Purchases and Sales Made in Q3 2025 in Ishares Russell 1000 Val ETF (IWD)
This table provides information about the institutional ownership of Ishares Russell 1000 Val ETF (IWD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.4M+ 57.86% |
$269M - $285M
|
3.81M
$780M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
704K+ 1.97% |
$136M - $143M
|
36.4M
$7.45B
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
344K+ 6.51% |
$66.2M - $70M
|
5.62M
$1.15B
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
319K+ 12109.07% |
$61.5M - $65M
|
322K
$65.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
250K+ 615.85% |
$48.3M - $51.1M
|
291K
$59.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
243K+ 411.4% |
$46.9M - $49.6M
|
302K
$61.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
197KNew |
$38M - $40.2M
|
197K
$40.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
190K+ 50.53% |
$36.7M - $38.8M
|
567K
$116M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
181KNew |
$34.9M - $36.9M
|
181K
$37.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
176K+ 3.54% |
$34M - $35.9M
|
5.15M
$1.06B
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
170K+ 14.88% |
$32.8M - $34.6M
|
1.31M
$269M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
163K+ 3.45% |
$31.4M - $33.2M
|
4.89M
$1B
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
151K+ 186.63% |
$29.1M - $30.7M
|
232K
$47.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
93.5K+ 1.42% |
$18M - $19.1M
|
6.69M
$1.37B
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
75.3K+ 78.93% |
$14.5M - $15.3M
|
171K
$34.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
70KNew |
$13.5M - $14.3M
|
70K
$14.3M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
64.3K+ 6.47% |
$12.4M - $13.1M
|
1.06M
$217M
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
63.7K+ 4495.62% |
$12.3M - $13M
|
65.1K
$13.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
42.6K+ 139.82% |
$8.2M - $8.68M
|
73K
$14.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Cambiar Investors LLC
|
BUY
|
- |
42.5K+ 43.75% |
$8.19M - $8.66M
|
140K
$28.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
41.7K+ 12.28% |
$8.04M - $8.51M
|
381K
$78.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
40.6K+ 610.3% |
$7.83M - $8.28M
|
47.3K
$9.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Eagle Capital Management LLC
New York, NY |
BUY
|
- |
39.8KNew |
$7.68M - $8.12M
|
39.8K
$8.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
38.4K+ 1.87% |
$7.41M - $7.84M
|
2.1M
$430M
|
|
|
Nov 04, 2025
Q3 2025
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
37.7K+ 22.72% |
$7.27M - $7.69M
|
204K
$41.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
37.4K+ 27.82% |
$7.22M - $7.63M
|
172K
$35.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
37.3K+ 12.16% |
$7.18M - $7.59M
|
344K
$70.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
37K+ 4.71% |
$7.13M - $7.54M
|
823K
$168M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.6K+ 0.88% |
$7.05M - $7.45M
|
4.2M
$860M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
36.2K+ 88.47% |
$6.98M - $7.39M
|
77.2K
$15.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32.4K+ 5.59% |
$6.25M - $6.61M
|
612K
$125M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
30.4K+ 9.32% |
$5.86M - $6.19M
|
356K
$73M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
28.6K+ 64.07% |
$5.52M - $5.83M
|
73.3K
$15M
|
|
|
Nov 14, 2025
Q3 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
27.3K+ 34.6% |
$5.26M - $5.56M
|
106K
$21.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
27.1K+ 339175.0% |
$5.23M - $5.53M
|
27.1K
$5.56M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
25.3KNew |
$4.88M - $5.16M
|
25.3K
$5.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
25.1K+ 13.81% |
$4.83M - $5.11M
|
207K
$42.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
23.2K+ 161.19% |
$4.48M - $4.74M
|
37.7K
$7.71M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
22.9KNew |
$4.41M - $4.67M
|
22.9K
$4.69M
|
|
|
Oct 02, 2025
Q3 2025
|
Stairway Partners, LLC
|
BUY
|
- |
22.5K+ 1.75% |
$4.34M - $4.6M
|
1.31M
$269M
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
22.3K+ 282.6% |
$4.3M - $4.55M
|
30.2K
$6.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
21.7K+ 338.74% |
$4.18M - $4.42M
|
28.1K
$5.76M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
20.5K+ 762.08% |
$3.95M - $4.17M
|
23.2K
$4.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
20.1K+ 6.06% |
$3.88M - $4.1M
|
352K
$72.1M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
18.8KNew |
$3.63M - $3.83M
|
18.8K
$3.85M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
18.6K+ 122.04% |
$3.58M - $3.78M
|
33.8K
$6.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18.3K+ 6.35% |
$3.54M - $3.74M
|
307K
$62.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
17.8K+ 21.16% |
$3.42M - $3.62M
|
102K
$20.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
17.2K+ 25.51% |
$3.32M - $3.51M
|
84.6K
$17.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
16.7K+ 199.67% |
$3.22M - $3.4M
|
25.1K
$5.13M
|