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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.59M- 6.77% |
$432M - $503M
|
35.7M
$6.98B
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-70.3K- 17.47% |
$11.7M - $13.6M
|
332K
$64.9M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-804K- 50.49% |
$134M - $156M
|
788K
$154M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.1KNew |
$517K - $603K
|
3.1K
$607K
|
|
|
Aug 14, 2025
Q2 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-145- 0.18% |
$24.2K - $28.2K
|
82.5K
$16.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.85K+ 2.82% |
$309K - $360K
|
67.4K
$13.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
379+ 0.58% |
$63.2K - $73.6K
|
66.1K
$12.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
15K+ 20.35% |
$2.5M - $2.91M
|
88.7K
$17.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
19.8KNew |
$3.3M - $3.85M
|
19.8K
$3.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-146K- 1.84% |
$24.4M - $28.4M
|
7.81M
$1.53B
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
PUT |
150K+ 50.0% |
$25M - $29.1M
|
450K
$88M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.47K+ 1.79% |
$579K - $674K
|
197K
$38.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-11.7K- 24.6% |
$1.94M - $2.26M
|
35.7K
$6.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.92K+ 113.55% |
$320K - $373K
|
3.61K
$706K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-6- 0.09% |
$1K - $1.17K
|
6.78K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-37K- 84.67% |
$6.17M - $7.19M
|
6.7K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-32- 1.97% |
$5.34K - $6.22K
|
1.59K
$312K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-454- 4.04% |
$75.7K - $88.2K
|
10.8K
$2.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
7.03K+ 7.99% |
$1.17M - $1.37M
|
95.1K
$18.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Pecaut & Co.
|
SELL
|
- |
-36- 2.85% |
$6.01K - $6.99K
|
1.23K
$240K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12.4K- 10.29% |
$2.07M - $2.41M
|
108K
$21.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
948+ 2.63% |
$158K - $184K
|
37K
$7.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-344- 0.09% |
$57.4K - $66.8K
|
399K
$78M
|
|
|
Aug 14, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-731- 20.66% |
$122K - $142K
|
2.81K
$549K
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.5K- 4.43% |
$249K - $290K
|
32.3K
$6.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Potentia Wealth
San Jose, CA |
SELL
|
- |
-676- 2.47% |
$113K - $131K
|
26.7K
$5.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-972- 48.17% |
$162K - $189K
|
1.05K
$205K
|
|
|
Aug 14, 2025
Q2 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
1.97KNew |
$329K - $383K
|
1.97K
$386K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
70.3KNew |
$11.7M - $13.7M
|
70.3K
$13.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
371K+ 8.05% |
$62M - $72.2M
|
4.99M
$976M
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
SELL
|
- |
-46- 0.21% |
$7.67K - $8.93K
|
22K
$4.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-3.72K- 36.32% |
$621K - $723K
|
6.53K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
381+ 1.49% |
$63.6K - $74K
|
26K
$5.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
7+ 0.22% |
$1.17K - $1.36K
|
3.25K
$636K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-25.2K- 16.74% |
$4.2M - $4.89M
|
125K
$24.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.66K+ 56.59% |
$277K - $323K
|
4.6K
$900K
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
6+ 0.16% |
$1K - $1.17K
|
3.65K
$713K
|
|
|
Aug 14, 2025
Q2 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
1.61K+ 2.35% |
$269K - $313K
|
70.2K
$13.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.97KNew |
$663K - $772K
|
3.97K
$778K
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
180K+ 8806.37% |
$30M - $34.9M
|
182K
$35.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
277+ 2.6% |
$46.2K - $53.8K
|
10.9K
$2.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-20.3K- 2.16% |
$3.39M - $3.95M
|
921K
$180M
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-2.53K- 13.98% |
$423K - $492K
|
15.6K
$3.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.16KNew |
$194K - $226K
|
1.16K
$227K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.03K+ 18.68% |
$1.51M - $1.75M
|
57.3K
$11.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
2.1K+ 4.74% |
$350K - $408K
|
46.4K
$9.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-100- 0.44% |
$16.7K - $19.4K
|
22.7K
$4.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-79- 4.64% |
$13.2K - $15.3K
|
1.62K
$318K
|
|
|
Aug 14, 2025
Q2 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-489- 7.51% |
$81.6K - $95K
|
6.02K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.46K+ 27.47% |
$743K - $865K
|
20.7K
$4.04M
|