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 05, 2025
Q3 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-3- 0.25% |
$578 - $612
|
1.21K
$248K
|
|
|
Nov 05, 2025
Q3 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-50- 1.85% |
$9.64K - $10.2K
|
2.65K
$542K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
6+ 0.17% |
$1.16K - $1.22K
|
3.48K
$712K
|
|
|
Nov 05, 2025
Q3 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
16.7K+ 199.67% |
$3.22M - $3.4M
|
25.1K
$5.13M
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-269- 6.7% |
$51.9K - $54.8K
|
3.74K
$767K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-6- 0.18% |
$1.16K - $1.22K
|
3.24K
$664K
|
|
|
Nov 05, 2025
Q3 2025
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$386 - $408
|
6.35K
$1.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1+ 0.44% |
$193 - $204
|
230
$47.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-13.2K- 85.54% |
$2.55M - $2.69M
|
2.23K
$458K
|
|
|
Nov 05, 2025
Q3 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-261- 4.33% |
$50.3K - $53.2K
|
5.76K
$1.18M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
15.8K+ 440.56% |
$3.04M - $3.21M
|
19.3K
$3.96M
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-1.09K- 6.26% |
$210K - $222K
|
16.3K
$3.35M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
23+ 0.3% |
$4.43K - $4.69K
|
7.71K
$1.58M
|
|
|
Nov 05, 2025
Q3 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
519New |
$100K - $106K
|
519
$106K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
71+ 0.46% |
$13.7K - $14.5K
|
15.6K
$3.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.07K- 4.33% |
$206K - $218K
|
23.6K
$4.83M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
20.5K+ 762.08% |
$3.95M - $4.17M
|
23.2K
$4.74M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.6K+ 2.83% |
$309K - $327K
|
58.3K
$11.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.67K+ 3.1% |
$514K - $544K
|
88.6K
$18.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.48KNew |
$286K - $303K
|
1.48K
$304K
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
11.2K+ 43.19% |
$2.16M - $2.28M
|
37.2K
$7.61M
|
|
|
Nov 05, 2025
Q3 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
10+ 0.75% |
$1.93K - $2.04K
|
1.35K
$275K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-3.83K- 2.61% |
$737K - $780K
|
143K
$29.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-694- 7.28% |
$134K - $141K
|
8.84K
$1.81M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
481+ 24.44% |
$92.7K - $98.1K
|
2.45K
$502K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
250K+ 615.85% |
$48.3M - $51.1M
|
291K
$59.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
296+ 9.59% |
$57.1K - $60.3K
|
3.38K
$692K
|
|
|
Nov 04, 2025
Q3 2025
|
Tls Advisors LLC
Miami, FL |
BUY
|
- |
2.05KNew |
$396K - $418K
|
2.05K
$420K
|
|
|
Nov 04, 2025
Q3 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
410+ 0.11% |
$79K - $83.6K
|
361K
$74M
|
|
|
Nov 04, 2025
Q3 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
7+ 0.39% |
$1.35K - $1.43K
|
1.8K
$368K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.84K- 7.48% |
$355K - $375K
|
22.8K
$4.66M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-772- 3.37% |
$149K - $157K
|
22.1K
$4.53M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-262- 4.89% |
$50.5K - $53.4K
|
5.1K
$1.04M
|
|
|
Nov 04, 2025
Q3 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.11K- 8.55% |
$1.18M - $1.25M
|
65.4K
$13.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
160+ 3.18% |
$30.8K - $32.6K
|
5.2K
$1.06M
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
15.1K+ 1.9% |
$2.91M - $3.07M
|
809K
$166M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.02K+ 3.61% |
$197K - $208K
|
29.3K
$6.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
SELL
|
- |
-64- 2.38% |
$12.3K - $13K
|
2.63K
$538K
|
|
|
Nov 04, 2025
Q3 2025
|
Retirement Solution Inc.
|
SELL
|
- |
-2- 0.17% |
$386 - $408
|
1.16K
$237K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-18- 0.59% |
$3.47K - $3.67K
|
3.03K
$619K
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-104K- 27.58% |
$20M - $21.2M
|
273K
$55.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
SELL
|
- |
-134- 2.42% |
$25.8K - $27.3K
|
5.41K
$1.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-549K- 26.95% |
$106M - $112M
|
1.49M
$305M
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
753New |
$145K - $154K
|
753
$154K
|
|
|
Nov 04, 2025
Q3 2025
|
Esl Trust Services, LLC
|
BUY
|
- |
57+ 11.9% |
$11K - $11.6K
|
536
$110K
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-522- 0.21% |
$101K - $106K
|
244K
$49.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
5+ 0.44% |
$964 - $1.02K
|
1.15K
$234K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-6.71K- 2.85% |
$1.29M - $1.37M
|
228K
$46.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
437+ 4.05% |
$84.2K - $89.1K
|
11.2K
$2.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.02K+ 8.75% |
$389K - $411K
|
25.1K
$5.13M
|
|