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 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.48K+ 31.44% |
$581K - $676K
|
14.6K
$2.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.47K+ 1.79% |
$579K - $674K
|
197K
$39.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
3.31K+ 1.43% |
$553K - $643K
|
235K
$47.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.28KNew |
$547K - $637K
|
3.28K
$664K
|
|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
3.26K+ 14.95% |
$544K - $633K
|
25.1K
$5.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.22K+ 0.16% |
$537K - $626K
|
2.06M
$417M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.21K+ 53.33% |
$535K - $623K
|
9.23K
$1.87M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.18K+ 17.04% |
$530K - $617K
|
21.8K
$4.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.16KNew |
$527K - $614K
|
3.16K
$641K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.12K+ 2.43% |
$521K - $606K
|
131K
$26.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.1KNew |
$517K - $603K
|
3.1K
$629K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
3.03KNew |
$505K - $588K
|
3.03K
$614K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.01K+ 10.1% |
$502K - $585K
|
32.8K
$6.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
3K+ 39.4% |
$500K - $582K
|
10.6K
$2.15M
|
|
|
Aug 01, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
2.89KNew |
$481K - $561K
|
2.89K
$585K
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
2.81K+ 1.99% |
$469K - $546K
|
144K
$29.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
2.73K+ 16.32% |
$456K - $530K
|
19.5K
$3.94M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.69K+ 56.14% |
$448K - $522K
|
7.47K
$1.51M
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
2.63K+ 6.9% |
$439K - $511K
|
40.8K
$8.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.61K+ 115.47% |
$436K - $508K
|
4.88K
$988K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.57KNew |
$429K - $499K
|
2.57K
$521K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
2.54K+ 10.65% |
$423K - $492K
|
26.3K
$5.34M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.48K+ 16.28% |
$413K - $481K
|
17.7K
$3.58M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.46K+ 43.26% |
$410K - $477K
|
8.14K
$1.65M
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
2.44K+ 5.29% |
$407K - $474K
|
48.5K
$9.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.43K+ 5.92% |
$405K - $472K
|
43.4K
$8.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
2.34K+ 6.36% |
$391K - $455K
|
39.2K
$7.94M
|
|
|
Jul 23, 2025
Q2 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
2.31K+ 103.96% |
$386K - $449K
|
4.53K
$919K
|
|
|
Aug 13, 2025
Q2 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
2.31KNew |
$385K - $449K
|
2.31K
$468K
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2.28KNew |
$380K - $443K
|
2.28K
$462K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.27K+ 6.35% |
$379K - $441K
|
38.1K
$7.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
2.26K+ 0.23% |
$377K - $439K
|
1.01M
$204M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
2.26K+ 0.33% |
$377K - $439K
|
677K
$137M
|
|
|
Aug 05, 2025
Q2 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
2.25KNew |
$375K - $437K
|
2.25K
$456K
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
2.25KNew |
$375K - $437K
|
2.25K
$456K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.24K+ 187.7% |
$374K - $436K
|
3.44K
$697K
|
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
2.24K+ 9.9% |
$373K - $434K
|
24.8K
$5.03M
|
|
|
Aug 18, 2025
Q2 2025
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
2.23KNew |
$372K - $433K
|
2.23K
$452K
|
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
2.23K+ 4.0% |
$371K - $432K
|
57.9K
$11.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.22K+ 3.02% |
$371K - $432K
|
75.7K
$15.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.21K+ 2.12% |
$368K - $429K
|
106K
$21.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.18K+ 57.2% |
$364K - $424K
|
5.99K
$1.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2.15K+ 0.52% |
$358K - $417K
|
417K
$84.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
BUY
|
- |
2.14KNew |
$356K - $415K
|
2.14K
$433K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
2.12K+ 20.18% |
$353K - $412K
|
12.6K
$2.56M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.12K+ 4.71% |
$353K - $411K
|
47.1K
$9.53M
|
|
|
Jul 31, 2025
Q2 2025
|
Forte Asset Management LLC
|
BUY
|
- |
2.12K+ 8.32% |
$353K - $411K
|
27.6K
$5.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
2.1K+ 4.74% |
$350K - $408K
|
46.4K
$9.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
2.06K+ 174.77% |
$343K - $400K
|
3.23K
$655K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.05K+ 12.57% |
$342K - $398K
|
18.4K
$3.72M
|