Latest Institutional Purchases of Ishares Russell 1000 Val ETF (IWD)
This list provides information on the latest institutional transactions involving Ishares Russell 1000 Val ETF (IWD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
448+ 7.33% |
$86.4K - $91.3K
|
6.56K
$1.34M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
445+ 4.78% |
$85.8K - $90.7K
|
9.76K
$2M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
437+ 4.05% |
$84.2K - $89.1K
|
11.2K
$2.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
422+ 18.24% |
$81.3K - $86K
|
2.74K
$560K
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
416+ 18.74% |
$80.2K - $84.8K
|
2.64K
$540K
|
|
|
Nov 13, 2025
Q3 2025
|
F
|
BUY
|
- |
414+ 8.4% |
$79.8K - $84.4K
|
5.34K
$1.09M
|
|
|
Oct 28, 2025
Q3 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
414+ 3.08% |
$79.8K - $84.4K
|
13.8K
$2.84M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
411+ 5.05% |
$79.2K - $83.8K
|
8.55K
$1.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
405+ 2.81% |
$78.1K - $82.6K
|
14.8K
$3.03M
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
400New |
$77.1K - $81.5K
|
400
$81.9K
|
|
|
Nov 06, 2025
Q3 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
396New |
$76.3K - $80.7K
|
396
$81.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
387New |
$74.6K - $78.9K
|
387
$79.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
379+ 2.22% |
$73.1K - $77.3K
|
17.4K
$3.57M
|
|
|
Oct 27, 2025
Q3 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
375+ 19.02% |
$72.3K - $76.4K
|
2.35K
$481K
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
371+ 4.79% |
$71.5K - $75.6K
|
8.12K
$1.66M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
367+ 2.86% |
$70.7K - $74.8K
|
13.2K
$2.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
367+ 3.02% |
$70.7K - $74.8K
|
12.5K
$2.56M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
362+ 13.24% |
$69.8K - $73.8K
|
3.1K
$634K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
346+ 7.44% |
$66.7K - $70.5K
|
4.99K
$1.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
337+ 0.12% |
$65K - $68.7K
|
281K
$57.6M
|
|
|
Nov 24, 2025
Q3 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
336+ 10.77% |
$64.8K - $68.5K
|
3.46K
$708K
|
|
|
Nov 12, 2025
Q3 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
330+ 1.24% |
$63.6K - $67.3K
|
27K
$5.53M
|
|
|
Nov 07, 2025
Q3 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
320+ 14.35% |
$61.7K - $65.2K
|
2.55K
$522K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
317+ 0.48% |
$61.1K - $64.6K
|
65.9K
$13.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
303+ 3.1% |
$58.4K - $61.8K
|
10.1K
$2.06M
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
303+ 6.97% |
$58.4K - $61.8K
|
4.65K
$952K
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
302New |
$58.2K - $61.6K
|
302
$61.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
296+ 9.59% |
$57.1K - $60.3K
|
3.38K
$692K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
290New |
$55.9K - $59.1K
|
290
$59.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
280+ 0.83% |
$54K - $57.1K
|
34.1K
$6.98M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
273+ 4.55% |
$52.6K - $55.7K
|
6.27K
$1.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
267+ 1.65% |
$51.5K - $54.4K
|
16.4K
$3.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
260New |
$50.1K - $53K
|
260
$53.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
248+ 1.45% |
$47.8K - $50.6K
|
17.4K
$3.56M
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
246+ 5.46% |
$47.4K - $50.1K
|
4.75K
$973K
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
244+ 5.8% |
$47K - $49.7K
|
4.45K
$911K
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
243+ 14.99% |
$46.8K - $49.5K
|
1.86K
$382K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
240New |
$46.3K - $48.9K
|
240
$49.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
234+ 11.09% |
$45.1K - $47.7K
|
2.34K
$480K
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
228+ 7.62% |
$43.9K - $46.5K
|
3.22K
$660K
|
|
|
Nov 13, 2025
Q3 2025
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
227+ 3.32% |
$43.8K - $46.3K
|
7.06K
$1.45M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
217+ 155.0% |
$41.8K - $44.2K
|
357
$73.1K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
216+ 16.17% |
$41.6K - $44K
|
1.55K
$318K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
216+ 0.72% |
$41.6K - $44K
|
30.1K
$6.16M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
209+ 4.18% |
$40.3K - $42.6K
|
5.21K
$1.07M
|
|
|
Nov 05, 2025
Q3 2025
|
Renasant Bank
|
BUY
|
- |
206+ 4.7% |
$39.7K - $42K
|
4.59K
$940K
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
205+ 2562.5% |
$39.5K - $41.8K
|
213
$43.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
200+ 0.33% |
$38.6K - $40.8K
|
61K
$12.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
200New |
$38.6K - $40.8K
|
200
$41K
|
|
|
Nov 13, 2025
Q3 2025
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
194+ 3.26% |
$37.4K - $39.5K
|
6.14K
$1.26M
|
|