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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
SELL
|
- |
-24- 0.36% |
$4.63K - $4.89K
|
6.72K
$1.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.15M- 26.83% |
$801M - $847M
|
11.3M
$2.32B
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-246K- 0.49% |
$47.5M - $50.2M
|
49.6M
$10.2B
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
704K+ 1.97% |
$136M - $143M
|
36.4M
$7.45B
|
|
|
Nov 14, 2025
Q3 2025
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
1.66KNew |
$320K - $339K
|
1.66K
$340K
|
|
|
Nov 14, 2025
Q3 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-25- 1.08% |
$4.82K - $5.1K
|
2.3K
$471K
|
|
|
Nov 14, 2025
Q3 2025
|
Ellevest, Inc.
|
BUY
|
- |
125+ 2.48% |
$24.1K - $25.5K
|
5.17K
$1.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-862- 3.32% |
$166K - $176K
|
25.1K
$5.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Tcw Group Inc
|
SELL
|
- |
-1.61K- 4.51% |
$310K - $328K
|
34.1K
$6.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Campion Asset Management
|
SELL
|
- |
-125- 6.43% |
$24.1K - $25.5K
|
1.82K
$372K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
5.01K+ 96.27% |
$966K - $1.02M
|
10.2K
$2.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
14.8K+ 11.8% |
$2.85M - $3.01M
|
140K
$28.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.68K+ 36.53% |
$324K - $342K
|
6.28K
$1.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
9.47K+ 2.77% |
$1.83M - $1.93M
|
352K
$72M
|
|
|
Nov 14, 2025
Q3 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-585- 3.11% |
$113K - $119K
|
18.2K
$3.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1.8K+ 5.69% |
$348K - $368K
|
33.5K
$6.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
7.39K+ 1.85% |
$1.42M - $1.51M
|
406K
$83.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6.72K+ 431.11% |
$1.3M - $1.37M
|
8.28K
$1.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-200- 2.78% |
$38.6K - $40.8K
|
7K
$1.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Sierra Capital LLC
|
SELL
|
- |
-4.51K- 10.74% |
$869K - $919K
|
37.5K
$7.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
160+ 0.03% |
$30.8K - $32.6K
|
541K
$111M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-136- 35.98% |
$26.2K - $27.7K
|
242
$49.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.01KNew |
$195K - $207K
|
1.01K
$207K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
61+ 0.15% |
$11.8K - $12.4K
|
40.7K
$8.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
405+ 2.81% |
$78.1K - $82.6K
|
14.8K
$3.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-148- 2.58% |
$28.5K - $30.2K
|
5.6K
$1.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
126+ 5.66% |
$24.3K - $25.7K
|
2.35K
$482K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.06K- 1.03% |
$396K - $419K
|
198K
$40.6M
|
|
|
Nov 14, 2025
Q3 2025
|
S&T Bank
Indiana, PA |
SELL
|
- |
-372- 40.35% |
$71.7K - $75.8K
|
550
$113K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
163K+ 3.45% |
$31.4M - $33.2M
|
4.89M
$1B
|
|
|
Nov 14, 2025
Q3 2025
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
2.4KNew |
$463K - $489K
|
2.4K
$491K
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
542+ 1.74% |
$104K - $110K
|
31.7K
$6.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
170K+ 14.88% |
$32.8M - $34.6M
|
1.31M
$269M
|
|
|
Nov 14, 2025
Q3 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
2.11K+ 125.01% |
$407K - $431K
|
3.81K
$779K
|
|
|
Nov 14, 2025
Q3 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-1.51K- 27.44% |
$292K - $308K
|
4K
$819K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.68K- 2.81% |
$517K - $546K
|
92.7K
$19M
|
|
|
Nov 14, 2025
Q3 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-531- 8.32% |
$102K - $108K
|
5.85K
$1.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
20.1K+ 6.06% |
$3.88M - $4.1M
|
352K
$72.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.18KNew |
$228K - $241K
|
1.18K
$242K
|
|
|
Nov 14, 2025
Q3 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.51K+ 23.66% |
$291K - $307K
|
7.88K
$1.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.02K+ 4.0% |
$197K - $209K
|
26.6K
$5.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-15.5K- 17.92% |
$2.99M - $3.16M
|
71K
$14.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.76K- 0.55% |
$532K - $563K
|
500K
$102M
|
|
|
Nov 14, 2025
Q3 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
7+ 0.49% |
$1.35K - $1.43K
|
1.45K
$297K
|
|
|
Nov 14, 2025
Q3 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.69K+ 184.6% |
$518K - $548K
|
4.14K
$848K
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-6.39K- 27.44% |
$1.23M - $1.3M
|
16.9K
$3.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
13.9KNew |
$2.68M - $2.83M
|
13.9K
$2.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-2.8K- 28.87% |
$540K - $571K
|
6.9K
$1.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-1.3K- 15.0% |
$250K - $265K
|
7.36K
$1.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
7+ 0.09% |
$1.35K - $1.43K
|
7.39K
$1.51M
|
|