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 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-3.78K- 8.79% |
$728K - $770K
|
39.2K
$8.03M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-3.64K- 16.17% |
$701K - $742K
|
18.9K
$3.86M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-3.58K- 34.1% |
$690K - $730K
|
6.92K
$1.42M
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-3.54K- 26.08% |
$683K - $722K
|
10K
$2.06M
|
|
|
Nov 06, 2025
Q3 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-3.38K- 16.86% |
$652K - $689K
|
16.7K
$3.41M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.24K- 0.72% |
$624K - $660K
|
444K
$90.9M
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-3.16K- 21.25% |
$610K - $645K
|
11.7K
$2.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.14K- 8.26% |
$606K - $641K
|
34.9K
$7.15M
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-3.11K- 0.72% |
$599K - $634K
|
428K
$87.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3.08K- 2.86% |
$594K - $628K
|
105K
$21.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-2.97K- 51.75% |
$572K - $605K
|
2.77K
$567K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.95K- 5.09% |
$569K - $602K
|
55K
$11.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2.81K- 17.51% |
$542K - $573K
|
13.3K
$2.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-2.8K- 28.87% |
$540K - $571K
|
6.9K
$1.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.76K- 0.55% |
$532K - $563K
|
500K
$102M
|
|
|
Nov 06, 2025
Q3 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-2.76K- 26.0% |
$531K - $562K
|
7.85K
$1.61M
|
|
|
Nov 13, 2025
Q3 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-2.73K- 63.32% |
$526K - $557K
|
1.58K
$324K
|
|
|
Oct 14, 2025
Q3 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-2.69K- 3.57% |
$519K - $549K
|
72.8K
$14.9M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.68K- 2.81% |
$517K - $546K
|
92.7K
$19M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.62K- 5.99% |
$504K - $533K
|
41K
$8.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-2.61K- 24.22% |
$504K - $533K
|
8.18K
$1.67M
|
|
|
Nov 14, 2025
Q3 2025
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-2.6K- 38.84% |
$502K - $531K
|
4.1K
$840K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.51K- 25.46% |
$484K - $512K
|
7.35K
$1.51M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.48K- 5.27% |
$478K - $505K
|
44.6K
$9.13M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-2.47K- 14.76% |
$477K - $504K
|
14.3K
$2.93M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.38K- 1.09% |
$458K - $484K
|
215K
$44M
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.37K- 2.89% |
$457K - $484K
|
79.8K
$16.3M
|
|
|
Nov 13, 2025
Q3 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-2.36K- 23.67% |
$454K - $480K
|
7.6K
$1.56M
|
|
|
Nov 17, 2025
Q3 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-2.31K- 2.31% |
$445K - $470K
|
97.5K
$20M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.3K- 60.45% |
$443K - $469K
|
1.51K
$308K
|
|
|
Nov 07, 2025
Q3 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-2.23K- 8.0% |
$430K - $455K
|
25.7K
$5.26M
|
|
|
Oct 31, 2025
Q3 2025
|
Bg Investment Services, Inc.
|
SELL
|
- |
-2.09K- 11.99% |
$402K - $426K
|
15.3K
$3.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.06K- 1.03% |
$396K - $419K
|
198K
$40.6M
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-2.05K- 11.16% |
$395K - $418K
|
16.3K
$3.34M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.05K- 5.29% |
$395K - $417K
|
36.7K
$7.51M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2K- 5.14% |
$386K - $408K
|
36.9K
$7.56M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-1.98K- 45.93% |
$382K - $404K
|
2.34K
$478K
|
|
|
Nov 14, 2025
Q3 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1.96K- 8.94% |
$378K - $399K
|
19.9K
$4.08M
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.94K- 7.83% |
$374K - $396K
|
22.8K
$4.68M
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1.88K- 4.83% |
$361K - $382K
|
37K
$7.57M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.87K- 8.01% |
$361K - $381K
|
21.5K
$4.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.84K- 7.48% |
$355K - $375K
|
22.8K
$4.66M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-1.82K- 5.46% |
$351K - $371K
|
31.6K
$6.46M
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.81K- 6.58% |
$348K - $368K
|
25.6K
$5.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.78K- 25.73% |
$343K - $362K
|
5.13K
$1.05M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-1.7K- 61.21% |
$328K - $347K
|
1.08K
$221K
|
|
|
Nov 03, 2025
Q3 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.62K- 4.82% |
$313K - $331K
|
32.1K
$6.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Tcw Group Inc
|
SELL
|
- |
-1.61K- 4.51% |
$310K - $328K
|
34.1K
$6.98M
|
|
|
Oct 30, 2025
Q3 2025
|
Sylvest Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.57K- 1.5% |
$303K - $321K
|
103K
$21.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-1.56K- 4.38% |
$301K - $319K
|
34.2K
$7M
|
|