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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
16+ 0.55% |
$2.67K - $3.11K
|
2.9K
$594K
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-55- 16.87% |
$9.18K - $10.7K
|
271
$55.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-139- 11.16% |
$23.2K - $27K
|
1.11K
$226K
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
149New |
$24.9K - $28.9K
|
149
$30.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
5+ 0.2% |
$834 - $971
|
2.49K
$510K
|
|
|
Jul 30, 2025
Q2 2025
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
50New |
$8.34K - $9.71K
|
50
$10.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
144New |
$24K - $28K
|
144
$29.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Manuka Financial, LLC
Richmond, VA |
SELL
|
- |
-265- 19.88% |
$44.2K - $51.5K
|
1.07K
$219K
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
1.05KNew |
$175K - $204K
|
1.05K
$215K
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-243- 11.57% |
$40.5K - $47.2K
|
1.86K
$380K
|
|
|
Jul 29, 2025
Q2 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
4+ 0.15% |
$667 - $777
|
2.6K
$532K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.03K- 13.5% |
$172K - $200K
|
6.6K
$1.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-190- 8.08% |
$31.7K - $36.9K
|
2.16K
$443K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
2.06K+ 174.77% |
$343K - $400K
|
3.23K
$662K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-96- 2.0% |
$16K - $18.6K
|
4.7K
$962K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.09K+ 39.07% |
$182K - $212K
|
3.88K
$794K
|
|
|
Jul 29, 2025
Q2 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
SELL
|
- |
-1.32K- 35.74% |
$219K - $255K
|
2.36K
$484K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
161+ 7.51% |
$26.9K - $31.3K
|
2.31K
$472K
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
650+ 26.09% |
$108K - $126K
|
3.14K
$643K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
4New |
$667 - $777
|
4
$819
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-99- 47.83% |
$16.5K - $19.2K
|
108
$22.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
22+ 1.35% |
$3.67K - $4.27K
|
1.65K
$338K
|
|
|
Jul 28, 2025
Q2 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-1.89K- 56.81% |
$315K - $366K
|
1.43K
$294K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-99- 7.94% |
$16.5K - $19.2K
|
1.15K
$235K
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
6.09KNew |
$1.02M - $1.18M
|
6.09K
$1.25M
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
19+ 1.4% |
$3.17K - $3.69K
|
1.38K
$282K
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.03K- 45.7% |
$171K - $199K
|
1.22K
$249K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
31+ 0.56% |
$5.17K - $6.02K
|
5.52K
$1.13M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-108- 3.96% |
$18K - $21K
|
2.62K
$537K
|
|
|
Jul 25, 2025
Q2 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
13.4KNew |
$2.23M - $2.6M
|
13.4K
$2.74M
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-21- 0.14% |
$3.5K - $4.08K
|
14.7K
$3M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-81K- 80.47% |
$13.5M - $15.7M
|
19.7K
$4.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 1.02% |
$167 - $194
|
99
$20.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
1.59KNew |
$265K - $308K
|
1.59K
$325K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
204+ 5.36% |
$34K - $39.6K
|
4.01K
$821K
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
SELL
|
- |
-966- 44.19% |
$161K - $188K
|
1.22K
$250K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
SELL
|
- |
-8- 0.63% |
$1.33K - $1.55K
|
1.27K
$259K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.52KNew |
$254K - $296K
|
1.52K
$312K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-20- 4.11% |
$3.34K - $3.88K
|
467
$95.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
170New |
$28.4K - $33K
|
170
$34.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-103- 8.69% |
$17.2K - $20K
|
1.08K
$222K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-104- 1.2% |
$17.3K - $20.2K
|
8.57K
$1.76M
|
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-155- 6.06% |
$25.9K - $30.1K
|
2.4K
$492K
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
BUY
|
- |
710+ 3.06% |
$118K - $138K
|
23.9K
$4.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
1.06KNew |
$176K - $205K
|
1.06K
$216K
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
111+ 8.45% |
$18.5K - $21.6K
|
1.43K
$292K
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
7+ 0.42% |
$1.17K - $1.36K
|
1.66K
$340K
|
|
|
Jul 22, 2025
Q2 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
SELL
|
- |
-976K- 99.47% |
$163M - $190M
|
5.22K
$1.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-281- 12.02% |
$46.9K - $54.6K
|
2.06K
$421K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
224+ 0.86% |
$37.4K - $43.5K
|
26.4K
$5.41M
|
|