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 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-757- 2.4% |
$126K - $147K
|
30.8K
$6.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-379- 1.52% |
$63.2K - $73.6K
|
24.6K
$4.83M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
36.8K+ 16.36% |
$6.15M - $7.16M
|
262K
$51.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-310- 3.39% |
$51.7K - $60.2K
|
8.84K
$1.73M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-335- 1.8% |
$55.9K - $65.1K
|
18.3K
$3.59M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
29+ 0.37% |
$4.84K - $5.63K
|
7.94K
$1.56M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.57K+ 16.01% |
$262K - $305K
|
11.4K
$2.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-504- 7.85% |
$84.1K - $97.9K
|
5.92K
$1.16M
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
6.45K+ 6.0% |
$1.08M - $1.25M
|
114K
$22.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
247+ 10.8% |
$41.2K - $48K
|
2.54K
$497K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-46- 0.51% |
$7.67K - $8.93K
|
8.91K
$1.75M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-538- 1.78% |
$89.7K - $104K
|
29.7K
$5.83M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
130+ 2.68% |
$21.7K - $25.2K
|
4.98K
$977K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
10+ 0.33% |
$1.67K - $1.94K
|
3.07K
$602K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 2.22% |
$167 - $194
|
46
$9.02K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
453+ 1.43% |
$75.6K - $88K
|
32.1K
$6.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-9.12K- 70.53% |
$1.52M - $1.77M
|
3.81K
$747K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
35+ 0.86% |
$5.84K - $6.8K
|
4.12K
$808K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-34- 0.42% |
$5.67K - $6.6K
|
8.02K
$1.57M
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
32+ 2.6% |
$5.34K - $6.22K
|
1.26K
$248K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-12K- 1.72% |
$2M - $2.32M
|
684K
$134M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-50- 1.81% |
$8.34K - $9.71K
|
2.72K
$533K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-325- 5.92% |
$54.2K - $63.1K
|
5.17K
$1.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.13K+ 1.05% |
$189K - $220K
|
109K
$21.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
151+ 1.5% |
$25.2K - $29.3K
|
10.2K
$2.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
63+ 2.47% |
$10.5K - $12.2K
|
2.61K
$512K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.02KNew |
$336K - $391K
|
2.02K
$395K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
4New |
$667 - $777
|
4
$785
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.47K- 6.23% |
$245K - $285K
|
22.1K
$4.33M
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
16New |
$2.67K - $3.11K
|
16
$3.14K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
406+ 0.93% |
$67.7K - $78.9K
|
43.9K
$8.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
137KNew |
$22.8M - $26.5M
|
137K
$26.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-20- 0.51% |
$3.34K - $3.88K
|
3.93K
$771K
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
207+ 7.47% |
$34.5K - $40.2K
|
2.98K
$584K
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.02K- 16.09% |
$170K - $198K
|
5.32K
$1.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
534+ 427.2% |
$89.1K - $104K
|
659
$129K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-252- 1.58% |
$42K - $48.9K
|
15.7K
$3.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-89- 1.91% |
$14.8K - $17.3K
|
4.56K
$895K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-73- 0.92% |
$12.2K - $14.2K
|
7.84K
$1.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-169- 0.58% |
$28.2K - $32.8K
|
28.9K
$5.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-125- 1.05% |
$20.9K - $24.3K
|
11.8K
$2.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-55- 1.6% |
$9.18K - $10.7K
|
3.39K
$665K
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-82- 0.79% |
$13.7K - $15.9K
|
10.3K
$2.03M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-12- 0.26% |
$2K - $2.33K
|
4.58K
$899K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-35- 0.61% |
$5.84K - $6.8K
|
5.7K
$1.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.35K- 40.71% |
$225K - $262K
|
1.97K
$385K
|
|
|
Jul 09, 2025
Q2 2025
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
324+ 0.9% |
$54K - $62.9K
|
36.3K
$7.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
205+ 0.39% |
$34.2K - $39.8K
|
53.3K
$10.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
362+ 6.54% |
$60.4K - $70.3K
|
5.9K
$1.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-629- 7.08% |
$105K - $122K
|
8.25K
$1.62M
|