Latest Institutional Transactions on Ishares Russell 1000 Val ETF (IWD)
This table provides information on the latest institutional transactions involving Ishares Russell 1000 Val ETF (IWD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
46+ 0.78% |
$7.67K - $8.93K
|
5.91K
$1.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-43.6K- 66.45% |
$7.27M - $8.47M
|
22K
$4.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-281- 12.02% |
$46.9K - $54.6K
|
2.06K
$403K
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
317+ 20.15% |
$52.9K - $61.6K
|
1.89K
$371K
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
16.1K+ 15.68% |
$2.68M - $3.12M
|
118K
$23.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
224+ 0.86% |
$37.4K - $43.5K
|
26.4K
$5.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-168- 0.74% |
$28K - $32.6K
|
22.6K
$4.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital City Trust CO
|
BUY
|
- |
1.18K+ 49.39% |
$197K - $229K
|
3.56K
$699K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
17.2K+ 139.78% |
$2.87M - $3.35M
|
29.6K
$5.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-936- 99.68% |
$156K - $182K
|
3
$588
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
26.6K+ 107.15% |
$4.44M - $5.17M
|
51.5K
$10.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1+ 0.04% |
$167 - $194
|
2.5K
$490K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-219- 15.5% |
$36.5K - $42.5K
|
1.19K
$234K
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
1.95K+ 2.35% |
$325K - $378K
|
84.9K
$16.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-724- 0.33% |
$121K - $141K
|
216K
$42.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
113+ 0.38% |
$18.9K - $21.9K
|
29.8K
$5.84M
|
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
BUY
|
- |
13.8KNew |
$2.31M - $2.69M
|
13.8K
$2.71M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
4.63K+ 3.36% |
$773K - $900K
|
143K
$28M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
50+ 1.46% |
$8.34K - $9.71K
|
3.46K
$679K
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-7- 0.4% |
$1.17K - $1.36K
|
1.74K
$341K
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
4.76KNew |
$795K - $925K
|
4.76K
$935K
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-27- 0.55% |
$4.5K - $5.24K
|
4.92K
$964K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-17- 0.09% |
$2.84K - $3.3K
|
19.8K
$3.87M
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
58+ 1.65% |
$9.68K - $11.3K
|
3.58K
$702K
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
1+ 0.01% |
$167 - $194
|
10.7K
$2.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.14K+ 12.87% |
$191K - $222K
|
10K
$1.96M
|
|
|
Jul 21, 2025
Q2 2025
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
1.06KNew |
$176K - $205K
|
1.06K
$207K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
9.46K+ 28.11% |
$1.58M - $1.84M
|
43.1K
$8.46M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-409- 8.24% |
$68.2K - $79.4K
|
4.56K
$894K
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
BUY
|
- |
1.2KNew |
$201K - $234K
|
1.2K
$236K
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-506- 1.16% |
$84.4K - $98.3K
|
43K
$8.44M
|
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
BUY
|
- |
909+ 0.79% |
$152K - $177K
|
116K
$22.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-11- 0.59% |
$1.84K - $2.14K
|
1.86K
$364K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
34+ 1.54% |
$5.67K - $6.6K
|
2.24K
$439K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-9.25K- 7.27% |
$1.54M - $1.8M
|
118K
$23.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
1.49K+ 61.8% |
$248K - $289K
|
3.89K
$764K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.39K- 8.81% |
$399K - $465K
|
24.8K
$4.86M
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-33- 0.41% |
$5.51K - $6.41K
|
8.09K
$1.59M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
146+ 2.56% |
$24.4K - $28.4K
|
5.84K
$1.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-19.6K- 56.25% |
$3.26M - $3.8M
|
15.2K
$2.98M
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-1.79K- 51.9% |
$299K - $348K
|
1.66K
$326K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
61New |
$10.2K - $11.8K
|
61
$12K
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-728- 6.54% |
$121K - $141K
|
10.4K
$2.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.62K+ 31.55% |
$269K - $314K
|
6.73K
$1.32M
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
9+ 0.43% |
$1.5K - $1.75K
|
2.09K
$410K
|
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
6+ 0.46% |
$1K - $1.17K
|
1.31K
$258K
|
|
|
Jul 21, 2025
Q2 2025
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-300- 15.22% |
$50K - $58.3K
|
1.67K
$328K
|
|
|
Jul 21, 2025
Q2 2025
|
Echo Wealth Management, LLC
|
SELL
|
- |
-5- 0.35% |
$834 - $971
|
1.42K
$279K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-113- 3.46% |
$18.9K - $21.9K
|
3.16K
$619K
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
41+ 0.64% |
$6.84K - $7.96K
|
6.46K
$1.27M
|