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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.4KNew |
$280K - $292K
|
1.4K
$287K
|
|
|
Jan 13, 2026
Q4 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-197- 2.58% |
$39.3K - $41K
|
7.43K
$1.52M
|
|
|
Jan 13, 2026
Q4 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
8+ 0.47% |
$1.6K - $1.66K
|
1.71K
$349K
|
|
|
Jan 12, 2026
Q4 2025
|
First Bank & Trust
|
BUY
|
- |
25+ 0.55% |
$4.99K - $5.2K
|
4.61K
$944K
|
|
|
Jan 12, 2026
Q4 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-229- 2.73% |
$45.7K - $47.6K
|
8.17K
$1.67M
|
|
|
Jan 12, 2026
Q4 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-1.08K- 4.27% |
$215K - $225K
|
24.2K
$4.96M
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.15KNew |
$229K - $239K
|
1.15K
$235K
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
263+ 4.39% |
$52.5K - $54.7K
|
6.25K
$1.28M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-101- 1.6% |
$20.1K - $21K
|
6.21K
$1.27M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
27+ 2.24% |
$5.38K - $5.62K
|
1.23K
$253K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
185+ 74.9% |
$36.9K - $38.5K
|
432
$88.5K
|
|
|
Jan 12, 2026
Q4 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
BUY
|
- |
2+ 0.08% |
$399 - $416
|
2.46K
$503K
|
|
|
Jan 12, 2026
Q4 2025
|
Willner & Heller, LLC
|
BUY
|
- |
10+ 0.48% |
$1.99K - $2.08K
|
2.11K
$433K
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-8- 0.13% |
$1.6K - $1.66K
|
5.95K
$1.22M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-96- 0.67% |
$19.1K - $20K
|
14.2K
$2.91M
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
BUY
|
- |
993+ 88.58% |
$198K - $207K
|
2.11K
$433K
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-98- 5.6% |
$19.5K - $20.4K
|
1.65K
$339K
|
|
|
Jan 12, 2026
Q4 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
14+ 0.45% |
$2.79K - $2.91K
|
3.09K
$634K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
769+ 5.97% |
$153K - $160K
|
13.7K
$2.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-235- 1.23% |
$46.9K - $48.9K
|
18.9K
$3.87M
|
|
|
Jan 12, 2026
Q4 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
113+ 0.1% |
$22.5K - $23.5K
|
114K
$23.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.93K+ 37.53% |
$385K - $402K
|
7.08K
$1.45M
|
|
|
Jan 12, 2026
Q4 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
SELL
|
- |
-36K- 24.64% |
$7.17M - $7.48M
|
110K
$22.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-271- 1.94% |
$54K - $56.4K
|
13.7K
$2.81M
|
|
|
Jan 12, 2026
Q4 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-1.06K- 3.28% |
$212K - $221K
|
31.3K
$6.42M
|
|
|
Jan 12, 2026
Q4 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
775+ 13.58% |
$155K - $161K
|
6.48K
$1.33M
|
|
|
Jan 12, 2026
Q4 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-160- 1.89% |
$31.9K - $33.3K
|
8.32K
$1.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
49+ 0.51% |
$9.77K - $10.2K
|
9.57K
$1.96M
|
|
|
Jan 12, 2026
Q4 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-104- 0.81% |
$20.7K - $21.6K
|
12.8K
$2.62M
|
|
|
Jan 12, 2026
Q4 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-345- 13.36% |
$68.8K - $71.8K
|
2.24K
$458K
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
210+ 9.32% |
$41.9K - $43.7K
|
2.46K
$504K
|
|
|
Jan 12, 2026
Q4 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
394+ 9.4% |
$78.6K - $82K
|
4.59K
$939K
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-74- 3.32% |
$14.8K - $15.4K
|
2.16K
$441K
|
|
|
Jan 12, 2026
Q4 2025
|
Corundum Group, Inc.
|
BUY
|
- |
40.3K+ 32.86% |
$8.04M - $8.39M
|
163K
$33.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
81+ 6.07% |
$16.2K - $16.8K
|
1.42K
$290K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3+ 0.08% |
$598 - $624
|
3.77K
$772K
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-146- 3.94% |
$29.1K - $30.4K
|
3.56K
$729K
|
|
|
Jan 12, 2026
Q4 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
4.51K+ 20.63% |
$900K - $939K
|
26.4K
$5.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
310+ 11.7% |
$61.8K - $64.5K
|
2.96K
$606K
|
|
|
Jan 09, 2026
Q4 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
232+ 2.53% |
$46.3K - $48.3K
|
9.41K
$1.93M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
394+ 0.82% |
$78.6K - $82K
|
48.4K
$9.9M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-408- 4.76% |
$81.4K - $84.9K
|
8.17K
$1.67M
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.81K+ 40.05% |
$561K - $585K
|
9.84K
$2.01M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
18.9K+ 294.5% |
$3.78M - $3.94M
|
25.4K
$5.2M
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
14+ 0.12% |
$2.79K - $2.91K
|
12.1K
$2.49M
|
|
|
Jan 09, 2026
Q4 2025
|
Clear Trail Advisors, LLC
Houston, TX |
BUY
|
- |
1.78KNew |
$355K - $370K
|
1.78K
$365K
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
128+ 1.8% |
$25.5K - $26.6K
|
7.24K
$1.48M
|
|
|
Jan 09, 2026
Q4 2025
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-202- 12.36% |
$40.3K - $42K
|
1.43K
$293K
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-11- 0.5% |
$2.19K - $2.29K
|
2.19K
$448K
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1+ 0.07% |
$199 - $208
|
1.35K
$276K
|
|