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 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
91+ 0.38% |
$17.5K - $18.6K
|
24.4K
$4.99M
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
90+ 2.67% |
$17.3K - $18.3K
|
3.46K
$709K
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
89+ 2.24% |
$17.2K - $18.1K
|
4.06K
$832K
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
87+ 1.01% |
$16.8K - $17.7K
|
8.72K
$1.79M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
87+ 6.58% |
$16.8K - $17.7K
|
1.41K
$289K
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
85+ 2.62% |
$16.4K - $17.3K
|
3.34K
$683K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
84+ 0.46% |
$16.2K - $17.1K
|
18.3K
$3.74M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
82+ 2.08% |
$15.8K - $16.7K
|
4.03K
$826K
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
82+ 11.53% |
$15.8K - $16.7K
|
793
$162K
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
77New |
$14.8K - $15.7K
|
77
$15.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
77+ 6.16% |
$14.8K - $15.7K
|
1.33K
$272K
|
|
|
Nov 06, 2025
Q3 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
76+ 1.61% |
$14.6K - $15.5K
|
4.79K
$982K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
75+ 4.99% |
$14.5K - $15.3K
|
1.58K
$323K
|
|
|
Oct 23, 2025
Q3 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
75+ 1.65% |
$14.5K - $15.3K
|
4.61K
$944K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
72New |
$13.9K - $14.7K
|
72
$14.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
71+ 0.46% |
$13.7K - $14.5K
|
15.6K
$3.2M
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
BUY
|
- |
71+ 0.56% |
$13.7K - $14.5K
|
12.7K
$2.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
69+ 0.39% |
$13.3K - $14.1K
|
17.8K
$3.65M
|
|
|
Nov 10, 2025
Q3 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
67+ 5.72% |
$12.9K - $13.7K
|
1.24K
$254K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
67+ 3.85% |
$12.9K - $13.7K
|
1.81K
$370K
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
67+ 0.23% |
$12.9K - $13.7K
|
29.5K
$6.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Pacific Financial Group Inc
|
BUY
|
- |
66+ 1.34% |
$12.7K - $13.5K
|
4.98K
$1.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
66+ 3.74% |
$12.7K - $13.5K
|
1.83K
$375K
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
BUY
|
- |
64+ 4.05% |
$12.3K - $13K
|
1.64K
$337K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
62+ 0.25% |
$12K - $12.6K
|
24.8K
$5.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
61+ 0.15% |
$11.8K - $12.4K
|
40.7K
$8.34M
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
59+ 2.04% |
$11.4K - $12K
|
2.95K
$603K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
59+ 3.38% |
$11.4K - $12K
|
1.8K
$369K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
59+ 0.62% |
$11.4K - $12K
|
9.58K
$1.96M
|
|
|
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
|
|
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
41+ 0.77% |
$7.9K - $8.36K
|
5.38K
$1.1M
|
|
|
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
|
|
|
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
|
|