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 |
---|---|---|---|---|---|---|---|
Sep 08, 2021
Q1 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-55Closed |
$7.42K - $8.42K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-30Closed |
$4.05K - $4.59K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-25Closed |
$3.37K - $3.83K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 12, 2021
Q4 2020
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-155KClosed |
$18M - $21.2M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-7.94KClosed |
$920K - $1.09M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-4.88KClosed |
$565K - $667K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-4.74KClosed |
$549K - $649K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-4.7KClosed |
$544K - $643K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
D.B. Root & Company, LLC
|
SELL
|
- |
-4.51KClosed |
$523K - $617K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
First City Capital Management, Inc.
|
SELL
|
- |
-2KClosed |
$232K - $273K
|
0
$0
|
|
Jan 11, 2021
Q4 2020
|
Brio Consultants, LLC
|
SELL
|
- |
-1.73KClosed |
$200K - $236K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Human Investing LLC
|
SELL
|
- |
-1.23KClosed |
$143K - $168K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-681Closed |
$78.9K - $93.1K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-557Closed |
$64.5K - $76.2K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-522Closed |
$60.5K - $71.4K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-371Closed |
$43K - $50.7K
|
0
$0
|
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-202- 11.02% |
$23.4K - $27.6K
|
1.63K
$304K
|
|
Feb 10, 2021
Q4 2020
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-116Closed |
$13.4K - $15.9K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-3Closed |
$348 - $410
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-125KClosed |
$14M - $15.6M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-54.5KClosed |
$6.06M - $6.77M
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Georgetown University
Washington, DC |
SELL
|
- |
-42.8KClosed |
$4.76M - $5.32M
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-28KClosed |
$3.12M - $3.48M
|
0
$0
|
|
Oct 29, 2020
Q3 2020
|
Avestar Capital, LLC
|
SELL
|
- |
-21.1KClosed |
$2.35M - $2.62M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Gen Trust, LLC
|
SELL
|
- |
-12KClosed |
$1.34M - $1.5M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-9.9KClosed |
$1.1M - $1.23M
|
0
$0
|
|
Nov 30, 2020
Q3 2020
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-6.87KClosed |
$765K - $854K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Comprehensive Financial Management LLC
Los Gatos, CA |
SELL
|
- |
-4.37K- 2.03% |
$486K - $542K
|
210K
$39.2M
|
|
Oct 26, 2020
Q3 2020
|
Center Star Asset Management, LLC
|
SELL
|
CALL |
-3KClosed |
$334K - $373K
|
0
$0
|
|
Oct 29, 2020
Q3 2020
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-1.13KClosed |
$125K - $140K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-397Closed |
$44.2K - $49.3K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-235Closed |
$26.1K - $29.2K
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-169Closed |
$18.8K - $21K
|
0
$0
|
|
Oct 22, 2020
Q3 2020
|
Ballast Advisors LLC
|
SELL
|
- |
-135- 68.88% |
$15K - $16.8K
|
61
$11.4K
|
|
Nov 06, 2020
Q3 2020
|
Arrow Financial Corp
|
SELL
|
- |
-55Closed |
$6.12K - $6.83K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-50- 25.0% |
$5.56K - $6.21K
|
150
$27.9K
|
|
Q2 2020 | |||||||
Aug 07, 2020
Q2 2020
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-47.9KClosed |
$4.53M - $5.99M
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Strategic Investment Management, LLC
|
SELL
|
- |
-39.7KClosed |
$3.75M - $4.97M
|
0
$0
|
|
Jul 23, 2020
Q2 2020
|
Parkside Investments, LLC
|
SELL
|
- |
-19.2KClosed |
$1.82M - $2.41M
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-8.92KClosed |
$843K - $1.12M
|
0
$0
|
|
Jul 08, 2020
Q2 2020
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-8.29KClosed |
$783K - $1.04M
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-5.76KClosed |
$544K - $721K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-2.74KClosed |
$259K - $343K
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-2.14KClosed |
$202K - $267K
|
0
$0
|
|
Jul 16, 2020
Q2 2020
|
Kcs Wealth Advisory
|
SELL
|
- |
-2.01KClosed |
$190K - $252K
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-1.01KClosed |
$95.5K - $126K
|
0
$0
|
|
May 10, 2021
Q2 2020
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-895Closed |
$84.6K - $112K
|
0
$0
|
|
Aug 18, 2020
Q2 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-707Closed |
$66.8K - $88.5K
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-540Closed |
$51K - $67.6K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-117Closed |
$11.1K - $14.6K
|
0
$0
|