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 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-857- 27.11% |
$165K - $175K
|
2.3K
$472K
|
|
|
Nov 10, 2025
Q3 2025
|
Wrapmanager Inc
|
SELL
|
- |
-845- 27.59% |
$163K - $172K
|
2.22K
$454K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-837- 2.59% |
$161K - $171K
|
31.4K
$6.44M
|
|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-836- 3.8% |
$161K - $170K
|
21.2K
$4.34M
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-804- 2.52% |
$155K - $164K
|
31.1K
$6.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-799- 4.87% |
$154K - $163K
|
15.6K
$3.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-798- 1.73% |
$154K - $163K
|
45.3K
$9.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-788- 0.17% |
$152K - $161K
|
456K
$93.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-780- 5.31% |
$150K - $159K
|
13.9K
$2.85M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-779- 14.12% |
$150K - $159K
|
4.74K
$970K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-772- 3.37% |
$149K - $157K
|
22.1K
$4.53M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-761- 16.7% |
$147K - $155K
|
3.8K
$777K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-758- 7.46% |
$146K - $155K
|
9.41K
$1.93M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-751- 9.74% |
$145K - $153K
|
6.96K
$1.43M
|
|
|
Oct 29, 2025
Q3 2025
|
Providence First Trust CO
|
SELL
|
- |
-750- 36.46% |
$145K - $153K
|
1.31K
$268K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-713- 1.25% |
$137K - $145K
|
56.3K
$11.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-698- 2.41% |
$135K - $142K
|
28.2K
$5.78M
|
|
|
Nov 04, 2025
Q3 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-694- 7.28% |
$134K - $141K
|
8.84K
$1.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-688- 0.47% |
$133K - $140K
|
146K
$29.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-684- 0.76% |
$132K - $139K
|
89.1K
$18.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-677- 34.52% |
$130K - $138K
|
1.28K
$263K
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-666- 4.42% |
$128K - $136K
|
14.4K
$2.95M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-659- 1.16% |
$127K - $134K
|
56.2K
$11.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-657- 3.81% |
$127K - $134K
|
16.6K
$3.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-651- 38.96% |
$125K - $133K
|
1.02K
$209K
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
SELL
|
- |
-642- 6.35% |
$124K - $131K
|
9.47K
$1.94M
|
|
|
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
|
|
|
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 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
|
|
|
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
|
|
|
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
|
|