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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-625- 1.35% |
$115K - $125K
|
45.7K
$8.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-606- 1.74% |
$111K - $121K
|
34.3K
$6.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-601- 10.72% |
$110K - $120K
|
5.01K
$933K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-601- 5.81% |
$110K - $120K
|
9.74K
$1.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-584- 16.5% |
$107K - $117K
|
2.96K
$551K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-569- 24.75% |
$104K - $114K
|
1.73K
$322K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-563- 7.93% |
$103K - $112K
|
6.54K
$1.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-545- 9.04% |
$99.9K - $109K
|
5.48K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-543- 2.4% |
$99.5K - $108K
|
22.1K
$4.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-540- 8.67% |
$98.9K - $108K
|
5.69K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-534- 2.32% |
$97.8K - $107K
|
22.5K
$4.19M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-526- 6.52% |
$96.4K - $105K
|
7.55K
$1.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-511- 3.98% |
$93.6K - $102K
|
12.3K
$2.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-500- 78.62% |
$91.6K - $99.9K
|
136
$25.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-493- 7.63% |
$90.3K - $98.5K
|
5.97K
$1.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-493- 2.21% |
$90.3K - $98.5K
|
21.9K
$4.07M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-486- 2.78% |
$89K - $97.1K
|
17K
$3.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-485- 4.02% |
$88.9K - $96.9K
|
11.6K
$2.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-482- 7.66% |
$88.3K - $96.3K
|
5.81K
$1.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-476- 26.27% |
$87.2K - $95.1K
|
1.34K
$249K
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-476- 21.61% |
$87.2K - $95.1K
|
1.73K
$322K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-471- 4.46% |
$86.3K - $94.1K
|
10.1K
$1.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-470- 4.89% |
$86.1K - $93.9K
|
9.15K
$1.7M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-464- 1.96% |
$85K - $92.7K
|
23.2K
$4.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-450- 1.69% |
$82.5K - $89.9K
|
26.2K
$4.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-433- 7.73% |
$79.3K - $86.5K
|
5.17K
$963K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-420- 2.7% |
$77K - $83.9K
|
15.1K
$2.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-420- 1.96% |
$77K - $83.9K
|
21.1K
$3.92M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-418- 0.85% |
$76.6K - $83.5K
|
48.8K
$9.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-417- 3.63% |
$76.4K - $83.3K
|
11.1K
$2.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-410- 3.74% |
$75.1K - $81.9K
|
10.5K
$1.96M
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-400- 1.65% |
$73.3K - $79.9K
|
23.9K
$4.45M
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-399- 3.65% |
$73.1K - $79.7K
|
10.5K
$1.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-397- 10.13% |
$72.7K - $79.3K
|
3.52K
$656K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-396- 61.88% |
$72.6K - $79.1K
|
244
$45.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-380- 4.11% |
$69.6K - $75.9K
|
8.87K
$1.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-370- 23.6% |
$67.8K - $73.9K
|
1.2K
$223K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-368- 1.25% |
$67.4K - $73.5K
|
29.1K
$5.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-368- 1.43% |
$67.4K - $73.5K
|
25.4K
$4.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-350- 0.42% |
$64.1K - $69.9K
|
83.2K
$15.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-350- 1.62% |
$64.1K - $69.9K
|
21.3K
$3.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-347- 2.38% |
$63.6K - $69.3K
|
14.2K
$2.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-346- 2.82% |
$63.4K - $69.1K
|
11.9K
$2.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-340- 14.45% |
$62.3K - $67.9K
|
2.01K
$375K
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-340- 10.99% |
$62.3K - $67.9K
|
2.75K
$513K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-316- 5.44% |
$57.9K - $63.1K
|
5.5K
$1.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-316- 8.55% |
$57.9K - $63.1K
|
3.38K
$629K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-315- 2.26% |
$57.7K - $62.9K
|
13.6K
$2.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-312- 0.69% |
$57.2K - $62.3K
|
44.7K
$8.33M
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-312- 2.86% |
$57.2K - $62.3K
|
10.6K
$1.97M
|