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 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
7.35K+ 50.06% |
$1.42M - $1.5M
|
22K
$4.51M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
23.2K+ 161.19% |
$4.48M - $4.74M
|
37.7K
$7.71M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1.94K+ 3339.66% |
$373K - $395K
|
2K
$409K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.14K+ 11.86% |
$219K - $232K
|
10.7K
$2.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.93KNew |
$564K - $596K
|
2.93K
$599K
|
|
|
Nov 06, 2025
Q3 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-117- 0.91% |
$22.6K - $23.9K
|
12.8K
$2.62M
|
|
|
Nov 06, 2025
Q3 2025
|
Stegner Investment Associates Inc.
|
BUY
|
- |
3+ 0.01% |
$578 - $612
|
26.6K
$5.44M
|
|
|
Nov 06, 2025
Q3 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
76+ 1.61% |
$14.6K - $15.5K
|
4.79K
$982K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
18.6K+ 122.04% |
$3.58M - $3.78M
|
33.8K
$6.92M
|
|
|
Nov 06, 2025
Q3 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
200+ 0.33% |
$38.6K - $40.8K
|
61K
$12.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
117+ 4.03% |
$22.6K - $23.9K
|
3.02K
$618K
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
9+ 0.46% |
$1.73K - $1.83K
|
1.95K
$400K
|
|
|
Nov 06, 2025
Q3 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
92+ 1.25% |
$17.7K - $18.8K
|
7.46K
$1.53M
|
|
|
Nov 06, 2025
Q3 2025
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
11.8K+ 8.72% |
$2.27M - $2.4M
|
147K
$30M
|
|
|
Nov 06, 2025
Q3 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.02KNew |
$196K - $207K
|
1.02K
$208K
|
|
|
Nov 06, 2025
Q3 2025
|
Fortress Financial Group, LLC
Rochester, MN |
SELL
|
- |
-286- 2.28% |
$55.1K - $58.3K
|
12.3K
$2.51M
|
|
|
Nov 06, 2025
Q3 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-147- 0.25% |
$28.3K - $30K
|
57.7K
$11.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-2.76K- 26.0% |
$531K - $562K
|
7.85K
$1.61M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
64.3K+ 6.47% |
$12.4M - $13.1M
|
1.06M
$217M
|
|
|
Nov 06, 2025
Q3 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-3.38K- 16.86% |
$652K - $689K
|
16.7K
$3.41M
|
|
|
Nov 06, 2025
Q3 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
481+ 2.03% |
$92.7K - $98.1K
|
24.2K
$4.95M
|
|
|
Nov 06, 2025
Q3 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
1.01KNew |
$194K - $205K
|
1.01K
$206K
|
|
|
Nov 05, 2025
Q3 2025
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
1.62KNew |
$312K - $329K
|
1.62K
$331K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.52K- 2.89% |
$293K - $310K
|
51.1K
$10.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-9- 0.47% |
$1.73K - $1.83K
|
1.9K
$390K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-1.48K- 12.53% |
$285K - $302K
|
10.3K
$2.12M
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-804- 2.52% |
$155K - $164K
|
31.1K
$6.36M
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
3.33KNew |
$642K - $678K
|
3.33K
$682K
|
|
|
Nov 05, 2025
Q3 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-373- 0.41% |
$71.9K - $76K
|
91.7K
$18.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Fusion Capital, LLC
|
SELL
|
- |
-61- 2.61% |
$11.8K - $12.4K
|
2.27K
$466K
|
|
|
Nov 05, 2025
Q3 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-24- 1.38% |
$4.63K - $4.89K
|
1.72K
$352K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.09K+ 2.77% |
$789K - $835K
|
152K
$31.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
303+ 6.97% |
$58.4K - $61.8K
|
4.65K
$952K
|
|
|
Nov 05, 2025
Q3 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-200- 15.02% |
$38.6K - $40.8K
|
1.13K
$232K
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1.45K+ 1.05% |
$280K - $296K
|
139K
$28.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
4+ 0.25% |
$771 - $815
|
1.61K
$330K
|
|
|
Nov 05, 2025
Q3 2025
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-651- 38.96% |
$125K - $133K
|
1.02K
$209K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-420- 7.21% |
$81K - $85.6K
|
5.4K
$1.11M
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
158+ 3.5% |
$30.5K - $32.2K
|
4.67K
$956K
|
|
|
Nov 05, 2025
Q3 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-25- 0.61% |
$4.82K - $5.1K
|
4.05K
$829K
|
|
|
Nov 05, 2025
Q3 2025
|
Next Capital Management LLC
|
BUY
|
- |
2.6K+ 12.2% |
$501K - $530K
|
23.9K
$4.89M
|
|
|
Nov 05, 2025
Q3 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
10.5K+ 14.09% |
$2.02M - $2.13M
|
84.7K
$17.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-58- 0.22% |
$11.2K - $11.8K
|
26.4K
$5.41M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
SELL
|
- |
-57- 11.56% |
$11K - $11.6K
|
436
$89.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
192+ 2.57% |
$37K - $39.1K
|
7.67K
$1.57M
|
|
|
Nov 05, 2025
Q3 2025
|
Appleton Partners Inc
|
BUY
|
- |
1.64KNew |
$316K - $334K
|
1.64K
$336K
|
|
|
Nov 05, 2025
Q3 2025
|
Ledyard National Bank
|
BUY
|
- |
237+ 17.36% |
$45.7K - $48.3K
|
1.6K
$328K
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
4+ 0.13% |
$771 - $815
|
3.06K
$627K
|
|
|
Nov 05, 2025
Q3 2025
|
Renasant Bank
|
BUY
|
- |
206+ 4.7% |
$39.7K - $42K
|
4.59K
$940K
|
|
|
Nov 05, 2025
Q3 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
5.19K+ 38.86% |
$1M - $1.06M
|
18.5K
$3.8M
|
|