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
|
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
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.05K+ 3.78% |
$176K - $205K
|
28.9K
$5.71M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-250- 3.95% |
$41.7K - $48.6K
|
6.08K
$1.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
13.6K+ 70.05% |
$2.27M - $2.65M
|
33.1K
$6.53M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
2.54K+ 10.65% |
$423K - $492K
|
26.3K
$5.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2.15K+ 0.52% |
$358K - $417K
|
417K
$82.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
SELL
|
- |
-797- 0.75% |
$133K - $155K
|
105K
$20.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-300- 1.15% |
$50K - $58.3K
|
25.7K
$5.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-447- 1.02% |
$74.6K - $86.8K
|
43.5K
$8.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-31- 0.22% |
$5.17K - $6.02K
|
14.2K
$2.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
100New |
$16.7K - $19.4K
|
100
$19.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-4.66K- 20.0% |
$778K - $906K
|
18.6K
$3.68M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-452- 8.89% |
$75.4K - $87.8K
|
4.63K
$914K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-36- 0.87% |
$6.01K - $6.99K
|
4.09K
$807K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
45+ 0.4% |
$7.51K - $8.74K
|
11.3K
$2.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
602+ 24.08% |
$100K - $117K
|
3.1K
$613K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.78K- 13.83% |
$464K - $541K
|
17.3K
$3.43M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-60- 0.88% |
$10K - $11.7K
|
6.78K
$1.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.41KNew |
$235K - $273K
|
1.41K
$278K
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
116+ 0.46% |
$19.4K - $22.5K
|
25.2K
$4.97M
|
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
BUY
|
- |
13.8KNew |
$2.31M - $2.69M
|
13.8K
$2.73M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
4.63K+ 3.36% |
$773K - $900K
|
143K
$28.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
50+ 1.46% |
$8.34K - $9.71K
|
3.46K
$684K
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-7- 0.4% |
$1.17K - $1.36K
|
1.74K
$343K
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
4.76KNew |
$795K - $925K
|
4.76K
$941K
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-27- 0.55% |
$4.5K - $5.24K
|
4.92K
$971K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-17- 0.09% |
$2.84K - $3.3K
|
19.8K
$3.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
58+ 1.65% |
$9.68K - $11.3K
|
3.58K
$707K
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
1+ 0.01% |
$167 - $194
|
10.7K
$2.12M
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.14K+ 12.87% |
$191K - $222K
|
10K
$1.98M
|
|
|
Jul 21, 2025
Q2 2025
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
1.06KNew |
$176K - $205K
|
1.06K
$209K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
9.46K+ 28.11% |
$1.58M - $1.84M
|
43.1K
$8.51M
|