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 06, 2025
Q3 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
202+ 14.11% |
$38.9K - $41.2K
|
1.63K
$335K
|
|
|
Nov 06, 2025
Q3 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
200+ 0.33% |
$38.6K - $40.8K
|
61K
$12.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
200New |
$38.6K - $40.8K
|
200
$41K
|
|
|
Nov 13, 2025
Q3 2025
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
194+ 3.26% |
$37.4K - $39.5K
|
6.14K
$1.26M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
193+ 0.88% |
$37.2K - $39.3K
|
22K
$4.51M
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
192+ 2.57% |
$37K - $39.1K
|
7.67K
$1.57M
|
|
|
Nov 13, 2025
Q3 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
191+ 17.67% |
$36.8K - $38.9K
|
1.27K
$260K
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
190+ 0.44% |
$36.6K - $38.7K
|
42.9K
$8.79M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
189+ 8.09% |
$36.4K - $38.5K
|
2.53K
$517K
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
189+ 1.88% |
$36.4K - $38.5K
|
10.2K
$2.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Lyrical Asset Management LP
New York, NY |
BUY
|
- |
183+ 17.02% |
$35.3K - $37.3K
|
1.26K
$258K
|
|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
172+ 0.78% |
$33.2K - $35.1K
|
22.3K
$4.58M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
165+ 7.03% |
$31.8K - $33.6K
|
2.51K
$514K
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
163+ 0.05% |
$31.4K - $33.2K
|
330K
$67.6M
|
|
|
Nov 14, 2025
Q3 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
162+ 7.85% |
$31.2K - $33K
|
2.23K
$456K
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
162+ 2.14% |
$31.2K - $33K
|
7.75K
$1.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
160+ 0.03% |
$30.8K - $32.6K
|
541K
$111M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
160+ 3.18% |
$30.8K - $32.6K
|
5.2K
$1.06M
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
158+ 3.5% |
$30.5K - $32.2K
|
4.67K
$956K
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
156+ 0.22% |
$30.1K - $31.8K
|
70.4K
$14.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
156+ 0.42% |
$30.1K - $31.8K
|
36.9K
$7.56M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
155+ 11.38% |
$29.9K - $31.6K
|
1.52K
$311K
|
|
|
Nov 10, 2025
Q3 2025
|
Equitable Trust CO
|
BUY
|
- |
154+ 0.74% |
$29.7K - $31.4K
|
20.9K
$4.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
148+ 0.7% |
$28.5K - $30.2K
|
21.3K
$4.35M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
147+ 3.24% |
$28.3K - $30K
|
4.68K
$958K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
147+ 0.69% |
$28.3K - $30K
|
21.5K
$4.41M
|
|
|
Nov 13, 2025
Q3 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
145+ 3.93% |
$28K - $29.6K
|
3.84K
$785K
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
142+ 2.66% |
$27.4K - $28.9K
|
5.48K
$1.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
139+ 9.51% |
$26.8K - $28.3K
|
1.6K
$328K
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
133New |
$25.6K - $27.1K
|
133
$27.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
126+ 5.66% |
$24.3K - $25.7K
|
2.35K
$482K
|
|
|
Nov 14, 2025
Q3 2025
|
Ellevest, Inc.
|
BUY
|
- |
125+ 2.48% |
$24.1K - $25.5K
|
5.17K
$1.06M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
124+ 190.77% |
$23.9K - $25.3K
|
189
$38.7K
|
|
|
Nov 06, 2025
Q3 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
117+ 4.03% |
$22.6K - $23.9K
|
3.02K
$618K
|
|
|
Nov 10, 2025
Q3 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
116+ 6.11% |
$22.4K - $23.6K
|
2.01K
$412K
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
116+ 0.22% |
$22.4K - $23.6K
|
53.4K
$10.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
115+ 0.39% |
$22.2K - $23.4K
|
29.9K
$6.13M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
115+ 1.97% |
$22.2K - $23.4K
|
5.95K
$1.22M
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
114+ 3.39% |
$22K - $23.2K
|
3.48K
$712K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
111+ 44.94% |
$21.4K - $22.6K
|
358
$73.3K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
109+ 7.1% |
$21K - $22.2K
|
1.65K
$337K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
109+ 3.15% |
$21K - $22.2K
|
3.57K
$730K
|
|
|
Nov 03, 2025
Q3 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
106+ 0.42% |
$20.4K - $21.6K
|
25.3K
$5.17M
|
|
|
Nov 05, 2025
Q3 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
104+ 6.62% |
$20K - $21.2K
|
1.68K
$343K
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
103+ 8.39% |
$19.9K - $21K
|
1.33K
$272K
|
|
|
Oct 10, 2025
Q3 2025
|
Newton One Investments LLC
|
BUY
|
- |
102+ 0.2% |
$19.7K - $20.8K
|
51.7K
$10.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
100+ 0.41% |
$19.3K - $20.4K
|
24.7K
$5.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
100+ 0.13% |
$19.3K - $20.4K
|
76.6K
$15.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
99+ 3.98% |
$19.1K - $20.2K
|
2.59K
$530K
|
|
|
Nov 13, 2025
Q3 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
98+ 3.13% |
$18.9K - $20K
|
3.23K
$661K
|
|