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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-365- 3.55% |
$72.8K - $75.9K
|
9.91K
$2.03M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-31- 72.09% |
$6.18K - $6.45K
|
12
$2.46K
|
|
|
Jan 14, 2026
Q4 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
14+ 0.5% |
$2.79K - $2.91K
|
2.81K
$575K
|
|
|
Jan 14, 2026
Q4 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-813- 5.73% |
$162K - $169K
|
13.4K
$2.74M
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-116- 2.14% |
$23.1K - $24.1K
|
5.32K
$1.09M
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-317- 3.56% |
$63.2K - $65.9K
|
8.6K
$1.76M
|
|
|
Jan 14, 2026
Q4 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-354- 2.52% |
$70.6K - $73.6K
|
13.7K
$2.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
445+ 27.81% |
$88.8K - $92.6K
|
2.05K
$419K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
470+ 28.91% |
$93.7K - $97.8K
|
2.1K
$429K
|
|
|
Jan 14, 2026
Q4 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-10.1K- 1.14% |
$2.02M - $2.11M
|
881K
$180M
|
|
|
Jan 14, 2026
Q4 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-2.77K- 37.1% |
$553K - $577K
|
4.7K
$962K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
360+ 1.09% |
$71.8K - $74.9K
|
33.5K
$6.86M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
1.14K+ 5.29% |
$227K - $237K
|
22.7K
$4.64M
|
|
|
Jan 14, 2026
Q4 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
150+ 0.96% |
$29.9K - $31.2K
|
15.8K
$3.23M
|
|
|
Jan 14, 2026
Q4 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
3KNew |
$599K - $624K
|
3K
$615K
|
|
|
Jan 14, 2026
Q4 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-1.29K- 38.93% |
$257K - $268K
|
2.02K
$413K
|
|
|
Jan 14, 2026
Q4 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-110- 2.83% |
$21.9K - $22.9K
|
3.77K
$772K
|
|
|
Jan 14, 2026
Q4 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.43KNew |
$284K - $296K
|
1.43K
$292K
|
|
|
Jan 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
22.1K+ 1036.33% |
$4.4M - $4.59M
|
24.2K
$4.95M
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-3.09K- 5.79% |
$617K - $643K
|
50.3K
$10.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
BUY
|
- |
7.96KNew |
$1.59M - $1.66M
|
7.96K
$1.63M
|
|
|
Jan 14, 2026
Q4 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-51- 1.16% |
$10.2K - $10.6K
|
4.34K
$888K
|
|
|
Jan 14, 2026
Q4 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.5K+ 6.59% |
$299K - $312K
|
24.3K
$4.97M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.45K+ 45.42% |
$488K - $509K
|
7.84K
$1.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-517- 10.66% |
$103K - $108K
|
4.33K
$887K
|
|
|
Jan 14, 2026
Q4 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-1.32K- 5.71% |
$264K - $275K
|
21.9K
$4.48M
|
|
|
Jan 14, 2026
Q4 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
381+ 1.33% |
$76K - $79.3K
|
29K
$5.94M
|
|
|
Jan 14, 2026
Q4 2025
|
Mor Wealth Management, LLC
Philadelphia, PA |
BUY
|
- |
4.55KNew |
$907K - $946K
|
4.55K
$932K
|
|
|
Jan 13, 2026
Q4 2025
|
First Financial Corp
|
SELL
|
- |
-1.55K- 30.03% |
$308K - $322K
|
3.6K
$738K
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-4.26K- 20.13% |
$849K - $885K
|
16.9K
$3.46M
|
|
|
Jan 13, 2026
Q4 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
3.14K+ 51.88% |
$626K - $653K
|
9.19K
$1.88M
|
|
|
Jan 13, 2026
Q4 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-285- 16.17% |
$56.8K - $59.3K
|
1.48K
$303K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-23- 0.61% |
$4.59K - $4.78K
|
3.76K
$770K
|
|
|
Jan 13, 2026
Q4 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-49- 4.77% |
$9.77K - $10.2K
|
978
$200K
|
|
|
Jan 13, 2026
Q4 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-1.56K- 2.81% |
$311K - $324K
|
53.9K
$11M
|
|
|
Jan 13, 2026
Q4 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
299+ 13.75% |
$59.6K - $62.2K
|
2.47K
$506K
|
|
|
Jan 13, 2026
Q4 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-252- 15.04% |
$50.3K - $52.4K
|
1.42K
$292K
|
|
|
Jan 13, 2026
Q4 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-8- 0.39% |
$1.6K - $1.66K
|
2.04K
$418K
|
|
|
Jan 13, 2026
Q4 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
255KNew |
$50.8M - $53M
|
255K
$52.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-10- 0.43% |
$1.99K - $2.08K
|
2.32K
$475K
|
|
|
Jan 13, 2026
Q4 2025
|
Fc Advisory LLC
|
SELL
|
- |
-802- 3.66% |
$160K - $167K
|
21.1K
$4.33M
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-30- 2.38% |
$5.98K - $6.24K
|
1.23K
$252K
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1+ 0.02% |
$199 - $208
|
4.09K
$837K
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
9+ 0.17% |
$1.79K - $1.87K
|
5.18K
$1.06M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.81K- 7.41% |
$760K - $793K
|
47.6K
$9.75M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
286+ 4.71% |
$57K - $59.5K
|
6.36K
$1.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
1.7K+ 35.45% |
$340K - $354K
|
6.51K
$1.33M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
254+ 10.38% |
$50.7K - $52.8K
|
2.7K
$553K
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-369- 6.0% |
$73.6K - $76.8K
|
5.78K
$1.18M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
827+ 1.55% |
$165K - $172K
|
54.2K
$11.1M
|
|