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 04, 2025
Q3 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-59- 0.64% |
$11.4K - $12K
|
9.17K
$1.88M
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.09K+ 1.48% |
$210K - $223K
|
74.9K
$15.3M
|
|
|
Nov 04, 2025
Q3 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
2.36KNew |
$454K - $480K
|
2.36K
$483K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
861+ 446.11% |
$166K - $176K
|
1.05K
$216K
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
649+ 57.43% |
$125K - $132K
|
1.78K
$364K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
234+ 11.09% |
$45.1K - $47.7K
|
2.34K
$480K
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.44K- 8.03% |
$277K - $293K
|
16.4K
$3.37M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
12.7K+ 16.79% |
$2.45M - $2.59M
|
88.4K
$18.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
503+ 0.37% |
$97K - $103K
|
136K
$27.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-32- 10.42% |
$6.17K - $6.52K
|
275
$56.3K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-12- 0.03% |
$2.31K - $2.45K
|
36.9K
$7.56M
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
4.23K+ 31.02% |
$815K - $862K
|
17.9K
$3.66M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
93.5K+ 1.42% |
$18M - $19.1M
|
6.69M
$1.37B
|
|
|
Nov 04, 2025
Q3 2025
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-507- 21.67% |
$97.7K - $103K
|
1.83K
$375K
|
|
|
Nov 04, 2025
Q3 2025
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
37.7K+ 22.72% |
$7.27M - $7.69M
|
204K
$41.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-376- 2.58% |
$72.5K - $76.7K
|
14.2K
$2.91M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
217+ 155.0% |
$41.8K - $44.2K
|
357
$73.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
14+ 0.58% |
$2.7K - $2.85K
|
2.43K
$497K
|
|
|
Nov 03, 2025
Q3 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
156+ 0.42% |
$30.1K - $31.8K
|
36.9K
$7.56M
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-13.8K- 54.47% |
$2.66M - $2.81M
|
11.5K
$2.36M
|
|
|
Nov 03, 2025
Q3 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
106+ 0.42% |
$20.4K - $21.6K
|
25.3K
$5.17M
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.01% |
$193 - $204
|
7.78K
$1.59M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-362- 1.83% |
$69.8K - $73.8K
|
19.4K
$3.97M
|
|
|
Nov 03, 2025
Q3 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-639- 3.09% |
$123K - $130K
|
20.1K
$4.11M
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
67+ 0.23% |
$12.9K - $13.7K
|
29.5K
$6.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
986New |
$190K - $201K
|
986
$202K
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-18K- 92.78% |
$3.47M - $3.67M
|
1.4K
$287K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-19.5K- 0.86% |
$3.76M - $3.97M
|
2.24M
$459M
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-666- 4.42% |
$128K - $136K
|
14.4K
$2.95M
|
|
|
Nov 03, 2025
Q3 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.62K- 4.82% |
$313K - $331K
|
32.1K
$6.57M
|
|
|
Nov 03, 2025
Q3 2025
|
Pecaut & Co.
|
BUY
|
- |
2+ 0.16% |
$386 - $408
|
1.23K
$252K
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
248+ 1.45% |
$47.8K - $50.6K
|
17.4K
$3.56M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
200New |
$38.6K - $40.8K
|
200
$41K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-31K- 40.6% |
$5.98M - $6.32M
|
45.4K
$9.29M
|
|
|
Nov 03, 2025
Q3 2025
|
Cambiar Investors LLC
|
BUY
|
- |
42.5K+ 43.75% |
$8.19M - $8.66M
|
140K
$28.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-593- 1.99% |
$114K - $121K
|
29.1K
$5.97M
|
|
|
Nov 03, 2025
Q3 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
9+ 0.31% |
$1.73K - $1.83K
|
2.89K
$591K
|
|
|
Nov 03, 2025
Q3 2025
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
37.3K+ 12.16% |
$7.18M - $7.59M
|
344K
$70.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-21- 0.67% |
$4.05K - $4.28K
|
3.11K
$636K
|
|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-18- 0.58% |
$3.47K - $3.67K
|
3.08K
$632K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-604- 17.85% |
$116K - $123K
|
2.78K
$569K
|
|
|
Nov 03, 2025
Q3 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-69- 25.65% |
$13.3K - $14.1K
|
200
$41K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
1.39K+ 107.76% |
$268K - $283K
|
2.68K
$548K
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
2.35K+ 16.11% |
$452K - $478K
|
16.9K
$3.46M
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-798- 1.73% |
$154K - $163K
|
45.3K
$9.28M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.47K- 30.04% |
$284K - $300K
|
3.43K
$702K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-34- 20.12% |
$6.55K - $6.93K
|
135
$27.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
485+ 4.47% |
$93.5K - $98.9K
|
11.3K
$2.32M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
189+ 8.09% |
$36.4K - $38.5K
|
2.53K
$517K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.13% |
$193 - $204
|
743
$152K
|
|