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 25, 2025
Q2 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
1.4K+ 93.2% |
$233K - $272K
|
2.9K
$588K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.39KNew |
$232K - $270K
|
1.39K
$281K
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.38K+ 2.67% |
$230K - $267K
|
52.9K
$10.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.38K+ 11.47% |
$230K - $267K
|
13.4K
$2.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.36K+ 15.69% |
$227K - $264K
|
10K
$2.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.35K+ 78.13% |
$225K - $262K
|
3.08K
$624K
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.35K+ 40.94% |
$224K - $261K
|
4.63K
$938K
|
|
|
Jul 23, 2025
Q2 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
1.34K+ 4.18% |
$224K - $261K
|
33.5K
$6.78M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.34KNew |
$223K - $259K
|
1.34K
$271K
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.33KNew |
$223K - $259K
|
1.33K
$270K
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
1.33K+ 9.66% |
$222K - $259K
|
15.1K
$3.06M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
1.32KNew |
$221K - $257K
|
1.32K
$268K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.32K+ 11.48% |
$220K - $256K
|
12.8K
$2.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1.31K+ 98.49% |
$218K - $254K
|
2.63K
$534K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.25K+ 21.11% |
$209K - $243K
|
7.17K
$1.45M
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
1.25K+ 7.92% |
$209K - $243K
|
17K
$3.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1.25KNew |
$208K - $243K
|
1.25K
$253K
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
1.24K+ 3.03% |
$207K - $241K
|
42.1K
$8.54M
|
|
|
Aug 11, 2025
Q2 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
1.24K+ 2.08% |
$206K - $240K
|
60.8K
$12.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.23K+ 6.98% |
$205K - $239K
|
18.8K
$3.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Independent Family Office, LLC
|
BUY
|
- |
1.21K+ 1.41% |
$202K - $235K
|
87.3K
$17.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
BUY
|
- |
1.2KNew |
$201K - $234K
|
1.2K
$244K
|
|
|
Aug 07, 2025
Q2 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
1.19KNew |
$198K - $231K
|
1.19K
$241K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital City Trust CO
|
BUY
|
- |
1.18K+ 49.39% |
$197K - $229K
|
3.56K
$722K
|
|
|
Aug 20, 2025
Q2 2025
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
1.17KNew |
$196K - $228K
|
1.17K
$238K
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.17K+ 15.68% |
$196K - $228K
|
8.65K
$1.75M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.17K+ 3.03% |
$195K - $227K
|
39.7K
$8.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.16K+ 2.59% |
$194K - $226K
|
46.1K
$9.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.16KNew |
$194K - $226K
|
1.16K
$235K
|
|
|
Aug 07, 2025
Q2 2025
|
Retirement Solution Inc.
|
BUY
|
- |
1.16KNew |
$193K - $225K
|
1.16K
$235K
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.14K+ 12.87% |
$191K - $222K
|
10K
$2.03M
|
|
|
Aug 05, 2025
Q2 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.14KNew |
$190K - $221K
|
1.14K
$231K
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.14K+ 83.27% |
$189K - $220K
|
2.5K
$506K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.13K+ 1.05% |
$189K - $220K
|
109K
$22M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.12K+ 1.39% |
$187K - $218K
|
82.2K
$16.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.11K+ 17.84% |
$185K - $216K
|
7.33K
$1.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.1KNew |
$183K - $213K
|
1.1K
$222K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.1K+ 62.36% |
$183K - $213K
|
2.85K
$578K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.09KNew |
$182K - $212K
|
1.09K
$221K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.09K+ 39.07% |
$182K - $212K
|
3.88K
$785K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.08KNew |
$181K - $211K
|
1.08K
$220K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
1.08KNew |
$180K - $210K
|
1.08K
$219K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.08K+ 37.62% |
$180K - $210K
|
3.95K
$801K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.08K+ 9.16% |
$180K - $209K
|
12.8K
$2.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Lyrical Asset Management LP
New York, NY |
BUY
|
- |
1.08KNew |
$179K - $209K
|
1.08K
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1.07K+ 3.49% |
$178K - $207K
|
31.7K
$6.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
1.06KNew |
$176K - $205K
|
1.06K
$214K
|
|
|
Aug 11, 2025
Q2 2025
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
1.06KNew |
$176K - $205K
|
1.06K
$214K
|
|
|
Jul 23, 2025
Q2 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
1.06KNew |
$176K - $205K
|
1.06K
$214K
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1.06KNew |
$176K - $205K
|
1.06K
$214K
|