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 14, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-4.29K- 77.81% |
$826K - $874K
|
1.22K
$250K
|
|
|
Nov 14, 2025
Q3 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
SELL
|
- |
-260- 16.76% |
$50.1K - $53K
|
1.29K
$264K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
1.01KNew |
$194K - $205K
|
1.01K
$206K
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-8- 0.72% |
$1.54K - $1.63K
|
1.1K
$225K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-1.05K- 1.14% |
$202K - $214K
|
91.3K
$18.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Evelyn Partners Asset Management LTD
London, |
BUY
|
- |
747New |
$144K - $152K
|
747
$153K
|
|
|
Nov 14, 2025
Q3 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
SELL
|
- |
-373- 1.9% |
$71.9K - $76K
|
19.3K
$3.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Banc Trust CO
Lisle, IL |
BUY
|
- |
1.38KNew |
$266K - $281K
|
1.38K
$282K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.31K+ 0.8% |
$253K - $268K
|
167K
$34.1M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.46K+ 3.2% |
$666K - $705K
|
111K
$22.8M
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
142+ 2.66% |
$27.4K - $28.9K
|
5.48K
$1.12M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
344K+ 6.51% |
$66.2M - $70M
|
5.62M
$1.15B
|
|
|
Nov 13, 2025
Q3 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.43K+ 30.56% |
$276K - $292K
|
6.11K
$1.25M
|
|
|
Nov 13, 2025
Q3 2025
|
Sepio Capital, LP
|
SELL
|
- |
-25.9K- 76.36% |
$4.99M - $5.28M
|
8.02K
$1.64M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-40- 1.9% |
$7.71K - $8.15K
|
2.07K
$423K
|
|
|
Nov 13, 2025
Q3 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
98+ 3.13% |
$18.9K - $20K
|
3.23K
$661K
|
|
|
Nov 13, 2025
Q3 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-14.9K- 36.66% |
$2.88M - $3.05M
|
25.8K
$5.29M
|
|
|
Nov 13, 2025
Q3 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-8.24K- 5.74% |
$1.59M - $1.68M
|
135K
$27.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
37.4K+ 27.82% |
$7.22M - $7.63M
|
172K
$35.2M
|
|
|
Nov 13, 2025
Q3 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
2+ 0.03% |
$386 - $408
|
6.9K
$1.41M
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-12- 0.03% |
$2.31K - $2.45K
|
47.1K
$9.65M
|
|
|
Nov 13, 2025
Q3 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-88- 66.67% |
$17K - $17.9K
|
44
$9.01K
|
|
|
Nov 13, 2025
Q3 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.03K+ 3.84% |
$199K - $210K
|
27.8K
$5.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-122- 0.15% |
$23.5K - $24.9K
|
82.4K
$16.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
517+ 12.13% |
$99.7K - $105K
|
4.78K
$979K
|
|
|
Nov 13, 2025
Q3 2025
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
194+ 3.26% |
$37.4K - $39.5K
|
6.14K
$1.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
227+ 3.32% |
$43.8K - $46.3K
|
7.06K
$1.45M
|
|
|
Nov 13, 2025
Q3 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-5.67K- 86.85% |
$1.09M - $1.16M
|
859
$176K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
75+ 4.99% |
$14.5K - $15.3K
|
1.58K
$323K
|
|
|
Nov 13, 2025
Q3 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
2.34KNew |
$451K - $477K
|
2.34K
$480K
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
190K+ 50.53% |
$36.7M - $38.8M
|
567K
$116M
|
|
|
Nov 13, 2025
Q3 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
31+ 0.16% |
$5.98K - $6.32K
|
18.8K
$3.86M
|
|
|
Nov 13, 2025
Q3 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-178- 5.1% |
$34.3K - $36.3K
|
3.31K
$678K
|
|
|
Nov 13, 2025
Q3 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-8.83K- 4.21% |
$1.7M - $1.8M
|
201K
$41.1M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.96K+ 14.38% |
$1.34M - $1.42M
|
55.3K
$11.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
1.01KNew |
$194K - $205K
|
1.01K
$206K
|
|
|
Nov 13, 2025
Q3 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-82- 6.2% |
$15.8K - $16.7K
|
1.24K
$254K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-297- 14.33% |
$57.2K - $60.5K
|
1.78K
$364K
|
|
|
Nov 13, 2025
Q3 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-2.73K- 63.32% |
$526K - $557K
|
1.58K
$324K
|
|
|
Nov 13, 2025
Q3 2025
|
F
|
BUY
|
- |
414+ 8.4% |
$79.8K - $84.4K
|
5.34K
$1.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Independent Family Office, LLC
|
SELL
|
- |
-365- 0.42% |
$70.4K - $74.4K
|
86.9K
$17.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
89+ 2.24% |
$17.2K - $18.1K
|
4.06K
$832K
|
|
|
Nov 13, 2025
Q3 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-50- 6.45% |
$9.64K - $10.2K
|
725
$148K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
54+ 2.46% |
$10.4K - $11K
|
2.25K
$461K
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-659- 1.16% |
$127K - $134K
|
56.2K
$11.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-12.7K- 31.12% |
$2.45M - $2.59M
|
28.2K
$5.77M
|
|
|
Nov 13, 2025
Q3 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-2.61K- 24.22% |
$504K - $533K
|
8.18K
$1.67M
|
|
|
Nov 13, 2025
Q3 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
191+ 17.67% |
$36.8K - $38.9K
|
1.27K
$260K
|
|
|
Nov 13, 2025
Q3 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-30- 0.8% |
$5.78K - $6.12K
|
3.7K
$758K
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.4M+ 57.86% |
$269M - $285M
|
3.81M
$780M
|
|