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 07, 2025
Q3 2025
|
Veracity Capital LLC
|
SELL
|
- |
-226- 4.96% |
$43.6K - $46.1K
|
4.34K
$888K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-44- 0.56% |
$8.48K - $8.97K
|
7.8K
$1.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-4.1K- 6.14% |
$789K - $835K
|
62.6K
$12.8M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.24K+ 2.11% |
$432K - $457K
|
109K
$22.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
SELL
|
- |
-642- 6.35% |
$124K - $131K
|
9.47K
$1.94M
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-58- 1.02% |
$11.2K - $11.8K
|
5.65K
$1.16M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-2.47K- 14.76% |
$477K - $504K
|
14.3K
$2.93M
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
BUY
|
- |
71+ 0.56% |
$13.7K - $14.5K
|
12.7K
$2.6M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
SELL
|
- |
-80- 17.47% |
$15.4K - $16.3K
|
378
$77.4K
|
|
|
Oct 02, 2025
Q3 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-78- 1.28% |
$15K - $15.9K
|
6K
$1.23M
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-174- 6.59% |
$33.5K - $35.5K
|
2.47K
$505K
|
|
| Q2 2025 | |||||||
|
Dec 01, 2025
Q2 2025
|
Maxele Advisors, LLC
Webster Groves, MO |
BUY
|
- |
55+ 0.74% |
$9.18K - $10.7K
|
7.46K
$1.53M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.22K+ 0.16% |
$537K - $626K
|
2.06M
$422M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
522+ 1.4% |
$87.1K - $101K
|
37.8K
$7.74M
|
|
|
Nov 10, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-4.74K- 2.14% |
$790K - $920K
|
217K
$44.5M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-40- 3.56% |
$6.67K - $7.77K
|
1.08K
$222K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
240+ 18.06% |
$40K - $46.6K
|
1.57K
$321K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
224+ 183.61% |
$37.4K - $43.5K
|
346
$70.9K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
36New |
$6.01K - $6.99K
|
36
$7.37K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
66New |
$11K - $12.8K
|
66
$13.5K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-208- 96.3% |
$34.7K - $40.4K
|
8
$1.64K
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
731+ 26.03% |
$122K - $142K
|
3.54K
$725K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
100+ 3.85% |
$16.7K - $19.4K
|
2.7K
$552K
|
|
|
Aug 14, 2025
Q2 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
948+ 2.63% |
$158K - $184K
|
37K
$7.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-972- 48.17% |
$162K - $189K
|
1.05K
$214K
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.16KNew |
$194K - $226K
|
1.16K
$238K
|
|
|
Aug 14, 2025
Q2 2025
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-150K- 5.61% |
$25M - $29.1M
|
2.52M
$517M
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-300- 9.26% |
$50K - $58.3K
|
2.94K
$602K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
180New |
$30K - $35K
|
180
$36.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
87New |
$14.5K - $16.9K
|
87
$17.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
- |
13.9KNew |
$2.32M - $2.7M
|
13.9K
$2.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-35.4K- 50.57% |
$5.91M - $6.88M
|
34.6K
$7.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Barnett & Company, Inc.
|
SELL
|
- |
-29- 0.68% |
$4.84K - $5.63K
|
4.24K
$869K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
149+ 0.05% |
$24.9K - $28.9K
|
313K
$64.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
200New |
$33.4K - $38.8K
|
200
$41K
|
|
|
Aug 14, 2025
Q2 2025
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-1.11K- 29.35% |
$185K - $215K
|
2.67K
$547K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
56.4KNew |
$9.41M - $11M
|
56.4K
$11.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-12.6K- 99.49% |
$2.1M - $2.44M
|
65
$13.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Singer
Elliott Investment Management L.P. | West Palm Beach, Fl
|
SELL
|
PUT |
-500K- 9.09% |
$83.4M - $97.1M
|
5M
$1.02B
|
|
|
Aug 14, 2025
Q2 2025
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
7.85KNew |
$1.31M - $1.53M
|
7.85K
$1.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
178KNew |
$29.7M - $34.6M
|
178K
$36.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
13+ 10.0% |
$2.17K - $2.52K
|
143
$29.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
1.97KNew |
$329K - $383K
|
1.97K
$404K
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-111- 30.49% |
$18.5K - $21.6K
|
253
$51.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-124- 40.92% |
$20.7K - $24.1K
|
179
$36.7K
|
|
|
Aug 14, 2025
Q2 2025
|
City National Bank Of Florida /Msd
Miami, FL |
SELL
|
- |
-734- 18.6% |
$122K - $143K
|
3.21K
$658K
|
|
|
Aug 14, 2025
Q2 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
BUY
|
- |
2.14KNew |
$356K - $415K
|
2.14K
$438K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-360- 94.49% |
$60.1K - $69.9K
|
21
$4.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Johns Hopkins University
Baltimore, MD |
SELL
|
- |
-813K- 96.06% |
$136M - $158M
|
33.3K
$6.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.57KNew |
$429K - $499K
|
2.57K
$526K
|
|