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 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.72KNew |
$287K - $335K
|
1.72K
$353K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5+ 2.01% |
$834 - $971
|
254
$52K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.7% |
$167 - $194
|
144
$29.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-11- 0.35% |
$1.84K - $2.14K
|
3.11K
$636K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-17.4K- 4.53% |
$2.91M - $3.38M
|
367K
$75.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
SELL
|
- |
-20- 1.07% |
$3.34K - $3.88K
|
1.85K
$379K
|
|
|
Aug 08, 2025
Q2 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
1.05KNew |
$175K - $204K
|
1.05K
$215K
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-529- 20.14% |
$88.2K - $103K
|
2.1K
$430K
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
SELL
|
- |
-459- 17.17% |
$76.6K - $89.2K
|
2.22K
$454K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.71K+ 2.01% |
$286K - $333K
|
86.8K
$17.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-134- 35.45% |
$22.4K - $26K
|
244
$50K
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
52+ 2.98% |
$8.67K - $10.1K
|
1.8K
$368K
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
300New |
$50K - $58.3K
|
300
$61.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-113- 6.15% |
$18.9K - $21.9K
|
1.73K
$353K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
124+ 2.43% |
$20.7K - $24.1K
|
5.22K
$1.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
6+ 0.1% |
$1K - $1.17K
|
6.12K
$1.25M
|
|
|
Aug 07, 2025
Q2 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
1.19KNew |
$198K - $231K
|
1.19K
$243K
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
122+ 1.92% |
$20.4K - $23.7K
|
6.49K
$1.33M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
14+ 0.4% |
$2.34K - $2.72K
|
3.53K
$724K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1+ 0.09% |
$167 - $194
|
1.18K
$241K
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
733+ 4.68% |
$122K - $142K
|
16.4K
$3.35M
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-148- 70.48% |
$24.7K - $28.7K
|
62
$12.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
286New |
$47.7K - $55.5K
|
286
$58.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
279+ 1.45% |
$46.5K - $54.2K
|
19.5K
$4M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-136- 4.48% |
$22.7K - $26.4K
|
2.9K
$594K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
50New |
$8.34K - $9.71K
|
50
$10.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-63- 64.29% |
$10.5K - $12.2K
|
35
$7.17K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-2- 5.41% |
$334 - $388
|
35
$7.17K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.08K- 43.69% |
$180K - $209K
|
1.39K
$284K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-26- 5.22% |
$4.34K - $5.05K
|
472
$96.7K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
20New |
$3.34K - $3.88K
|
20
$4.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-113- 4.81% |
$18.9K - $21.9K
|
2.24K
$458K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.26K- 2.16% |
$711K - $828K
|
193K
$39.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-628- 17.98% |
$105K - $122K
|
2.87K
$587K
|
|
|
Aug 04, 2025
Q2 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
340+ 12.9% |
$56.7K - $66K
|
2.98K
$609K
|
|
|
Aug 04, 2025
Q2 2025
|
Field & Main Bank
|
SELL
|
- |
-7- 1.72% |
$1.17K - $1.36K
|
400
$81.9K
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
SELL
|
- |
-74- 3.17% |
$12.3K - $14.4K
|
2.26K
$463K
|
|
|
Aug 04, 2025
Q2 2025
|
Evergreen Advisors, LLC
|
BUY
|
- |
146+ 3.58% |
$24.4K - $28.4K
|
4.23K
$866K
|
|
|
Aug 04, 2025
Q2 2025
|
Buckhead Capital Management LLC
|
SELL
|
- |
-250- 8.33% |
$41.7K - $48.6K
|
2.75K
$563K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-75- 1.04% |
$12.5K - $14.6K
|
7.15K
$1.46M
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
2.25KNew |
$375K - $437K
|
2.25K
$461K
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-7.96K- 85.89% |
$1.33M - $1.55M
|
1.31K
$268K
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-118- 5.14% |
$19.7K - $22.9K
|
2.18K
$446K
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
61+ 2.43% |
$10.2K - $11.8K
|
2.57K
$527K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 0.46% |
$167 - $194
|
218
$44.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-52- 3.21% |
$8.67K - $10.1K
|
1.57K
$322K
|
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-50- 0.5% |
$8.34K - $9.71K
|
10K
$2.05M
|
|
|
Jul 31, 2025
Q2 2025
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-26- 2.15% |
$4.34K - $5.05K
|
1.18K
$242K
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.05KNew |
$176K - $205K
|
1.05K
$216K
|
|
|
Jul 31, 2025
Q2 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-618- 26.15% |
$103K - $120K
|
1.75K
$357K
|
|