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 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
16New |
$2.67K - $3.11K
|
16
$3.14K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
13+ 0.47% |
$2.17K - $2.52K
|
2.78K
$546K
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
10+ 0.2% |
$1.67K - $1.94K
|
5K
$980K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
10+ 0.74% |
$1.67K - $1.94K
|
1.36K
$267K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
10+ 0.33% |
$1.67K - $1.94K
|
3.07K
$602K
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
9+ 0.43% |
$1.5K - $1.75K
|
2.09K
$410K
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
8+ 0.44% |
$1.33K - $1.55K
|
1.82K
$357K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
8+ 0.42% |
$1.33K - $1.55K
|
1.92K
$376K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
8+ 0.09% |
$1.33K - $1.55K
|
8.88K
$1.74M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
7+ 0.26% |
$1.17K - $1.36K
|
2.65K
$520K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
7+ 0.15% |
$1.17K - $1.36K
|
4.73K
$928K
|
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
6+ 0.46% |
$1K - $1.17K
|
1.31K
$258K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
6+ 0.35% |
$1K - $1.17K
|
1.71K
$335K
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
5+ 0.12% |
$834 - $971
|
4.19K
$822K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
5+ 0.19% |
$834 - $971
|
2.64K
$517K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
5+ 0.37% |
$834 - $971
|
1.35K
$264K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
4+ 0.26% |
$667 - $777
|
1.53K
$300K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
4+ 0.1% |
$667 - $777
|
3.92K
$769K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
4New |
$667 - $777
|
4
$785
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
3+ 0.05% |
$500 - $583
|
6.45K
$1.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
3+ 0.25% |
$500 - $583
|
1.21K
$238K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
3+ 0.06% |
$500 - $583
|
5.2K
$1.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 0.37% |
$500 - $583
|
804
$158K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2+ 0.09% |
$334 - $388
|
2.24K
$438K
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
2+ 0.16% |
$334 - $388
|
1.28K
$251K
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
2+ 0.18% |
$334 - $388
|
1.12K
$219K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
2+ 0.16% |
$334 - $388
|
1.23K
$241K
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
2+ 0.17% |
$334 - $388
|
1.17K
$229K
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
1+ 0.01% |
$167 - $194
|
10.7K
$2.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1+ 0.02% |
$167 - $194
|
4.79K
$939K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 2.22% |
$167 - $194
|
46
$9.02K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.36% |
$167 - $194
|
280
$54.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1+ 0.09% |
$167 - $194
|
1.12K
$220K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Paul Singer
Elliott Investment Management L.P. | West Palm Beach, Fl
|
BUY
|
PUT |
5.5MNew |
$1.01B - $1.08B
|
5.5M
$1.08B
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
1.24MNew |
$226M - $243M
|
1.24M
$243M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.1M+ 227.12% |
$202M - $217M
|
1.59M
$312M
|
|
|
Apr 18, 2025
Q1 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
976K+ 18716.01% |
$178M - $192M
|
981K
$193M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
823K+ 11.54% |
$151M - $162M
|
7.96M
$1.56B
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
363K+ 2.38% |
$66.4M - $71.3M
|
15.6M
$3.07B
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
359K+ 62.28% |
$65.6M - $70.4M
|
935K
$183M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
310KNew |
$56.6M - $60.8M
|
310K
$60.7M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
262K+ 8.98% |
$47.8M - $51.3M
|
3.18M
$623M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
253K+ 5.93% |
$46.3M - $49.7M
|
4.52M
$886M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
229K+ 6.16% |
$41.9M - $45M
|
3.95M
$775M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
174K+ 420.48% |
$31.7M - $34.1M
|
215K
$42.2M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
153KNew |
$28M - $30M
|
153K
$30M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
152K+ 558.46% |
$27.7M - $29.7M
|
179K
$35M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
141K+ 13.71% |
$25.8M - $27.7M
|
1.17M
$229M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
123K+ 6.25% |
$22.5M - $24.1M
|
2.09M
$410M
|
|
|
May 13, 2025
Q1 2025
|
Covenant Partners, LLC
|
BUY
|
- |
120K+ 77.91% |
$21.9M - $23.5M
|
274K
$53.7M
|
|