Purchases and Sales Made in Q4 2025 in Ishares Russell 1000 Val ETF (IWD)

IWD Quotes by TradingView

This table provides information about the institutional ownership of Ishares Russell 1000 Val ETF (IWD) during Q4 2025. The information is specifically focused on institutions that hold shares of ISHARES RUSSELL 1000 VAL ETF.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Jan 05, 2026 Q4 2025
Confluence Investment Management LLC

BUY
 -
550K
+ 2904.86%
$110M - $114M
569K $116M
Jan 13, 2026 Q4 2025
Smi Advisory Services, LLC

Columbus, IN
BUY
 -
255K
New
$50.8M - $53M
255K $52.2M
Jan 12, 2026 Q4 2025
Corundum Group, Inc.

BUY
 -
40.3K
+ 32.86%
$8.04M - $8.39M
163K $33.4M
Jan 14, 2026 Q4 2025
Beacon Investment Advisory Services, Inc.

BUY
 -
22.1K
+ 1036.33%
$4.4M - $4.59M
24.2K $4.95M
Jan 09, 2026 Q4 2025
Sg Americas Securities, LLC

BUY
 -
18.9K
+ 294.5%
$3.78M - $3.94M
25.4K $5.2M
Jan 15, 2026 Q4 2025
Btc Capital Management, Inc.

BUY
 -
18.8K
+ 19.72%
$3.74M - $3.9M
114K $23.3M
Jan 05, 2026 Q4 2025
Stairway Partners, LLC

BUY
 -
10.9K
+ 0.83%
$2.18M - $2.27M
1.32M $271M
Jan 08, 2026 Q4 2025
Asempa Wealth Advisors

Baton Rouge, LA
BUY
 -
10.9K
New
$2.17M - $2.26M
10.9K $2.23M
Jan 15, 2026 Q4 2025
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
9.74K
New
$1.94M - $2.03M
9.74K $1.99M
Jan 05, 2026 Q4 2025
Argent Capital Management LLC

BUY
 -
8.49K
New
$1.69M - $1.76M
8.49K $1.74M
Jan 14, 2026 Q4 2025
Lantz Financial LLC

BUY
 -
7.96K
New
$1.59M - $1.66M
7.96K $1.63M
Jan 08, 2026 Q4 2025
Genesis Private Wealth, LLC

Ashburn, VA
BUY
 -
5.53K
+ 9.02%
$1.1M - $1.15M
66.8K $13.7M
Jan 14, 2026 Q4 2025
Hourglass Capital, LLC

BUY
 -
5.27K
+ 492.98%
$1.05M - $1.1M
6.34K $1.3M
Jan 14, 2026 Q4 2025
Mor Wealth Management, LLC

Philadelphia, PA
BUY
 -
4.55K
New
$907K - $946K
4.55K $932K
Jan 12, 2026 Q4 2025
Ferguson Wellman Capital Management, Inc

BUY
 -
4.51K
+ 20.63%
$900K - $939K
26.4K $5.4M
Jan 08, 2026 Q4 2025
Elmwood Wealth Management, Inc.

BUY
 -
4.51K
New
$899K - $938K
4.51K $923K
Jan 15, 2026 Q4 2025
Foster & Motley Inc

Cincinnati, OH
BUY
 -
4.07K
+ 10.03%
$813K - $847K
44.7K $9.15M
Jan 07, 2026 Q4 2025
Procyon Advisors, LLC

BUY
 -
3.4K
+ 21.64%
$678K - $707K
19.1K $3.91M
Jan 13, 2026 Q4 2025
Stableford Capital Ii LLC

Scottsdale, AZ
BUY
 -
3.14K
+ 51.88%
$626K - $653K
9.19K $1.88M
Jan 14, 2026 Q4 2025
Baron Wealth Management LLC

Troy, MI
BUY
 -
3K
New
$599K - $624K
3K $615K
Jan 09, 2026 Q4 2025
Park Place Capital Corp

Birmingham, AL
BUY
 -
2.81K
+ 40.05%
$561K - $585K
9.84K $2.01M
Jan 07, 2026 Q4 2025
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
2.6K
+ 26.65%
$519K - $542K
12.4K $2.53M
Jan 14, 2026 Q4 2025
Org Partners LLC

