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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
6+ 0.35% |
$1.2K - $1.25K
|
1.72K
$352K
|
|
|
Jan 16, 2026
Q4 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
4+ 0.38% |
$798 - $832
|
1.06K
$217K
|
|
|
Jan 15, 2026
Q4 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
4+ 0.22% |
$798 - $832
|
1.83K
$374K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3+ 0.08% |
$598 - $624
|
3.77K
$772K
|
|
|
Jan 12, 2026
Q4 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
BUY
|
- |
2+ 0.08% |
$399 - $416
|
2.46K
$503K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
2+ 0.05% |
$399 - $416
|
4.12K
$845K
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$399 - $416
|
3.21K
$657K
|
|
|
Jan 05, 2026
Q4 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
2+ 0.17% |
$399 - $416
|
1.21K
$248K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
1+ 0.14% |
$199 - $208
|
741
$152K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1+ 0.04% |
$199 - $208
|
2.51K
$513K
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1+ 0.02% |
$199 - $208
|
4.09K
$837K
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1+ 0.07% |
$199 - $208
|
1.35K
$276K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1+ 0.05% |
$199 - $208
|
2.11K
$432K
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1+ 0.06% |
$199 - $208
|
1.63K
$334K
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1+ 0.09% |
$199 - $208
|
1.11K
$226K
|
|
| Q3 2025 | |||||||
|
Nov 13, 2025
Q3 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.4M+ 57.86% |
$269M - $285M
|
3.81M
$780M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
704K+ 1.97% |
$136M - $143M
|
36.4M
$7.45B
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
344K+ 6.51% |
$66.2M - $70M
|
5.62M
$1.15B
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
250K+ 615.85% |
$48.3M - $51.1M
|
291K
$59.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
243K+ 411.4% |
$46.9M - $49.6M
|
302K
$61.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
197KNew |
$38M - $40.2M
|
197K
$40.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
190K+ 50.53% |
$36.7M - $38.8M
|
567K
$116M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
181KNew |
$34.9M - $36.9M
|
181K
$37.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
176K+ 3.54% |
$34M - $35.9M
|
5.15M
$1.06B
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
170K+ 14.88% |
$32.8M - $34.6M
|
1.31M
$269M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
163K+ 3.45% |
$31.4M - $33.2M
|
4.89M
$1B
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
151K+ 186.63% |
$29.1M - $30.7M
|
232K
$47.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
93.5K+ 1.42% |
$18M - $19.1M
|
6.69M
$1.37B
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
75.3K+ 78.93% |
$14.5M - $15.3M
|
171K
$34.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
70KNew |
$13.5M - $14.3M
|
70K
$14.3M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
64.3K+ 6.47% |
$12.4M - $13.1M
|
1.06M
$217M
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
63.7K+ 4495.62% |
$12.3M - $13M
|
65.1K
$13.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
51.4K+ 285.56% |
$9.91M - $10.5M
|
69.4K
$14.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Cambiar Investors LLC
|
BUY
|
- |
42.5K+ 43.75% |
$8.19M - $8.66M
|
140K
$28.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
40.6K+ 610.3% |
$7.83M - $8.28M
|
47.3K
$9.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Eagle Capital Management LLC
New York, NY |
BUY
|
- |
39.8KNew |
$7.68M - $8.12M
|
39.8K
$8.16M
|
|
|
Nov 04, 2025
Q3 2025
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
37.7K+ 22.72% |
$7.27M - $7.69M
|
204K
$41.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
37.4K+ 27.82% |
$7.22M - $7.63M
|
172K
$35.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
37.3K+ 12.16% |
$7.18M - $7.59M
|
344K
$70.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
37K+ 4.71% |
$7.13M - $7.54M
|
823K
$168M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.6K+ 0.88% |
$7.05M - $7.45M
|
4.2M
$860M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
36.2K+ 88.47% |
$6.98M - $7.39M
|
77.2K
$15.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32.4K+ 5.59% |
$6.25M - $6.61M
|
612K
$125M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
31.8K+ 28.48% |
$6.12M - $6.47M
|
143K
$29.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
30.4K+ 9.32% |
$5.86M - $6.19M
|
356K
$73M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
28.6K+ 64.07% |
$5.52M - $5.83M
|
73.3K
$15M
|
|
|
Nov 14, 2025
Q3 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
27.3K+ 34.6% |
$5.26M - $5.56M
|
106K
$21.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
27.1K+ 339175.0% |
$5.23M - $5.53M
|
27.1K
$5.56M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
25.3KNew |
$4.88M - $5.16M
|
25.3K
$5.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
25.1K+ 13.81% |
$4.83M - $5.11M
|
207K
$42.3M
|
|