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 21, 2025
Q3 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-15- 1.31% |
$2.89K - $3.06K
|
1.13K
$232K
|
|
|
Oct 21, 2025
Q3 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
17+ 0.45% |
$3.28K - $3.47K
|
3.83K
$785K
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.35KNew |
$260K - $275K
|
1.35K
$276K
|
|
|
Oct 21, 2025
Q3 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
3+ 0.16% |
$578 - $612
|
1.87K
$384K
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-7.81K- 3.62% |
$1.5M - $1.59M
|
208K
$42.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-109- 6.65% |
$21K - $22.2K
|
1.53K
$314K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.01K- 6.35% |
$194K - $205K
|
14.9K
$3.04M
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-4- 0.28% |
$771 - $815
|
1.42K
$291K
|
|
|
Oct 21, 2025
Q3 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
SELL
|
- |
-102- 5.97% |
$19.7K - $20.8K
|
1.61K
$329K
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
1+ 0.06% |
$193 - $204
|
1.72K
$353K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
109+ 3.15% |
$21K - $22.2K
|
3.57K
$730K
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
11+ 0.82% |
$2.12K - $2.24K
|
1.36K
$278K
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1.88K- 4.83% |
$361K - $382K
|
37K
$7.57M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.97K+ 5.51% |
$379K - $401K
|
37.6K
$7.71M
|
|
|
Oct 21, 2025
Q3 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
1KNew |
$193K - $204K
|
1K
$205K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-4.63K- 2.37% |
$892K - $943K
|
191K
$39.1M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-325- 6.82% |
$62.6K - $66.3K
|
4.44K
$910K
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
1.02KNew |
$197K - $208K
|
1.02K
$209K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
124+ 190.77% |
$23.9K - $25.3K
|
189
$38.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-299- 2.07% |
$57.6K - $61K
|
14.2K
$2.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
62+ 0.25% |
$12K - $12.6K
|
24.8K
$5.07M
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
103+ 8.39% |
$19.9K - $21K
|
1.33K
$272K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
46+ 2.44% |
$8.87K - $9.38K
|
1.93K
$396K
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-5- 0.4% |
$964 - $1.02K
|
1.25K
$255K
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.74K+ 49.52% |
$721K - $763K
|
11.3K
$2.31M
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
6+ 0.23% |
$1.16K - $1.22K
|
2.64K
$541K
|
|
|
Oct 21, 2025
Q3 2025
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
2+ 0.22% |
$386 - $408
|
911
$187K
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-3.78K- 8.79% |
$728K - $770K
|
39.2K
$8.03M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-63- 5.92% |
$12.1K - $12.8K
|
1K
$205K
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-35- 1.89% |
$6.75K - $7.14K
|
1.82K
$373K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
590+ 7.61% |
$114K - $120K
|
8.34K
$1.71M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
155+ 11.38% |
$29.9K - $31.6K
|
1.52K
$311K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-37.6K- 31.84% |
$7.24M - $7.65M
|
80.4K
$16.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
13+ 0.36% |
$2.51K - $2.65K
|
3.59K
$735K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
23+ 0.58% |
$4.43K - $4.69K
|
3.96K
$811K
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
2+ 0.09% |
$386 - $408
|
2.19K
$449K
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
1.07KNew |
$206K - $218K
|
1.07K
$219K
|
|
|
Oct 20, 2025
Q3 2025
|
Burns J W & CO Inc
|
BUY
|
- |
1KNew |
$193K - $204K
|
1K
$205K
|
|
|
Oct 20, 2025
Q3 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
614+ 31.12% |
$118K - $125K
|
2.59K
$530K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.3K- 60.45% |
$443K - $469K
|
1.51K
$308K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-394- 2.27% |
$75.9K - $80.3K
|
16.9K
$3.47M
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
82+ 11.53% |
$15.8K - $16.7K
|
793
$162K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-509- 1.72% |
$98.1K - $104K
|
29K
$5.95M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.64% |
$193 - $204
|
62
$12.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
1.12KNew |
$215K - $227K
|
1.12K
$228K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
317+ 0.48% |
$61.1K - $64.6K
|
65.9K
$13.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-20- 50.0% |
$3.86K - $4.08K
|
20
$4.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-657- 3.81% |
$127K - $134K
|
16.6K
$3.4M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
18.8KNew |
$3.63M - $3.83M
|
18.8K
$3.85M
|
|
|
Oct 20, 2025
Q3 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
1.19K+ 24.65% |
$229K - $242K
|
6K
$1.23M
|
|