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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-1.73K- 5.22% |
$289K - $337K
|
31.5K
$6.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-6.2K- 27.42% |
$1.03M - $1.2M
|
16.4K
$3.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
19.9KNew |
$3.32M - $3.87M
|
19.9K
$4.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
2.31KNew |
$385K - $449K
|
2.31K
$473K
|
|
|
Aug 13, 2025
Q2 2025
|
River Road Asset Management, LLC
|
BUY
|
- |
131KNew |
$21.8M - $25.3M
|
131K
$26.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-31- 23.66% |
$5.17K - $6.02K
|
100
$20.5K
|
|
|
Aug 13, 2025
Q2 2025
|
M.D. Sass Investors Services, Inc.
New York, NY |
BUY
|
- |
1.77K+ 3.04% |
$296K - $344K
|
60K
$12.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
561+ 32.64% |
$93.6K - $109K
|
2.28K
$467K
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
1.4KNew |
$234K - $272K
|
1.4K
$287K
|
|
|
Aug 13, 2025
Q2 2025
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-7.56K- 97.59% |
$1.26M - $1.47M
|
187
$38.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1.25KNew |
$208K - $243K
|
1.25K
$256K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
5.1K+ 32.12% |
$850K - $990K
|
21K
$4.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
CALL |
-600- 4.62% |
$100K - $117K
|
12.4K
$2.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.97K+ 2.12% |
$328K - $382K
|
94.9K
$19.4M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-786- 33.11% |
$131K - $153K
|
1.59K
$325K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32+ 47.06% |
$5.34K - $6.22K
|
100
$20.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-4.08K- 77.63% |
$680K - $792K
|
1.18K
$241K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
8New |
$1.33K - $1.55K
|
8
$1.64K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5+ 0.51% |
$834 - $971
|
976
$200K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
103New |
$17.2K - $20K
|
103
$21.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
1.81KNew |
$302K - $352K
|
1.81K
$371K
|
|
|
Aug 13, 2025
Q2 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
30+ 46.15% |
$5K - $5.83K
|
95
$19.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-4.92K- 34.21% |
$820K - $955K
|
9.46K
$1.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-110- 0.89% |
$18.4K - $21.4K
|
12.2K
$2.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
55+ 3.82% |
$9.18K - $10.7K
|
1.5K
$306K
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
1KNew |
$167K - $195K
|
1K
$205K
|
|
|
Aug 12, 2025
Q2 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.69% |
$3.34K - $3.88K
|
2.88K
$589K
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
201New |
$33.5K - $39K
|
201
$41.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-19.7K- 64.41% |
$3.29M - $3.83M
|
10.9K
$2.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
198+ 11.85% |
$33K - $38.5K
|
1.87K
$383K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-749- 12.86% |
$125K - $145K
|
5.08K
$1.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
165K+ 27389.04% |
$27.5M - $32M
|
165K
$33.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
764+ 16.16% |
$127K - $148K
|
5.49K
$1.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
92.3K+ 1791.38% |
$15.4M - $17.9M
|
97.4K
$20M
|
|
|
Aug 12, 2025
Q2 2025
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
14+ 0.84% |
$2.34K - $2.72K
|
1.68K
$344K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-9- 15.0% |
$1.5K - $1.75K
|
51
$10.4K
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-713- 23.75% |
$119K - $138K
|
2.29K
$469K
|
|
|
Aug 12, 2025
Q2 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-273- 2.25% |
$45.5K - $53K
|
11.9K
$2.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-50- 2.77% |
$8.34K - $9.71K
|
1.76K
$359K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
1.5KNew |
$250K - $291K
|
1.5K
$307K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-106- 0.34% |
$17.7K - $20.6K
|
31.3K
$6.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2.28KNew |
$380K - $443K
|
2.28K
$467K
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
275+ 14.93% |
$45.9K - $53.4K
|
2.12K
$434K
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
63+ 20.93% |
$10.5K - $12.2K
|
364
$74.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-5- 0.23% |
$834 - $971
|
2.18K
$447K
|
|
|
Aug 11, 2025
Q2 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
15+ 3.16% |
$2.5K - $2.91K
|
489
$100K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
708+ 118.39% |
$118K - $138K
|
1.31K
$267K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-245- 19.63% |
$40.9K - $47.6K
|
1K
$205K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-121- 14.92% |
$20.2K - $23.5K
|
690
$141K
|
|