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 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
23.2K+ 161.19% |
$4.48M - $4.74M
|
37.7K
$7.71M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
22.9KNew |
$4.41M - $4.67M
|
22.9K
$4.69M
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
22.3K+ 282.6% |
$4.3M - $4.55M
|
30.2K
$6.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
21.7K+ 338.74% |
$4.18M - $4.42M
|
28.1K
$5.76M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
20.5K+ 762.08% |
$3.95M - $4.17M
|
23.2K
$4.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
20.1K+ 6.06% |
$3.88M - $4.1M
|
352K
$72.1M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
18.8KNew |
$3.63M - $3.83M
|
18.8K
$3.85M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
18.6K+ 122.04% |
$3.58M - $3.78M
|
33.8K
$6.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18.3K+ 6.35% |
$3.54M - $3.74M
|
307K
$62.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
17.8K+ 21.16% |
$3.42M - $3.62M
|
102K
$20.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
17.2K+ 25.51% |
$3.32M - $3.51M
|
84.6K
$17.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
16.7K+ 199.67% |
$3.22M - $3.4M
|
25.1K
$5.13M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
15.8K+ 440.56% |
$3.04M - $3.21M
|
19.3K
$3.96M
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
15.8K+ 88.54% |
$3.04M - $3.21M
|
33.6K
$6.87M
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
15.1K+ 1.9% |
$2.91M - $3.07M
|
809K
$166M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
14.8K+ 25.41% |
$2.86M - $3.03M
|
73.3K
$15M
|
|
|
Nov 14, 2025
Q3 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
14.8KNew |
$2.86M - $3.02M
|
14.8K
$3.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
14.8K+ 11.8% |
$2.85M - $3.01M
|
140K
$28.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
BUY
|
- |
14.6K+ 6790.23% |
$2.81M - $2.98M
|
14.8K
$3.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
13.9KNew |
$2.68M - $2.83M
|
13.9K
$2.84M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
12.7K+ 16.79% |
$2.45M - $2.59M
|
88.4K
$18.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
12.5K+ 179.96% |
$2.41M - $2.55M
|
19.5K
$3.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.4K+ 1.12% |
$2.39M - $2.52M
|
1.12M
$230M
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
12.3KNew |
$2.37M - $2.5M
|
12.3K
$2.51M
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
BUY
|
- |
12.2K+ 862.15% |
$2.34M - $2.48M
|
13.6K
$2.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
12.1K+ 8.15% |
$2.34M - $2.47M
|
161K
$33M
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
11.9K+ 3.15% |
$2.28M - $2.42M
|
388K
$79.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
11.8K+ 8.72% |
$2.27M - $2.4M
|
147K
$30M
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
11.2K+ 43.19% |
$2.16M - $2.28M
|
37.2K
$7.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
11.2KNew |
$2.16M - $2.28M
|
11.2K
$2.29M
|
|
|
Oct 27, 2025
Q3 2025
|
Q3 Asset Management
|
BUY
|
- |
11.1KNew |
$2.14M - $2.26M
|
11.1K
$2.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
11K+ 21.28% |
$2.12M - $2.24M
|
62.6K
$12.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
10.5K+ 14.09% |
$2.02M - $2.13M
|
84.7K
$17.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
10.4K+ 7.88% |
$2M - $2.11M
|
142K
$29M
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
9.92KNew |
$1.91M - $2.02M
|
9.92K
$2.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
9.58K+ 318.77% |
$1.85M - $1.95M
|
12.6K
$2.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.53K+ 2.39% |
$1.84M - $1.94M
|
408K
$83.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
9.47K+ 2.77% |
$1.83M - $1.93M
|
352K
$72M
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
9.35K+ 65.31% |
$1.8M - $1.91M
|
23.7K
$4.85M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
8.83K+ 7.46% |
$1.7M - $1.8M
|
127K
$26.1M
|
|
|
Nov 12, 2025
Q3 2025
|
1 St Source Bank
|
BUY
|
- |
8.74K+ 1.29% |
$1.68M - $1.78M
|
686K
$141M
|
|
|
Nov 12, 2025
Q3 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
8.63K+ 55.73% |
$1.66M - $1.76M
|
24.1K
$4.94M
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
7.96KNew |
$1.54M - $1.62M
|
7.96K
$1.63M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
7.96K+ 208.87% |
$1.53M - $1.62M
|
11.8K
$2.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
7.88KNew |
$1.52M - $1.61M
|
7.88K
$1.61M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.82K+ 68.65% |
$1.51M - $1.59M
|
19.2K
$3.93M
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
7.6K+ 5.73% |
$1.47M - $1.55M
|
140K
$28.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.6K+ 2.62% |
$1.46M - $1.55M
|
297K
$60.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Covenant Partners, LLC
|
BUY
|
- |
7.59K+ 2.7% |
$1.46M - $1.55M
|
289K
$59.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
7.39K+ 1.85% |
$1.42M - $1.51M
|
406K
$83.1M
|
|