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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-124- 1.1% |
$23.9K - $25.3K
|
11.2K
$2.29M
|
|
|
Nov 13, 2025
Q3 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-65- 51.59% |
$12.5K - $13.3K
|
61
$12.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-5.58K- 81.29% |
$1.08M - $1.14M
|
1.28K
$263K
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
156+ 0.22% |
$30.1K - $31.8K
|
70.4K
$14.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-86.7K- 1.74% |
$16.7M - $17.7M
|
4.9M
$1B
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 0.35% |
$578 - $612
|
866
$177K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage Financial Group Inc
|
BUY
|
- |
15+ 0.08% |
$2.89K - $3.06K
|
18.7K
$3.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-136K- 1.74% |
$26.1M - $27.6M
|
7.68M
$1.57B
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
PUT |
-250K- 55.56% |
$48.2M - $51M
|
200K
$41M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.22K+ 87.66% |
$620K - $656K
|
6.89K
$1.41M
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
5+ 0.07% |
$964 - $1.02K
|
7.18K
$1.47M
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-22.3K- 67.57% |
$4.3M - $4.55M
|
10.7K
$2.19M
|
|
|
Nov 13, 2025
Q3 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-11.3K- 94.48% |
$2.17M - $2.3M
|
659
$135K
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-21.9K- 84.88% |
$4.22M - $4.46M
|
3.9K
$799K
|
|
|
Nov 13, 2025
Q3 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-139- 0.33% |
$26.8K - $28.3K
|
42.2K
$8.64M
|
|
|
Nov 13, 2025
Q3 2025
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-173- 3.83% |
$33.3K - $35.3K
|
4.35K
$890K
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-167- 1.32% |
$32.2K - $34K
|
12.5K
$2.56M
|
|
|
Nov 13, 2025
Q3 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.44K- 4.58% |
$278K - $294K
|
30K
$6.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.05KNew |
$203K - $214K
|
1.05K
$215K
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
BUY
|
- |
683+ 57.11% |
$132K - $139K
|
1.88K
$385K
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
6.76K+ 10.22% |
$1.3M - $1.38M
|
72.9K
$14.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-9.2K- 20.67% |
$1.77M - $1.88M
|
35.3K
$7.23M
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-310- 11.35% |
$59.8K - $63.2K
|
2.42K
$496K
|
|
|
Nov 13, 2025
Q3 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
34+ 0.08% |
$6.55K - $6.93K
|
43.5K
$8.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.29K- 21.9% |
$248K - $263K
|
4.6K
$941K
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-7.33K- 13.21% |
$1.41M - $1.49M
|
48.1K
$9.86M
|
|
|
Nov 13, 2025
Q3 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-27K- 49.53% |
$5.21M - $5.51M
|
27.6K
$5.64M
|
|
|
Nov 13, 2025
Q3 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-6- 0.14% |
$1.16K - $1.22K
|
4.37K
$895K
|
|
|
Nov 13, 2025
Q3 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.51K- 5.94% |
$291K - $308K
|
23.9K
$4.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
145+ 3.93% |
$28K - $29.6K
|
3.84K
$785K
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-6.19K- 8.72% |
$1.19M - $1.26M
|
64.7K
$13.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.08K+ 6.44% |
$401K - $424K
|
34.4K
$7.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-213- 0.37% |
$41.1K - $43.4K
|
57.4K
$11.7M
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.01KNew |
$195K - $206K
|
1.01K
$207K
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
22.3K+ 282.6% |
$4.3M - $4.55M
|
30.2K
$6.19M
|
|
|
Nov 13, 2025
Q3 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-3- 0.07% |
$578 - $612
|
4.24K
$868K
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
698+ 20.3% |
$135K - $142K
|
4.14K
$847K
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
7.96KNew |
$1.54M - $1.62M
|
7.96K
$1.63M
|
|
|
Nov 13, 2025
Q3 2025
|
Boston Partners
Boston, MA |
SELL
|
- |
-27.4K- 30.2% |
$5.28M - $5.59M
|
63.3K
$13M
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
35+ 2.62% |
$6.75K - $7.14K
|
1.37K
$281K
|
|
|
Nov 13, 2025
Q3 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.44K- 7.32% |
$277K - $293K
|
18.2K
$3.73M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-6.41K- 47.91% |
$1.24M - $1.31M
|
6.97K
$1.43M
|
|
|
Nov 13, 2025
Q3 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
12+ 0.46% |
$2.31K - $2.45K
|
2.64K
$540K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-86.6K- 13.63% |
$16.7M - $17.6M
|
548K
$112M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
559New |
$108K - $114K
|
559
$114K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
774+ 0.51% |
$149K - $158K
|
151K
$30.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-45.7K- 4.54% |
$8.81M - $9.32M
|
961K
$197M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
12.1K+ 8.15% |
$2.34M - $2.47M
|
161K
$33M
|
|
|
Nov 13, 2025
Q3 2025
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-896- 28.24% |
$173K - $183K
|
2.28K
$466K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
151K+ 186.63% |
$29.1M - $30.7M
|
232K
$47.4M
|
|