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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
200+ 4.78% |
$33.4K - $38.8K
|
4.39K
$889K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
198+ 11.85% |
$33K - $38.5K
|
1.87K
$379K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
196+ 0.5% |
$32.7K - $38.1K
|
39.1K
$7.93M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
188+ 0.44% |
$31.4K - $36.5K
|
42.7K
$8.66M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
181+ 2.6% |
$30.2K - $35.2K
|
7.15K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
180New |
$30K - $35K
|
180
$36.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
180+ 3.16% |
$30K - $35K
|
5.89K
$1.19M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
174+ 0.27% |
$29K - $33.8K
|
64.4K
$13M
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
174+ 1.31% |
$29K - $33.8K
|
13.4K
$2.72M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
170New |
$28.4K - $33K
|
170
$34.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
168+ 2.55% |
$28K - $32.6K
|
6.76K
$1.37M
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
161+ 7.51% |
$26.9K - $31.3K
|
2.31K
$467K
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
160+ 0.31% |
$26.7K - $31.1K
|
51.6K
$10.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
BUY
|
- |
158+ 12.61% |
$26.4K - $30.7K
|
1.41K
$286K
|
|
|
Aug 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
157+ 0.83% |
$26.2K - $30.5K
|
19.1K
$3.87M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
155+ 178.16% |
$25.9K - $30.1K
|
242
$49K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
151+ 1.5% |
$25.2K - $29.3K
|
10.2K
$2.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
149+ 0.05% |
$24.9K - $28.9K
|
313K
$63.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
149New |
$24.9K - $28.9K
|
149
$30.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Evergreen Advisors, LLC
|
BUY
|
- |
146+ 3.58% |
$24.4K - $28.4K
|
4.23K
$857K
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
146+ 2.56% |
$24.4K - $28.4K
|
5.84K
$1.18M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
144New |
$24K - $28K
|
144
$29.2K
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
143+ 2.75% |
$23.9K - $27.8K
|
5.34K
$1.08M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
143+ 87.2% |
$23.9K - $27.8K
|
307
$62.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
136+ 0.43% |
$22.7K - $26.4K
|
32.1K
$6.51M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
133+ 0.54% |
$22.2K - $25.8K
|
24.6K
$4.99M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
130+ 1.6% |
$21.7K - $25.2K
|
8.25K
$1.67M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
130+ 2.68% |
$21.7K - $25.2K
|
4.98K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
129+ 6.14% |
$21.5K - $25.1K
|
2.23K
$452K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
124+ 2.43% |
$20.7K - $24.1K
|
5.22K
$1.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
124+ 9.88% |
$20.7K - $24.1K
|
1.38K
$279K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
123New |
$20.5K - $23.9K
|
123
$24.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
122+ 1.92% |
$20.4K - $23.7K
|
6.49K
$1.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
116+ 0.46% |
$19.4K - $22.5K
|
25.2K
$5.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
113+ 0.38% |
$18.9K - $21.9K
|
29.8K
$6.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
111+ 8.45% |
$18.5K - $21.6K
|
1.43K
$289K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
109+ 7.12% |
$18.2K - $21.2K
|
1.64K
$332K
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
107+ 8.09% |
$17.8K - $20.8K
|
1.43K
$290K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
106+ 0.78% |
$17.7K - $20.6K
|
13.7K
$2.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
103New |
$17.2K - $20K
|
103
$20.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
103+ 2.42% |
$17.2K - $20K
|
4.35K
$882K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
101+ 6.15% |
$16.8K - $19.6K
|
1.74K
$353K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
100+ 3.85% |
$16.7K - $19.4K
|
2.7K
$546K
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
100+ 1.59% |
$16.7K - $19.4K
|
6.37K
$1.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
100New |
$16.7K - $19.4K
|
100
$20.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
100+ 2.54% |
$16.7K - $19.4K
|
4.04K
$818K
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
99+ 2.25% |
$16.5K - $19.2K
|
4.5K
$912K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
99New |
$16.5K - $19.2K
|
99
$20.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
97+ 1.33% |
$16.2K - $18.8K
|
7.36K
$1.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
96+ 0.16% |
$16K - $18.6K
|
60.2K
$12.2M
|