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 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-69- 1.22% |
$12.6K - $13.8K
|
5.61K
$1.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-60- 1.49% |
$11K - $12K
|
3.96K
$762K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-58- 0.29% |
$10.6K - $11.6K
|
20K
$3.85M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-56- 65.12% |
$10.3K - $11.2K
|
30
$5.78K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-55- 1.65% |
$10.1K - $11K
|
3.28K
$631K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-53- 1.06% |
$9.71K - $10.6K
|
4.95K
$954K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-48- 0.2% |
$8.8K - $9.59K
|
23.4K
$4.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-43- 1.96% |
$7.88K - $8.59K
|
2.15K
$413K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-41- 1.18% |
$7.51K - $8.19K
|
3.43K
$660K
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-38- 2.09% |
$6.96K - $7.59K
|
1.78K
$343K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-38- 0.39% |
$6.96K - $7.59K
|
9.64K
$1.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-37- 2.07% |
$6.78K - $7.39K
|
1.75K
$337K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-36- 1.04% |
$6.6K - $7.19K
|
3.42K
$659K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-36- 1.71% |
$6.6K - $7.19K
|
2.07K
$400K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-36- 2.06% |
$6.6K - $7.19K
|
1.71K
$330K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-35- 0.84% |
$6.41K - $6.99K
|
4.15K
$800K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-35- 0.12% |
$6.41K - $6.99K
|
29.5K
$5.69M
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-34- 57.63% |
$6.23K - $6.79K
|
25
$4.82K
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-32- 0.82% |
$5.86K - $6.39K
|
3.89K
$750K
|
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
SELL
|
- |
-32- 0.31% |
$5.86K - $6.39K
|
10.2K
$1.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-31- 9.25% |
$5.68K - $6.19K
|
304
$58.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Sicart Associates LLC
|
SELL
|
- |
-30- 2.23% |
$5.5K - $5.99K
|
1.32K
$254K
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-29- 1.1% |
$5.31K - $5.79K
|
2.62K
$504K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-28- 2.48% |
$5.13K - $5.59K
|
1.1K
$212K
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-27- 2.31% |
$4.95K - $5.39K
|
1.14K
$220K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-26- 0.23% |
$4.76K - $5.19K
|
11.5K
$2.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-25- 0.42% |
$4.58K - $4.99K
|
5.94K
$1.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-24- 0.43% |
$4.4K - $4.79K
|
5.54K
$1.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-21- 0.97% |
$3.85K - $4.2K
|
2.14K
$413K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-18- 0.57% |
$3.3K - $3.6K
|
3.13K
$603K
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-16- 0.19% |
$2.93K - $3.2K
|
8.61K
$1.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-16- 2.67% |
$2.93K - $3.2K
|
583
$112K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-16- 1.57% |
$2.93K - $3.2K
|
1K
$193K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-12- 0.16% |
$2.2K - $2.4K
|
7.46K
$1.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-9- 0.44% |
$1.65K - $1.8K
|
2.03K
$391K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-8- 18.18% |
$1.47K - $1.6K
|
36
$6.94K
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-7- 0.57% |
$1.28K - $1.4K
|
1.22K
$235K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-5- 0.11% |
$916 - $999
|
4.39K
$845K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-5- 0.05% |
$916 - $999
|
9.9K
$1.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-5- 0.24% |
$916 - $999
|
2.05K
$396K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-4- 0.42% |
$733 - $799
|
940
$181K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-4- 0.16% |
$733 - $799
|
2.44K
$470K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2- 0.68% |
$366 - $400
|
292
$56.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-1- 0.02% |
$183 - $200
|
5.22K
$1.01M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-856K- 1.7% |
$148M - $162M
|
49.4M
$9.51B
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-705K- 2.17% |
$122M - $134M
|
31.9M
$6.14B
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-560K- 3.55% |
$97.1M - $106M
|
15.2M
$2.93B
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-436K- 4.83% |
$75.5M - $82.7M
|
8.58M
$1.65B
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-413K- 99.45% |
$71.5M - $78.3M
|
2.27K
$437K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-363K- 3.74% |
$62.9M - $68.9M
|
9.34M
$1.8B
|
|