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 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-26.6K- 9.41% |
$4.44M - $5.17M
|
256K
$50.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-282- 19.33% |
$47K - $54.8K
|
1.18K
$231K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
692+ 11.81% |
$115K - $134K
|
6.55K
$1.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.61K+ 115.47% |
$436K - $508K
|
4.88K
$956K
|
|
|
Jul 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-514- 3.47% |
$85.7K - $99.8K
|
14.3K
$2.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
8+ 0.42% |
$1.33K - $1.55K
|
1.92K
$376K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-263- 11.49% |
$43.9K - $51.1K
|
2.03K
$397K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-116- 2.07% |
$19.4K - $22.5K
|
5.49K
$1.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
10+ 0.2% |
$1.67K - $1.94K
|
5K
$980K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
10+ 0.74% |
$1.67K - $1.94K
|
1.36K
$267K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
20+ 0.53% |
$3.34K - $3.88K
|
3.78K
$741K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
96+ 0.16% |
$16K - $18.6K
|
60.2K
$11.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-145- 6.79% |
$24.2K - $28.2K
|
1.99K
$391K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
411+ 97.86% |
$68.6K - $79.8K
|
831
$163K
|
|
|
Jul 17, 2025
Q2 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
2.34K+ 6.36% |
$391K - $455K
|
39.2K
$7.68M
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
17+ 0.68% |
$2.84K - $3.3K
|
2.52K
$494K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1.39K- 28.1% |
$233K - $271K
|
3.57K
$700K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.24K+ 187.7% |
$374K - $436K
|
3.44K
$674K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
36+ 0.13% |
$6.01K - $6.99K
|
27.4K
$5.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
525+ 7.4% |
$87.6K - $102K
|
7.62K
$1.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
50+ 1.8% |
$8.34K - $9.71K
|
2.82K
$554K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-161- 1.86% |
$26.9K - $31.3K
|
8.49K
$1.67M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
BUY
|
- |
158+ 12.61% |
$26.4K - $30.7K
|
1.41K
$277K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
12K+ 1.53% |
$2M - $2.33M
|
794K
$156M
|
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
SELL
|
- |
-65- 4.84% |
$10.8K - $12.6K
|
1.28K
$251K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
16+ 0.17% |
$2.67K - $3.11K
|
9.67K
$1.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.21K+ 2.12% |
$368K - $429K
|
106K
$20.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
25.7K+ 6.56% |
$4.29M - $5M
|
418K
$82M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.15K+ 3.5% |
$1.03M - $1.19M
|
182K
$35.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-780- 12.83% |
$130K - $151K
|
5.3K
$1.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.15K- 13.38% |
$192K - $223K
|
7.44K
$1.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.01KNew |
$1M - $1.17M
|
6.01K
$1.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-50- 3.72% |
$8.34K - $9.71K
|
1.3K
$254K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
511+ 0.79% |
$85.2K - $99.3K
|
65.6K
$12.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
557+ 320.11% |
$92.9K - $108K
|
731
$143K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
75+ 1.03% |
$12.5K - $14.6K
|
7.39K
$1.45M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
3+ 0.25% |
$500 - $583
|
1.21K
$238K
|
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-987- 6.42% |
$165K - $192K
|
14.4K
$2.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-301- 3.67% |
$50.2K - $58.5K
|
7.91K
$1.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
20+ 0.34% |
$3.34K - $3.88K
|
5.82K
$1.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
616+ 2.93% |
$103K - $120K
|
21.6K
$4.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
523+ 3.03% |
$87.2K - $102K
|
17.8K
$3.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
3+ 0.06% |
$500 - $583
|
5.2K
$1.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 0.37% |
$500 - $583
|
804
$158K
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
555+ 5.8% |
$92.6K - $108K
|
10.1K
$1.98M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
358+ 8.12% |
$59.7K - $69.5K
|
4.77K
$935K
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
1.46KNew |
$244K - $284K
|
1.46K
$286K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-36- 0.73% |
$6.01K - $6.99K
|
4.92K
$965K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-48- 0.85% |
$8.01K - $9.32K
|
5.62K
$1.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
71+ 6.48% |
$11.8K - $13.8K
|
1.17K
$229K
|