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 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
518+ 10.28% |
$99.8K - $106K
|
5.56K
$1.14M
|
|
|
Nov 03, 2025
Q3 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
337+ 0.12% |
$65K - $68.7K
|
281K
$57.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.87K- 8.01% |
$361K - $381K
|
21.5K
$4.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
706New |
$136K - $144K
|
706
$145K
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-222- 15.11% |
$42.8K - $45.3K
|
1.25K
$255K
|
|
|
Nov 03, 2025
Q3 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-268- 2.88% |
$51.7K - $54.6K
|
9.03K
$1.85M
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
25+ 1.34% |
$4.82K - $5.1K
|
1.9K
$388K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2+ 0.07% |
$386 - $408
|
2.74K
$561K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-343- 1.71% |
$66.1K - $69.9K
|
19.7K
$4.04M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-185- 0.3% |
$35.7K - $37.7K
|
61K
$12.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-58- 1.05% |
$11.2K - $11.8K
|
5.48K
$1.12M
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
9.35K+ 65.31% |
$1.8M - $1.91M
|
23.7K
$4.85M
|
|
|
Nov 03, 2025
Q3 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-34- 0.88% |
$6.55K - $6.93K
|
3.85K
$788K
|
|
|
Nov 03, 2025
Q3 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
19+ 0.44% |
$3.66K - $3.87K
|
4.33K
$887K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
796New |
$153K - $162K
|
796
$163K
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
70KNew |
$13.5M - $14.3M
|
70K
$14.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-684- 0.76% |
$132K - $139K
|
89.1K
$18.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.24K- 0.72% |
$624K - $660K
|
444K
$90.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-24- 9.06% |
$4.63K - $4.89K
|
241
$49.4K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-278- 4.77% |
$53.6K - $56.7K
|
5.54K
$1.14M
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-69- 0.96% |
$13.3K - $14.1K
|
7.1K
$1.45M
|
|
|
Oct 31, 2025
Q3 2025
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
53+ 0.44% |
$10.2K - $10.8K
|
12.2K
$2.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-350- 2.59% |
$67.5K - $71.4K
|
13.1K
$2.69M
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
740+ 23.45% |
$143K - $151K
|
3.9K
$798K
|
|
|
Oct 31, 2025
Q3 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-4.86K- 14.49% |
$937K - $991K
|
28.7K
$5.87M
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-273- 1.84% |
$52.6K - $55.7K
|
14.6K
$2.98M
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
12+ 0.15% |
$2.31K - $2.45K
|
8.1K
$1.66M
|
|
|
Oct 31, 2025
Q3 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-239- 4.99% |
$46.1K - $48.7K
|
4.55K
$931K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
676+ 0.97% |
$130K - $138K
|
70K
$14.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-447- 1.42% |
$86.2K - $91.1K
|
31K
$6.35M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-27- 0.1% |
$5.2K - $5.5K
|
28.1K
$5.76M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.89K+ 0.77% |
$558K - $590K
|
380K
$77.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
216+ 16.17% |
$41.6K - $44K
|
1.55K
$318K
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
7+ 0.46% |
$1.35K - $1.43K
|
1.54K
$314K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-779- 14.12% |
$150K - $159K
|
4.74K
$970K
|
|
|
Oct 31, 2025
Q3 2025
|
Bg Investment Services, Inc.
|
SELL
|
- |
-2.09K- 11.99% |
$402K - $426K
|
15.3K
$3.14M
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
SELL
|
- |
-198- 4.72% |
$38.2K - $40.4K
|
4K
$819K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-399- 17.92% |
$76.9K - $81.3K
|
1.83K
$374K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-751- 9.74% |
$145K - $153K
|
6.96K
$1.43M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-469- 4.51% |
$90.4K - $95.6K
|
9.94K
$2.04M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.34K+ 2.15% |
$644K - $681K
|
159K
$32.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
82+ 2.08% |
$15.8K - $16.7K
|
4.03K
$826K
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-146- 13.84% |
$28.1K - $29.8K
|
909
$186K
|
|
|
Oct 31, 2025
Q3 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-415- 5.54% |
$80K - $84.6K
|
7.08K
$1.45M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-39- 1.74% |
$7.52K - $7.95K
|
2.2K
$450K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-43- 38.05% |
$8.29K - $8.77K
|
70
$14.3K
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
5+ 0.03% |
$964 - $1.02K
|
19.5K
$3.99M
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-100- 4.43% |
$19.3K - $20.4K
|
2.16K
$442K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.01K+ 314.91% |
$195K - $207K
|
1.34K
$274K
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
SELL
|
- |
-394- 1.93% |
$75.9K - $80.3K
|
20.1K
$4.11M
|
|