
$393K - $426K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-2.47KClosed |
$388K - $421K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-2.36KClosed |
$370K - $402K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Ma Private Wealth
|
SELL
|
- |
-2.12KClosed |
$333K - $361K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-2.05KClosed |
$322K - $349K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.86KClosed |
$292K - $316K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.36KClosed |
$214K - $232K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
SELL
|
- |
-1.3KClosed |
$204K - $222K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-1.29KClosed |
$202K - $219K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-1.25KClosed |
$196K - $213K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-1.22KClosed |
$192K - $208K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.2KClosed |
$189K - $205K
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.06KClosed |
$167K - $181K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Navalign, LLC
|
SELL
|
- |
-927- 23.23% |
$146K - $158K
|
3.06K
$571K
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
SELL
|
- |
-440- 8.36% |
$69.1K - $75K
|
4.83K
$899K
|
|
May 16, 2022
Q1 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-411- 15.84% |
$64.6K - $70.1K
|
2.18K
$407K
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-335Closed |
$52.6K - $57.1K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
SELL
|
- |
-231- 4.12% |
$36.3K - $39.4K
|
5.38K
$1M
|