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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.69K+ 184.6% |
$518K - $548K
|
4.14K
$848K
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
2.68KNew |
$516K - $546K
|
2.68K
$548K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.67K+ 3.1% |
$514K - $544K
|
88.6K
$18.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.65KNew |
$511K - $540K
|
2.65K
$542K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.63K+ 162.18% |
$507K - $536K
|
4.25K
$870K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
2.62KNew |
$506K - $535K
|
2.62K
$537K
|
|
|
Nov 05, 2025
Q3 2025
|
Next Capital Management LLC
|
BUY
|
- |
2.6K+ 12.2% |
$501K - $530K
|
23.9K
$4.89M
|
|
|
Oct 29, 2025
Q3 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
2.54K+ 21.55% |
$489K - $517K
|
14.3K
$2.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.53K+ 4.27% |
$488K - $516K
|
61.8K
$12.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.47K+ 27.48% |
$475K - $503K
|
11.4K
$2.34M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.4K+ 80.5% |
$463K - $490K
|
5.39K
$1.1M
|
|
|
Nov 14, 2025
Q3 2025
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
2.4KNew |
$463K - $489K
|
2.4K
$491K
|
|
|
Nov 06, 2025
Q3 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
2.4K+ 1.66% |
$462K - $489K
|
147K
$30M
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
BUY
|
- |
2.38K+ 30.46% |
$459K - $485K
|
10.2K
$2.09M
|
|
|
Nov 04, 2025
Q3 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
2.36KNew |
$454K - $480K
|
2.36K
$483K
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
2.35K+ 16.11% |
$452K - $478K
|
16.9K
$3.46M
|
|
|
Nov 13, 2025
Q3 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
2.34KNew |
$451K - $477K
|
2.34K
$480K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.32K+ 4.53% |
$446K - $472K
|
53.5K
$10.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.25K+ 68.71% |
$434K - $459K
|
5.53K
$1.13M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.25K+ 4.78% |
$434K - $459K
|
49.3K
$10.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.24K+ 2.11% |
$432K - $457K
|
109K
$22.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
BUY
|
- |
2.13K+ 5.45% |
$411K - $435K
|
41.3K
$8.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
2.11K+ 125.01% |
$407K - $431K
|
3.81K
$779K
|
|
|
Nov 12, 2025
Q3 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.11KNew |
$406K - $430K
|
2.11K
$431K
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.08K+ 6.44% |
$401K - $424K
|
34.4K
$7.04M
|
|
|
Nov 04, 2025
Q3 2025
|
Tls Advisors LLC
Miami, FL |
BUY
|
- |
2.05KNew |
$396K - $418K
|
2.05K
$420K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
2.05K+ 4.46% |
$395K - $418K
|
48K
$9.82M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.02K+ 8.75% |
$389K - $411K
|
25.1K
$5.13M
|
|
|
Nov 10, 2025
Q3 2025
|
Smead Capital Management, Inc.
Phoenix, AZ |
BUY
|
- |
2.01K+ 57.49% |
$387K - $410K
|
5.51K
$1.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.98K+ 9.16% |
$382K - $404K
|
23.6K
$4.83M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.97K+ 5.51% |
$379K - $401K
|
37.6K
$7.71M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1.94K+ 3339.66% |
$373K - $395K
|
2K
$409K
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
1.93KNew |
$372K - $393K
|
1.93K
$395K
|
|
|
Nov 14, 2025
Q3 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.91KNew |
$369K - $390K
|
1.91K
$392K
|
|
|
Nov 18, 2025
Q3 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.87K+ 1.97% |
$360K - $381K
|
96.9K
$19.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.85K+ 51.18% |
$356K - $377K
|
5.46K
$1.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1.8K+ 5.69% |
$348K - $368K
|
33.5K
$6.86M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.77K+ 76.34% |
$341K - $360K
|
4.08K
$836K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
1.73K+ 3.95% |
$333K - $352K
|
45.5K
$9.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.68K+ 36.53% |
$324K - $342K
|
6.28K
$1.29M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.66K+ 16.32% |
$321K - $339K
|
11.9K
$2.43M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.66K+ 29.59% |
$320K - $339K
|
7.28K
$1.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
1.66KNew |
$320K - $339K
|
1.66K
$340K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.65K+ 1.3% |
$318K - $336K
|
128K
$26.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Appleton Partners Inc
|
BUY
|
- |
1.64KNew |
$316K - $334K
|
1.64K
$336K
|
|