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 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
188+ 0.44% |
$31.4K - $36.5K
|
42.7K
$8.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
249+ 4.56% |
$41.5K - $48.4K
|
5.71K
$1.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
32+ 2.88% |
$5.34K - $6.22K
|
1.15K
$225K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
16.8KNew |
$2.8M - $3.26M
|
16.8K
$3.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.04K- 12.09% |
$173K - $202K
|
7.55K
$1.48M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.1K+ 62.36% |
$183K - $213K
|
2.85K
$559K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1+ 0.02% |
$167 - $194
|
4.79K
$939K
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-34- 0.17% |
$5.67K - $6.6K
|
20.5K
$4.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
6+ 0.35% |
$1K - $1.17K
|
1.71K
$335K
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
5+ 0.12% |
$834 - $971
|
4.19K
$822K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.17K- 3.16% |
$194K - $226K
|
35.7K
$7M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
662+ 28.5% |
$110K - $129K
|
2.99K
$586K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
7+ 0.26% |
$1.17K - $1.36K
|
2.65K
$520K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
673+ 29.75% |
$112K - $131K
|
2.94K
$576K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-40- 4.26% |
$6.67K - $7.77K
|
900
$177K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.59K- 0.65% |
$265K - $309K
|
244K
$47.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1.06KNew |
$176K - $205K
|
1.06K
$207K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-8- 0.06% |
$1.33K - $1.55K
|
13.1K
$2.57M
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-922- 16.6% |
$154K - $179K
|
4.63K
$909K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-622- 35.0% |
$104K - $121K
|
1.16K
$227K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
393+ 24.59% |
$65.6K - $76.3K
|
1.99K
$391K
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-15- 1.01% |
$2.5K - $2.91K
|
1.48K
$289K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-146- 0.89% |
$24.4K - $28.4K
|
16.2K
$3.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
5+ 0.19% |
$834 - $971
|
2.64K
$517K
|
|
|
Jul 16, 2025
Q2 2025
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
278+ 3.82% |
$46.4K - $54K
|
7.56K
$1.48M
|
|
|
Jul 16, 2025
Q2 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-386- 7.66% |
$64.4K - $75K
|
4.65K
$912K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
4+ 0.1% |
$667 - $777
|
3.92K
$769K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-7.42K- 8.51% |
$1.24M - $1.44M
|
79.8K
$15.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-12- 0.64% |
$2K - $2.33K
|
1.87K
$367K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-279- 13.85% |
$46.5K - $54.2K
|
1.74K
$341K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-2.13K- 5.93% |
$355K - $414K
|
33.8K
$6.63M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-7.41K- 2.31% |
$1.24M - $1.44M
|
313K
$61.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-293- 1.67% |
$48.9K - $56.9K
|
17.3K
$3.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
3.03KNew |
$505K - $588K
|
3.03K
$594K
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
298K+ 716.95% |
$49.7M - $57.9M
|
340K
$66.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
200+ 4.78% |
$33.4K - $38.8K
|
4.39K
$861K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-108- 3.51% |
$18K - $21K
|
2.97K
$583K
|
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-4- 0.52% |
$667 - $777
|
765
$150K
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
SELL
|
- |
-409- 4.65% |
$68.2K - $79.4K
|
8.39K
$1.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
3.31K+ 1.43% |
$553K - $643K
|
235K
$46.2M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-4- 0.24% |
$667 - $777
|
1.66K
$325K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
487+ 28.99% |
$81.2K - $94.6K
|
2.17K
$425K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.9K- 5.99% |
$316K - $368K
|
29.7K
$5.83M
|
|
|
Jul 15, 2025
Q2 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-3.43K- 5.78% |
$572K - $666K
|
56K
$11M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
1.54K+ 22.24% |
$257K - $299K
|
8.46K
$1.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
3.78KNew |
$631K - $735K
|
3.78K
$742K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-5- 0.03% |
$834 - $971
|
14.3K
$2.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
22.2K+ 1356.27% |
$3.7M - $4.31M
|
23.8K
$4.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
1.24K+ 3.03% |
$207K - $241K
|
42.1K
$8.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-521- 1.97% |
$86.9K - $101K
|
26K
$5.09M
|