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 07, 2025
Q3 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-117- 1.14% |
$22.6K - $23.9K
|
10.2K
$2.08M
|
|
|
Nov 07, 2025
Q3 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-111- 6.45% |
$21.4K - $22.6K
|
1.61K
$330K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-11- 0.2% |
$2.12K - $2.24K
|
5.6K
$1.15M
|
|
|
Nov 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
798+ 41.37% |
$154K - $163K
|
2.73K
$558K
|
|
|
Nov 07, 2025
Q3 2025
|
Mjp Associates Inc
|
SELL
|
- |
-5.74K- 3.15% |
$1.11M - $1.17M
|
176K
$36.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
69+ 0.39% |
$13.3K - $14.1K
|
17.8K
$3.65M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-536- 1.1% |
$103K - $109K
|
48.2K
$9.88M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.84K+ 0.12% |
$740K - $783K
|
3.24M
$664M
|
|
|
Nov 07, 2025
Q3 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-5- 0.42% |
$964 - $1.02K
|
1.18K
$241K
|
|
|
Nov 07, 2025
Q3 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
6.83K+ 341.43% |
$1.32M - $1.39M
|
8.83K
$1.81M
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
42+ 3.86% |
$8.1K - $8.56K
|
1.13K
$232K
|
|
|
Nov 07, 2025
Q3 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.02KNew |
$196K - $207K
|
1.02K
$208K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
7.27KNew |
$1.4M - $1.48M
|
7.27K
$1.49M
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.37K- 9.33% |
$265K - $280K
|
13.3K
$2.73M
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
SELL
|
- |
-6.43K- 4.82% |
$1.24M - $1.31M
|
127K
$26M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
147+ 3.24% |
$28.3K - $30K
|
4.68K
$958K
|
|
|
Nov 07, 2025
Q3 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2+ 0.07% |
$386 - $408
|
2.73K
$558K
|
|
|
Nov 07, 2025
Q3 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
320+ 14.35% |
$61.7K - $65.2K
|
2.55K
$522K
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
400New |
$77.1K - $81.5K
|
400
$81.9K
|
|
|
Nov 07, 2025
Q3 2025
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
93+ 1.23% |
$17.9K - $19K
|
7.65K
$1.57M
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-35- 3.19% |
$6.75K - $7.14K
|
1.06K
$217K
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-8- 0.73% |
$1.54K - $1.63K
|
1.08K
$222K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.36K- 4.26% |
$261K - $276K
|
30.4K
$6.23M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
67+ 3.85% |
$12.9K - $13.7K
|
1.81K
$370K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.48K- 5.27% |
$478K - $505K
|
44.6K
$9.13M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
SELL
|
- |
-26- 44.83% |
$5.01K - $5.3K
|
32
$6.55K
|
|
|
Nov 06, 2025
Q3 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.45K+ 57.66% |
$279K - $295K
|
3.95K
$809K
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
SELL
|
- |
-35- 0.64% |
$6.75K - $7.14K
|
5.43K
$1.11M
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-66- 1.07% |
$12.7K - $13.5K
|
6.08K
$1.24M
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-857- 27.11% |
$165K - $175K
|
2.3K
$472K
|
|
|
Nov 06, 2025
Q3 2025
|
Rockland Trust CO
|
BUY
|
- |
1.16K+ 60.0% |
$224K - $237K
|
3.1K
$636K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
4.89K+ 3.74% |
$943K - $997K
|
136K
$27.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-18.7K- 74.74% |
$3.61M - $3.82M
|
6.33K
$1.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
396New |
$76.3K - $80.7K
|
396
$81.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-3.64K- 16.17% |
$701K - $742K
|
18.9K
$3.86M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-26- 1.6% |
$5.01K - $5.3K
|
1.6K
$327K
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.24K- 4.11% |
$238K - $252K
|
28.8K
$5.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-152- 2.84% |
$29.3K - $31K
|
5.21K
$1.07M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-558- 0.63% |
$108K - $114K
|
88K
$18M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
376+ 1.15% |
$72.5K - $76.7K
|
33.2K
$6.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-214- 54.87% |
$41.3K - $43.6K
|
176
$36K
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-4- -0.0% |
$771 - $815
|
116K
$23.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-6- 0.14% |
$1.16K - $1.22K
|
4.3K
$881K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
6.43KNew |
$1.24M - $1.31M
|
6.43K
$1.32M
|
|
|
Nov 06, 2025
Q3 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-19- 0.88% |
$3.66K - $3.87K
|
2.14K
$439K
|
|
|
Nov 06, 2025
Q3 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.11KNew |
$214K - $226K
|
1.11K
$227K
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.53K- 1.97% |
$294K - $311K
|
75.8K
$15.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
99+ 3.98% |
$19.1K - $20.2K
|
2.59K
$530K
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
11+ 0.09% |
$2.12K - $2.24K
|
12.2K
$2.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
41+ 3.11% |
$7.9K - $8.36K
|
1.36K
$278K
|
|