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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
1KNew |
$167K - $195K
|
1K
$205K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
952+ 77.91% |
$159K - $185K
|
2.17K
$445K
|
|
|
Aug 14, 2025
Q2 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
948+ 2.63% |
$158K - $184K
|
37K
$7.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
764+ 16.16% |
$127K - $148K
|
5.49K
$1.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
733+ 4.68% |
$122K - $142K
|
16.4K
$3.35M
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
731+ 26.03% |
$122K - $142K
|
3.54K
$725K
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
BUY
|
- |
710+ 3.06% |
$118K - $138K
|
23.9K
$4.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
708+ 118.39% |
$118K - $138K
|
1.31K
$267K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
673+ 29.75% |
$112K - $131K
|
2.94K
$601K
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
650+ 26.09% |
$108K - $126K
|
3.14K
$643K
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
561+ 32.64% |
$93.6K - $109K
|
2.28K
$467K
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
522+ 1.4% |
$87.1K - $101K
|
37.8K
$7.74M
|
|
|
Aug 04, 2025
Q2 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
340+ 12.9% |
$56.7K - $66K
|
2.98K
$609K
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
300New |
$50K - $58.3K
|
300
$61.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
286New |
$47.7K - $55.5K
|
286
$58.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
279+ 1.45% |
$46.5K - $54.2K
|
19.5K
$4M
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
275+ 14.93% |
$45.9K - $53.4K
|
2.12K
$434K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
240+ 18.06% |
$40K - $46.6K
|
1.57K
$321K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
224+ 183.61% |
$37.4K - $43.5K
|
346
$70.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
224+ 0.86% |
$37.4K - $43.5K
|
26.4K
$5.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
223New |
$37.2K - $43.3K
|
223
$45.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
204+ 5.36% |
$34K - $39.6K
|
4.01K
$821K
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
201New |
$33.5K - $39K
|
201
$41.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
200New |
$33.4K - $38.8K
|
200
$41K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
200+ 4.78% |
$33.4K - $38.8K
|
4.39K
$898K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
198+ 11.85% |
$33K - $38.5K
|
1.87K
$383K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
180New |
$30K - $35K
|
180
$36.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
170New |
$28.4K - $33K
|
170
$34.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
161+ 7.51% |
$26.9K - $31.3K
|
2.31K
$472K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
151+ 1.5% |
$25.2K - $29.3K
|
10.2K
$2.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
149+ 0.05% |
$24.9K - $28.9K
|
313K
$64.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
149New |
$24.9K - $28.9K
|
149
$30.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Evergreen Advisors, LLC
|
BUY
|
- |
146+ 3.58% |
$24.4K - $28.4K
|
4.23K
$866K
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
146+ 2.56% |
$24.4K - $28.4K
|
5.84K
$1.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
144New |
$24K - $28K
|
144
$29.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
124+ 2.43% |
$20.7K - $24.1K
|
5.22K
$1.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
124+ 9.88% |
$20.7K - $24.1K
|
1.38K
$282K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
123New |
$20.5K - $23.9K
|
123
$25.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
122+ 1.92% |
$20.4K - $23.7K
|
6.49K
$1.33M
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
111+ 8.45% |
$18.5K - $21.6K
|
1.43K
$292K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
103New |
$17.2K - $20K
|
103
$21.1K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
100+ 3.85% |
$16.7K - $19.4K
|
2.7K
$552K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
100New |
$16.7K - $19.4K
|
100
$20.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
87New |
$14.5K - $16.9K
|
87
$17.8K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
66New |
$11K - $12.8K
|
66
$13.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
63+ 20.93% |
$10.5K - $12.2K
|
364
$74.5K
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
61+ 2.43% |
$10.2K - $11.8K
|
2.57K
$527K
|
|
|
Dec 01, 2025
Q2 2025
|
Maxele Advisors, LLC
Webster Groves, MO |
BUY
|
- |
55+ 0.74% |
$9.18K - $10.7K
|
7.46K
$1.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
55+ 3.82% |
$9.18K - $10.7K
|
1.5K
$306K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
50New |
$8.34K - $9.71K
|
50
$10.2K
|
|