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 |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
758+ 56.44% |
$146K - $155K
|
2.1K
$430K
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
5+ 0.15% |
$964 - $1.02K
|
3.32K
$680K
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-1.7K- 61.21% |
$328K - $347K
|
1.08K
$221K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-1.98K- 45.93% |
$382K - $404K
|
2.34K
$478K
|
|
|
Nov 17, 2025
Q3 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.53K+ 0.58% |
$295K - $312K
|
268K
$54.8M
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
85+ 2.62% |
$16.4K - $17.3K
|
3.34K
$683K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-180K- 2.05% |
$34.7M - $36.7M
|
8.58M
$1.76B
|
|
|
Nov 17, 2025
Q3 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-18- 0.07% |
$3.47K - $3.67K
|
27.2K
$5.58M
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-1.4K- 3.01% |
$269K - $284K
|
45K
$9.21M
|
|
|
Nov 17, 2025
Q3 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-2.31K- 2.31% |
$445K - $470K
|
97.5K
$20M
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-3.54K- 26.08% |
$683K - $722K
|
10K
$2.06M
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
SELL
|
- |
-53- 0.9% |
$10.2K - $10.8K
|
5.85K
$1.2M
|
|
|
Nov 17, 2025
Q3 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
5+ 0.09% |
$964 - $1.02K
|
5.32K
$1.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.53K+ 4.27% |
$488K - $516K
|
61.8K
$12.7M
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-179K- 4.55% |
$34.4M - $36.4M
|
3.75M
$768M
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
243+ 14.99% |
$46.8K - $49.5K
|
1.86K
$382K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-6.83K- 7.69% |
$1.32M - $1.39M
|
81.9K
$16.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
77New |
$14.8K - $15.7K
|
77
$15.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-788- 0.17% |
$152K - $161K
|
456K
$93.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-5.25K- 22.03% |
$1.01M - $1.07M
|
18.6K
$3.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Natixis
Paris, I0 |
SELL
|
- |
-56- 0.88% |
$10.8K - $11.4K
|
6.3K
$1.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
21.7K+ 338.74% |
$4.18M - $4.42M
|
28.1K
$5.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
14+ 0.44% |
$2.7K - $2.85K
|
3.18K
$651K
|
|
|
Nov 14, 2025
Q3 2025
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-1.56K- 4.38% |
$301K - $319K
|
34.2K
$7M
|
|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
172+ 0.78% |
$33.2K - $35.1K
|
22.3K
$4.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.85K+ 51.18% |
$356K - $377K
|
5.46K
$1.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
511+ 7.54% |
$98.5K - $104K
|
7.29K
$1.49M
|
|
|
Nov 14, 2025
Q3 2025
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-2.6K- 38.84% |
$502K - $531K
|
4.1K
$840K
|
|
|
Nov 14, 2025
Q3 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-8- 0.5% |
$1.54K - $1.63K
|
1.59K
$325K
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-17.8K- 90.11% |
$3.44M - $3.64M
|
1.96K
$401K
|
|
|
Nov 14, 2025
Q3 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
11.2KNew |
$2.16M - $2.28M
|
11.2K
$2.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-6.77K- 42.86% |
$1.3M - $1.38M
|
9.02K
$1.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Community Bank, N.A.
|
SELL
|
- |
-1.52K- 5.31% |
$292K - $309K
|
27.1K
$5.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
3.27KNew |
$631K - $667K
|
3.27K
$670K
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
738+ 9.22% |
$142K - $150K
|
8.74K
$1.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.07K+ 8.84% |
$977K - $1.03M
|
62.4K
$12.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-324- 2.16% |
$62.5K - $66.1K
|
14.6K
$3M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32.4K+ 5.59% |
$6.25M - $6.61M
|
612K
$125M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-24- 4.12% |
$4.63K - $4.89K
|
558
$114K
|
|
|
Nov 14, 2025
Q3 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
41+ 0.77% |
$7.9K - $8.36K
|
5.38K
$1.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-580- 6.61% |
$112K - $118K
|
8.2K
$1.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
5.96K+ 10.55% |
$1.15M - $1.21M
|
62.5K
$12.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.53K+ 2.39% |
$1.84M - $1.94M
|
408K
$83.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.13K+ 10.32% |
$217K - $230K
|
12.1K
$2.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.4K+ 1.12% |
$2.39M - $2.52M
|
1.12M
$230M
|
|
|
Nov 14, 2025
Q3 2025
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-80- 23.12% |
$15.4K - $16.3K
|
266
$54.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.17K- 2.72% |
$996K - $1.05M
|
185K
$37.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-6.12K- 42.42% |
$1.18M - $1.25M
|
8.31K
$1.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-427- 6.52% |
$82.3K - $87K
|
6.12K
$1.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
27.1K+ 339175.0% |
$5.23M - $5.53M
|
27.1K
$5.56M
|
|