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
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
23.5K+ 24.13% |
$3.93M - $4.57M
|
121K
$24.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
22.9K+ 2.63% |
$3.82M - $4.44M
|
892K
$181M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
22.2K+ 1356.27% |
$3.7M - $4.31M
|
23.8K
$4.82M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
22.1K+ 60.86% |
$3.69M - $4.29M
|
58.4K
$11.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
21.2K+ 32.52% |
$3.54M - $4.12M
|
86.5K
$17.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
19.9KNew |
$3.32M - $3.87M
|
19.9K
$4.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
19.8KNew |
$3.3M - $3.85M
|
19.8K
$4.01M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
19.8K+ 612.75% |
$3.3M - $3.85M
|
23K
$4.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
18.3K+ 34.68% |
$3.05M - $3.55M
|
70.9K
$14.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
18K+ 1285.13% |
$3M - $3.49M
|
19.4K
$3.93M
|
|
|
Jul 03, 2025
Q2 2025
|
Stairway Partners, LLC
|
BUY
|
- |
17.9K+ 1.41% |
$2.98M - $3.47M
|
1.29M
$261M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
17.7K+ 52.23% |
$2.95M - $3.44M
|
51.6K
$10.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
17.7K+ 4.93% |
$2.95M - $3.44M
|
377K
$76.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
17.2K+ 139.78% |
$2.87M - $3.35M
|
29.6K
$5.99M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.1K+ 1.75% |
$2.85M - $3.31M
|
994K
$201M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
16.8KNew |
$2.8M - $3.26M
|
16.8K
$3.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.3K+ 1.49% |
$2.72M - $3.17M
|
1.11M
$225M
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
16.1K+ 15.68% |
$2.68M - $3.12M
|
118K
$24M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
15.2K+ 59.18% |
$2.54M - $2.96M
|
40.9K
$8.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
15K+ 20.35% |
$2.5M - $2.91M
|
88.7K
$18M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
14.4KNew |
$2.41M - $2.8M
|
14.4K
$2.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
14.4KNew |
$2.4M - $2.8M
|
14.4K
$2.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
- |
13.9KNew |
$2.32M - $2.7M
|
13.9K
$2.81M
|
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
BUY
|
- |
13.8KNew |
$2.31M - $2.69M
|
13.8K
$2.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
13.7K+ 18.74% |
$2.29M - $2.67M
|
86.9K
$17.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
13.6K+ 70.05% |
$2.27M - $2.65M
|
33.1K
$6.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
13.6KNew |
$2.27M - $2.65M
|
13.6K
$2.76M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
13.4K+ 106.91% |
$2.24M - $2.61M
|
26K
$5.26M
|
|
|
Jul 25, 2025
Q2 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
13.4KNew |
$2.23M - $2.6M
|
13.4K
$2.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
13.3K+ 32.15% |
$2.22M - $2.58M
|
54.6K
$11.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
13.2K+ 6.02% |
$2.21M - $2.57M
|
233K
$47.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
12.9K+ 13.86% |
$2.16M - $2.51M
|
106K
$21.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
12K+ 1.53% |
$2M - $2.33M
|
794K
$161M
|
|
|
Jul 30, 2025
Q2 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
11.8KNew |
$1.96M - $2.29M
|
11.8K
$2.39M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11.6K+ 9.44% |
$1.94M - $2.25M
|
135K
$27.3M
|
|
|
Aug 21, 2025
Q2 2025
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
BUY
|
- |
11.5KNew |
$1.92M - $2.24M
|
11.5K
$2.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
11.3K+ 1710.77% |
$1.88M - $2.19M
|
11.9K
$2.42M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
10.4K+ 13.3% |
$1.73M - $2.02M
|
88.5K
$17.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
9.76K+ 36.16% |
$1.63M - $1.9M
|
36.7K
$7.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
9.59K+ 146.24% |
$1.6M - $1.86M
|
16.1K
$3.27M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
9.46K+ 28.11% |
$1.58M - $1.84M
|
43.1K
$8.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.44K+ 4.95% |
$1.58M - $1.83M
|
200K
$40.5M
|
|
|
Aug 07, 2025
Q2 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
9.2K+ 72.42% |
$1.53M - $1.79M
|
21.9K
$4.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.03K+ 18.68% |
$1.51M - $1.75M
|
57.3K
$11.6M
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
8.97KNew |
$1.5M - $1.74M
|
8.97K
$1.82M
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
8.93K+ 3.28% |
$1.49M - $1.73M
|
281K
$56.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.57K+ 64.93% |
$1.43M - $1.66M
|
21.8K
$4.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
7.85KNew |
$1.31M - $1.53M
|
7.85K
$1.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
7.56K+ 10.83% |
$1.26M - $1.47M
|
77.4K
$15.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
7.51K+ 1.0% |
$1.25M - $1.46M
|
758K
$154M
|