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 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-100K- 75.38% |
$16.7M - $19.5M
|
32.8K
$6.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1.03KNew |
$172K - $201K
|
1.03K
$203K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-81- 5.68% |
$13.5K - $15.7K
|
1.35K
$264K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.58KNew |
$597K - $695K
|
3.58K
$702K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.79K+ 7.52% |
$799K - $930K
|
68.5K
$13.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-70- 5.77% |
$11.7K - $13.6K
|
1.14K
$224K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-244- 3.25% |
$40.7K - $47.4K
|
7.25K
$1.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
605+ 12.7% |
$101K - $118K
|
5.37K
$1.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-108- 0.64% |
$18K - $21K
|
16.8K
$3.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
700+ 4.66% |
$117K - $136K
|
15.7K
$3.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-1.41K- 1.39% |
$234K - $273K
|
99.8K
$19.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
13+ 0.47% |
$2.17K - $2.52K
|
2.78K
$546K
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.04K+ 3.73% |
$174K - $203K
|
29K
$5.69M
|
|
|
Jul 09, 2025
Q2 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
1.58KNew |
$264K - $307K
|
1.58K
$310K
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.94K- 3.34% |
$658K - $766K
|
114K
$22.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-768- 7.16% |
$128K - $149K
|
9.96K
$1.95M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-13.3K- 50.63% |
$2.22M - $2.58M
|
13K
$2.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
26+ 0.43% |
$4.34K - $5.05K
|
6.14K
$1.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.08K+ 9.16% |
$180K - $209K
|
12.8K
$2.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.08K+ 37.62% |
$180K - $210K
|
3.95K
$775K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-64- 2.76% |
$10.7K - $12.4K
|
2.25K
$442K
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-823- 44.13% |
$137K - $160K
|
1.04K
$204K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-218- 1.9% |
$36.4K - $42.3K
|
11.2K
$2.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
90+ 0.5% |
$15K - $17.5K
|
18.2K
$3.57M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-11.7K- 20.78% |
$1.95M - $2.28M
|
44.7K
$8.76M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-18- 0.5% |
$3K - $3.5K
|
3.57K
$701K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1.54K+ 1.13% |
$257K - $300K
|
138K
$27M
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
7.13K+ 10.43% |
$1.19M - $1.39M
|
75.5K
$14.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
196+ 0.5% |
$32.7K - $38.1K
|
39.1K
$7.67M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-149- 1.21% |
$24.9K - $28.9K
|
12.2K
$2.38M
|
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
SELL
|
- |
-323- 20.29% |
$53.9K - $62.7K
|
1.27K
$249K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-148- 59.92% |
$24.7K - $28.7K
|
99
$19.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-129- 2.23% |
$21.5K - $25.1K
|
5.67K
$1.11M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
8+ 0.09% |
$1.33K - $1.55K
|
8.88K
$1.74M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.36% |
$167 - $194
|
280
$54.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
103+ 2.42% |
$17.2K - $20K
|
4.35K
$854K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-182- 2.88% |
$30.4K - $35.3K
|
6.15K
$1.21M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4.65K+ 3.9% |
$776K - $904K
|
124K
$24.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-151- 6.28% |
$25.2K - $29.3K
|
2.25K
$442K
|
|
|
Jul 07, 2025
Q2 2025
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
265+ 0.16% |
$44.2K - $51.5K
|
165K
$32.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
240+ 6.38% |
$40K - $46.6K
|
4K
$784K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1+ 0.09% |
$167 - $194
|
1.12K
$220K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-1- 0.07% |
$167 - $194
|
1.53K
$300K
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-221- 11.22% |
$36.9K - $42.9K
|
1.75K
$343K
|
|
|
Jul 07, 2025
Q2 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
SELL
|
- |
-422- 0.37% |
$70.4K - $82K
|
114K
$22.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-12.5K- 53.66% |
$2.08M - $2.42M
|
10.8K
$2.11M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
181+ 2.6% |
$30.2K - $35.2K
|
7.15K
$1.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-134- 1.54% |
$22.4K - $26K
|
8.57K
$1.68M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
442+ 1.13% |
$73.7K - $85.8K
|
39.5K
$7.75M
|
|
|
Jul 03, 2025
Q2 2025
|
Stairway Partners, LLC
|
BUY
|
- |
17.9K+ 1.41% |
$2.98M - $3.47M
|
1.29M
$253M
|