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
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-2.36K- 23.67% |
$454K - $480K
|
7.6K
$1.56M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
PUT |
-6.6K- 82.5% |
$1.27M - $1.35M
|
1.4K
$287K
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-63- 2.03% |
$12.1K - $12.8K
|
3.04K
$622K
|
|
|
Nov 13, 2025
Q3 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-2.97K- 51.75% |
$572K - $605K
|
2.77K
$567K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.79K+ 10.62% |
$538K - $569K
|
29K
$5.95M
|
|
|
Nov 12, 2025
Q3 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-5.01K- 33.17% |
$966K - $1.02M
|
10.1K
$2.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.51K+ 68.0% |
$291K - $308K
|
3.73K
$764K
|
|
|
Nov 12, 2025
Q3 2025
|
Pacific Financial Group Inc
|
BUY
|
- |
66+ 1.34% |
$12.7K - $13.5K
|
4.98K
$1.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Wind River Trust CO
|
SELL
|
- |
-4.6K- 1.93% |
$886K - $937K
|
234K
$47.9M
|
|
|
Nov 12, 2025
Q3 2025
|
1 St Source Bank
|
BUY
|
- |
8.74K+ 1.29% |
$1.68M - $1.78M
|
686K
$141M
|
|
|
Nov 12, 2025
Q3 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
7+ 0.42% |
$1.35K - $1.43K
|
1.66K
$340K
|
|
|
Nov 12, 2025
Q3 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
7+ 0.16% |
$1.35K - $1.43K
|
4.39K
$900K
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-22.3K- 1.9% |
$4.3M - $4.55M
|
1.15M
$236M
|
|
|
Nov 12, 2025
Q3 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
14+ 0.4% |
$2.7K - $2.85K
|
3.51K
$719K
|
|
|
Nov 12, 2025
Q3 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
330+ 1.24% |
$63.6K - $67.3K
|
27K
$5.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
894+ 2.12% |
$172K - $182K
|
43K
$8.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
PUT |
500New |
$96.4K - $102K
|
500
$102K
|
|
|
Nov 12, 2025
Q3 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
5.31K+ 10.95% |
$1.02M - $1.08M
|
53.8K
$11M
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4+ 0.4% |
$771 - $815
|
1K
$206K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
260New |
$50.1K - $53K
|
260
$53.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
SELL
|
- |
-250- 15.75% |
$48.2K - $51K
|
1.34K
$274K
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-40- 57.14% |
$7.71K - $8.15K
|
30
$6.14K
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
12+ 0.07% |
$2.31K - $2.45K
|
16.9K
$3.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
580+ 9.69% |
$112K - $118K
|
6.56K
$1.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.1% |
$193 - $204
|
1.04K
$213K
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
139+ 9.51% |
$26.8K - $28.3K
|
1.6K
$328K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.32K+ 1.85% |
$833K - $881K
|
238K
$48.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-23.9K- 23.25% |
$4.61M - $4.88M
|
79K
$16.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
19+ 0.37% |
$3.66K - $3.87K
|
5.18K
$1.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-71.3K- 58.86% |
$13.7M - $14.5M
|
49.8K
$10.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.23KNew |
$237K - $251K
|
1.23K
$252K
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-206- 8.82% |
$39.7K - $42K
|
2.13K
$436K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-122- 0.08% |
$23.5K - $24.9K
|
144K
$29.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-215- 0.74% |
$41.4K - $43.8K
|
28.7K
$5.88M
|
|
|
Nov 12, 2025
Q3 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
66+ 3.74% |
$12.7K - $13.5K
|
1.83K
$375K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18.3K+ 6.35% |
$3.54M - $3.74M
|
307K
$62.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-317- 14.21% |
$61.1K - $64.6K
|
1.91K
$392K
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
9.58K+ 318.77% |
$1.85M - $1.95M
|
12.6K
$2.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.62K- 5.99% |
$504K - $533K
|
41K
$8.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
938+ 51.68% |
$181K - $191K
|
2.75K
$564K
|
|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1+ 0.02% |
$193 - $204
|
4.05K
$829K
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-524- 20.63% |
$101K - $107K
|
2.02K
$413K
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2.81K- 17.51% |
$542K - $573K
|
13.3K
$2.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Lyrical Asset Management LP
New York, NY |
BUY
|
- |
183+ 17.02% |
$35.3K - $37.3K
|
1.26K
$258K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-40.5K- 5.35% |
$7.82M - $8.27M
|
717K
$147M
|
|
|
Nov 12, 2025
Q3 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-106K- 15.21% |
$20.4M - $21.6M
|
590K
$121M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-13- 0.23% |
$2.51K - $2.65K
|
5.76K
$1.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-294- 10.44% |
$56.7K - $59.9K
|
2.52K
$516K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.21K+ 8.68% |
$619K - $654K
|
40.2K
$8.23M
|
|