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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
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
|
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
$43.1M
|
|
|
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
$12.5K
|
|
|
Nov 06, 2020
Q3 2020
|
Arrow Financial Corp
|
SELL
|
- |
-55Closed |
$6.12K - $6.83K
|
0
$0
|
|
| 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
|
|
|
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
|
|
|
Jul 16, 2020
Q2 2020
|
Kcs Wealth Advisory
|
SELL
|
- |
-2.01KClosed |
$190K - $252K
|
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
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-44Closed |
$4.16K - $5.51K
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Focused Wealth Management, Inc
|
SELL
|
- |
-10Closed |
$945 - $1.25K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 11, 2020
Q1 2020
|
Stack Financial Management, Inc
|
SELL
|
- |
-294KClosed |
$25M - $40.7M
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Nationwide Asset Management LLC
|
SELL
|
- |
-195KClosed |
$16.6M - $27M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Homestead Advisers Corp
|
SELL
|
- |
-94.3KClosed |
$8.03M - $13.1M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Sanchez Wealth Management Group
|
SELL
|
- |
-75.9KClosed |
$6.47M - $10.5M
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Ferguson Shapiro LLC
|
SELL
|
- |
-19.2KClosed |
$1.64M - $2.66M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-14.9KClosed |
$1.27M - $2.06M
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-6.12KClosed |
$521K - $848K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-5.01KClosed |
$427K - $694K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Maple Capital Management, Inc.
|
SELL
|
- |
-4.24KClosed |
$361K - $588K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-4.04KClosed |
$344K - $560K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Brickley Wealth Management
|
SELL
|
- |
-3.3KClosed |
$281K - $457K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Torray LLC
|
SELL
|
- |
-2.77KClosed |
$236K - $384K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-2.38KClosed |
$202K - $329K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2.15KClosed |
$183K - $298K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Sadoff Investment Management LLC
|
SELL
|
- |
-1.94KClosed |
$165K - $269K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Simmons Bank
|
SELL
|
- |
-1.93KClosed |
$165K - $268K
|
0
$0
|
|