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 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-32- 0.82% |
$5.86K - $6.39K
|
3.89K
$753K
|
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
SELL
|
- |
-32- 0.31% |
$5.86K - $6.39K
|
10.2K
$1.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-31- 9.25% |
$5.68K - $6.19K
|
304
$58.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Sicart Associates LLC
|
SELL
|
- |
-30- 2.23% |
$5.5K - $5.99K
|
1.32K
$255K
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-29- 1.1% |
$5.31K - $5.79K
|
2.62K
$506K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-28- 0.52% |
$5.13K - $5.59K
|
5.4K
$1.05M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-28- 2.48% |
$5.13K - $5.59K
|
1.1K
$213K
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-27- 2.31% |
$4.95K - $5.39K
|
1.14K
$221K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-26- 0.63% |
$4.76K - $5.19K
|
4.09K
$791K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-26- 0.18% |
$4.76K - $5.19K
|
14.7K
$2.84M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-26- 0.23% |
$4.76K - $5.19K
|
11.5K
$2.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-25- 0.35% |
$4.58K - $4.99K
|
7.19K
$1.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-25- 0.42% |
$4.58K - $4.99K
|
5.94K
$1.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-24- 0.9% |
$4.4K - $4.79K
|
2.65K
$512K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-24- 0.43% |
$4.4K - $4.79K
|
5.54K
$1.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-23- 1.2% |
$4.21K - $4.6K
|
1.9K
$368K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-23- 1.28% |
$4.21K - $4.6K
|
1.78K
$345K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-22- 4.79% |
$4.03K - $4.4K
|
437
$84.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-21- 0.97% |
$3.85K - $4.2K
|
2.14K
$415K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-19- 7.82% |
$3.48K - $3.8K
|
224
$43.4K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-18- 0.57% |
$3.3K - $3.6K
|
3.13K
$606K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-16- 0.53% |
$2.93K - $3.2K
|
3K
$580K
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-16- 0.19% |
$2.93K - $3.2K
|
8.61K
$1.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-16- 2.67% |
$2.93K - $3.2K
|
583
$113K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-16- 1.57% |
$2.93K - $3.2K
|
1K
$194K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-15- 27.27% |
$2.75K - $3K
|
40
$7.74K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-15- 14.71% |
$2.75K - $3K
|
87
$16.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-12- 0.81% |
$2.2K - $2.4K
|
1.46K
$283K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-12- 0.16% |
$2.2K - $2.4K
|
7.46K
$1.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.28% |
$2.02K - $2.2K
|
3.86K
$747K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-9- 0.44% |
$1.65K - $1.8K
|
2.03K
$393K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-8- 18.18% |
$1.47K - $1.6K
|
36
$6.97K
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-7- 0.57% |
$1.28K - $1.4K
|
1.22K
$236K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-5- 0.11% |
$916 - $999
|
4.39K
$849K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-5- 0.05% |
$916 - $999
|
9.9K
$1.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-5- 0.24% |
$916 - $999
|
2.05K
$398K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-4- 1.22% |
$733 - $799
|
324
$62.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-4- 0.04% |
$733 - $799
|
9.62K
$1.86M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-4- 0.42% |
$733 - $799
|
940
$182K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-4- 0.16% |
$733 - $799
|
2.44K
$473K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-3- 0.01% |
$550 - $599
|
44.6K
$8.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-3- 0.03% |
$550 - $599
|
9.45K
$1.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-2- 0.16% |
$366 - $400
|
1.21K
$235K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-2- 0.06% |
$366 - $400
|
3.24K
$628K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2- 0.68% |
$366 - $400
|
292
$56.5K
|
|
|
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
$9.55B
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-705K- 2.17% |
$122M - $134M
|
31.9M
$6.17B
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-560K- 3.55% |
$97.1M - $106M
|
15.2M
$2.95B
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-436K- 4.83% |
$75.5M - $82.7M
|
8.58M
$1.66B
|
|