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 |
|---|---|---|---|---|---|---|---|
|
Oct 06, 2025
Q3 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
1.62K+ 1.41% |
$312K - $329K
|
116K
$23.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.6K+ 2.83% |
$309K - $327K
|
58.3K
$11.9M
|
|
|
Nov 17, 2025
Q3 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.53K+ 0.58% |
$295K - $312K
|
268K
$54.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.51K+ 68.0% |
$291K - $308K
|
3.73K
$764K
|
|
|
Nov 14, 2025
Q3 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.51K+ 23.66% |
$291K - $307K
|
7.88K
$1.61M
|
|
|
Oct 30, 2025
Q3 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
1.51K+ 1.05% |
$290K - $307K
|
144K
$29.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
1.5K+ 228.07% |
$290K - $306K
|
2.16K
$443K
|
|
|
Oct 14, 2025
Q3 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
1.5KNew |
$289K - $306K
|
1.5K
$307K
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.48KNew |
$286K - $303K
|
1.48K
$304K
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1.45K+ 1.05% |
$280K - $296K
|
139K
$28.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.45K+ 57.66% |
$279K - $295K
|
3.95K
$809K
|
|
|
Nov 13, 2025
Q3 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.43K+ 30.56% |
$276K - $292K
|
6.11K
$1.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.42K+ 17.87% |
$274K - $290K
|
9.39K
$1.92M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.42KNew |
$274K - $289K
|
1.42K
$291K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
1.39K+ 107.76% |
$268K - $283K
|
2.68K
$548K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Banc Trust CO
Lisle, IL |
BUY
|
- |
1.38KNew |
$266K - $281K
|
1.38K
$282K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.38K+ 77.29% |
$265K - $280K
|
3.15K
$646K
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.37K+ 108.87% |
$265K - $280K
|
2.64K
$540K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.36K+ 59.02% |
$263K - $278K
|
3.68K
$753K
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.35KNew |
$260K - $275K
|
1.35K
$276K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
1.35K+ 101.36% |
$259K - $274K
|
2.67K
$548K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.31K+ 0.8% |
$253K - $268K
|
167K
$34.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.31K+ 4.1% |
$253K - $268K
|
33.4K
$6.83M
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
1.3K+ 46.94% |
$251K - $266K
|
4.08K
$835K
|
|
|
Nov 12, 2025
Q3 2025
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
BUY
|
- |
1.29KNew |
$249K - $264K
|
1.29K
$265K
|
|
|
Nov 18, 2025
Q3 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.28KNew |
$247K - $261K
|
1.28K
$262K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.25K+ 5.2% |
$241K - $255K
|
25.3K
$5.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Rice Partnership, LLC
|
BUY
|
- |
1.25K+ 59.87% |
$240K - $254K
|
3.33K
$682K
|
|
|
Oct 09, 2025
Q3 2025
|
Bath Savings Trust CO
|
BUY
|
- |
1.24KNew |
$239K - $253K
|
1.24K
$254K
|
|
|
Nov 12, 2025
Q3 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.23KNew |
$237K - $251K
|
1.23K
$252K
|
|
|
Nov 07, 2025
Q3 2025
|
Ballast, Inc.
|
BUY
|
- |
1.2K+ 3.16% |
$232K - $245K
|
39.2K
$8.02M
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.19KNew |
$230K - $243K
|
1.19K
$244K
|
|
|
Oct 20, 2025
Q3 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
1.19K+ 24.65% |
$229K - $242K
|
6K
$1.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.18KNew |
$228K - $241K
|
1.18K
$242K
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1.18KNew |
$226K - $240K
|
1.18K
$241K
|
|
|
Nov 06, 2025
Q3 2025
|
Rockland Trust CO
|
BUY
|
- |
1.16K+ 60.0% |
$224K - $237K
|
3.1K
$636K
|
|
|
Oct 15, 2025
Q3 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
1.15K+ 3.44% |
$222K - $235K
|
34.6K
$7.09M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.14K+ 73.65% |
$220K - $233K
|
2.7K
$552K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.14K+ 11.86% |
$219K - $232K
|
10.7K
$2.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.13K+ 10.32% |
$217K - $230K
|
12.1K
$2.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
1.12KNew |
$216K - $228K
|
1.12K
$229K
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
1.12KNew |
$215K - $228K
|
1.12K
$229K
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
1.12KNew |
$215K - $227K
|
1.12K
$228K
|
|
|
Nov 06, 2025
Q3 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.11KNew |
$214K - $226K
|
1.11K
$227K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.11KNew |
$214K - $226K
|
1.11K
$227K
|
|
|
Nov 12, 2025
Q3 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
1.1K+ 1.67% |
$213K - $225K
|
67K
$13.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.09K+ 1.48% |
$210K - $223K
|
74.9K
$15.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.09K+ 1.07% |
$210K - $222K
|
103K
$21M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
1.09K+ 3.04% |
$210K - $222K
|
36.9K
$7.56M
|
|
|
Nov 05, 2025
Q3 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.08K+ 23.22% |
$207K - $219K
|
5.71K
$1.17M
|
|