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 24, 2025
Q3 2025
|
Corundum Group, Inc.
|
BUY
|
- |
6.51K+ 5.6% |
$1.26M - $1.33M
|
123K
$25.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
6.43KNew |
$1.24M - $1.31M
|
6.43K
$1.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.38K+ 32.65% |
$1.23M - $1.3M
|
25.9K
$5.31M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
6.03KNew |
$1.16M - $1.23M
|
6.03K
$1.23M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6K+ 3.36% |
$1.16M - $1.22M
|
185K
$37.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
5.96K+ 10.55% |
$1.15M - $1.21M
|
62.5K
$12.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
5.68K+ 776.61% |
$1.09M - $1.16M
|
6.41K
$1.31M
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
5.4KNew |
$1.04M - $1.1M
|
5.4K
$1.11M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5.39K+ 11.23% |
$1.04M - $1.1M
|
53.4K
$10.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
5.31K+ 10.95% |
$1.02M - $1.08M
|
53.8K
$11M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5.3KNew |
$1.02M - $1.08M
|
5.3K
$1.09M
|
|
|
Nov 05, 2025
Q3 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
5.19K+ 38.86% |
$1M - $1.06M
|
18.5K
$3.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.07K+ 8.84% |
$977K - $1.03M
|
62.4K
$12.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
5.01K+ 96.27% |
$966K - $1.02M
|
10.2K
$2.09M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
4.89K+ 3.74% |
$943K - $997K
|
136K
$27.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
4.85K+ 0.78% |
$935K - $989K
|
629K
$129M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.62K+ 1.4% |
$891K - $942K
|
334K
$68.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.62K+ 15.15% |
$890K - $941K
|
35.1K
$7.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.32K+ 1.85% |
$833K - $881K
|
238K
$48.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
4.23K+ 31.02% |
$815K - $862K
|
17.9K
$3.66M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
4.21K+ 6.53% |
$811K - $857K
|
68.6K
$14M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.19KNew |
$807K - $854K
|
4.19K
$858K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.09K+ 2.77% |
$789K - $835K
|
152K
$31.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
4.06KNew |
$782K - $827K
|
4.06K
$831K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.01K+ 51.79% |
$773K - $818K
|
11.8K
$2.41M
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3.86K+ 10.49% |
$743K - $786K
|
40.6K
$8.31M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.84K+ 0.12% |
$740K - $783K
|
3.24M
$664M
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
3.78K+ 4.74% |
$728K - $770K
|
83.6K
$17.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.74K+ 49.52% |
$721K - $763K
|
11.3K
$2.31M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.72K+ 17.08% |
$717K - $758K
|
25.5K
$5.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
3.7KNew |
$713K - $754K
|
3.7K
$758K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.65K+ 124.33% |
$703K - $744K
|
6.58K
$1.35M
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.61K+ 1.75% |
$696K - $736K
|
209K
$42.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.53K+ 339.6% |
$679K - $719K
|
4.56K
$934K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.46K+ 3.2% |
$666K - $705K
|
111K
$22.8M
|
|
|
Nov 24, 2025
Q3 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
3.35K+ 13.51% |
$646K - $683K
|
28.2K
$5.77M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.34K+ 2.15% |
$644K - $681K
|
159K
$32.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
3.33KNew |
$642K - $678K
|
3.33K
$682K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
3.31KNew |
$638K - $675K
|
3.31K
$678K
|
|
|
Nov 14, 2025
Q3 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
3.27KNew |
$631K - $667K
|
3.27K
$670K
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.22K+ 87.66% |
$620K - $656K
|
6.89K
$1.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.21K+ 8.68% |
$619K - $654K
|
40.2K
$8.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
2.96K+ 21.23% |
$570K - $603K
|
16.9K
$3.46M
|
|
|
Nov 06, 2025
Q3 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.93KNew |
$564K - $596K
|
2.93K
$599K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.89K+ 0.77% |
$558K - $590K
|
380K
$77.8M
|
|
|
Nov 19, 2025
Q3 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
2.84KNew |
$547K - $578K
|
2.84K
$581K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.82K+ 4.04% |
$543K - $575K
|
72.6K
$14.9M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
2.79K+ 48.27% |
$538K - $569K
|
8.58K
$1.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.79K+ 10.62% |
$538K - $569K
|
29K
$5.95M
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.73K+ 14.49% |
$526K - $556K
|
21.6K
$4.42M
|
|