Purchases and Sales Made in Q2 2025 in Ishares Russell 1000 Val ETF (IWD)

IWD Quotes by TradingView

This table provides information about the institutional ownership of Ishares Russell 1000 Val ETF (IWD) during Q2 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
Aug 13, 2025 Q2 2025
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
354
+ 12.64%
$59.1K - $68.8K
3.16K $646K
Aug 04, 2025 Q2 2025
Northwest Financial Advisors

Herndon, VA
BUY
 -
340
+ 12.9%
$56.7K - $66K
2.98K $609K
Jul 24, 2025 Q2 2025
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
330
+ 3.5%
$55.1K - $64.1K
9.77K $2M
Aug 12, 2025 Q2 2025
Titleist Asset Management, LLC

San Antonio, TX
BUY
 -
326
+ 8.11%
$54.4K - $63.3K
4.35K $890K
Jul 09, 2025 Q2 2025
Finley Financial, LLC

Las Vegas, NV
BUY
 -
324
+ 0.9%
$54K - $62.9K
36.3K $7.44M
Aug 11, 2025 Q2 2025
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
324
+ 9.68%
$54K - $62.9K
3.67K $752K
Aug 01, 2025 Q2 2025
Providence First Trust CO

BUY
 -
323
+ 18.63%
$53.9K - $62.7K
2.06K $421K
Jul 24, 2025 Q2 2025
Rice Partnership, LLC

BUY
 -
322
+ 18.29%
$53.7K - $62.5K
2.08K $427K
Jul 22, 2025 Q2 2025
Jamison Private Wealth Management, Inc.

Milton, GA
BUY
 -
317
+ 20.15%
$52.9K - $61.6K
1.89K $387K
Aug 11, 2025 Q2 2025
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
304
+ 9.02%
$50.7K - $59K
3.68K $753K
Aug 07, 2025 Q2 2025
Lom Asset Management LTD

Hamilton,

BUY
 -
300
New
$50K - $58.3K
300 $61.4K
Jul 14, 2025 Q2 2025
Garrett Investment Advisors LLC

BUY
 -
294
+ 2.73%
$49K - $57.1K
11K $2.26M
Jul 14, 2025 Q2 2025
Painted Porch Advisors LLC

Santa Barbara, CA
BUY
 -
289
New
$48.2K - $56.1K
289 $59.2K
Aug 06, 2025 Q2 2025
Longview Financial Advisors LLC

San Rafael, CA
BUY
 -
286
New
$47.7K - $55.5K
286 $58.6K
Aug 14, 2025 Q2 2025
Operose Advisors LLC

Milwaukee, WI
BUY
 -
286
+ 12.49%
$47.7K - $55.5K
2.58K $527K
Jul 23, 2025 Q2 2025
Valmark Advisers, Inc.

BUY
 -
281
+ 1.18%
$46.9K - $54.6K
24.1K $4.93M
Aug 19, 2025 Q2 2025
Advisory Services Network, LLC

BUY
 -
281
+ 0.73%
$46.9K - $54.6K
38.7K $7.93M
Aug 06, 2025 Q2 2025
Summit Investment Advisors, Inc.

Hunt Valley, MD
BUY
 -
279
+ 1.45%
$46.5K - $54.2K
19.5K $4M
Jul 16, 2025 Q2 2025
David Kennon Inc

Sarasota, FL
BUY
 -
278
+ 3.82%
$46.4K - $54K
7.56K $1.55M
Jul 23, 2025 Q2 2025
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
278
+ 3.03%
$46.4K - $54K
9.45K $1.93M
Aug 14, 2025 Q2 2025
Financial Advisory Service, Inc.

BUY
 -
277
+ 2.6%
$46.2K - $53.8K
10.9K $2.24M
Aug 11, 2025 Q2 2025
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
275
+ 14.93%
$45.9K - $53.4K
2.12K $434K
Jul 29, 2025 Q2 2025
Bkm Wealth Management, LLC

Brookfield, WI
BUY
 -
267
+ 7.61%
$44.5K - $51.9K
3.77K $773K
Aug 13, 2025 Q2 2025
Sepio Capital, LP

BUY
 -
267
+ 0.79%
$44.5K - $51.9K
33.9K $6.94M
Jul 07, 2025 Q2 2025
Lbj Family Wealth Advisors, Ltd.

