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 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
$593K
|
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
SELL
|
- |
-440- 8.36% |
$69.1K - $75K
|
4.83K
$934K
|
|
|
May 16, 2022
Q1 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-411- 15.84% |
$64.6K - $70.1K
|
2.18K
$422K
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-391Closed |
$61.4K - $66.7K
|
0
$0
|
|
|
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
$1.04M
|
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-229- 3.69% |
$36K - $39K
|
5.98K
$1.16M
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-212Closed |
$33.3K - $36.1K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-177Closed |
$27.8K - $30.2K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-169Closed |
$26.6K - $28.8K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-168Closed |
$26.4K - $28.6K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-154Closed |
$24.2K - $26.3K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
SELL
|
- |
-151Closed |
$23.7K - $25.7K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-126Closed |
$19.8K - $21.5K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-85Closed |
$13.4K - $14.5K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-81Closed |
$12.7K - $13.8K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-57- 74.03% |
$8.96K - $9.72K
|
20
$3.87K
|
|
|
May 16, 2022
Q1 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-12Closed |
$1.89K - $2.05K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 18, 2022
Q4 2021
|
Castle Ark Alternatives, LLC
Chicago, IL |
SELL
|
- |
-358KClosed |
$56.2M - $60.2M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Scopus Asset Management, L.P.
New York, NY |
SELL
|
CALL |
-150KClosed |
$23.6M - $25.2M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Freemont Management S.A.
|
SELL
|
- |
-111KClosed |
$17.5M - $18.7M
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
SELL
|
- |
-63.1KClosed |
$9.91M - $10.6M
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-43KClosed |
$6.76M - $7.23M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Gunma Bank,Ltd.
|
SELL
|
- |
-18KClosed |
$2.83M - $3.03M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-14KClosed |
$2.2M - $2.36M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wood Trust Financial Corp
|
SELL
|
- |
-4.18KClosed |
$657K - $703K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-2.95KClosed |
$463K - $495K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.22KClosed |
$349K - $373K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Banco Santander, S.A.
|
SELL
|
- |
-1.87KClosed |
$294K - $315K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-1.85KClosed |
$291K - $311K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-1.79KClosed |
$281K - $301K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.36KClosed |
$214K - $228K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Security National Bank
|
SELL
|
- |
-1.34KClosed |
$211K - $226K
|
0
$0
|
|
|
Dec 26, 2024
Q4 2021
|
Cypress Capital, LLC
|
SELL
|
- |
-1.32K- 52.54% |
$208K - $223K
|
1.2K
$231K
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-855Closed |
$134K - $144K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-628Closed |
$98.7K - $106K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-591Closed |
$92.9K - $99.3K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-500Closed |
$78.6K - $84K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-463- 14.29% |
$72.7K - $77.8K
|
2.78K
$537K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-445Closed |
$69.9K - $74.8K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-368Closed |
$57.8K - $61.9K
|
0
$0
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-135Closed |
$21.2K - $22.7K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-126Closed |
$19.8K - $21.2K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-106Closed |
$16.7K - $17.8K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-100Closed |
$15.7K - $16.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-88Closed |
$13.8K - $14.8K
|
0
$0
|
|
|
Jan 04, 2022
Q4 2021
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-8Closed |
$1.26K - $1.34K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Cooke & Bieler LP
|
SELL
|
- |
-477KClosed |
$73.8M - $78.3M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Minot Capital, LP
Boulder, CO |
SELL
|
- |
-218KClosed |
$33.7M - $35.7M
|
0
$0
|
|