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 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-677- 34.52% |
$130K - $138K
|
1.28K
$263K
|
|
|
Nov 10, 2025
Q3 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-53- 0.41% |
$10.2K - $10.8K
|
12.8K
$2.61M
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.61K+ 1.75% |
$696K - $736K
|
209K
$42.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-77.3K- 9.13% |
$14.9M - $15.8M
|
769K
$157M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
SELL
|
- |
-1.19K- 0.66% |
$230K - $243K
|
180K
$37M
|
|
|
Nov 10, 2025
Q3 2025
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-224- 6.27% |
$43.2K - $45.7K
|
3.35K
$686K
|
|
|
Nov 10, 2025
Q3 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
6+ 0.43% |
$1.16K - $1.22K
|
1.39K
$284K
|
|
|
Nov 10, 2025
Q3 2025
|
Lansing Street Advisors
|
BUY
|
- |
5+ 0.38% |
$964 - $1.02K
|
1.31K
$268K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.62K- 1.42% |
$1.08M - $1.15M
|
390K
$79.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2+ 0.03% |
$386 - $408
|
6.29K
$1.29M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-98- 4.19% |
$18.9K - $20K
|
2.24K
$459K
|
|
|
Nov 10, 2025
Q3 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
57+ 1.8% |
$11K - $11.6K
|
3.22K
$658K
|
|
|
Nov 10, 2025
Q3 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-14- 1.0% |
$2.7K - $2.85K
|
1.39K
$284K
|
|
|
Nov 10, 2025
Q3 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
844+ 3.1% |
$163K - $172K
|
28K
$5.74M
|
|
|
Nov 10, 2025
Q3 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-2- 0.77% |
$386 - $408
|
257
$52.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
465+ 7.49% |
$89.6K - $94.8K
|
6.67K
$1.37M
|
|
|
Nov 10, 2025
Q3 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
22+ 0.43% |
$4.24K - $4.48K
|
5.11K
$1.05M
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
5+ 0.49% |
$964 - $1.02K
|
1.02K
$208K
|
|
|
Nov 10, 2025
Q3 2025
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
SELL
|
- |
-104- 0.9% |
$20K - $21.2K
|
11.4K
$2.34M
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
205+ 2562.5% |
$39.5K - $41.8K
|
213
$43.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-2.23K- 8.0% |
$430K - $455K
|
25.7K
$5.26M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-21.1K- 0.62% |
$4.07M - $4.31M
|
3.39M
$695M
|
|
|
Nov 07, 2025
Q3 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-558- 9.12% |
$108K - $114K
|
5.56K
$1.14M
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-515- 14.11% |
$99.3K - $105K
|
3.14K
$642K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-173K- 1.91% |
$33.4M - $35.3M
|
8.91M
$1.83B
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
77+ 6.16% |
$14.8K - $15.7K
|
1.33K
$272K
|
|
|
Nov 07, 2025
Q3 2025
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
31+ 0.75% |
$5.98K - $6.32K
|
4.17K
$854K
|
|
|
Nov 07, 2025
Q3 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-418- 15.38% |
$80.6K - $85.2K
|
2.3K
$471K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-21.6K- 6.9% |
$4.16M - $4.4M
|
291K
$59.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
90+ 2.67% |
$17.3K - $18.3K
|
3.46K
$709K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-34- 1.28% |
$6.55K - $6.93K
|
2.61K
$535K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-1.82K- 5.46% |
$351K - $371K
|
31.6K
$6.46M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1K- 7.85% |
$193K - $204K
|
11.8K
$2.41M
|
|
|
Nov 07, 2025
Q3 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
6+ 0.16% |
$1.16K - $1.22K
|
3.65K
$748K
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-318- 1.54% |
$61.3K - $64.8K
|
20.4K
$4.17M
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-995- 39.83% |
$192K - $203K
|
1.5K
$308K
|
|
|
Nov 07, 2025
Q3 2025
|
Ballast, Inc.
|
BUY
|
- |
1.2K+ 3.16% |
$232K - $245K
|
39.2K
$8.02M
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-3.11K- 0.72% |
$599K - $634K
|
428K
$87.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-1.26K- 3.21% |
$242K - $256K
|
37.9K
$7.76M
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
246+ 5.46% |
$47.4K - $50.1K
|
4.75K
$973K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-588- 2.08% |
$113K - $120K
|
27.7K
$5.67M
|
|
|
Nov 07, 2025
Q3 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-698- 2.41% |
$135K - $142K
|
28.2K
$5.78M
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
893+ 28.27% |
$172K - $182K
|
4.05K
$830K
|
|
|
Nov 07, 2025
Q3 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.09K+ 1.07% |
$210K - $222K
|
103K
$21M
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-198- 0.84% |
$38.2K - $40.4K
|
23.4K
$4.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-393- 3.62% |
$75.8K - $80.1K
|
10.5K
$2.14M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2+ 0.03% |
$386 - $408
|
5.72K
$1.17M
|
|
|
Nov 07, 2025
Q3 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-200- 1.01% |
$38.6K - $40.8K
|
19.5K
$4M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
367+ 2.86% |
$70.7K - $74.8K
|
13.2K
$2.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-30- 0.36% |
$5.78K - $6.12K
|
8.39K
$1.72M
|
|