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
|
Dakota Wealth Management
|
BUY
|
- |
3+ 0.06% |
$500 - $583
|
5.2K
$1.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 0.37% |
$500 - $583
|
804
$163K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2+ 0.03% |
$334 - $388
|
7.59K
$1.54M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 0.23% |
$334 - $388
|
863
$175K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
2+ 0.04% |
$334 - $388
|
5.34K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2+ 0.11% |
$334 - $388
|
1.8K
$364K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.0% |
$334 - $388
|
47.2K
$9.56M
|
|
|
Aug 12, 2025
Q2 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
2+ 0.09% |
$334 - $388
|
2.19K
$444K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2+ 0.07% |
$334 - $388
|
2.74K
$555K
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.03% |
$334 - $388
|
7.78K
$1.58M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
2+ 0.1% |
$334 - $388
|
2.1K
$426K
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2+ 0.07% |
$334 - $388
|
2.72K
$552K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$334 - $388
|
14.7K
$2.98M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2+ 0.09% |
$334 - $388
|
2.24K
$453K
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
2+ 0.16% |
$334 - $388
|
1.28K
$259K
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
2+ 0.18% |
$334 - $388
|
1.12K
$227K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
2+ 0.16% |
$334 - $388
|
1.23K
$249K
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
2+ 0.17% |
$334 - $388
|
1.17K
$236K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.04% |
$167 - $194
|
2.34K
$474K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$167 - $194
|
1.56K
$316K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.7% |
$167 - $194
|
144
$29.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1+ 0.09% |
$167 - $194
|
1.18K
$238K
|
|
|
Aug 06, 2025
Q2 2025
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$167 - $194
|
6.35K
$1.29M
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.02% |
$167 - $194
|
5.54K
$1.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
1+ 0.02% |
$167 - $194
|
4.15K
$841K
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
1+ 0.01% |
$167 - $194
|
6.74K
$1.37M
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 0.46% |
$167 - $194
|
218
$44.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.09% |
$167 - $194
|
1.13K
$230K
|
|
|
Jul 29, 2025
Q2 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1+ 0.08% |
$167 - $194
|
1.21K
$245K
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
1+ 0.06% |
$167 - $194
|
1.72K
$349K
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1+ 0.02% |
$167 - $194
|
4.05K
$820K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 1.02% |
$167 - $194
|
99
$20.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Matisse Capital
|
BUY
|
- |
1+ 0.05% |
$167 - $194
|
2.01K
$407K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1+ 0.04% |
$167 - $194
|
2.5K
$506K
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
1+ 0.01% |
$167 - $194
|
10.7K
$2.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1+ 0.02% |
$167 - $194
|
4.79K
$970K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 2.22% |
$167 - $194
|
46
$9.32K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.36% |
$167 - $194
|
280
$56.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1+ 0.09% |
$167 - $194
|
1.12K
$227K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
174K+ 420.48% |
$31.7M - $34.1M
|
215K
$43.5M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
153KNew |
$28M - $30M
|
153K
$31M
|
|
|
Apr 22, 2025
Q1 2025
|
Coho Partners, Ltd.
|
BUY
|
- |
94.5K+ 44.52% |
$17.3M - $18.5M
|
307K
$62.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
94.3KNew |
$17.2M - $18.5M
|
94.3K
$19.1M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
86.7KNew |
$15.9M - $17M
|
86.7K
$17.6M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
75.3KNew |
$13.8M - $14.8M
|
75.3K
$15.3M
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
67.3KNew |
$12.3M - $13.2M
|
67.3K
$13.6M
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
57.6KNew |
$10.5M - $11.3M
|
57.6K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
31.9KNew |
$5.83M - $6.26M
|
31.9K
$6.46M
|
|