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 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.48K+ 1.7% |
$1.25M - $1.45M
|
447K
$90.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.36K+ 5.37% |
$1.23M - $1.43M
|
144K
$29.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Covenant Partners, LLC
|
BUY
|
- |
7.18K+ 2.62% |
$1.2M - $1.39M
|
281K
$56.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
7.13K+ 10.43% |
$1.19M - $1.39M
|
75.5K
$15.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
7.03K+ 7.99% |
$1.17M - $1.37M
|
95.1K
$19.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
7.02K+ 2.18% |
$1.17M - $1.36M
|
329K
$66.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.96KNew |
$1.16M - $1.35M
|
6.96K
$1.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.6K+ 27.64% |
$1.1M - $1.28M
|
30.5K
$6.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
6.6K+ 3.19% |
$1.1M - $1.28M
|
213K
$43.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.5K+ 1.44% |
$1.08M - $1.26M
|
457K
$92.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
6.45K+ 6.0% |
$1.08M - $1.25M
|
114K
$23.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.41KNew |
$1.07M - $1.24M
|
6.41K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
6.38K+ 12.45% |
$1.06M - $1.24M
|
57.6K
$11.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
6.36K+ 76.51% |
$1.06M - $1.24M
|
14.7K
$2.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
6.36K+ 9.37% |
$1.06M - $1.24M
|
74.3K
$15M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.15K+ 3.5% |
$1.03M - $1.19M
|
182K
$36.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
6.09KNew |
$1.02M - $1.18M
|
6.09K
$1.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.01KNew |
$1M - $1.17M
|
6.01K
$1.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
5.98KNew |
$998K - $1.16M
|
5.98K
$1.21M
|
|
|
Aug 06, 2025
Q2 2025
|
Anchor Capital Advisors LLC
|
BUY
|
- |
5.93K+ 33.38% |
$989K - $1.15M
|
23.7K
$4.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5.73KNew |
$955K - $1.11M
|
5.73K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.66K+ 1.74% |
$944K - $1.1M
|
330K
$66.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5.61K+ 2.95% |
$936K - $1.09M
|
195K
$39.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
5.36K+ 78.79% |
$894K - $1.04M
|
12.2K
$2.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
5.26KNew |
$878K - $1.02M
|
5.26K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.13K+ 403.22% |
$856K - $996K
|
6.4K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
5.1K+ 32.12% |
$850K - $990K
|
21K
$4.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
5.08K+ 1.94% |
$847K - $986K
|
266K
$53.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5K+ 15.64% |
$835K - $972K
|
37K
$7.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
4.96K+ 40.69% |
$827K - $963K
|
17.1K
$3.47M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
4.81K+ 150.11% |
$802K - $933K
|
8.01K
$1.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.79K+ 7.52% |
$799K - $930K
|
68.5K
$13.9M
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
4.76KNew |
$795K - $925K
|
4.76K
$965K
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
4.74KNew |
$791K - $921K
|
4.74K
$961K
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
4.73K+ 10.08% |
$788K - $918K
|
51.6K
$10.5M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
4.67K+ 14.11% |
$779K - $907K
|
37.8K
$7.65M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4.65K+ 3.9% |
$776K - $904K
|
124K
$25.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
4.63K+ 3.36% |
$773K - $900K
|
143K
$28.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4.58K+ 267.7% |
$763K - $889K
|
6.28K
$1.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
4.5K+ 128.57% |
$751K - $874K
|
8K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.46K+ 27.47% |
$743K - $865K
|
20.7K
$4.19M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
4.41KNew |
$736K - $856K
|
4.41K
$893K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.13K+ 0.77% |
$688K - $801K
|
540K
$110M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.11K+ 2.86% |
$686K - $798K
|
148K
$29.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.97KNew |
$663K - $772K
|
3.97K
$805K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
3.78KNew |
$631K - $735K
|
3.78K
$766K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
3.74KNew |
$624K - $727K
|
3.74K
$758K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.58K+ 51.75% |
$597K - $695K
|
10.5K
$2.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.58KNew |
$597K - $695K
|
3.58K
$725K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.57K+ 3.26% |
$595K - $692K
|
113K
$22.9M
|