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 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
151+ 1.5% |
$25.2K - $29.3K
|
10.2K
$2.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
4New |
$667 - $777
|
4
$819
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
16New |
$2.67K - $3.11K
|
16
$3.28K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-55- 1.6% |
$9.18K - $10.7K
|
3.39K
$694K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.58KNew |
$597K - $695K
|
3.58K
$733K
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-70- 5.77% |
$11.7K - $13.6K
|
1.14K
$234K
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-823- 44.13% |
$137K - $160K
|
1.04K
$213K
|
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
SELL
|
- |
-323- 20.29% |
$53.9K - $62.7K
|
1.27K
$260K
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-221- 11.22% |
$36.9K - $42.9K
|
1.75K
$358K
|
|
| Q1 2025 | |||||||
|
Jan 06, 2026
Q1 2025
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
21New |
$3.84K - $4.12K
|
21
$4.3K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
67.3KNew |
$12.3M - $13.2M
|
67.3K
$13.8M
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
1.61KNew |
$294K - $316K
|
1.61K
$330K
|
|
|
Jun 04, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-7.9K- 53.84% |
$1.44M - $1.55M
|
6.77K
$1.39M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
228New |
$41.7K - $44.7K
|
228
$46.7K
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
119New |
$21.8K - $23.3K
|
119
$24.4K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-10- 0.54% |
$1.83K - $1.96K
|
1.83K
$376K
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-366- 3.16% |
$66.9K - $71.8K
|
11.2K
$2.29M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
1.08KNew |
$197K - $211K
|
1.08K
$220K
|
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
SELL
|
- |
-26- 1.19% |
$4.75K - $5.1K
|
2.16K
$442K
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
813+ 53.98% |
$149K - $160K
|
2.32K
$475K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
950+ 22.97% |
$174K - $186K
|
5.09K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-27.3K- 25.45% |
$4.99M - $5.36M
|
80K
$16.4M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
75.3KNew |
$13.8M - $14.8M
|
75.3K
$15.4M
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
10.9K+ 141.08% |
$1.99M - $2.13M
|
18.6K
$3.8M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
6.69K+ 10.19% |
$1.22M - $1.31M
|
72.3K
$14.8M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-124- 6.19% |
$22.7K - $24.3K
|
1.88K
$385K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
2.64KNew |
$483K - $518K
|
2.64K
$541K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
409New |
$74.8K - $80.2K
|
409
$83.8K
|
|
|
May 15, 2025
Q1 2025
|
Alamar Capital Management, LLC
|
BUY
|
- |
1.63K+ 25.2% |
$298K - $320K
|
8.1K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
31.9KNew |
$5.83M - $6.26M
|
31.9K
$6.53M
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
PUT |
8KNew |
$1.46M - $1.57M
|
8K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$183 - $196
|
1
$205
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
48+ 29.63% |
$8.78K - $9.42K
|
210
$43K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-92- 61.33% |
$16.8K - $18.1K
|
58
$11.9K
|
|
|
May 14, 2025
Q1 2025
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-482K- 20.44% |
$88.1M - $94.5M
|
1.88M
$384M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-10- 5.81% |
$1.83K - $1.96K
|
162
$33.2K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-232- 13.42% |
$42.4K - $45.5K
|
1.5K
$307K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
174K+ 420.48% |
$31.7M - $34.1M
|
215K
$44M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
304New |
$55.6K - $59.6K
|
304
$62.3K
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
19New |
$3.47K - $3.73K
|
19
$3.89K
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.06KNew |
$194K - $209K
|
1.06K
$218K
|
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-102- 6.14% |
$18.6K - $20K
|
1.56K
$319K
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-450- 9.94% |
$82.3K - $88.3K
|
4.08K
$835K
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
4.2KNew |
$768K - $824K
|
4.2K
$860K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
549+ 19.28% |
$100K - $108K
|
3.4K
$696K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$183 - $196
|
1
$205
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-30- 1.39% |
$5.48K - $5.89K
|
2.13K
$436K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-520- 30.09% |
$95.1K - $102K
|
1.21K
$247K
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
4.41KNew |
$806K - $865K
|
4.41K
$903K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
2.83KNew |
$518K - $555K
|
2.83K
$580K
|
|