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 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-25- 3.71% |
$4.82K - $5.1K
|
649
$133K
|
|
|
Oct 29, 2025
Q3 2025
|
Matisse Capital
|
SELL
|
- |
-248- 12.34% |
$47.8K - $50.6K
|
1.76K
$361K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.36K+ 59.02% |
$263K - $278K
|
3.68K
$753K
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-117- 9.14% |
$22.6K - $23.9K
|
1.16K
$238K
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
SELL
|
- |
-36- 1.59% |
$6.94K - $7.34K
|
2.23K
$457K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
75.3K+ 78.93% |
$14.5M - $15.3M
|
171K
$34.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
3+ 0.17% |
$578 - $612
|
1.72K
$352K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-258- 3.05% |
$49.7K - $52.6K
|
8.2K
$1.68M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-173- 2.32% |
$33.3K - $35.3K
|
7.3K
$1.49M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
387New |
$74.6K - $78.9K
|
387
$79.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
568+ 4.19% |
$109K - $116K
|
14.1K
$2.89M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-241- 3.72% |
$46.5K - $49.1K
|
6.24K
$1.28M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
42+ 0.08% |
$8.1K - $8.56K
|
53.7K
$11M
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-335- 16.82% |
$64.6K - $68.3K
|
1.66K
$339K
|
|
|
Oct 28, 2025
Q3 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-100- 4.63% |
$19.3K - $20.4K
|
2.06K
$422K
|
|
|
Oct 28, 2025
Q3 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
414+ 3.08% |
$79.8K - $84.4K
|
13.8K
$2.84M
|
|
|
Oct 28, 2025
Q3 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
SELL
|
- |
-4.72K- 18.49% |
$911K - $963K
|
20.8K
$4.26M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
926+ 2.12% |
$178K - $189K
|
44.7K
$9.15M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-80- 4.91% |
$15.4K - $16.3K
|
1.55K
$317K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-3.79K- 73.1% |
$730K - $772K
|
1.39K
$285K
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
BUY
|
- |
12.2K+ 862.15% |
$2.34M - $2.48M
|
13.6K
$2.78M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
40.6K+ 610.3% |
$7.83M - $8.28M
|
47.3K
$9.68M
|
|
|
Oct 28, 2025
Q3 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-346- 3.42% |
$66.7K - $70.5K
|
9.77K
$2M
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-200- 3.29% |
$38.6K - $40.8K
|
5.88K
$1.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-26- 0.33% |
$5.01K - $5.3K
|
7.81K
$1.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-8- 0.1% |
$1.54K - $1.63K
|
8.26K
$1.69M
|
|
|
Oct 28, 2025
Q3 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
367+ 3.02% |
$70.7K - $74.8K
|
12.5K
$2.56M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-14.8K- 9.15% |
$2.86M - $3.02M
|
147K
$30.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
781+ 2.7% |
$151K - $159K
|
29.7K
$6.08M
|
|
|
Oct 28, 2025
Q3 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
BUY
|
- |
11+ 0.15% |
$2.12K - $2.24K
|
7.29K
$1.49M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-99- 2.99% |
$19.1K - $20.2K
|
3.22K
$659K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
165+ 7.03% |
$31.8K - $33.6K
|
2.51K
$514K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-761- 16.7% |
$147K - $155K
|
3.8K
$777K
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-70- 1.17% |
$13.5K - $14.3K
|
5.94K
$1.22M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
25.3KNew |
$4.88M - $5.16M
|
25.3K
$5.18M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
59+ 1.31% |
$11.4K - $12K
|
4.55K
$933K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-100- 1.89% |
$19.3K - $20.4K
|
5.2K
$1.06M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.24K+ 2.83% |
$1.4M - $1.48M
|
263K
$53.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
SELL
|
- |
-1.1K- 2.56% |
$213K - $225K
|
42K
$8.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
519+ 4.61% |
$100K - $106K
|
11.8K
$2.41M
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
SELL
|
- |
-135- 3.37% |
$26K - $27.5K
|
3.87K
$792K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.03K- 12.79% |
$198K - $209K
|
6.99K
$1.43M
|
|
|
Oct 27, 2025
Q3 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-27.7K- 2.51% |
$5.35M - $5.65M
|
1.08M
$221M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-6.23K- 5.52% |
$1.2M - $1.27M
|
107K
$21.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Lighthouse Financial LLC
Largo, FL |
SELL
|
- |
-52- 4.92% |
$10K - $10.6K
|
1K
$206K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.72K+ 17.08% |
$717K - $758K
|
25.5K
$5.22M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
2.62KNew |
$506K - $535K
|
2.62K
$537K
|
|
|
Oct 27, 2025
Q3 2025
|
Brown Financial Advisory
|
SELL
|
- |
-35- 0.68% |
$6.75K - $7.14K
|
5.08K
$1.04M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
12+ 0.46% |
$2.31K - $2.45K
|
2.63K
$539K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
273+ 4.55% |
$52.6K - $55.7K
|
6.27K
$1.28M
|
|