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 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
753New |
$145K - $154K
|
753
$154K
|
|
|
Nov 14, 2025
Q3 2025
|
Evelyn Partners Asset Management LTD
London, |
BUY
|
- |
747New |
$144K - $152K
|
747
$153K
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
740+ 23.45% |
$143K - $151K
|
3.9K
$798K
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
738+ 9.22% |
$142K - $150K
|
8.74K
$1.79M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
706New |
$136K - $144K
|
706
$145K
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
698+ 20.3% |
$135K - $142K
|
4.14K
$847K
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
BUY
|
- |
683+ 57.11% |
$132K - $139K
|
1.88K
$385K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
676+ 0.97% |
$130K - $138K
|
70K
$14.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
649+ 57.43% |
$125K - $132K
|
1.78K
$364K
|
|
|
Oct 20, 2025
Q3 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
614+ 31.12% |
$118K - $125K
|
2.59K
$530K
|
|
|
Oct 08, 2025
Q3 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
606+ 7.07% |
$117K - $124K
|
9.18K
$1.88M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
594+ 1.82% |
$114K - $121K
|
33.2K
$6.79M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
590+ 7.61% |
$114K - $120K
|
8.34K
$1.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
580+ 9.69% |
$112K - $118K
|
6.56K
$1.34M
|
|
|
Nov 25, 2025
Q3 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
579+ 11.0% |
$112K - $118K
|
5.84K
$1.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
568+ 4.19% |
$109K - $116K
|
14.1K
$2.89M
|
|
|
Nov 21, 2025
Q3 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
563+ 0.8% |
$109K - $115K
|
70.7K
$14.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
559New |
$108K - $114K
|
559
$114K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
558+ 3.11% |
$108K - $114K
|
18.5K
$3.79M
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
551+ 1.07% |
$106K - $112K
|
52.2K
$10.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
542+ 1.74% |
$104K - $110K
|
31.7K
$6.49M
|
|
|
Nov 10, 2025
Q3 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
542+ 14.82% |
$104K - $110K
|
4.2K
$860K
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
532+ 8.06% |
$103K - $108K
|
7.13K
$1.46M
|
|
|
Nov 05, 2025
Q3 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
519New |
$100K - $106K
|
519
$106K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
519+ 4.61% |
$100K - $106K
|
11.8K
$2.41M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
518+ 10.28% |
$99.8K - $106K
|
5.56K
$1.14M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
517+ 12.13% |
$99.7K - $105K
|
4.78K
$979K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
515+ 11.12% |
$99.3K - $105K
|
5.15K
$1.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
511+ 7.54% |
$98.5K - $104K
|
7.29K
$1.49M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
505New |
$97.3K - $103K
|
505
$103K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
503+ 0.37% |
$97K - $103K
|
136K
$27.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
501+ 29.95% |
$96.6K - $102K
|
2.17K
$445K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
PUT |
500New |
$96.4K - $102K
|
500
$102K
|
|
|
Nov 12, 2025
Q3 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
500+ 45.45% |
$96.4K - $102K
|
1.6K
$328K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
494+ 0.84% |
$95.2K - $101K
|
59.5K
$12.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
485+ 4.47% |
$93.5K - $98.9K
|
11.3K
$2.32M
|
|
|
Nov 06, 2025
Q3 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
481+ 2.03% |
$92.7K - $98.1K
|
24.2K
$4.95M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
481+ 24.44% |
$92.7K - $98.1K
|
2.45K
$502K
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
476+ 3.63% |
$91.8K - $97K
|
13.6K
$2.78M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
465+ 7.49% |
$89.6K - $94.8K
|
6.67K
$1.37M
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
BUY
|
- |
455+ 2.89% |
$87.7K - $92.8K
|
16.2K
$3.32M
|
|
|
Oct 29, 2025
Q3 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
453+ 12.11% |
$87.3K - $92.3K
|
4.19K
$859K
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
448+ 7.33% |
$86.4K - $91.3K
|
6.56K
$1.34M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
445+ 4.78% |
$85.8K - $90.7K
|
9.76K
$2M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
437+ 4.05% |
$84.2K - $89.1K
|
11.2K
$2.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
431+ 9.11% |
$83.1K - $87.9K
|
5.16K
$1.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
422+ 18.24% |
$81.3K - $86K
|
2.74K
$560K
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
416+ 18.74% |
$80.2K - $84.8K
|
2.64K
$540K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
416+ 2.75% |
$80.2K - $84.8K
|
15.6K
$3.19M
|
|
|
Nov 13, 2025
Q3 2025
|
F
|
BUY
|
- |
414+ 8.4% |
$79.8K - $84.4K
|
5.34K
$1.09M
|
|