BUY
 -
265
+ 0.16%
$44.2K - $51.5K
165K $33.8M
Aug 14, 2025 Q2 2025
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
258
+ 22.57%
$43K - $50.1K
1.4K $287K
Jul 16, 2025 Q2 2025
Embree Financial Group

Chicago, IL
BUY
 -
249
+ 4.56%
$41.5K - $48.4K
5.71K $1.17M
Jul 11, 2025 Q2 2025
Orrstown Financial Services Inc

Shippensburg, PA
BUY
 -
247
+ 10.8%
$41.2K - $48K
2.54K $519K
Sep 22, 2025 Q2 2025
Caldwell Trust CO

Venice, FL
BUY
 -
247
New
$41.2K - $48K
247 $50.6K
Jul 29, 2025 Q2 2025
Rodgers & Associates, LTD

BUY
 -
242
+ 6.32%
$40.4K - $47K
4.07K $834K
Jul 07, 2025 Q2 2025
Roxbury Financial LLC

Mount Arlington, NJ
BUY
 -
240
+ 6.38%
$40K - $46.6K
4K $819K
Oct 17, 2025 Q2 2025
Hm Payson & CO

Portland, ME
BUY
 -
240
+ 18.06%
$40K - $46.6K
1.57K $321K
Aug 05, 2025 Q2 2025
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
236
+ 7.83%
$39.4K - $45.8K
3.25K $665K
Aug 12, 2025 Q2 2025
Ascent Wealth Partners, LLC

New Hartford, NY
BUY
 -
231
+ 1.62%
$38.5K - $44.9K
14.5K $2.96M
Aug 01, 2025 Q2 2025
Quaker Wealth Management, LLC

BUY
 -
229
New
$38.2K - $44.5K
229 $46.9K
Aug 05, 2025 Q2 2025
Dunhill Financial, LLC

London, X0
BUY
 -
225
+ 29.03%
$37.5K - $43.7K
1K $205K
Jul 22, 2025 Q2 2025
Sol Capital Management CO

BUY
 -
224
+ 0.86%
$37.4K - $43.5K
26.4K $5.41M
Sep 25, 2025 Q2 2025
Capital A Wealth Management, LLC

New Castle, PA
BUY
 -
224
+ 183.61%
$37.4K - $43.5K
346 $70.9K
Jul 14, 2025 Q2 2025
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
223
New
$37.2K - $43.3K
223 $45.7K
Jul 11, 2025 Q2 2025
Diversified Trust CO

BUY
 -
220
+ 0.48%
$36.7K - $42.7K
45.9K $9.4M
Jul 11, 2025 Q2 2025
Rockwood Wealth Management, LLC

New Hope, PA
BUY
 -
220
+ 10.04%
$36.7K - $42.7K
2.41K $494K
Aug 14, 2025 Q2 2025
Bbr Partners, LLC

New York, NY
BUY
 -
220
+ 2.19%
$36.7K - $42.7K
10.3K $2.1M
Aug 14, 2025 Q2 2025
Benjamin Edwards Inc

Clayton, MO
BUY
 -
218
+ 15.54%
$36.4K - $42.3K
1.62K $332K
Aug 13, 2025 Q2 2025
Victory Capital Management Inc

BUY
 -
215
New
$35.9K - $41.8K
215 $44K
Aug 12, 2025 Q2 2025
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
214
+ 8.8%
$35.7K - $41.6K
2.65K $542K
Jul 14, 2025 Q2 2025
Cathy Pareto & Associates, Inc

Coral Gables, FL
BUY
 -
209
+ 11.52%
$34.9K - $40.6K
2.02K $414K
Aug 11, 2025 Q2 2025
Intrust Bank Na

Wichita, KS
BUY
 -
208
+ 2.46%
$34.7K - $40.4K
8.68K $1.78M
Jul 10, 2025 Q2 2025
Orgel Wealth Management, LLC

BUY
 -
207
+ 7.47%
$34.5K - $40.2K
2.98K $610K
Jul 09, 2025 Q2 2025
Goelzer Investment Management, Inc.

BUY
 -
205
+ 0.39%
$34.2K - $39.8K
53.3K $10.9M

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