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 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.8K- 18.75% |
$312K - $342K
|
7.8K
$1.51M
|
|
|
Dec 06, 2024
Q3 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-1.75K- 36.03% |
$304K - $333K
|
3.11K
$602K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-1.74K- 96.78% |
$302K - $331K
|
58
$11.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.73K- 12.79% |
$299K - $327K
|
11.8K
$2.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-1.66K- 46.57% |
$287K - $314K
|
1.9K
$368K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.63K- 38.52% |
$282K - $309K
|
2.6K
$502K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.6K- 21.59% |
$277K - $303K
|
5.79K
$1.12M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.51K- 26.39% |
$262K - $287K
|
4.21K
$815K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-1.49K- 0.51% |
$258K - $283K
|
292K
$56.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.48K- 10.28% |
$257K - $281K
|
12.9K
$2.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-1.38K- 6.32% |
$238K - $261K
|
20.4K
$3.94M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.33K- 6.46% |
$231K - $253K
|
19.3K
$3.74M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.32K- 3.68% |
$229K - $251K
|
34.6K
$6.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-1.32K- 2.65% |
$229K - $250K
|
48.4K
$9.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.31K- 17.44% |
$227K - $249K
|
6.2K
$1.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-1.29K- 40.18% |
$224K - $245K
|
1.92K
$372K
|
|
|
Nov 08, 2024
Q3 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-1.28K- 66.34% |
$221K - $242K
|
648
$125K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.25K- 0.95% |
$217K - $238K
|
131K
$25.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.23K- 10.4% |
$213K - $233K
|
10.6K
$2.05M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.15K- 3.52% |
$198K - $217K
|
31.4K
$6.08M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.13K- 1.17% |
$196K - $214K
|
95.4K
$18.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.06K- 4.85% |
$184K - $202K
|
20.8K
$4.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-1.03K- 25.5% |
$179K - $196K
|
3.02K
$584K
|
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-1K- 6.06% |
$173K - $190K
|
15.5K
$3M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-963- 43.52% |
$167K - $183K
|
1.25K
$242K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-961- 3.91% |
$167K - $182K
|
23.6K
$4.58M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-959- 11.13% |
$166K - $182K
|
7.66K
$1.48M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-955- 18.59% |
$166K - $181K
|
4.18K
$810K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-938- 16.54% |
$163K - $178K
|
4.73K
$916K
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-937- 71.09% |
$162K - $178K
|
381
$73.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-929- 5.02% |
$161K - $176K
|
17.6K
$3.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-925- 24.64% |
$160K - $176K
|
2.83K
$548K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-898- 2.27% |
$156K - $170K
|
38.7K
$7.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-885- 3.76% |
$153K - $168K
|
22.6K
$4.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-855- 13.27% |
$148K - $162K
|
5.59K
$1.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-786- 1.37% |
$136K - $149K
|
56.4K
$10.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-783- 0.21% |
$136K - $149K
|
376K
$72.7M
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-780- 0.27% |
$135K - $148K
|
286K
$55.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-764- 1.49% |
$132K - $145K
|
50.6K
$9.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-763- 8.12% |
$132K - $145K
|
8.63K
$1.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-741- 1.92% |
$128K - $141K
|
37.9K
$7.33M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-735- 2.52% |
$127K - $140K
|
28.4K
$5.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-683- 13.42% |
$118K - $130K
|
4.41K
$853K
|
|
|
Nov 13, 2024
Q3 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-682- 3.35% |
$118K - $129K
|
19.7K
$3.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-662- 31.02% |
$115K - $126K
|
1.47K
$285K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-661- 16.33% |
$115K - $125K
|
3.39K
$656K
|
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-652- 7.67% |
$113K - $124K
|
7.85K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-642- 12.28% |
$111K - $122K
|
4.58K
$887K
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-642- 2.27% |
$111K - $122K
|
27.6K
$5.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-638- 16.88% |
$111K - $121K
|
3.14K
$608K
|