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 14, 2025
Q3 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-264- 1.12% |
$50.9K - $53.8K
|
23.3K
$4.76M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-262- 4.89% |
$50.5K - $53.4K
|
5.1K
$1.04M
|
|
|
Nov 05, 2025
Q3 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-261- 4.33% |
$50.3K - $53.2K
|
5.76K
$1.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
SELL
|
- |
-260- 16.76% |
$50.1K - $53K
|
1.29K
$264K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-258- 3.05% |
$49.7K - $52.6K
|
8.2K
$1.68M
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
SELL
|
- |
-255- 0.24% |
$49.2K - $52K
|
105K
$21.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
SELL
|
- |
-250- 15.75% |
$48.2K - $51K
|
1.34K
$274K
|
|
|
Oct 15, 2025
Q3 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-250- 12.42% |
$48.2K - $51K
|
1.76K
$361K
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-249- 1.56% |
$48K - $50.8K
|
15.7K
$3.21M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-249- 12.3% |
$48K - $50.8K
|
1.78K
$364K
|
|
|
Oct 29, 2025
Q3 2025
|
Matisse Capital
|
SELL
|
- |
-248- 12.34% |
$47.8K - $50.6K
|
1.76K
$361K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-242- 6.95% |
$46.6K - $49.3K
|
3.24K
$663K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-241- 3.72% |
$46.5K - $49.1K
|
6.24K
$1.28M
|
|
|
Oct 31, 2025
Q3 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-239- 4.99% |
$46.1K - $48.7K
|
4.55K
$931K
|
|
|
Oct 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-239- 1.73% |
$46.1K - $48.7K
|
13.6K
$2.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-237- 3.62% |
$45.7K - $48.3K
|
6.31K
$1.29M
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-237- 0.91% |
$45.7K - $48.3K
|
25.7K
$5.27M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-235- 5.62% |
$45.3K - $47.9K
|
3.95K
$809K
|
|
|
Nov 12, 2025
Q3 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-231- 3.33% |
$44.5K - $47.1K
|
6.72K
$1.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-230- 21.99% |
$44.3K - $46.9K
|
816
$167K
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-227- 6.77% |
$43.8K - $46.3K
|
3.13K
$640K
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
SELL
|
- |
-226- 4.96% |
$43.6K - $46.1K
|
4.34K
$888K
|
|
|
Nov 14, 2025
Q3 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-225- 11.4% |
$43.4K - $45.9K
|
1.75K
$358K
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-225- 1.44% |
$43.4K - $45.9K
|
15.4K
$3.15M
|
|
|
Nov 10, 2025
Q3 2025
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-224- 6.27% |
$43.2K - $45.7K
|
3.35K
$686K
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-222- 15.11% |
$42.8K - $45.3K
|
1.25K
$255K
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-222- 1.99% |
$42.8K - $45.3K
|
11K
$2.24M
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-222- 5.9% |
$42.8K - $45.3K
|
3.54K
$725K
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-215- 0.74% |
$41.4K - $43.8K
|
28.7K
$5.88M
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-214- 54.87% |
$41.3K - $43.6K
|
176
$36K
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-213- 0.37% |
$41.1K - $43.4K
|
57.4K
$11.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-213- 0.63% |
$41.1K - $43.4K
|
33.6K
$6.88M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-208- 0.4% |
$40.1K - $42.4K
|
51.4K
$10.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-207- 4.3% |
$39.9K - $42.2K
|
4.61K
$943K
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-206- 8.82% |
$39.7K - $42K
|
2.13K
$436K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-206- 0.53% |
$39.7K - $42K
|
38.9K
$7.96M
|
|
|
Oct 14, 2025
Q3 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-206- 1.63% |
$39.7K - $42K
|
12.4K
$2.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-200- 2.78% |
$38.6K - $40.8K
|
7K
$1.43M
|
|
|
Nov 07, 2025
Q3 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-200- 1.01% |
$38.6K - $40.8K
|
19.5K
$4M
|
|
|
Nov 05, 2025
Q3 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-200- 15.02% |
$38.6K - $40.8K
|
1.13K
$232K
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-200- 3.29% |
$38.6K - $40.8K
|
5.88K
$1.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-198- 0.84% |
$38.2K - $40.4K
|
23.4K
$4.8M
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
SELL
|
- |
-198- 4.72% |
$38.2K - $40.4K
|
4K
$819K
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-195- 1.16% |
$37.6K - $39.8K
|
16.6K
$3.39M
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-193- 2.62% |
$37.2K - $39.3K
|
7.17K
$1.47M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-185- 0.3% |
$35.7K - $37.7K
|
61K
$12.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-185- 0.84% |
$35.7K - $37.7K
|
21.9K
$4.48M
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
SELL
|
- |
-185- 2.94% |
$35.7K - $37.7K
|
6.1K
$1.25M
|
|
|
Dec 08, 2025
Q3 2025
|
Tull Financial Group, Inc.
Chesapeake, VA |
SELL
|
- |
-178- 15.16% |
$34.3K - $36.3K
|
996
$204K
|
|
|
Nov 13, 2025
Q3 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-178- 5.1% |
$34.3K - $36.3K
|
3.31K
$678K
|
|