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 12, 2021
Q3 2021
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-131KClosed |
$20.2M - $21.5M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Css LLC
Chicago, IL |
SELL
|
CALL |
-102K- 97.78% |
$15.7M - $16.7M
|
2.3K
$445K
|
|
Mar 11, 2024
Q3 2021
|
Nepc LLC
Boston, MA |
SELL
|
- |
-46.9KClosed |
$7.25M - $7.7M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-8.16KClosed |
$1.26M - $1.34M
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-6.9KClosed |
$1.07M - $1.13M
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-4.53KClosed |
$701K - $744K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Victory Capital Management Inc
|
SELL
|
- |
-4.49K- 54.85% |
$695K - $737K
|
3.7K
$716K
|
|
Nov 12, 2021
Q3 2021
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-2.27KClosed |
$351K - $372K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Lyell Wealth Management, LP
|
SELL
|
- |
-2.19KClosed |
$338K - $359K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Iam Advisory, LLC
|
SELL
|
- |
-1.83KClosed |
$282K - $300K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-1.83KClosed |
$282K - $300K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-1.61KClosed |
$249K - $264K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-1.42KClosed |
$220K - $233K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
J.Safra Asset Management Corp
|
SELL
|
- |
-1.3KClosed |
$200K - $212K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-842Closed |
$130K - $138K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-656Closed |
$101K - $108K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-607Closed |
$93.9K - $99.6K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-353Closed |
$54.6K - $57.9K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-255- 8.26% |
$39.4K - $41.8K
|
2.83K
$548K
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-129Closed |
$19.9K - $21.2K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-16Closed |
$2.47K - $2.63K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-581KClosed |
$88.8M - $94.3M
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Latitude Advisors, LLC
|
SELL
|
- |
-33.9KClosed |
$5.18M - $5.51M
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-22.9KClosed |
$3.5M - $3.72M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-12.8KClosed |
$1.95M - $2.07M
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-12.6KClosed |
$1.93M - $2.05M
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-6.99KClosed |
$1.07M - $1.13M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-6.44KClosed |
$984K - $1.05M
|
0
$0
|
|
Jul 07, 2022
Q2 2021
|
Baker Boyer National Bank
|
SELL
|
- |
-3.32KClosed |
$507K - $539K
|
0
$0
|
|
Mar 31, 2022
Q2 2021
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-2.9KClosed |
$443K - $471K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Kingfisher Capital LLC
|
SELL
|
- |
-2.15KClosed |
$328K - $349K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Lee Capital Holdings LLC
New York, NY |
SELL
|
- |
-1.79KClosed |
$274K - $291K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.34K- 58.41% |
$204K - $217K
|
952
$184K
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-985Closed |
$151K - $160K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-964Closed |
$147K - $157K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Family Capital Trust CO
|
SELL
|
- |
-950Closed |
$145K - $154K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-424Closed |
$64.8K - $68.9K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Fusion Family Wealth LLC
|
SELL
|
- |
-370Closed |
$56.6K - $60.1K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-269Closed |
$41.1K - $43.7K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-85- 4.41% |
$13K - $13.8K
|
1.84K
$357K
|
|
Aug 02, 2021
Q2 2021
|
High Mark Wealth Management LLC
|
SELL
|
- |
-30Closed |
$4.59K - $4.87K
|
0
$0
|
|
Q1 2021 | |||||||
May 10, 2021
Q1 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-14.3KClosed |
$1.93M - $2.19M
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-9.63KClosed |
$1.3M - $1.47M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-2.13KClosed |
$287K - $325K
|
0
$0
|
|
Apr 06, 2021
Q1 2021
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.05KClosed |
$277K - $314K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.99KClosed |
$269K - $305K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Fiduciary Management Inc
Milwaukee, WI |
SELL
|
- |
-1.52KClosed |
$204K - $232K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Sageworth Trust CO
|
SELL
|
- |
-1.05KClosed |
$141K - $160K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Canton Hathaway, LLC
|
SELL
|
- |
-1.04KClosed |
$141K - $160K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-949Closed |
$128K - $145K
|
0
$0
|