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 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
32+ 2.88% |
$5.34K - $6.22K
|
1.15K
$232K
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
32+ 2.6% |
$5.34K - $6.22K
|
1.26K
$256K
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
31+ 0.56% |
$5.17K - $6.02K
|
5.52K
$1.12M
|
|
Aug 13, 2025
Q2 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
30+ 46.15% |
$5K - $5.83K
|
95
$19.2K
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
30+ 1.85% |
$5K - $5.83K
|
1.66K
$335K
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
29+ 0.37% |
$4.84K - $5.63K
|
7.94K
$1.61M
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
28+ 0.56% |
$4.67K - $5.44K
|
5.02K
$1.02M
|
|
Aug 07, 2025
Q2 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
26+ 0.65% |
$4.34K - $5.05K
|
4.05K
$820K
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
26+ 0.43% |
$4.34K - $5.05K
|
6.14K
$1.24M
|
|
Aug 06, 2025
Q2 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
23+ 0.45% |
$3.84K - $4.47K
|
5.09K
$1.03M
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
BUY
|
- |
23+ 2.34% |
$3.84K - $4.47K
|
1.01K
$204K
|
|
Aug 04, 2025
Q2 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
22+ 0.24% |
$3.67K - $4.27K
|
9.23K
$1.87M
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
22+ 1.35% |
$3.67K - $4.27K
|
1.65K
$335K
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
20+ 0.12% |
$3.34K - $3.88K
|
17.1K
$3.46M
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
20+ 0.23% |
$3.34K - $3.88K
|
8.78K
$1.78M
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
20+ 0.44% |
$3.34K - $3.88K
|
4.59K
$930K
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
20New |
$3.34K - $3.88K
|
20
$4.05K
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
20+ 0.53% |
$3.34K - $3.88K
|
3.78K
$765K
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
20+ 0.34% |
$3.34K - $3.88K
|
5.82K
$1.18M
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
19+ 1.4% |
$3.17K - $3.69K
|
1.38K
$279K
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
19+ 0.57% |
$3.17K - $3.69K
|
3.35K
$679K
|
|
Aug 07, 2025
Q2 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
18+ 0.9% |
$3K - $3.5K
|
2.01K
$408K
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
18+ 0.44% |
$3K - $3.5K
|
4.09K
$829K
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
17+ 0.68% |
$2.84K - $3.3K
|
2.52K
$510K
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
17+ 0.45% |
$2.84K - $3.3K
|
3.82K
$773K
|
|
Jul 30, 2025
Q2 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
16+ 0.55% |
$2.67K - $3.11K
|
2.9K
$588K
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
16+ 0.06% |
$2.67K - $3.11K
|
25.9K
$5.26M
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
16+ 0.17% |
$2.67K - $3.11K
|
9.67K
$1.96M
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
16New |
$2.67K - $3.11K
|
16
$3.24K
|
|
Aug 11, 2025
Q2 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
15+ 3.16% |
$2.5K - $2.91K
|
489
$99.1K
|
|
Aug 05, 2025
Q2 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
15+ 0.43% |
$2.5K - $2.91K
|
3.5K
$709K
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
15+ 2.06% |
$2.5K - $2.91K
|
742
$150K
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
14+ 0.41% |
$2.34K - $2.72K
|
3.43K
$694K
|
|
Aug 12, 2025
Q2 2025
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
14+ 0.84% |
$2.34K - $2.72K
|
1.68K
$340K
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
14+ 0.4% |
$2.34K - $2.72K
|
3.53K
$716K
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
13+ 10.0% |
$2.17K - $2.52K
|
143
$29K
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
13+ 0.72% |
$2.17K - $2.52K
|
1.82K
$368K
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
13+ 0.47% |
$2.17K - $2.52K
|
2.78K
$564K
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
12+ 2.49% |
$2K - $2.33K
|
493
$99.9K
|
|
Aug 08, 2025
Q2 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
11+ 0.42% |
$1.84K - $2.14K
|
2.62K
$532K
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
11+ 0.89% |
$1.84K - $2.14K
|
1.25K
$253K
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
10+ 0.2% |
$1.67K - $1.94K
|
5.04K
$1.02M
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
10+ 0.2% |
$1.67K - $1.94K
|
5K
$1.01M
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
10+ 0.74% |
$1.67K - $1.94K
|
1.36K
$276K
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
10+ 0.33% |
$1.67K - $1.94K
|
3.07K
$622K
|
|
Aug 08, 2025
Q2 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
9+ 0.44% |
$1.5K - $1.75K
|
2.07K
$420K
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
9+ 0.43% |
$1.5K - $1.75K
|
2.09K
$424K
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8New |
$1.33K - $1.55K
|
8
$1.62K
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
8New |
$1.33K - $1.55K
|
8
$1.62K
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8+ 0.01% |
$1.33K - $1.55K
|
53.7K
$10.9M
|