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 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.02KNew |
$196K - $208K
|
1.02K
$208K
|
|
|
Oct 23, 2025
Q3 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
100+ 0.13% |
$19.3K - $20.4K
|
76.6K
$15.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
BUY
|
- |
2.13K+ 5.45% |
$411K - $435K
|
41.3K
$8.45M
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-61- 1.33% |
$11.8K - $12.4K
|
4.53K
$927K
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.03KNew |
$198K - $210K
|
1.03K
$211K
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1.18KNew |
$226K - $240K
|
1.18K
$241K
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-225- 1.44% |
$43.4K - $45.9K
|
15.4K
$3.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.25K+ 5.2% |
$241K - $255K
|
25.3K
$5.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
26+ 0.42% |
$5.01K - $5.3K
|
6.23K
$1.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
38+ 0.82% |
$7.32K - $7.75K
|
4.69K
$960K
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
551+ 1.07% |
$106K - $112K
|
52.2K
$10.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
75+ 1.65% |
$14.5K - $15.3K
|
4.61K
$944K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1+ 0.01% |
$193 - $204
|
7.05K
$1.44M
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.24% |
$1.73K - $1.83K
|
3.83K
$785K
|
|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-836- 3.8% |
$161K - $170K
|
21.2K
$4.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-135K- 6.77% |
$26M - $27.5M
|
1.86M
$381M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
36+ 0.66% |
$6.94K - $7.34K
|
5.52K
$1.13M
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
38+ 0.39% |
$7.32K - $7.75K
|
9.71K
$1.99M
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
1.35K+ 101.36% |
$259K - $274K
|
2.67K
$548K
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-91- 7.73% |
$17.5K - $18.6K
|
1.09K
$222K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.22K- 25.04% |
$235K - $249K
|
3.66K
$749K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-398- 2.0% |
$76.7K - $81.1K
|
19.5K
$4M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-94- 3.79% |
$18.1K - $19.2K
|
2.38K
$488K
|
|
|
Oct 22, 2025
Q3 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-30- 10.56% |
$5.78K - $6.12K
|
254
$52K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
11+ 0.13% |
$2.12K - $2.24K
|
8.26K
$1.69M
|
|
|
Oct 22, 2025
Q3 2025
|
Chicago Capital, LLC
|
BUY
|
- |
1.07KNew |
$206K - $218K
|
1.07K
$219K
|
|
|
Oct 22, 2025
Q3 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-57- 0.88% |
$11K - $11.6K
|
6.39K
$1.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-3.58K- 34.1% |
$690K - $730K
|
6.92K
$1.42M
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
12.3KNew |
$2.37M - $2.5M
|
12.3K
$2.51M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-21- 8.68% |
$4.05K - $4.28K
|
221
$45.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
BUY
|
- |
2.38K+ 30.46% |
$459K - $485K
|
10.2K
$2.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$193 - $204
|
5.82K
$1.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
31+ 0.22% |
$5.98K - $6.32K
|
14.3K
$2.92M
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
115+ 0.39% |
$22.2K - $23.4K
|
29.9K
$6.13M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
216+ 0.72% |
$41.6K - $44K
|
30.1K
$6.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
19+ 0.17% |
$3.66K - $3.87K
|
11.1K
$2.28M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9+ 0.1% |
$1.73K - $1.83K
|
9.24K
$1.89M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-275- 3.72% |
$53K - $56.1K
|
7.11K
$1.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.35K- 43.86% |
$260K - $275K
|
1.73K
$354K
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-987- 2.3% |
$190K - $201K
|
42K
$8.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
985New |
$190K - $201K
|
985
$202K
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-4- 0.38% |
$771 - $815
|
1.06K
$217K
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
1.02KNew |
$196K - $207K
|
1.02K
$208K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 0.06% |
$193 - $204
|
1.8K
$368K
|
|
|
Oct 22, 2025
Q3 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-70- 30.17% |
$13.5K - $14.3K
|
162
$33.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-34- 0.78% |
$6.55K - $6.93K
|
4.32K
$884K
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
56+ 2.28% |
$10.8K - $11.4K
|
2.51K
$514K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.38K- 1.09% |
$458K - $484K
|
215K
$44M
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
2.68KNew |
$516K - $546K
|
2.68K
$548K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
205+ 1.34% |
$39.5K - $41.8K
|
15.5K
$3.17M
|
|