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 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
|
|
|
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 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
|
|
|
Nov 14, 2025
Q3 2025
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
2.4KNew |
$463K - $489K
|
2.4K
$491K
|
|
|
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
|
|
|
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
|
|
|
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
|
|
|
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
|
|
|
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
|
|