Purchases and Sales Made in Q4 2025 in Ishares Russell 1000 Val ETF (IWD)
This table provides information about the institutional ownership of Ishares Russell 1000 Val ETF (IWD) during Q4 2025. The information is specifically focused on institutions that hold shares of ISHARES RUSSELL 1000 VAL ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
550K+ 2904.86% |
$110M - $114M
|
569K
$116M
|
|
|
Jan 13, 2026
Q4 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
255KNew |
$50.8M - $53M
|
255K
$52.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Corundum Group, Inc.
|
BUY
|
- |
40.3K+ 32.86% |
$8.04M - $8.39M
|
163K
$33.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
34.9K+ 2569.22% |
$6.96M - $7.26M
|
36.2K
$7.42M
|
|
|
Jan 20, 2026
Q4 2025
|
Buffalo Business & Estate Services LTD
Orchard Park, NY |
BUY
|
- |
25KNew |
$4.98M - $5.19M
|
25K
$5.11M
|
|
|
Jan 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
22.1K+ 1036.33% |
$4.4M - $4.59M
|
24.2K
$4.95M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
18.9K+ 294.5% |
$3.78M - $3.94M
|
25.4K
$5.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
18.8K+ 19.72% |
$3.74M - $3.9M
|
114K
$23.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
14.5K+ 14.04% |
$2.88M - $3.01M
|
117K
$24.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
14.2KNew |
$2.82M - $2.95M
|
14.2K
$2.9M
|
|
|
Jan 05, 2026
Q4 2025
|
Stairway Partners, LLC
|
BUY
|
- |
10.9K+ 0.83% |
$2.18M - $2.27M
|
1.32M
$271M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
10.9KNew |
$2.17M - $2.26M
|
10.9K
$2.23M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
9.74KNew |
$1.94M - $2.03M
|
9.74K
$1.99M
|
|
|
Jan 05, 2026
Q4 2025
|
Argent Capital Management LLC
|
BUY
|
- |
8.49KNew |
$1.69M - $1.76M
|
8.49K
$1.74M
|
|
|
Jan 21, 2026
Q4 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
8.47K+ 439.06% |
$1.69M - $1.76M
|
10.4K
$2.13M
|
|
|
Jan 07, 2026
Q4 2025
|
Hamlin Capital Management, LLC
|
BUY
|
- |
7.98KNew |
$1.59M - $1.66M
|
7.98K
$1.63M
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
BUY
|
- |
7.96KNew |
$1.59M - $1.66M
|
7.96K
$1.63M
|
|
|
Jan 20, 2026
Q4 2025
|
Cooke Wealth Management, LLC
Irvine, CA |
BUY
|
- |
7.57KNew |
$1.51M - $1.57M
|
7.57K
$1.55M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.4K+ 22.29% |
$1.48M - $1.54M
|
40.6K
$8.31M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.35K+ 14.91% |
$1.47M - $1.53M
|
56.7K
$11.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.21K+ 107.07% |
$1.44M - $1.5M
|
13.9K
$2.86M
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
5.53K+ 9.02% |
$1.1M - $1.15M
|
66.8K
$13.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
5.45K+ 3.72% |
$1.09M - $1.13M
|
152K
$31.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Hourglass Capital, LLC
|
BUY
|
- |
5.27K+ 492.98% |
$1.05M - $1.1M
|
6.34K
$1.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Mor Wealth Management, LLC
Philadelphia, PA |
BUY
|
- |
4.55KNew |
$907K - $946K
|
4.55K
$932K
|
|
|
Jan 12, 2026
Q4 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
4.51K+ 20.63% |
$900K - $939K
|
26.4K
$5.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
4.51KNew |
$899K - $938K
|
4.51K
$923K
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
4.07K+ 10.03% |
$813K - $847K
|
44.7K
$9.15M
|
|
|
Jan 21, 2026
Q4 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
4.07K+ 1.13% |
$812K - $847K
|
365K
$74.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
3.4K+ 21.64% |
$678K - $707K
|
19.1K
$3.91M
|
|
|
Jan 13, 2026
Q4 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
3.14K+ 51.88% |
$626K - $653K
|
9.19K
$1.88M
|
|
|
Jan 14, 2026
Q4 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
3KNew |
$599K - $624K
|
3K
$615K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.81K+ 40.05% |
$561K - $585K
|
9.84K
$2.01M
|
|
|
Jan 21, 2026
Q4 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.8K+ 152.67% |
$558K - $582K
|
4.63K
$949K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.6K+ 26.65% |
$519K - $542K
|
12.4K
$2.53M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.45K+ 45.42% |
$488K - $509K
|
7.84K
$1.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
2.36K+ 0.62% |
$471K - $492K
|
384K
$78.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.21K+ 6.63% |
$441K - $460K
|
35.6K
$7.29M
|
|
|
Jan 21, 2026
Q4 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2.14K+ 1607.52% |
$426K - $445K
|
2.27K
$465K
|
|
|
Jan 16, 2026
Q4 2025
|
Asl Financial, LLC
Los Gatos, CA |
BUY
|
- |
2.02KNew |
$403K - $420K
|
2.02K
$414K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.97KNew |
$392K - $409K
|
1.97K
$403K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.93K+ 37.53% |
$385K - $402K
|
7.08K
$1.45M
|
|
|
Jan 21, 2026
Q4 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.93K+ 180.94% |
$384K - $401K
|
2.99K
$613K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.91K+ 0.29% |
$380K - $396K
|
652K
$134M
|
|
|
Jan 09, 2026
Q4 2025
|
Clear Trail Advisors, LLC
Houston, TX |
BUY
|
- |
1.78KNew |
$355K - $370K
|
1.78K
$365K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
1.7K+ 35.45% |
$340K - $354K
|
6.51K
$1.33M
|
|
|
Jan 21, 2026
Q4 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1.63KNew |
$325K - $339K
|
1.63K
$334K
|
|
|
Jan 15, 2026
Q4 2025
|
Powerhouse Assets LLC
Lincoln, MA |
BUY
|
- |
1.62KNew |
$322K - $336K
|
1.62K
$331K
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.56K+ 7.57% |
$312K - $325K
|
22.2K
$4.55M
|
|
|
Jan 08, 2026
Q4 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
1.51K+ 1.3% |
$300K - $313K
|
117K
$24.1M
|
|