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 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.05KNew |
$176K - $205K
|
1.05K
$214K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.05K+ 3.78% |
$176K - $205K
|
28.9K
$5.86M
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
1.05KNew |
$175K - $204K
|
1.05K
$213K
|
|
|
Jul 18, 2025
Q2 2025
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
1.05KNew |
$175K - $204K
|
1.05K
$213K
|
|
|
Aug 08, 2025
Q2 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
1.05KNew |
$175K - $204K
|
1.05K
$212K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.05KNew |
$174K - $203K
|
1.05K
$212K
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.04K+ 3.73% |
$174K - $203K
|
29K
$5.88M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.04KNew |
$174K - $202K
|
1.04K
$211K
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.04KNew |
$173K - $202K
|
1.04K
$211K
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.04KNew |
$173K - $202K
|
1.04K
$210K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1.03KNew |
$172K - $201K
|
1.03K
$210K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.02K+ 3.15% |
$170K - $198K
|
33.4K
$6.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
1KNew |
$167K - $195K
|
1K
$203K
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
995+ 1.53% |
$166K - $193K
|
65.9K
$13.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
992+ 2.77% |
$165K - $193K
|
36.8K
$7.45M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
986+ 88.99% |
$164K - $192K
|
2.09K
$424K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
967+ 0.63% |
$161K - $188K
|
155K
$31.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
966+ 13.81% |
$161K - $188K
|
7.96K
$1.61M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
952+ 77.91% |
$159K - $185K
|
2.17K
$441K
|
|
|
Aug 14, 2025
Q2 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
948+ 2.63% |
$158K - $184K
|
37K
$7.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
939+ 9.41% |
$157K - $182K
|
10.9K
$2.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
917+ 4.89% |
$153K - $178K
|
19.7K
$3.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
910+ 43.46% |
$152K - $177K
|
3K
$609K
|
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
BUY
|
- |
909+ 0.79% |
$152K - $177K
|
116K
$23.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
877New |
$146K - $170K
|
877
$178K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
833+ 31.47% |
$139K - $162K
|
3.48K
$705K
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
821+ 0.23% |
$137K - $159K
|
361K
$73.1M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
816+ 2.26% |
$136K - $158K
|
36.9K
$7.48M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
775+ 5.72% |
$129K - $151K
|
14.3K
$2.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
764+ 16.16% |
$127K - $148K
|
5.49K
$1.11M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
739+ 49.7% |
$123K - $144K
|
2.23K
$451K
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
733+ 4.68% |
$122K - $142K
|
16.4K
$3.32M
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
731+ 26.03% |
$122K - $142K
|
3.54K
$717K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
721+ 7.12% |
$120K - $140K
|
10.8K
$2.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
BUY
|
- |
716+ 3.48% |
$119K - $139K
|
21.3K
$4.32M
|
|
|
Aug 05, 2025
Q2 2025
|
Aaf Wealth Management, LLC
|
BUY
|
- |
715+ 25.03% |
$119K - $139K
|
3.57K
$724K
|
|
|
Jul 15, 2025
Q2 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
714+ 0.69% |
$119K - $139K
|
105K
$21.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
711+ 4.29% |
$119K - $138K
|
17.3K
$3.5M
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
BUY
|
- |
710+ 3.06% |
$118K - $138K
|
23.9K
$4.85M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
708+ 118.39% |
$118K - $138K
|
1.31K
$265K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
702+ 29.97% |
$117K - $136K
|
3.04K
$617K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
700+ 4.66% |
$117K - $136K
|
15.7K
$3.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
692+ 11.81% |
$115K - $134K
|
6.55K
$1.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
673+ 29.75% |
$112K - $131K
|
2.94K
$595K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
665+ 40.28% |
$111K - $129K
|
2.32K
$469K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
662+ 28.5% |
$110K - $129K
|
2.99K
$605K
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
650+ 26.09% |
$108K - $126K
|
3.14K
$636K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
639+ 8.0% |
$107K - $124K
|
8.63K
$1.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
616+ 2.93% |
$103K - $120K
|
21.6K
$4.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
613+ 3.97% |
$102K - $119K
|
16.1K
$3.26M
|