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 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
992+ 2.77% |
$165K - $193K
|
36.8K
$7.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
170New |
$28.4K - $33K
|
170
$33.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
11+ 0.89% |
$1.84K - $2.14K
|
1.25K
$247K
|
|
|
Jul 23, 2025
Q2 2025
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
54.5K+ 67.96% |
$9.1M - $10.6M
|
135K
$26.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
22+ 1.25% |
$3.67K - $4.27K
|
1.78K
$351K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-103- 8.69% |
$17.2K - $20K
|
1.08K
$214K
|
|
|
Jul 23, 2025
Q2 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
2.31K+ 103.96% |
$386K - $449K
|
4.53K
$895K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-104- 1.2% |
$17.3K - $20.2K
|
8.57K
$1.69M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
39+ 0.29% |
$6.51K - $7.57K
|
13.5K
$2.67M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-995- 16.67% |
$166K - $193K
|
4.98K
$983K
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-1.89K- 7.65% |
$315K - $367K
|
22.8K
$4.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
278+ 3.03% |
$46.4K - $54K
|
9.45K
$1.87M
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1.43KNew |
$238K - $277K
|
1.43K
$282K
|
|
|
Jul 23, 2025
Q2 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
1.34K+ 4.18% |
$224K - $261K
|
33.5K
$6.61M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.23K+ 6.98% |
$205K - $239K
|
18.8K
$3.72M
|
|
|
Jul 23, 2025
Q2 2025
|
Matisse Capital
|
BUY
|
- |
1+ 0.05% |
$167 - $194
|
2.01K
$397K
|
|
|
Jul 23, 2025
Q2 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-573- 68.87% |
$95.6K - $111K
|
259
$51.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-1.12K- 4.55% |
$187K - $218K
|
23.6K
$4.65M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.04KNew |
$174K - $202K
|
1.04K
$206K
|
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-155- 6.06% |
$25.9K - $30.1K
|
2.4K
$474K
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
BUY
|
- |
710+ 3.06% |
$118K - $138K
|
23.9K
$4.73M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-91- 1.19% |
$15.2K - $17.7K
|
7.56K
$1.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
281+ 1.18% |
$46.9K - $54.6K
|
24.1K
$4.75M
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
4.73K+ 10.08% |
$788K - $918K
|
51.6K
$10.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
5+ 0.38% |
$834 - $971
|
1.31K
$258K
|
|
|
Jul 23, 2025
Q2 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
1.06KNew |
$176K - $205K
|
1.06K
$208K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.64K- 0.31% |
$441K - $513K
|
846K
$167M
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
111+ 8.45% |
$18.5K - $21.6K
|
1.43K
$281K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-113- 3.71% |
$18.9K - $21.9K
|
2.93K
$579K
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
7+ 0.42% |
$1.17K - $1.36K
|
1.66K
$328K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
8+ 0.41% |
$1.33K - $1.55K
|
1.95K
$384K
|
|
|
Jul 22, 2025
Q2 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
SELL
|
- |
-976K- 99.47% |
$163M - $190M
|
5.22K
$1.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
46+ 0.78% |
$7.67K - $8.93K
|
5.91K
$1.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-43.6K- 66.45% |
$7.27M - $8.47M
|
22K
$4.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-281- 12.02% |
$46.9K - $54.6K
|
2.06K
$406K
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
317+ 20.15% |
$52.9K - $61.6K
|
1.89K
$373K
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
16.1K+ 15.68% |
$2.68M - $3.12M
|
118K
$23.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
224+ 0.86% |
$37.4K - $43.5K
|
26.4K
$5.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-168- 0.74% |
$28K - $32.6K
|
22.6K
$4.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital City Trust CO
|
BUY
|
- |
1.18K+ 49.39% |
$197K - $229K
|
3.56K
$704K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
17.2K+ 139.78% |
$2.87M - $3.35M
|
29.6K
$5.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-936- 99.68% |
$156K - $182K
|
3
$593
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
26.6K+ 107.15% |
$4.44M - $5.17M
|
51.5K
$10.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1+ 0.04% |
$167 - $194
|
2.5K
$493K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-219- 15.5% |
$36.5K - $42.5K
|
1.19K
$236K
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
1.95K+ 2.35% |
$325K - $378K
|
84.9K
$16.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-724- 0.33% |
$121K - $141K
|
216K
$42.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
113+ 0.38% |
$18.9K - $21.9K
|
29.8K
$5.88M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
461+ 10.17% |
$76.9K - $89.5K
|
5K
$987K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
123New |
$20.5K - $23.9K
|
123
$24.3K
|