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 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
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
55+ 4.6% |
$9.18K - $10.7K
|
1.25K
$245K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.39KNew |
$232K - $270K
|
1.39K
$272K
|
|
|
Jul 21, 2025
Q2 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-847- 18.37% |
$141K - $165K
|
3.76K
$738K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-150- 3.61% |
$25K - $29.1K
|
4K
$785K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-42.4K- 1.84% |
$7.07M - $8.23M
|
2.26M
$443M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-255- 8.53% |
$42.5K - $49.5K
|
2.74K
$536K
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
2.44K+ 5.29% |
$407K - $474K
|
48.5K
$9.52M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2+ 0.09% |
$334 - $388
|
2.24K
$438K
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-316- 4.69% |
$52.7K - $61.4K
|
6.43K
$1.26M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-246- 5.4% |
$41K - $47.8K
|
4.31K
$845K
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
18+ 0.44% |
$3K - $3.5K
|
4.09K
$802K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-361- 3.88% |
$60.2K - $70.1K
|
8.95K
$1.76M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
702+ 29.97% |
$117K - $136K
|
3.04K
$597K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-279- 18.85% |
$46.5K - $54.2K
|
1.2K
$236K
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
2+ 0.16% |
$334 - $388
|
1.28K
$251K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
61+ 9.06% |
$10.2K - $11.8K
|
734
$144K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-577- 3.51% |
$96.3K - $112K
|
15.9K
$3.11M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-279- 10.79% |
$46.5K - $54.2K
|
2.31K
$452K
|
|
|
Jul 18, 2025
Q2 2025
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
1.05KNew |
$175K - $204K
|
1.05K
$206K
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
BUY
|
- |
23+ 2.34% |
$3.84K - $4.47K
|
1.01K
$198K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
6.36K+ 76.51% |
$1.06M - $1.24M
|
14.7K
$2.88M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.77K+ 3.59% |
$296K - $344K
|
51.1K
$10M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
952+ 77.91% |
$159K - $185K
|
2.17K
$426K
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
3+ 0.05% |
$500 - $583
|
6.45K
$1.26M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
4+ 0.26% |
$667 - $777
|
1.53K
$300K
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
8+ 0.44% |
$1.33K - $1.55K
|
1.82K
$357K
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
SELL
|
- |
-983- 1.46% |
$164K - $191K
|
66.5K
$13M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.25K- 5.3% |
$541K - $630K
|
58K
$11.4M
|