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 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
|
|
|
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 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
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
465+ 7.49% |
$89.6K - $94.8K
|
6.67K
$1.37M
|
|
|
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
|
|
|
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
|
|
|
Nov 13, 2025
Q3 2025
|
F
|
BUY
|
- |
414+ 8.4% |
$79.8K - $84.4K
|
5.34K
$1.09M
|
|
|
Oct 28, 2025
Q3 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
414+ 3.08% |
$79.8K - $84.4K
|
13.8K
$2.84M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
411+ 5.05% |
$79.2K - $83.8K
|
8.55K
$1.75M
|
|
|
Nov 04, 2025
Q3 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
410+ 0.11% |
$79K - $83.6K
|
361K
$74M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
405+ 2.81% |
$78.1K - $82.6K
|
14.8K
$3.03M
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
400New |
$77.1K - $81.5K
|
400
$81.9K
|
|
|
Nov 06, 2025
Q3 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
396New |
$76.3K - $80.7K
|
396
$81.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
387New |
$74.6K - $78.9K
|
387
$79.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
379+ 2.22% |
$73.1K - $77.3K
|
17.4K
$3.57M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
376+ 1.15% |
$72.5K - $76.7K
|
33.2K
$6.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
375+ 19.02% |
$72.3K - $76.4K
|
2.35K
$481K
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
371+ 4.79% |
$71.5K - $75.6K
|
8.12K
$1.66M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
367+ 2.86% |
$70.7K - $74.8K
|
13.2K
$2.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
367+ 3.02% |
$70.7K - $74.8K
|
12.5K
$2.56M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
362+ 13.24% |
$69.8K - $73.8K
|
3.1K
$634K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
346+ 7.44% |
$66.7K - $70.5K
|
4.99K
$1.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
337+ 0.12% |
$65K - $68.7K
|
281K
$57.6M
|
|
|
Nov 24, 2025
Q3 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
336+ 10.77% |
$64.8K - $68.5K
|
3.46K
$708K
|
|
|
Nov 12, 2025
Q3 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
330+ 1.24% |
$63.6K - $67.3K
|
27K
$5.53M
|
|
|
Nov 07, 2025
Q3 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
320+ 14.35% |
$61.7K - $65.2K
|
2.55K
$522K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
317+ 0.48% |
$61.1K - $64.6K
|
65.9K
$13.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
303+ 3.1% |
$58.4K - $61.8K
|
10.1K
$2.06M
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
303+ 6.97% |
$58.4K - $61.8K
|
4.65K
$952K
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
302New |
$58.2K - $61.6K
|
302
$61.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
296+ 9.59% |
$57.1K - $60.3K
|
3.38K
$692K
|
|