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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
57+ 1.8% |
$11K - $11.6K
|
3.22K
$658K
|
|
|
Nov 04, 2025
Q3 2025
|
Esl Trust Services, LLC
|
BUY
|
- |
57+ 11.9% |
$11K - $11.6K
|
536
$110K
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
56+ 2.28% |
$10.8K - $11.4K
|
2.51K
$514K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
56+ 0.21% |
$10.8K - $11.4K
|
26.4K
$5.41M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
55+ 1.52% |
$10.6K - $11.2K
|
3.67K
$751K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
55+ 0.4% |
$10.6K - $11.2K
|
13.7K
$2.81M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
55+ 0.65% |
$10.6K - $11.2K
|
8.54K
$1.75M
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
54+ 2.46% |
$10.4K - $11K
|
2.25K
$461K
|
|
|
Oct 31, 2025
Q3 2025
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
53+ 0.44% |
$10.2K - $10.8K
|
12.2K
$2.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
50+ 0.45% |
$9.64K - $10.2K
|
11.2K
$2.3M
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
47New |
$9.06K - $9.58K
|
47
$9.63K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
46+ 2.44% |
$8.87K - $9.38K
|
1.93K
$396K
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
42+ 3.86% |
$8.1K - $8.56K
|
1.13K
$232K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
42+ 0.08% |
$8.1K - $8.56K
|
53.7K
$11M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
42+ 0.85% |
$8.1K - $8.56K
|
4.96K
$1.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
41+ 0.77% |
$7.9K - $8.36K
|
5.38K
$1.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
41+ 3.11% |
$7.9K - $8.36K
|
1.36K
$278K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
38+ 3.87% |
$7.32K - $7.75K
|
1.02K
$209K
|
|
|
Oct 23, 2025
Q3 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
38+ 0.82% |
$7.32K - $7.75K
|
4.69K
$960K
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
38+ 0.39% |
$7.32K - $7.75K
|
9.71K
$1.99M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
38+ 0.3% |
$7.32K - $7.75K
|
12.9K
$2.64M
|
|
|
Nov 21, 2025
Q3 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
37+ 0.19% |
$7.13K - $7.54K
|
19.6K
$4.02M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
36+ 0.66% |
$6.94K - $7.34K
|
5.52K
$1.13M
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
35+ 2.62% |
$6.75K - $7.14K
|
1.37K
$281K
|
|
|
Nov 13, 2025
Q3 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
34+ 0.08% |
$6.55K - $6.93K
|
43.5K
$8.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
31+ 0.16% |
$5.98K - $6.32K
|
18.8K
$3.86M
|
|
|
Nov 07, 2025
Q3 2025
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
31+ 0.75% |
$5.98K - $6.32K
|
4.17K
$854K
|
|
|
Oct 24, 2025
Q3 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
31New |
$5.98K - $6.32K
|
31
$6.35K
|
|
|
Oct 22, 2025
Q3 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
31+ 0.22% |
$5.98K - $6.32K
|
14.3K
$2.92M
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
30+ 30.3% |
$5.78K - $6.12K
|
129
$26.4K
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
28+ 3.48% |
$5.4K - $5.71K
|
832
$170K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
26+ 0.42% |
$5.01K - $5.3K
|
6.23K
$1.28M
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
25+ 1.34% |
$4.82K - $5.1K
|
1.9K
$388K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
25+ 0.34% |
$4.82K - $5.1K
|
7.28K
$1.49M
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
24+ 2.31% |
$4.63K - $4.89K
|
1.07K
$218K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
23+ 0.3% |
$4.43K - $4.69K
|
7.71K
$1.58M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
23+ 0.58% |
$4.43K - $4.69K
|
3.96K
$811K
|
|
|
Nov 10, 2025
Q3 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
22+ 0.43% |
$4.24K - $4.48K
|
5.11K
$1.05M
|
|
|
Oct 27, 2025
Q3 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
22+ 0.44% |
$4.24K - $4.48K
|
5.01K
$1.03M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
22+ 0.58% |
$4.24K - $4.48K
|
3.78K
$775K
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
19+ 0.37% |
$3.66K - $3.87K
|
5.18K
$1.06M
|
|
|
Nov 03, 2025
Q3 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
19+ 0.44% |
$3.66K - $3.87K
|
4.33K
$887K
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
19+ 1.08% |
$3.66K - $3.87K
|
1.78K
$364K
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
19+ 0.17% |
$3.66K - $3.87K
|
11.1K
$2.28M
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
18+ 0.89% |
$3.47K - $3.67K
|
2.05K
$420K
|
|
|
Oct 21, 2025
Q3 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
17+ 0.45% |
$3.28K - $3.47K
|
3.83K
$785K
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
17+ 0.09% |
$3.28K - $3.47K
|
18.3K
$3.75M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage Financial Group Inc
|
BUY
|
- |
15+ 0.08% |
$2.89K - $3.06K
|
18.7K
$3.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
14+ 0.44% |
$2.7K - $2.85K
|
3.18K
$651K
|
|
|
Nov 12, 2025
Q3 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
14+ 0.4% |
$2.7K - $2.85K
|
3.51K
$719K
|
|