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 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-29- 0.89% |
$4.84K - $5.63K
|
3.21K
$630K
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
4.74KNew |
$791K - $921K
|
4.74K
$930K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-1.33K- 18.6% |
$221K - $257K
|
5.8K
$1.14M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-174- 2.45% |
$29K - $33.8K
|
6.92K
$1.36M
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
1.25K+ 7.92% |
$209K - $243K
|
17K
$3.34M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
4.41KNew |
$736K - $856K
|
4.41K
$865K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
2.12K+ 20.18% |
$353K - $412K
|
12.6K
$2.48M
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
59+ 0.57% |
$9.84K - $11.5K
|
10.3K
$2.03M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-463- 2.29% |
$77.2K - $89.9K
|
19.8K
$3.88M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.25K- 30.13% |
$209K - $243K
|
2.9K
$569K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
38+ 0.19% |
$6.34K - $7.38K
|
19.6K
$3.84M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.78K- 40.27% |
$297K - $346K
|
2.64K
$518K
|
|
| Q1 2025 | |||||||
|
Jul 15, 2025
Q1 2025
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-216- 15.15% |
$39.5K - $42.4K
|
1.21K
$237K
|
|
|
Jul 08, 2025
Q1 2025
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-171- 9.32% |
$31.3K - $33.6K
|
1.66K
$326K
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
1.61KNew |
$294K - $316K
|
1.61K
$316K
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-2.48K- 0.46% |
$453K - $486K
|
539K
$106M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-127- 47.57% |
$23.2K - $24.9K
|
140
$27.5K
|
|
|
Jun 04, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-7.9K- 53.84% |
$1.44M - $1.55M
|
6.77K
$1.33M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
228New |
$41.7K - $44.7K
|
228
$44.7K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
14.2K+ 0.56% |
$2.59M - $2.78M
|
2.53M
$497M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-143- 2.31% |
$26.1K - $28.1K
|
6.05K
$1.19M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1+ 0.02% |
$183 - $196
|
5.76K
$1.13M
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
119New |
$21.8K - $23.3K
|
119
$23.3K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.97K- 45.21% |
$908K - $974K
|
6.02K
$1.18M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-10- 0.54% |
$1.83K - $1.96K
|
1.83K
$360K
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-165- 1.87% |
$30.2K - $32.4K
|
8.68K
$1.7M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
290+ 1.82% |
$53K - $56.9K
|
16.2K
$3.18M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
1.79KNew |
$327K - $351K
|
1.79K
$351K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-148- 1.91% |
$27.1K - $29K
|
7.58K
$1.49M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-17.5K- 7.82% |
$3.21M - $3.44M
|
207K
$40.6M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
333+ 28.56% |
$60.9K - $65.3K
|
1.5K
$294K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
2.1KNew |
$384K - $412K
|
2.1K
$412K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-20.2K- 71.77% |
$3.69M - $3.96M
|
7.95K
$1.56M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-366- 3.16% |
$66.9K - $71.8K
|
11.2K
$2.2M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
1.08KNew |
$197K - $211K
|
1.08K
$211K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
61+ 164.86% |
$11.2K - $12K
|
98
$19.2K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4+ 5.97% |
$731 - $785
|
71
$13.9K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-233- 11.49% |
$42.6K - $45.7K
|
1.79K
$352K
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
BUY
|
- |
13.7K+ 95.04% |
$2.5M - $2.68M
|
28.1K
$5.51M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-17.3K- 19.04% |
$3.17M - $3.4M
|
73.7K
$14.5M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-46.8K- 82.02% |
$8.55M - $9.18M
|
10.3K
$2.01M
|
|
|
May 15, 2025
Q1 2025
|
Wind River Trust CO
|
SELL
|
- |
-11.6K- 4.58% |
$2.12M - $2.28M
|
242K
$47.4M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
41+ 3.2% |
$7.5K - $8.04K
|
1.32K
$260K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-829- 2.96% |
$152K - $163K
|
27.2K
$5.33M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-13.1K- 66.62% |
$2.39M - $2.57M
|
6.56K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-164K- 77.55% |
$29.9M - $32.1M
|
47.4K
$9.29M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-463- 6.39% |
$84.6K - $90.8K
|
6.78K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-246K- 84.93% |
$45M - $48.3M
|
43.7K
$8.58M
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
2+ 0.12% |
$366 - $392
|
1.63K
$319K
|
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
SELL
|
- |
-26- 1.19% |
$4.75K - $5.1K
|
2.16K
$423K
|
|