Latest Institutional Transactions on Ishares Russell 1000 Val ETF (IWD)
This table provides information on the latest institutional transactions involving Ishares Russell 1000 Val ETF (IWD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.24K- 22.49% |
$248K - $259K
|
4.29K
$878K
|
|
|
Jan 16, 2026
Q4 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
33+ 0.53% |
$6.58K - $6.86K
|
6.31K
$1.29M
|
|
|
Jan 16, 2026
Q4 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-262- 0.59% |
$52.3K - $54.5K
|
44K
$9.01M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.35K+ 14.91% |
$1.47M - $1.53M
|
56.7K
$11.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-94- 3.16% |
$18.7K - $19.6K
|
2.88K
$589K
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-25- 0.95% |
$4.99K - $5.2K
|
2.6K
$531K
|
|
|
Jan 16, 2026
Q4 2025
|
Hms Capital Management, LLC
|
BUY
|
- |
220+ 2.04% |
$43.9K - $45.8K
|
11K
$2.25M
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
2.36K+ 0.62% |
$471K - $492K
|
384K
$78.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
7+ 0.14% |
$1.4K - $1.46K
|
4.97K
$1.02M
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
1+ 0.14% |
$199 - $208
|
741
$152K
|
|
|
Jan 16, 2026
Q4 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
4+ 0.38% |
$798 - $832
|
1.06K
$217K
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-993- 30.73% |
$198K - $207K
|
2.24K
$458K
|
|
|
Jan 16, 2026
Q4 2025
|
Forte Asset Management LLC
|
BUY
|
- |
1.06K+ 3.97% |
$212K - $221K
|
27.9K
$5.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-122- 6.3% |
$24.3K - $25.4K
|
1.81K
$371K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.82K- 8.26% |
$363K - $378K
|
20.2K
$4.14M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-22- 0.55% |
$4.39K - $4.58K
|
4.01K
$822K
|
|
|
Jan 16, 2026
Q4 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
5.45K+ 3.72% |
$1.09M - $1.13M
|
152K
$31.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.56K+ 7.57% |
$312K - $325K
|
22.2K
$4.55M
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
6+ 0.35% |
$1.2K - $1.25K
|
1.72K
$352K
|
|
|
Jan 15, 2026
Q4 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-108- 5.04% |
$21.5K - $22.5K
|
2.03K
$416K
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-8.42K- 19.61% |
$1.68M - $1.75M
|
34.5K
$7.07M
|
|
|
Jan 15, 2026
Q4 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-173- 9.93% |
$34.5K - $36K
|
1.57K
$322K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-359- 3.41% |
$71.6K - $74.7K
|
10.2K
$2.08M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-392- 0.94% |
$78.2K - $81.5K
|
41.2K
$8.43M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-29- 0.84% |
$5.78K - $6.03K
|
3.41K
$698K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.97KNew |
$392K - $409K
|
1.97K
$403K
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
9.74KNew |
$1.94M - $2.03M
|
9.74K
$1.99M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
26+ 1.7% |
$5.19K - $5.41K
|
1.56K
$319K
|
|
|
Jan 15, 2026
Q4 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
114+ 0.33% |
$22.7K - $23.7K
|
34.7K
$7.11M
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
4.07K+ 10.03% |
$813K - $847K
|
44.7K
$9.15M
|
|
|
Jan 15, 2026
Q4 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-126- 0.67% |
$25.1K - $26.2K
|
18.7K
$3.83M
|
|
|
Jan 15, 2026
Q4 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-78- 2.76% |
$15.6K - $16.2K
|
2.75K
$562K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
236+ 0.67% |
$47.1K - $49.1K
|
35.3K
$7.23M
|
|
|
Jan 15, 2026
Q4 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
4+ 0.22% |
$798 - $832
|
1.83K
$374K
|
|
|
Jan 15, 2026
Q4 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
18.8K+ 19.72% |
$3.74M - $3.9M
|
114K
$23.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-88- 1.11% |
$17.6K - $18.3K
|
7.85K
$1.61M
|
|
|
Jan 15, 2026
Q4 2025
|
Members Trust CO
|
BUY
|
- |
110+ 4.54% |
$21.9K - $22.9K
|
2.53K
$519K
|
|
|
Jan 15, 2026
Q4 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-438- 6.77% |
$87.4K - $91.1K
|
6.04K
$1.24M
|
|
|
Jan 15, 2026
Q4 2025
|
Powerhouse Assets LLC
Lincoln, MA |
BUY
|
- |
1.62KNew |
$322K - $336K
|
1.62K
$331K
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
138+ 2.67% |
$27.5K - $28.7K
|
5.3K
$1.09M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.21K+ 107.07% |
$1.44M - $1.5M
|
13.9K
$2.86M
|
|
|
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
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
120+ 1.24% |
$23.9K - $25K
|
9.82K
$2.01M
|
|
|
Jan 14, 2026
Q4 2025
|
Edge Rock Capital LLC
|
SELL
|
- |
-19- 1.24% |
$3.79K - $3.95K
|
1.51K
$309K
|
|
|
Jan 14, 2026
Q4 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
388+ 31.29% |
$77.4K - $80.7K
|
1.63K
$333K
|
|
|
Jan 14, 2026
Q4 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-246- 3.66% |
$49.1K - $51.2K
|
6.47K
$1.32M
|
|
|
Jan 14, 2026
Q4 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-3- 0.22% |
$598 - $624
|
1.38K
$283K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.06K- 6.12% |
$611K - $637K
|
47K
$9.62M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1+ 0.04% |
$199 - $208
|
2.51K
$513K
|
|
|
Jan 14, 2026
Q4 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-583- 2.92% |
$116K - $121K
|
19.4K
$3.97M
|
|