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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
50New |
$8.34K - $9.71K
|
50
$10.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
50+ 1.46% |
$8.34K - $9.71K
|
3.46K
$709K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
36New |
$6.01K - $6.99K
|
36
$7.37K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32+ 47.06% |
$5.34K - $6.22K
|
100
$20.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
30+ 46.15% |
$5K - $5.83K
|
95
$19.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
BUY
|
- |
23+ 2.34% |
$3.84K - $4.47K
|
1.01K
$206K
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
22+ 1.35% |
$3.67K - $4.27K
|
1.65K
$338K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
20New |
$3.34K - $3.88K
|
20
$4.1K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
20+ 0.53% |
$3.34K - $3.88K
|
3.78K
$773K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
19+ 1.4% |
$3.17K - $3.69K
|
1.38K
$282K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
17+ 0.68% |
$2.84K - $3.3K
|
2.52K
$515K
|
|
|
Jul 30, 2025
Q2 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
16+ 0.55% |
$2.67K - $3.11K
|
2.9K
$594K
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
16New |
$2.67K - $3.11K
|
16
$3.28K
|
|
|
Aug 11, 2025
Q2 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
15+ 3.16% |
$2.5K - $2.91K
|
489
$100K
|
|
|
Aug 12, 2025
Q2 2025
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
14+ 0.84% |
$2.34K - $2.72K
|
1.68K
$344K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
14+ 0.4% |
$2.34K - $2.72K
|
3.53K
$724K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
13+ 10.0% |
$2.17K - $2.52K
|
143
$29.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
8New |
$1.33K - $1.55K
|
8
$1.64K
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
8+ 0.44% |
$1.33K - $1.55K
|
1.82K
$373K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
8+ 0.42% |
$1.33K - $1.55K
|
1.92K
$393K
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
7+ 0.42% |
$1.17K - $1.36K
|
1.66K
$340K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
6+ 0.1% |
$1K - $1.17K
|
6.12K
$1.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5+ 0.51% |
$834 - $971
|
976
$200K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5+ 2.01% |
$834 - $971
|
254
$52K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
5+ 0.2% |
$834 - $971
|
2.49K
$510K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
4New |
$667 - $777
|
4
$819
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
4New |
$667 - $777
|
4
$819
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
2+ 0.17% |
$334 - $388
|
1.17K
$239K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.7% |
$167 - $194
|
144
$29.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1+ 0.09% |
$167 - $194
|
1.18K
$241K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 0.46% |
$167 - $194
|
218
$44.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 1.02% |
$167 - $194
|
99
$20.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 2.22% |
$167 - $194
|
46
$9.42K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
174K+ 420.48% |
$31.7M - $34.1M
|
215K
$44M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
153KNew |
$28M - $30M
|
153K
$31.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Coho Partners, Ltd.
|
BUY
|
- |
94.5K+ 44.52% |
$17.3M - $18.5M
|
307K
$62.8M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
86.7KNew |
$15.9M - $17M
|
86.7K
$17.8M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
75.3KNew |
$13.8M - $14.8M
|
75.3K
$15.4M
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
67.3KNew |
$12.3M - $13.2M
|
67.3K
$13.8M
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
57.6KNew |
$10.5M - $11.3M
|
57.6K
$11.8M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
31.9KNew |
$5.83M - $6.26M
|
31.9K
$6.53M
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
10.9K+ 141.08% |
$1.99M - $2.13M
|
18.6K
$3.8M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.13KNew |
$1.67M - $1.79M
|
9.13K
$1.87M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
8.48K+ 55.87% |
$1.55M - $1.66M
|
23.6K
$4.84M
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
PUT |
8KNew |
$1.46M - $1.57M
|
8K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
6.69K+ 10.19% |
$1.22M - $1.31M
|
72.3K
$14.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
5.92K+ 45.5% |
$1.08M - $1.16M
|
18.9K
$3.88M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
4.67KNew |
$853K - $915K
|
4.67K
$955K
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
4.41KNew |
$806K - $865K
|
4.41K
$903K
|
|