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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
209+ 4.18% |
$40.3K - $42.6K
|
5.21K
$1.07M
|
|
|
Oct 30, 2025
Q3 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1.01K- 1.01% |
$194K - $205K
|
99.2K
$20.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-50- 2.97% |
$9.64K - $10.2K
|
1.64K
$335K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-713- 1.25% |
$137K - $145K
|
56.3K
$11.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-404- 6.21% |
$77.9K - $82.4K
|
6.1K
$1.25M
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.94K- 7.83% |
$374K - $396K
|
22.8K
$4.68M
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
28+ 3.48% |
$5.4K - $5.71K
|
832
$170K
|
|
|
Oct 30, 2025
Q3 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-315- 2.58% |
$60.7K - $64.2K
|
11.9K
$2.44M
|
|
|
Oct 30, 2025
Q3 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-9.32K- 39.37% |
$1.8M - $1.9M
|
14.4K
$2.94M
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-271- 16.32% |
$52.2K - $55.2K
|
1.39K
$285K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-235- 5.62% |
$45.3K - $47.9K
|
3.95K
$809K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-14.4K- 43.4% |
$2.77M - $2.93M
|
18.7K
$3.83M
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
25+ 0.34% |
$4.82K - $5.1K
|
7.28K
$1.49M
|
|
|
Oct 30, 2025
Q3 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-29.9K- 10.11% |
$5.76M - $6.09M
|
265K
$54.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
87+ 1.01% |
$16.8K - $17.7K
|
8.72K
$1.79M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
109+ 7.1% |
$21K - $22.2K
|
1.65K
$337K
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
19+ 1.08% |
$3.66K - $3.87K
|
1.78K
$364K
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
532+ 8.06% |
$103K - $108K
|
7.13K
$1.46M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.14K+ 73.65% |
$220K - $233K
|
2.7K
$552K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-61- 0.42% |
$11.8K - $12.4K
|
14.5K
$2.97M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.32K+ 4.53% |
$446K - $472K
|
53.5K
$10.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3.08K- 2.86% |
$594K - $628K
|
105K
$21.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
87+ 6.58% |
$16.8K - $17.7K
|
1.41K
$289K
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-222- 1.99% |
$42.8K - $45.3K
|
11K
$2.24M
|
|
|
Oct 30, 2025
Q3 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-55.6K- 27.96% |
$10.7M - $11.3M
|
143K
$29.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
1+ 0.01% |
$193 - $204
|
10.7K
$2.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-15- 10.49% |
$2.89K - $3.06K
|
128
$26.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
11New |
$2.12K - $2.24K
|
11
$2.25K
|
|
|
Oct 30, 2025
Q3 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
1.51K+ 1.05% |
$290K - $307K
|
144K
$29.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
302New |
$58.2K - $61.6K
|
302
$61.8K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.03K- 0.85% |
$199K - $211K
|
120K
$24.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-837- 2.59% |
$161K - $171K
|
31.4K
$6.44M
|
|
|
Oct 30, 2025
Q3 2025
|
Sylvest Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.57K- 1.5% |
$303K - $321K
|
103K
$21.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.53K+ 339.6% |
$679K - $719K
|
4.56K
$934K
|
|
|
Oct 29, 2025
Q3 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
2.54K+ 21.55% |
$489K - $517K
|
14.3K
$2.93M
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
15.8K+ 88.54% |
$3.04M - $3.21M
|
33.6K
$6.87M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-428- 3.92% |
$82.5K - $87.3K
|
10.5K
$2.15M
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-64.6K- 42.89% |
$12.5M - $13.2M
|
86K
$17.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
445+ 4.78% |
$85.8K - $90.7K
|
9.76K
$2M
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
189+ 1.88% |
$36.4K - $38.5K
|
10.2K
$2.09M
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-2- 0.14% |
$386 - $408
|
1.43K
$292K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-155- 1.11% |
$29.9K - $31.6K
|
13.8K
$2.83M
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-31- 2.82% |
$5.98K - $6.32K
|
1.07K
$219K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
6.03KNew |
$1.16M - $1.23M
|
6.03K
$1.23M
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
SELL
|
- |
-255- 0.24% |
$49.2K - $52K
|
105K
$21.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.11KNew |
$214K - $226K
|
1.11K
$227K
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-350- 15.56% |
$67.5K - $71.4K
|
1.9K
$389K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-71- 0.5% |
$13.7K - $14.5K
|
14.2K
$2.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
14.8K+ 25.41% |
$2.86M - $3.03M
|
73.3K
$15M
|
|
|
Oct 29, 2025
Q3 2025
|
Providence First Trust CO
|
SELL
|
- |
-750- 36.46% |
$145K - $153K
|
1.31K
$268K
|
|