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 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.27K- 2.4% |
$212K - $247K
|
51.6K
$10.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-108- 1.53% |
$18K - $21K
|
6.95K
$1.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-4- 0.19% |
$667 - $777
|
2.09K
$409K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.57K+ 3.26% |
$595K - $692K
|
113K
$22.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
160+ 0.31% |
$26.7K - $31.1K
|
51.6K
$10.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-25- 0.88% |
$4.17K - $4.86K
|
2.82K
$553K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.96K+ 9.89% |
$326K - $380K
|
21.7K
$4.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.18K+ 17.04% |
$530K - $617K
|
21.8K
$4.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
2.81K+ 1.99% |
$469K - $546K
|
144K
$28.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
714+ 0.69% |
$119K - $139K
|
105K
$20.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-393- 7.3% |
$65.6K - $76.3K
|
4.99K
$979K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
13.7K+ 18.74% |
$2.29M - $2.67M
|
86.9K
$17.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
209+ 11.52% |
$34.9K - $40.6K
|
2.02K
$397K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
43+ 21.18% |
$7.17K - $8.35K
|
246
$48.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-690- 14.11% |
$115K - $134K
|
4.2K
$824K
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
2+ 0.18% |
$334 - $388
|
1.12K
$219K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.71K- 23.6% |
$286K - $333K
|
5.54K
$1.09M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
59+ 0.58% |
$9.84K - $11.5K
|
10.2K
$1.99M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
289New |
$48.2K - $56.1K
|
289
$56.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
433+ 10.28% |
$72.2K - $84.1K
|
4.64K
$911K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-5.07K- 18.71% |
$845K - $984K
|
22K
$4.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-180- 15.86% |
$30K - $35K
|
955
$187K
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-131- 2.23% |
$21.9K - $25.4K
|
5.74K
$1.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
19+ 0.57% |
$3.17K - $3.69K
|
3.35K
$658K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.4K+ 10.19% |
$234K - $272K
|
15.1K
$2.97M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
62.4K+ 88.9% |
$10.4M - $12.1M
|
133K
$26M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-80- 0.4% |
$13.3K - $15.5K
|
19.7K
$3.86M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
61+ 2.97% |
$10.2K - $11.8K
|
2.12K
$415K
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-223- 10.3% |
$37.2K - $43.3K
|
1.94K
$381K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
7+ 0.15% |
$1.17K - $1.36K
|
4.73K
$928K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
61+ 0.55% |
$10.2K - $11.8K
|
11.1K
$2.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
124+ 9.88% |
$20.7K - $24.1K
|
1.38K
$271K
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
397+ 11.44% |
$66.2K - $77.1K
|
3.87K
$759K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
100+ 2.54% |
$16.7K - $19.4K
|
4.04K
$792K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
223New |
$37.2K - $43.3K
|
223
$43.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
5+ 0.37% |
$834 - $971
|
1.35K
$264K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
294+ 2.73% |
$49K - $57.1K
|
11K
$2.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-22- 36.07% |
$3.67K - $4.27K
|
39
$7.65K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
2+ 0.16% |
$334 - $388
|
1.23K
$241K
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-47- 2.72% |
$7.84K - $9.13K
|
1.68K
$330K
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
392+ 4.88% |
$65.4K - $76.1K
|
8.42K
$1.65M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-39- 1.43% |
$6.51K - $7.57K
|
2.69K
$528K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1- 0.03% |
$167 - $194
|
3.77K
$739K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
220+ 0.48% |
$36.7K - $42.7K
|
45.9K
$9.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
1.87K+ 128.45% |
$312K - $363K
|
3.32K
$652K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-165- 2.56% |
$27.5K - $32K
|
6.28K
$1.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
220+ 10.04% |
$36.7K - $42.7K
|
2.41K
$473K
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
2+ 0.17% |
$334 - $388
|
1.17K
$229K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
665+ 40.28% |
$111K - $129K
|
2.32K
$454K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
17+ 0.45% |
$2.84K - $3.3K
|
3.82K
$748K
|