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 08, 2026
Q4 2025
|
Old Port Advisors
|
BUY
|
- |
1.1KNew |
$219K - $228K
|
1.1K
$225K
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.19K- 4.62% |
$237K - $247K
|
24.5K
$5.03M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
2+ 0.05% |
$399 - $416
|
4.12K
$845K
|
|
|
Jan 08, 2026
Q4 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-258- 13.28% |
$51.5K - $53.7K
|
1.69K
$345K
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
5.53K+ 9.02% |
$1.1M - $1.15M
|
66.8K
$13.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.91K+ 0.29% |
$380K - $396K
|
652K
$134M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
83+ 0.99% |
$16.6K - $17.3K
|
8.47K
$1.73M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
225+ 1.39% |
$44.9K - $46.8K
|
16.4K
$3.36M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1+ 0.05% |
$199 - $208
|
2.11K
$432K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-70- 0.87% |
$14K - $14.6K
|
7.99K
$1.64M
|
|
|
Jan 08, 2026
Q4 2025
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-1.04K- 0.24% |
$208K - $217K
|
431K
$88.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
4.51KNew |
$899K - $938K
|
4.51K
$923K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.26K+ 1.19% |
$250K - $261K
|
107K
$21.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
BUY
|
- |
550+ 11.25% |
$110K - $114K
|
5.44K
$1.11M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
10.9KNew |
$2.17M - $2.26M
|
10.9K
$2.23M
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.26% |
$598 - $624
|
1.17K
$240K
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-198- 1.19% |
$39.5K - $41.2K
|
16.4K
$3.35M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
597+ 41.49% |
$119K - $124K
|
2.04K
$417K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.74K- 12.83% |
$346K - $361K
|
11.8K
$2.42M
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1KNew |
$200K - $209K
|
1K
$206K
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-318- 0.65% |
$63.4K - $66.1K
|
48.8K
$10M
|
|
|
Jan 08, 2026
Q4 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-155- 1.33% |
$30.9K - $32.2K
|
11.5K
$2.35M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-4.45K- 6.67% |
$888K - $926K
|
62.2K
$12.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
934+ 332.38% |
$186K - $194K
|
1.22K
$249K
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.64K- 14.31% |
$326K - $340K
|
9.8K
$2.01M
|
|
|
Jan 08, 2026
Q4 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
1.51K+ 1.3% |
$300K - $313K
|
117K
$24.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-232- 0.19% |
$46.3K - $48.3K
|
121K
$24.8M
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$399 - $416
|
3.21K
$657K
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
51+ 0.88% |
$10.2K - $10.6K
|
5.85K
$1.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
13+ 0.1% |
$2.59K - $2.7K
|
13.1K
$2.69M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.24K- 2.17% |
$248K - $259K
|
56.1K
$11.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1+ 0.06% |
$199 - $208
|
1.63K
$334K
|
|
|
Jan 07, 2026
Q4 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-2.32K- 59.82% |
$462K - $482K
|
1.56K
$319K
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
13+ 0.15% |
$2.59K - $2.7K
|
8.96K
$1.83M
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-130- 9.1% |
$25.9K - $27K
|
1.3K
$266K
|
|
|
Jan 07, 2026
Q4 2025
|
Holistic Financial Partners
|
SELL
|
- |
-182- 0.91% |
$36.3K - $37.9K
|
19.9K
$4.08M
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-569- 0.67% |
$113K - $118K
|
84.3K
$17.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
130+ 0.67% |
$25.9K - $27K
|
19.7K
$4.02M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-50- 0.17% |
$9.97K - $10.4K
|
29.4K
$6.01M
|
|
|
Jan 07, 2026
Q4 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
SELL
|
- |
-23- 0.29% |
$4.59K - $4.78K
|
7.97K
$1.63M
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-10- 0.34% |
$1.99K - $2.08K
|
2.96K
$607K
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-189- 1.39% |
$37.7K - $39.3K
|
13.4K
$2.75M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
3.4K+ 21.64% |
$678K - $707K
|
19.1K
$3.91M
|
|
|
Jan 07, 2026
Q4 2025
|
Hamlin Capital Management, LLC
|
BUY
|
- |
7.98KNew |
$1.59M - $1.66M
|
7.98K
$1.63M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-16- 0.7% |
$3.19K - $3.33K
|
2.26K
$463K
|
|
|
Jan 07, 2026
Q4 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-26- 0.47% |
$5.19K - $5.41K
|
5.51K
$1.13M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.54K- 8.86% |
$307K - $320K
|
15.8K
$3.24M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.6K+ 26.65% |
$519K - $542K
|
12.4K
$2.53M
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-18- 0.82% |
$3.59K - $3.74K
|
2.18K
$446K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
SELL
|
- |
-68- 0.88% |
$13.6K - $14.1K
|
7.7K
$1.58M
|
|