Roanoke, IN
BUY
 -
2.45K
+ 45.42%
$488K - $509K
7.84K $1.6M
Jan 15, 2026 Q4 2025
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
1.97K
New
$392K - $409K
1.97K $403K
Jan 12, 2026 Q4 2025
Davenport & CO LLC

BUY
 -
1.93K
+ 37.53%
$385K - $402K
7.08K $1.45M
Jan 08, 2026 Q4 2025
Wealth Enhancement Advisory Services, LLC

BUY
 -
1.91K
+ 0.29%
$380K - $396K
652K $134M
Jan 09, 2026 Q4 2025
Clear Trail Advisors, LLC

Houston, TX
BUY
 -
1.78K
New
$355K - $370K
1.78K $365K
Jan 13, 2026 Q4 2025
Dakota Wealth Management

BUY
 -
1.7K
+ 35.45%
$340K - $354K
6.51K $1.33M
Jan 15, 2026 Q4 2025
Powerhouse Assets LLC

Lincoln, MA
BUY
 -
1.62K
New
$322K - $336K
1.62K $331K
Jan 08, 2026 Q4 2025
Lwm Advisors Inc

El Dorado Hills, CA
BUY
 -
1.51K
+ 1.3%
$300K - $313K
117K $24.1M
Jan 14, 2026 Q4 2025
Clarius Group, LLC

Seattle, WA
BUY
 -
1.5K
+ 6.59%
$299K - $312K
24.3K $4.97M
Jan 14, 2026 Q4 2025
Praetorian Wealth Management, Inc.

BUY
 -
1.43K
New
$284K - $296K
1.43K $292K
Jan 13, 2026 Q4 2025
Net Worth Advisory Group

Sandy, UT
BUY
 -
1.4K
New
$280K - $292K
1.4K $287K
Jan 08, 2026 Q4 2025
Fulton Bank, N.A.

BUY
 -
1.26K
+ 1.19%
$250K - $261K
107K $21.8M
Jan 12, 2026 Q4 2025
Legacy Wealth Asset Management, LLC

BUY
 -
1.15K
New
$229K - $239K
1.15K $235K
Jan 14, 2026 Q4 2025
Spire Wealth Management

BUY
 -
1.14K
+ 5.29%
$227K - $237K
22.7K $4.64M
Jan 08, 2026 Q4 2025
Old Port Advisors

BUY
 -
1.1K
New
$219K - $228K
1.1K $225K
Jan 08, 2026 Q4 2025
Inspirion Wealth Advisors, LLC

BUY
 -
1K
New
$200K - $209K
1K $206K
Jan 12, 2026 Q4 2025
Harbor Group, Inc.

BUY
 -
993
+ 88.58%
$198K - $207K
2.11K $433K
Jan 02, 2026 Q4 2025
Gamma Investing LLC

Foster City, CA
BUY
 -
992
+ 6.37%
$198K - $206K
16.6K $3.39M
Jan 08, 2026 Q4 2025
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
934
+ 332.38%
$186K - $194K
1.22K $249K
Jan 05, 2026 Q4 2025
Park Avenue Securities LLC

BUY
 -
901
+ 0.95%
$180K - $187K
95.7K $19.6M
Jan 13, 2026 Q4 2025
Jfs Wealth Advisors, LLC

BUY
 -
827
+ 1.55%
$165K - $172K
54.2K $11.1M
Jan 12, 2026 Q4 2025
Canvas Wealth Advisors, LLC

BUY
 -
775
+ 13.58%
$155K - $161K
6.48K $1.33M
Jan 12, 2026 Q4 2025
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
769
+ 5.97%
$153K - $160K
13.7K $2.8M
Jan 08, 2026 Q4 2025
Charles Schwab Trust CO

BUY
 -
597
+ 41.49%
$119K - $124K
2.04K $417K
Jan 08, 2026 Q4 2025
Adirondack Trust CO

BUY
 -
550
+ 11.25%
$110K - $114K
5.44K $1.11M
Jan 14, 2026 Q4 2025
Cypress Wealth Services, LLC

BUY
 -
470
+ 28.91%
$93.7K - $97.8K
2.1K $429K
Jan 07, 2026 Q4 2025
Occidental Asset Management, LLC

BUY
 -
465
+ 11.51%
$92.7K - $96.7K
4.5K $922K

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