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 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
2.02K+ 5.98% |
$337K - $392K
|
35.8K
$7.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.02KNew |
$336K - $391K
|
2.02K
$408K
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.01K+ 2.59% |
$336K - $391K
|
79.7K
$16.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
1.97KNew |
$329K - $383K
|
1.97K
$400K
|
|
|
Aug 14, 2025
Q2 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
1.97KNew |
$329K - $383K
|
1.97K
$400K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.97K+ 2.12% |
$328K - $382K
|
94.9K
$19.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.96K+ 9.89% |
$326K - $380K
|
21.7K
$4.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
1.95K+ 2.35% |
$325K - $378K
|
84.9K
$17.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.95K+ 4.22% |
$324K - $378K
|
48K
$9.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.92K+ 113.55% |
$320K - $373K
|
3.61K
$731K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.92K+ 29.7% |
$319K - $372K
|
8.36K
$1.69M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
1.89K+ 419.11% |
$315K - $366K
|
2.34K
$473K
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
1.87K+ 128.45% |
$312K - $363K
|
3.32K
$674K
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.85K+ 2.82% |
$309K - $360K
|
67.4K
$13.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1.85K+ 4.41% |
$308K - $359K
|
43.7K
$8.86M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.84K+ 54.79% |
$307K - $358K
|
5.2K
$1.05M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.83K+ 5.72% |
$305K - $355K
|
33.8K
$6.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
1.81KNew |
$302K - $352K
|
1.81K
$367K
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.8K+ 1.27% |
$300K - $349K
|
144K
$29.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
1.78K+ 14.27% |
$298K - $347K
|
14.3K
$2.89M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.77K+ 3.59% |
$296K - $344K
|
51.1K
$10.4M
|
|
|
Aug 13, 2025
Q2 2025
|
M.D. Sass Investors Services, Inc.
New York, NY |
BUY
|
- |
1.77K+ 3.04% |
$296K - $344K
|
60K
$12.2M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.72KNew |
$287K - $335K
|
1.72K
$349K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.71K+ 2.01% |
$286K - $333K
|
86.8K
$17.6M
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.68K+ 7.45% |
$281K - $327K
|
24.3K
$4.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.66K+ 56.59% |
$277K - $323K
|
4.6K
$932K
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.65KNew |
$276K - $321K
|
1.65K
$335K
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
1.63K+ 0.3% |
$272K - $317K
|
541K
$110M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.62K+ 31.55% |
$269K - $314K
|
6.73K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
1.61K+ 2.35% |
$269K - $313K
|
70.2K
$14.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
1.61KNew |
$268K - $312K
|
1.61K
$325K
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.61K+ 26.11% |
$268K - $312K
|
7.75K
$1.57M
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
1.59KNew |
$265K - $308K
|
1.59K
$321K
|
|
|
Jul 09, 2025
Q2 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
1.58KNew |
$264K - $307K
|
1.58K
$320K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.57K+ 16.01% |
$262K - $305K
|
11.4K
$2.31M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1.54K+ 1.13% |
$257K - $300K
|
138K
$27.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
1.54K+ 22.24% |
$257K - $299K
|
8.46K
$1.71M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.52KNew |
$254K - $296K
|
1.52K
$308K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
1.5KNew |
$250K - $291K
|
1.5K
$304K
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
1.49K+ 61.8% |
$248K - $289K
|
3.89K
$789K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.47K+ 70.09% |
$246K - $286K
|
3.58K
$725K
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
1.46KNew |
$244K - $284K
|
1.46K
$296K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.46KNew |
$243K - $283K
|
1.46K
$295K
|
|
|
Aug 14, 2025
Q2 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
1.44KNew |
$241K - $280K
|
1.44K
$292K
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1.43KNew |
$238K - $277K
|
1.43K
$289K
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.42KNew |
$236K - $275K
|
1.42K
$287K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.41K+ 7.14% |
$235K - $273K
|
21.1K
$4.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.41KNew |
$235K - $273K
|
1.41K
$285K
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
1.4KNew |
$234K - $272K
|
1.4K
$284K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.4K+ 10.19% |
$234K - $272K
|
15.1K
$3.07M
|