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 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
605+ 12.7% |
$101K - $118K
|
5.37K
$1.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
602+ 24.08% |
$100K - $117K
|
3.1K
$629K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
601+ 27.59% |
$100K - $117K
|
2.78K
$563K
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
582+ 2.01% |
$97.1K - $113K
|
29.5K
$5.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
561+ 32.64% |
$93.6K - $109K
|
2.28K
$462K
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
558+ 14.09% |
$93.1K - $108K
|
4.52K
$915K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
557+ 320.11% |
$92.9K - $108K
|
731
$148K
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
555+ 5.8% |
$92.6K - $108K
|
10.1K
$2.05M
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
537+ 35.17% |
$89.6K - $104K
|
2.06K
$418K
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
534+ 427.2% |
$89.1K - $104K
|
659
$134K
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
525+ 7.4% |
$87.6K - $102K
|
7.62K
$1.54M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
523+ 3.03% |
$87.2K - $102K
|
17.8K
$3.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
521+ 30.54% |
$86.9K - $101K
|
2.23K
$451K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
BUY
|
- |
515+ 7.06% |
$85.9K - $100K
|
7.81K
$1.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
511+ 0.79% |
$85.2K - $99.3K
|
65.6K
$13.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
495+ 0.59% |
$82.6K - $96.1K
|
84.4K
$17.1M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
487+ 28.99% |
$81.2K - $94.6K
|
2.17K
$439K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
469+ 6.02% |
$78.2K - $91.1K
|
8.26K
$1.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
464+ 10.67% |
$77.4K - $90.1K
|
4.81K
$975K
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
461+ 25.67% |
$76.9K - $89.5K
|
2.26K
$457K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
461+ 10.17% |
$76.9K - $89.5K
|
5K
$1.01M
|
|
|
Jul 28, 2025
Q2 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
458+ 0.6% |
$76.4K - $89K
|
76.5K
$15.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
453+ 1.43% |
$75.6K - $88K
|
32.1K
$6.5M
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
447+ 8.38% |
$74.6K - $86.8K
|
5.78K
$1.17M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
447+ 6.24% |
$74.6K - $86.8K
|
7.62K
$1.54M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
442+ 1.13% |
$73.7K - $85.8K
|
39.5K
$8.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
439+ 68.06% |
$73.2K - $85.3K
|
1.08K
$220K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
433+ 10.28% |
$72.2K - $84.1K
|
4.64K
$941K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
431+ 6.65% |
$71.9K - $83.7K
|
6.91K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
429+ 1.4% |
$71.6K - $83.3K
|
31.2K
$6.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
425+ 2.1% |
$70.9K - $82.5K
|
20.7K
$4.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
423+ 6.99% |
$70.6K - $82.2K
|
6.48K
$1.31M
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
BUY
|
- |
413+ 20.54% |
$68.9K - $80.2K
|
2.42K
$491K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
411+ 97.86% |
$68.6K - $79.8K
|
831
$168K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
406+ 0.93% |
$67.7K - $78.9K
|
43.9K
$8.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
400+ 7.16% |
$66.7K - $77.7K
|
5.99K
$1.21M
|
|
|
Aug 05, 2025
Q2 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
398+ 1.2% |
$66.4K - $77.3K
|
33.7K
$6.83M
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
397+ 11.44% |
$66.2K - $77.1K
|
3.87K
$784K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
393+ 24.59% |
$65.6K - $76.3K
|
1.99K
$403K
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
392+ 4.88% |
$65.4K - $76.1K
|
8.42K
$1.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
381+ 1.49% |
$63.6K - $74K
|
26K
$5.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
379+ 0.58% |
$63.2K - $73.6K
|
66.1K
$13.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
368+ 6.02% |
$61.4K - $71.5K
|
6.49K
$1.31M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
363+ 2.13% |
$60.6K - $70.5K
|
17.4K
$3.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
362+ 6.54% |
$60.4K - $70.3K
|
5.9K
$1.19M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
358+ 8.12% |
$59.7K - $69.5K
|
4.77K
$966K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
354+ 12.64% |
$59.1K - $68.8K
|
3.16K
$639K
|
|
|
Aug 04, 2025
Q2 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
340+ 12.9% |
$56.7K - $66K
|
2.98K
$603K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
330+ 3.5% |
$55.1K - $64.1K
|
9.77K
$1.98M
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
326+ 8.11% |
$54.4K - $63.3K
|
4.35K
$881K
|