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
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
1.24K+ 3.03% |
$207K - $241K
|
42.1K
$8.27M
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
BUY
|
- |
1.2KNew |
$201K - $234K
|
1.2K
$236K
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.14K+ 12.87% |
$191K - $222K
|
10K
$1.96M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.13K+ 1.05% |
$189K - $220K
|
109K
$21.3M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.1K+ 62.36% |
$183K - $213K
|
2.85K
$559K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.08K+ 37.62% |
$180K - $210K
|
3.95K
$775K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.08K+ 9.16% |
$180K - $209K
|
12.8K
$2.52M
|
|
|
Jul 21, 2025
Q2 2025
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
1.06KNew |
$176K - $205K
|
1.06K
$207K
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1.06KNew |
$176K - $205K
|
1.06K
$207K
|
|
|
Jul 18, 2025
Q2 2025
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
1.05KNew |
$175K - $204K
|
1.05K
$206K
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.04K+ 3.73% |
$174K - $203K
|
29K
$5.69M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1.03KNew |
$172K - $201K
|
1.03K
$203K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
952+ 77.91% |
$159K - $185K
|
2.17K
$426K
|
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
BUY
|
- |
909+ 0.79% |
$152K - $177K
|
116K
$22.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
714+ 0.69% |
$119K - $139K
|
105K
$20.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
702+ 29.97% |
$117K - $136K
|
3.04K
$597K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
700+ 4.66% |
$117K - $136K
|
15.7K
$3.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
692+ 11.81% |
$115K - $134K
|
6.55K
$1.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
673+ 29.75% |
$112K - $131K
|
2.94K
$576K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
665+ 40.28% |
$111K - $129K
|
2.32K
$454K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
662+ 28.5% |
$110K - $129K
|
2.99K
$586K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
616+ 2.93% |
$103K - $120K
|
21.6K
$4.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
605+ 12.7% |
$101K - $118K
|
5.37K
$1.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
557+ 320.11% |
$92.9K - $108K
|
731
$143K
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
555+ 5.8% |
$92.6K - $108K
|
10.1K
$1.98M
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
534+ 427.2% |
$89.1K - $104K
|
659
$129K
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
525+ 7.4% |
$87.6K - $102K
|
7.62K
$1.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
523+ 3.03% |
$87.2K - $102K
|
17.8K
$3.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
511+ 0.79% |
$85.2K - $99.3K
|
65.6K
$12.9M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
487+ 28.99% |
$81.2K - $94.6K
|
2.17K
$425K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
453+ 1.43% |
$75.6K - $88K
|
32.1K
$6.29M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
442+ 1.13% |
$73.7K - $85.8K
|
39.5K
$7.75M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
433+ 10.28% |
$72.2K - $84.1K
|
4.64K
$911K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
411+ 97.86% |
$68.6K - $79.8K
|
831
$163K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
406+ 0.93% |
$67.7K - $78.9K
|
43.9K
$8.61M
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
397+ 11.44% |
$66.2K - $77.1K
|
3.87K
$759K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
393+ 24.59% |
$65.6K - $76.3K
|
1.99K
$391K
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
392+ 4.88% |
$65.4K - $76.1K
|
8.42K
$1.65M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
362+ 6.54% |
$60.4K - $70.3K
|
5.9K
$1.16M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
358+ 8.12% |
$59.7K - $69.5K
|
4.77K
$935K
|
|
|
Jul 09, 2025
Q2 2025
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
324+ 0.9% |
$54K - $62.9K
|
36.3K
$7.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
294+ 2.73% |
$49K - $57.1K
|
11K
$2.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
289New |
$48.2K - $56.1K
|
289
$56.7K
|
|
|
Jul 16, 2025
Q2 2025
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
278+ 3.82% |
$46.4K - $54K
|
7.56K
$1.48M
|
|
|
Jul 07, 2025
Q2 2025
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
265+ 0.16% |
$44.2K - $51.5K
|
165K
$32.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
249+ 4.56% |
$41.5K - $48.4K
|
5.71K
$1.12M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
247+ 10.8% |
$41.2K - $48K
|
2.54K
$497K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
240+ 6.38% |
$40K - $46.6K
|
4K
$784K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
223New |
$37.2K - $43.3K
|
223
$43.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
220+ 0.48% |
$36.7K - $42.7K
|
45.9K
$9.01M
|