Latest Institutional Purchases of Ishares Russell 1000 Val ETF (IWD)
This list provides information on the latest institutional transactions involving Ishares Russell 1000 Val ETF (IWD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
594K+ 12.68% |
$99.1M - $115M
|
5.28M
$1.07B
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
371K+ 8.05% |
$62M - $72.2M
|
4.99M
$1.01B
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
342KNew |
$57.1M - $66.5M
|
342K
$69.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
306KNew |
$51.1M - $59.5M
|
306K
$62.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
298K+ 716.95% |
$49.7M - $57.9M
|
340K
$68.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
216K+ 5.46% |
$36M - $41.9M
|
4.17M
$844M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
205K+ 4.54% |
$34.2M - $39.8M
|
4.72M
$957M
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
182KNew |
$30.3M - $35.3M
|
182K
$36.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
180K+ 8806.37% |
$30M - $34.9M
|
182K
$36.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
178KNew |
$29.7M - $34.6M
|
178K
$36.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
173K+ 530.13% |
$28.9M - $33.6M
|
206K
$41.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
165K+ 27389.04% |
$27.5M - $32M
|
165K
$33.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
PUT |
150K+ 50.0% |
$25M - $29.1M
|
450K
$91.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
148K+ 12.7% |
$24.8M - $28.8M
|
1.32M
$267M
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
137KNew |
$22.8M - $26.5M
|
137K
$27.7M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
133K+ 29.84% |
$22.2M - $25.9M
|
580K
$117M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
131KNew |
$21.8M - $25.4M
|
131K
$26.5M
|
|
|
Aug 13, 2025
Q2 2025
|
River Road Asset Management, LLC
|
BUY
|
- |
131KNew |
$21.8M - $25.3M
|
131K
$26.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
129K+ 1710.73% |
$21.5M - $25.1M
|
137K
$27.7M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
127K+ 3.34% |
$21.2M - $24.6M
|
3.93M
$797M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
106K+ 36.2% |
$17.7M - $20.6M
|
399K
$80.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
95.3KNew |
$15.9M - $18.5M
|
95.3K
$19.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
92.3K+ 1791.38% |
$15.4M - $17.9M
|
97.4K
$19.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
85.9K+ 108.25% |
$14.3M - $16.7M
|
165K
$33.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
85.3K+ 15.53% |
$14.2M - $16.6M
|
635K
$129M
|
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
80K+ 347.85% |
$13.3M - $15.5M
|
103K
$20.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
76.9K+ 1.57% |
$12.8M - $14.9M
|
4.98M
$1.01B
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
70.3KNew |
$11.7M - $13.7M
|
70.3K
$14.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
62.4K+ 88.9% |
$10.4M - $12.1M
|
133K
$26.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
60.2K+ 1.9% |
$10M - $11.7M
|
3.24M
$656M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
59K+ 16.01% |
$9.84M - $11.5M
|
427K
$86.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
57.7K+ 0.88% |
$9.62M - $11.2M
|
6.6M
$1.34B
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
57.6K+ 1.72% |
$9.62M - $11.2M
|
3.41M
$692M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
56.4KNew |
$9.41M - $11M
|
56.4K
$11.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
54.5K+ 67.96% |
$9.1M - $10.6M
|
135K
$27.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
BUY
|
- |
52.8K+ 204.18% |
$8.81M - $10.3M
|
78.7K
$15.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
47.7K+ 33.46% |
$7.96M - $9.26M
|
190K
$38.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42.8KNew |
$7.15M - $8.32M
|
42.8K
$8.68M
|
|
|
Aug 05, 2025
Q2 2025
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
37.2K+ 28.83% |
$6.2M - $7.22M
|
166K
$33.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
36.8K+ 16.36% |
$6.15M - $7.16M
|
262K
$53.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcw Group Inc
|
BUY
|
- |
35.7KNew |
$5.95M - $6.93M
|
35.7K
$7.23M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
33.7K+ 8.47% |
$5.62M - $6.55M
|
432K
$87.4M
|
|
|
Sep 12, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
32.8K+ 75.42% |
$5.48M - $6.38M
|
76.4K
$15.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
28.9K+ 195.16% |
$4.83M - $5.62M
|
43.8K
$8.87M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
27.9K+ 13.47% |
$4.66M - $5.42M
|
235K
$47.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
27.6KNew |
$4.61M - $5.37M
|
27.6K
$5.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
26.6K+ 107.15% |
$4.44M - $5.17M
|
51.5K
$10.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
25.8KNew |
$4.3M - $5.01M
|
25.8K
$5.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
25.7K+ 6.56% |
$4.29M - $5M
|
418K
$84.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
25.5KNew |
$4.26M - $4.96M
|
25.5K
$5.18M
|