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 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
|
|
|
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 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
|
|
|
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
|
|
|
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
|
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
|
|
|
Nov 04, 2025
Q3 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
14+ 0.58% |
$2.7K - $2.85K
|
2.43K
$497K
|
|
|
Nov 13, 2025
Q3 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
12+ 0.46% |
$2.31K - $2.45K
|
2.64K
$540K
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
12+ 0.07% |
$2.31K - $2.45K
|
16.9K
$3.47M
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
12+ 0.15% |
$2.31K - $2.45K
|
8.1K
$1.66M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
12+ 0.46% |
$2.31K - $2.45K
|
2.63K
$539K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
12+ 0.32% |
$2.31K - $2.45K
|
3.75K
$769K
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
11+ 0.09% |
$2.12K - $2.24K
|
12.2K
$2.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
11New |
$2.12K - $2.24K
|
11
$2.25K
|
|
|
Oct 28, 2025
Q3 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
BUY
|
- |
11+ 0.15% |
$2.12K - $2.24K
|
7.29K
$1.49M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
11+ 0.13% |
$2.12K - $2.24K
|
8.26K
$1.69M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
11+ 0.82% |
$2.12K - $2.24K
|
1.36K
$278K
|
|
|
Nov 05, 2025
Q3 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
10+ 0.75% |
$1.93K - $2.04K
|
1.35K
$275K
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
9+ 0.46% |
$1.73K - $1.83K
|
1.95K
$400K
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.24% |
$1.73K - $1.83K
|
3.83K
$785K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9+ 0.1% |
$1.73K - $1.83K
|
9.24K
$1.89M
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
8New |
$1.54K - $1.63K
|
8
$1.64K
|
|
|
Nov 14, 2025
Q3 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
7+ 0.49% |
$1.35K - $1.43K
|
1.45K
$297K
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
7+ 0.09% |
$1.35K - $1.43K
|
7.39K
$1.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
7+ 0.42% |
$1.35K - $1.43K
|
1.66K
$340K
|
|
|
Nov 12, 2025
Q3 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
7+ 0.16% |
$1.35K - $1.43K
|
4.39K
$900K
|
|
|
Nov 04, 2025
Q3 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
7+ 0.39% |
$1.35K - $1.43K
|
1.8K
$368K
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
7+ 0.46% |
$1.35K - $1.43K
|
1.54K
$314K
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
7+ 0.18% |
$1.35K - $1.43K
|
3.9K
$799K
|
|
|
Nov 14, 2025
Q3 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
6New |
$1.16K - $1.22K
|
6
$1.23K
|
|