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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-639- 3.09% |
$123K - $130K
|
20.1K
$4.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-630- 4.41% |
$121K - $128K
|
13.7K
$2.8M
|
|
|
Oct 02, 2025
Q3 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-630- 6.1% |
$121K - $128K
|
9.7K
$1.99M
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-618- 3.13% |
$119K - $126K
|
19.2K
$3.92M
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-604- 17.85% |
$116K - $123K
|
2.78K
$569K
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-593- 1.99% |
$114K - $121K
|
29.1K
$5.97M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-588- 2.08% |
$113K - $120K
|
27.7K
$5.67M
|
|
|
Nov 14, 2025
Q3 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-585- 3.11% |
$113K - $119K
|
18.2K
$3.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-580- 6.61% |
$112K - $118K
|
8.2K
$1.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-572- 1.08% |
$110K - $117K
|
52.3K
$10.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-558- 9.12% |
$108K - $114K
|
5.56K
$1.14M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-558- 0.63% |
$108K - $114K
|
88K
$18M
|
|
|
Nov 14, 2025
Q3 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-556- 0.99% |
$107K - $113K
|
55.4K
$11.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-554- 1.11% |
$107K - $113K
|
49.2K
$10.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-548- 18.77% |
$106K - $112K
|
2.37K
$486K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-536- 1.1% |
$103K - $109K
|
48.2K
$9.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-531- 8.32% |
$102K - $108K
|
5.85K
$1.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-531- 3.41% |
$102K - $108K
|
15.1K
$3.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-524- 20.63% |
$101K - $107K
|
2.02K
$413K
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-522- 0.21% |
$101K - $106K
|
244K
$49.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-519- 2.53% |
$100K - $106K
|
20K
$4.09M
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-515- 14.11% |
$99.3K - $105K
|
3.14K
$642K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-509- 1.72% |
$98.1K - $104K
|
29K
$5.95M
|
|
|
Nov 04, 2025
Q3 2025
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-507- 21.67% |
$97.7K - $103K
|
1.83K
$375K
|
|
|
Nov 14, 2025
Q3 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-469- 3.91% |
$90.4K - $95.6K
|
11.5K
$2.36M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-469- 4.51% |
$90.4K - $95.6K
|
9.94K
$2.04M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-447- 1.42% |
$86.2K - $91.1K
|
31K
$6.35M
|
|
|
Nov 07, 2025
Q3 2025
|
Holistic Financial Partners
|
SELL
|
- |
-433- 2.11% |
$83.5K - $88.3K
|
20.1K
$4.12M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-428- 3.92% |
$82.5K - $87.3K
|
10.5K
$2.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-427- 6.52% |
$82.3K - $87K
|
6.12K
$1.25M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-420- 7.21% |
$81K - $85.6K
|
5.4K
$1.11M
|
|
|
Nov 07, 2025
Q3 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-418- 15.38% |
$80.6K - $85.2K
|
2.3K
$471K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-417- 5.6% |
$80.4K - $85K
|
7.02K
$1.44M
|
|
|
Oct 31, 2025
Q3 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-415- 5.54% |
$80K - $84.6K
|
7.08K
$1.45M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-411- 8.85% |
$79.2K - $83.8K
|
4.23K
$867K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-404- 6.21% |
$77.9K - $82.4K
|
6.1K
$1.25M
|
|
|
Oct 20, 2025
Q3 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-400- 1.56% |
$77.1K - $81.5K
|
25.3K
$5.18M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-399- 17.92% |
$76.9K - $81.3K
|
1.83K
$374K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-398- 2.0% |
$76.7K - $81.1K
|
19.5K
$4M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-396- 3.63% |
$76.3K - $80.7K
|
10.5K
$2.16M
|
|
|
Oct 14, 2025
Q3 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
SELL
|
- |
-395- 4.71% |
$76.1K - $80.5K
|
8K
$1.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-394- 1.67% |
$75.9K - $80.3K
|
23.3K
$4.76M
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
SELL
|
- |
-394- 1.93% |
$75.9K - $80.3K
|
20.1K
$4.11M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-394- 2.27% |
$75.9K - $80.3K
|
16.9K
$3.47M
|
|
|
Oct 10, 2025
Q3 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-394- 15.54% |
$75.9K - $80.3K
|
2.14K
$438K
|
|
|
Nov 07, 2025
Q3 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-393- 3.62% |
$75.8K - $80.1K
|
10.5K
$2.14M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-391- 19.64% |
$75.4K - $79.7K
|
1.6K
$328K
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
SELL
|
- |
-389- 7.49% |
$75K - $79.3K
|
4.81K
$984K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-385- 7.73% |
$74.2K - $78.5K
|
4.6K
$942K
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-378- 1.3% |
$72.9K - $77.1K
|
28.6K
$5.86M
|
|