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 |
|---|---|---|---|---|---|---|---|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-66- 92.96% |
$12.7K - $13.5K
|
5
$1.02K
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.04K- 1.23% |
$201K - $212K
|
83.4K
$17.1M
|
|
|
Dec 16, 2025
Q3 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-150- 2.17% |
$28.9K - $30.6K
|
6.77K
$1.39M
|
|
|
Dec 08, 2025
Q3 2025
|
Tull Financial Group, Inc.
Chesapeake, VA |
SELL
|
- |
-178- 15.16% |
$34.3K - $36.3K
|
996
$204K
|
|
|
Dec 08, 2025
Q3 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-173- 59.86% |
$33.3K - $35.3K
|
116
$23.8K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.34K- 35.87% |
$1.22M - $1.29M
|
11.3K
$2.32M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
1.73K+ 3.95% |
$333K - $352K
|
45.5K
$9.31M
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
1.12KNew |
$215K - $228K
|
1.12K
$229K
|
|
|
Nov 25, 2025
Q3 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
579+ 11.0% |
$112K - $118K
|
5.84K
$1.2M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
784New |
$151K - $160K
|
784
$161K
|
|
|
Nov 24, 2025
Q3 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
336+ 10.77% |
$64.8K - $68.5K
|
3.46K
$708K
|
|
|
Nov 24, 2025
Q3 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
3.35K+ 13.51% |
$646K - $683K
|
28.2K
$5.77M
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-2.05K- 11.16% |
$395K - $418K
|
16.3K
$3.34M
|
|
|
Nov 21, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-319K- 99.17% |
$61.5M - $65M
|
2.68K
$548K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
30+ 30.3% |
$5.78K - $6.12K
|
129
$26.4K
|
|
|
Nov 21, 2025
Q3 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
37+ 0.19% |
$7.13K - $7.54K
|
19.6K
$4.02M
|
|
|
Nov 21, 2025
Q3 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
563+ 0.8% |
$109K - $115K
|
70.7K
$14.5M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6K+ 3.36% |
$1.16M - $1.22M
|
185K
$37.9M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-7- 0.09% |
$1.35K - $1.43K
|
7.61K
$1.56M
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-19.6K- 26.86% |
$3.78M - $4M
|
53.4K
$10.9M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1+ 0.12% |
$193 - $204
|
813
$166K
|
|
|
Nov 20, 2025
Q3 2025
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-963- 43.2% |
$186K - $196K
|
1.27K
$259K
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-3.16K- 21.25% |
$610K - $645K
|
11.7K
$2.4M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.82K- 1.6% |
$1.31M - $1.39M
|
421K
$86.1M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
181KNew |
$34.9M - $36.9M
|
181K
$37.1M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
346+ 7.44% |
$66.7K - $70.5K
|
4.99K
$1.02M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.65K- 72.68% |
$897K - $948K
|
1.75K
$358K
|
|
|
Nov 19, 2025
Q3 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
2.84KNew |
$547K - $578K
|
2.84K
$581K
|
|
|
Nov 18, 2025
Q3 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.87K+ 1.97% |
$360K - $381K
|
96.9K
$19.8M
|
|
|
Nov 18, 2025
Q3 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.28KNew |
$247K - $261K
|
1.28K
$262K
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
47New |
$9.06K - $9.58K
|
47
$9.63K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.05K- 5.29% |
$395K - $417K
|
36.7K
$7.51M
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
758+ 56.44% |
$146K - $155K
|
2.1K
$430K
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
5+ 0.15% |
$964 - $1.02K
|
3.32K
$680K
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-1.7K- 61.21% |
$328K - $347K
|
1.08K
$221K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-1.98K- 45.93% |
$382K - $404K
|
2.34K
$478K
|
|
|
Nov 17, 2025
Q3 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.53K+ 0.58% |
$295K - $312K
|
268K
$54.8M
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
85+ 2.62% |
$16.4K - $17.3K
|
3.34K
$683K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-180K- 2.05% |
$34.7M - $36.7M
|
8.58M
$1.76B
|
|
|
Nov 17, 2025
Q3 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-18- 0.07% |
$3.47K - $3.67K
|
27.2K
$5.58M
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-1.4K- 3.01% |
$269K - $284K
|
45K
$9.21M
|
|
|
Nov 17, 2025
Q3 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-2.31K- 2.31% |
$445K - $470K
|
97.5K
$20M
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-3.54K- 26.08% |
$683K - $722K
|
10K
$2.06M
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
SELL
|
- |
-53- 0.9% |
$10.2K - $10.8K
|
5.85K
$1.2M
|
|
|
Nov 17, 2025
Q3 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
5+ 0.09% |
$964 - $1.02K
|
5.32K
$1.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.53K+ 4.27% |
$488K - $516K
|
61.8K
$12.7M
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-179K- 4.55% |
$34.4M - $36.4M
|
3.75M
$768M
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
243+ 14.99% |
$46.8K - $49.5K
|
1.86K
$382K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-6.83K- 7.69% |
$1.32M - $1.39M
|
81.9K
$16.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
77New |
$14.8K - $15.7K
|
77
$15.8K
|
|