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 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
93+ 2.09% |
$15.5K - $18.1K
|
4.53K
$919K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
90+ 0.5% |
$15K - $17.5K
|
18.2K
$3.68M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
88+ 2.94% |
$14.7K - $17.1K
|
3.09K
$625K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
88+ 0.34% |
$14.7K - $17.1K
|
26.3K
$5.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
87New |
$14.5K - $16.9K
|
87
$17.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
75+ 1.03% |
$12.5K - $14.6K
|
7.39K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
73+ 2.66% |
$12.2K - $14.2K
|
2.82K
$571K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
71+ 6.48% |
$11.8K - $13.8K
|
1.17K
$236K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
70+ 4.58% |
$11.7K - $13.6K
|
1.6K
$324K
|
|
|
Jul 29, 2025
Q2 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
69+ 1.88% |
$11.5K - $13.4K
|
3.74K
$758K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
67+ 0.92% |
$11.2K - $13K
|
7.36K
$1.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
67+ 1.57% |
$11.2K - $13K
|
4.34K
$880K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
66New |
$11K - $12.8K
|
66
$13.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
63+ 20.93% |
$10.5K - $12.2K
|
364
$73.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
63+ 2.47% |
$10.5K - $12.2K
|
2.61K
$529K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
62+ 1.4% |
$10.3K - $12K
|
4.5K
$911K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
62+ 0.81% |
$10.3K - $12K
|
7.75K
$1.57M
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
61+ 2.43% |
$10.2K - $11.8K
|
2.57K
$521K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
61New |
$10.2K - $11.8K
|
61
$12.4K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
61+ 9.06% |
$10.2K - $11.8K
|
734
$149K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
61+ 2.97% |
$10.2K - $11.8K
|
2.12K
$429K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
61+ 0.55% |
$10.2K - $11.8K
|
11.1K
$2.25M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
59+ 0.58% |
$9.84K - $11.5K
|
10.2K
$2.06M
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
59+ 0.57% |
$9.84K - $11.5K
|
10.3K
$2.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
58+ 1.65% |
$9.68K - $11.3K
|
3.58K
$725K
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
56+ 2.53% |
$9.34K - $10.9K
|
2.27K
$460K
|
|
|
Aug 13, 2025
Q2 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
55+ 3.82% |
$9.18K - $10.7K
|
1.5K
$303K
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
55+ 4.6% |
$9.18K - $10.7K
|
1.25K
$253K
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
54+ 0.21% |
$9.01K - $10.5K
|
25.4K
$5.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
54+ 1.32% |
$9.01K - $10.5K
|
4.14K
$838K
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
52+ 2.98% |
$8.67K - $10.1K
|
1.8K
$365K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
52+ 1.67% |
$8.67K - $10.1K
|
3.16K
$640K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
50New |
$8.34K - $9.71K
|
50
$10.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
50+ 6.9% |
$8.34K - $9.71K
|
775
$157K
|
|
|
Jul 30, 2025
Q2 2025
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
50New |
$8.34K - $9.71K
|
50
$10.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
50+ 1.46% |
$8.34K - $9.71K
|
3.46K
$702K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
50+ 1.8% |
$8.34K - $9.71K
|
2.82K
$572K
|
|
|
Jul 28, 2025
Q2 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
48+ 4.12% |
$8.01K - $9.32K
|
1.21K
$246K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
47+ 2.28% |
$7.84K - $9.13K
|
2.11K
$427K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
46+ 0.78% |
$7.67K - $8.93K
|
5.91K
$1.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
45+ 0.4% |
$7.51K - $8.74K
|
11.3K
$2.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
43+ 21.18% |
$7.17K - $8.35K
|
246
$49.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
41+ 0.64% |
$6.84K - $7.96K
|
6.46K
$1.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
39+ 0.29% |
$6.51K - $7.57K
|
13.5K
$2.74M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
38+ 0.19% |
$6.34K - $7.38K
|
19.6K
$3.97M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
36New |
$6.01K - $6.99K
|
36
$7.29K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
36+ 0.13% |
$6.01K - $6.99K
|
27.4K
$5.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
35+ 0.86% |
$5.84K - $6.8K
|
4.12K
$835K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
34+ 1.54% |
$5.67K - $6.6K
|
2.24K
$453K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32+ 47.06% |
$5.34K - $6.22K
|
100
$20.3K
|