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 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
220+ 10.04% |
$36.7K - $42.7K
|
2.41K
$473K
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
209+ 11.52% |
$34.9K - $40.6K
|
2.02K
$397K
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
207+ 7.47% |
$34.5K - $40.2K
|
2.98K
$584K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
205+ 0.39% |
$34.2K - $39.8K
|
53.3K
$10.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
200+ 4.78% |
$33.4K - $38.8K
|
4.39K
$861K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
196+ 0.5% |
$32.7K - $38.1K
|
39.1K
$7.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
188+ 0.44% |
$31.4K - $36.5K
|
42.7K
$8.38M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
181+ 2.6% |
$30.2K - $35.2K
|
7.15K
$1.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
160+ 0.31% |
$26.7K - $31.1K
|
51.6K
$10.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
BUY
|
- |
158+ 12.61% |
$26.4K - $30.7K
|
1.41K
$277K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
151+ 1.5% |
$25.2K - $29.3K
|
10.2K
$2.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
146+ 2.56% |
$24.4K - $28.4K
|
5.84K
$1.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
130+ 2.68% |
$21.7K - $25.2K
|
4.98K
$977K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
124+ 9.88% |
$20.7K - $24.1K
|
1.38K
$271K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
103+ 2.42% |
$17.2K - $20K
|
4.35K
$854K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
100+ 2.54% |
$16.7K - $19.4K
|
4.04K
$792K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
96+ 0.16% |
$16K - $18.6K
|
60.2K
$11.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
90+ 0.5% |
$15K - $17.5K
|
18.2K
$3.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
75+ 1.03% |
$12.5K - $14.6K
|
7.39K
$1.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
71+ 6.48% |
$11.8K - $13.8K
|
1.17K
$229K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
63+ 2.47% |
$10.5K - $12.2K
|
2.61K
$512K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
61New |
$10.2K - $11.8K
|
61
$12K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
61+ 9.06% |
$10.2K - $11.8K
|
734
$144K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
61+ 2.97% |
$10.2K - $11.8K
|
2.12K
$415K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
61+ 0.55% |
$10.2K - $11.8K
|
11.1K
$2.18M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
59+ 0.58% |
$9.84K - $11.5K
|
10.2K
$1.99M
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
59+ 0.57% |
$9.84K - $11.5K
|
10.3K
$2.03M
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
58+ 1.65% |
$9.68K - $11.3K
|
3.58K
$702K
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
55+ 4.6% |
$9.18K - $10.7K
|
1.25K
$245K
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
50+ 1.46% |
$8.34K - $9.71K
|
3.46K
$679K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
50+ 1.8% |
$8.34K - $9.71K
|
2.82K
$554K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
46+ 0.78% |
$7.67K - $8.93K
|
5.91K
$1.16M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
43+ 21.18% |
$7.17K - $8.35K
|
246
$48.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
41+ 0.64% |
$6.84K - $7.96K
|
6.46K
$1.27M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
38+ 0.19% |
$6.34K - $7.38K
|
19.6K
$3.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
36+ 0.13% |
$6.01K - $6.99K
|
27.4K
$5.38M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
35+ 0.86% |
$5.84K - $6.8K
|
4.12K
$808K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
34+ 1.54% |
$5.67K - $6.6K
|
2.24K
$439K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
32+ 2.88% |
$5.34K - $6.22K
|
1.15K
$225K
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
32+ 2.6% |
$5.34K - $6.22K
|
1.26K
$248K
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
29+ 0.37% |
$4.84K - $5.63K
|
7.94K
$1.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
26+ 0.43% |
$4.34K - $5.05K
|
6.14K
$1.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
BUY
|
- |
23+ 2.34% |
$3.84K - $4.47K
|
1.01K
$198K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
20+ 0.53% |
$3.34K - $3.88K
|
3.78K
$741K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
20+ 0.34% |
$3.34K - $3.88K
|
5.82K
$1.14M
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
19+ 0.57% |
$3.17K - $3.69K
|
3.35K
$658K
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
18+ 0.44% |
$3K - $3.5K
|
4.09K
$802K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
17+ 0.68% |
$2.84K - $3.3K
|
2.52K
$494K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
17+ 0.45% |
$2.84K - $3.3K
|
3.82K
$748K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
16+ 0.17% |
$2.67K - $3.11K
|
9.67K
$1.9M
|