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 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
4.21K+ 6.53% |
$811K - $857K
|
68.6K
$14M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
17+ 0.09% |
$3.28K - $3.47K
|
18.3K
$3.75M
|
|
|
Oct 15, 2025
Q3 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.01KNew |
$194K - $205K
|
1.01K
$206K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
280+ 0.83% |
$54K - $57.1K
|
34.1K
$6.98M
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
2+ 0.1% |
$386 - $408
|
2.09K
$427K
|
|
|
Oct 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-239- 1.73% |
$46.1K - $48.7K
|
13.6K
$2.78M
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-213- 0.63% |
$41.1K - $43.4K
|
33.6K
$6.88M
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-4.1K- 24.09% |
$791K - $836K
|
12.9K
$2.65M
|
|
|
Oct 14, 2025
Q3 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
1.5KNew |
$289K - $306K
|
1.5K
$307K
|
|
|
Oct 14, 2025
Q3 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-206- 1.63% |
$39.7K - $42K
|
12.4K
$2.54M
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-159- 2.22% |
$30.6K - $32.4K
|
6.99K
$1.43M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.95K- 5.09% |
$569K - $602K
|
55K
$11.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-2.69K- 3.57% |
$519K - $549K
|
72.8K
$14.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.82K+ 68.65% |
$1.51M - $1.59M
|
19.2K
$3.93M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
56+ 0.21% |
$10.8K - $11.4K
|
26.4K
$5.41M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
8.83K+ 7.46% |
$1.7M - $1.8M
|
127K
$26.1M
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
BUY
|
- |
910+ 11.42% |
$175K - $186K
|
8.88K
$1.82M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.42KNew |
$274K - $289K
|
1.42K
$291K
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
3.78K+ 4.74% |
$728K - $770K
|
83.6K
$17.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
998New |
$192K - $203K
|
998
$204K
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-28.9K- 1.67% |
$5.57M - $5.89M
|
1.7M
$349M
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
448+ 7.33% |
$86.4K - $91.3K
|
6.56K
$1.34M
|
|
|
Oct 14, 2025
Q3 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-137- 2.58% |
$26.4K - $27.9K
|
5.18K
$1.06M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-8- 0.69% |
$1.54K - $1.63K
|
1.16K
$237K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
59+ 0.62% |
$11.4K - $12K
|
9.58K
$1.96M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-288- 1.98% |
$55.5K - $58.7K
|
14.3K
$2.92M
|
|
|
Oct 10, 2025
Q3 2025
|
Newton One Investments LLC
|
BUY
|
- |
102+ 0.2% |
$19.7K - $20.8K
|
51.7K
$10.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-95- 2.42% |
$18.3K - $19.4K
|
3.84K
$785K
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
SELL
|
- |
-185- 2.94% |
$35.7K - $37.7K
|
6.1K
$1.25M
|
|
|
Oct 10, 2025
Q3 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-23- 1.51% |
$4.43K - $4.69K
|
1.5K
$308K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
55+ 0.65% |
$10.6K - $11.2K
|
8.54K
$1.75M
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-134- 3.19% |
$25.8K - $27.3K
|
4.07K
$833K
|
|
|
Oct 10, 2025
Q3 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
3+ 0.24% |
$578 - $612
|
1.27K
$259K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.66K+ 29.59% |
$320K - $339K
|
7.28K
$1.49M
|
|
|
Oct 10, 2025
Q3 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-64- 0.62% |
$12.3K - $13K
|
10.3K
$2.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-20- 0.83% |
$3.86K - $4.08K
|
2.39K
$490K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.25% |
$193 - $204
|
397
$81.3K
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-227- 6.77% |
$43.8K - $46.3K
|
3.13K
$640K
|
|
|
Oct 09, 2025
Q3 2025
|
Bath Savings Trust CO
|
BUY
|
- |
1.24KNew |
$239K - $253K
|
1.24K
$254K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-12.6K- 15.78% |
$2.44M - $2.58M
|
67.5K
$13.8M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.34K- 13.23% |
$259K - $274K
|
8.81K
$1.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
1.5K+ 228.07% |
$290K - $306K
|
2.16K
$443K
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
7.96K+ 208.87% |
$1.53M - $1.62M
|
11.8K
$2.41M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-411- 8.85% |
$79.2K - $83.8K
|
4.23K
$867K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-165- 8.4% |
$31.8K - $33.6K
|
1.8K
$369K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-49- 49.49% |
$9.45K - $9.99K
|
50
$10.2K
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-300- 31.41% |
$57.8K - $61.2K
|
655
$134K
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-118- 1.05% |
$22.7K - $24.1K
|
11.1K
$2.28M
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
7.6K+ 5.73% |
$1.47M - $1.55M
|
140K
$28.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1.03KNew |
$198K - $209K
|
1.03K
$210K
|
|