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 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-78- 1.36% |
$15K - $15.9K
|
5.65K
$1.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
558+ 3.11% |
$108K - $114K
|
18.5K
$3.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-8- 0.06% |
$1.54K - $1.63K
|
13.6K
$2.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-242- 6.95% |
$46.6K - $49.3K
|
3.24K
$663K
|
|
|
Nov 12, 2025
Q3 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-20- 0.54% |
$3.86K - $4.08K
|
3.66K
$749K
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
244+ 5.8% |
$47K - $49.7K
|
4.45K
$911K
|
|
|
Nov 12, 2025
Q3 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
1.12KNew |
$216K - $228K
|
1.12K
$229K
|
|
|
Nov 12, 2025
Q3 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
8.63K+ 55.73% |
$1.66M - $1.76M
|
24.1K
$4.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
BUY
|
- |
14.6K+ 6790.23% |
$2.81M - $2.98M
|
14.8K
$3.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
1.1K+ 1.67% |
$213K - $225K
|
67K
$13.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-531- 3.41% |
$102K - $108K
|
15.1K
$3.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-166- 2.01% |
$32K - $33.8K
|
8.1K
$1.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
100+ 0.41% |
$19.3K - $20.4K
|
24.7K
$5.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.01K+ 51.79% |
$773K - $818K
|
11.8K
$2.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1K+ 4.41% |
$193K - $204K
|
23.7K
$4.85M
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.37K- 2.89% |
$457K - $484K
|
79.8K
$16.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.6K+ 0.88% |
$7.05M - $7.45M
|
4.2M
$860M
|
|
|
Nov 12, 2025
Q3 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
5+ 0.42% |
$964 - $1.02K
|
1.2K
$246K
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-13- 0.5% |
$2.51K - $2.65K
|
2.56K
$525K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.38K+ 32.65% |
$1.23M - $1.3M
|
25.9K
$5.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
17.8K+ 21.16% |
$3.42M - $3.62M
|
102K
$20.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
303+ 3.1% |
$58.4K - $61.8K
|
10.1K
$2.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-289K- 16.01% |
$55.7M - $58.9M
|
1.52M
$311M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.6K+ 2.62% |
$1.46M - $1.55M
|
297K
$60.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-394- 1.67% |
$75.9K - $80.3K
|
23.3K
$4.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-368- 5.67% |
$70.9K - $75K
|
6.12K
$1.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
243K+ 411.4% |
$46.9M - $49.6M
|
302K
$61.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
197KNew |
$38M - $40.2M
|
197K
$40.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
2+ 0.1% |
$386 - $408
|
2.1K
$431K
|
|
|
Nov 12, 2025
Q3 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-65- 3.39% |
$12.5K - $13.3K
|
1.85K
$379K
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-54- 0.21% |
$10.4K - $11K
|
25.4K
$5.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
371+ 4.79% |
$71.5K - $75.6K
|
8.12K
$1.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.42K+ 17.87% |
$274K - $290K
|
9.39K
$1.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.11KNew |
$406K - $430K
|
2.11K
$431K
|
|
|
Nov 12, 2025
Q3 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-43- 0.43% |
$8.29K - $8.77K
|
10K
$2.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-1K- 8.33% |
$193K - $204K
|
11K
$2.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
494+ 0.84% |
$95.2K - $101K
|
59.5K
$12.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
11+ 0.14% |
$2.12K - $2.24K
|
7.73K
$1.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.82K+ 4.04% |
$543K - $575K
|
72.6K
$14.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-131- 1.94% |
$25.3K - $26.7K
|
6.62K
$1.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
148+ 0.7% |
$28.5K - $30.2K
|
21.3K
$4.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.98K+ 9.16% |
$382K - $404K
|
23.6K
$4.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-572- 1.08% |
$110K - $117K
|
52.3K
$10.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
93+ 0.41% |
$17.9K - $19K
|
22.9K
$4.69M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
3.31KNew |
$638K - $675K
|
3.31K
$678K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.62K+ 1.4% |
$891K - $942K
|
334K
$68.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.08K- 2.72% |
$207K - $219K
|
38.5K
$7.87M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.51K- 25.46% |
$484K - $512K
|
7.35K
$1.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.37K+ 108.87% |
$265K - $280K
|
2.64K
$540K
|
|
|
Nov 12, 2025
Q3 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
500+ 45.45% |
$96.4K - $102K
|
1.6K
$328K
|
|