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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
324+ 9.68% |
$54K - $62.9K
|
3.67K
$744K
|
|
|
Jul 09, 2025
Q2 2025
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
324+ 0.9% |
$54K - $62.9K
|
36.3K
$7.36M
|
|
|
Aug 01, 2025
Q2 2025
|
Providence First Trust CO
|
BUY
|
- |
323+ 18.63% |
$53.9K - $62.7K
|
2.06K
$417K
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
BUY
|
- |
322+ 18.29% |
$53.7K - $62.5K
|
2.08K
$422K
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
317+ 20.15% |
$52.9K - $61.6K
|
1.89K
$383K
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
304+ 9.02% |
$50.7K - $59K
|
3.68K
$745K
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
301+ 2.06% |
$50.2K - $58.5K
|
14.9K
$3.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
300New |
$50K - $58.3K
|
300
$60.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
294+ 2.73% |
$49K - $57.1K
|
11K
$2.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
289New |
$48.2K - $56.1K
|
289
$58.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
286+ 12.49% |
$47.7K - $55.5K
|
2.58K
$522K
|
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
286New |
$47.7K - $55.5K
|
286
$58K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
281+ 0.73% |
$46.9K - $54.6K
|
38.7K
$7.84M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
281+ 1.18% |
$46.9K - $54.6K
|
24.1K
$4.88M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
279+ 1.45% |
$46.5K - $54.2K
|
19.5K
$3.96M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
278+ 3.03% |
$46.4K - $54K
|
9.45K
$1.91M
|
|
|
Jul 16, 2025
Q2 2025
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
278+ 3.82% |
$46.4K - $54K
|
7.56K
$1.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
277+ 2.6% |
$46.2K - $53.8K
|
10.9K
$2.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
275+ 14.93% |
$45.9K - $53.4K
|
2.12K
$429K
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
BUY
|
- |
267+ 0.79% |
$44.5K - $51.9K
|
33.9K
$6.87M
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
267+ 7.61% |
$44.5K - $51.9K
|
3.77K
$765K
|
|
|
Jul 07, 2025
Q2 2025
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
265+ 0.16% |
$44.2K - $51.5K
|
165K
$33.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
258+ 22.57% |
$43K - $50.1K
|
1.4K
$284K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
249+ 4.56% |
$41.5K - $48.4K
|
5.71K
$1.16M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
247+ 10.8% |
$41.2K - $48K
|
2.54K
$514K
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
242+ 6.32% |
$40.4K - $47K
|
4.07K
$825K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
240+ 6.38% |
$40K - $46.6K
|
4K
$810K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
236+ 7.83% |
$39.4K - $45.8K
|
3.25K
$658K
|
|
|
Aug 12, 2025
Q2 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
231+ 1.62% |
$38.5K - $44.9K
|
14.5K
$2.93M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
229New |
$38.2K - $44.5K
|
229
$46.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
225+ 29.03% |
$37.5K - $43.7K
|
1K
$203K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
224+ 0.86% |
$37.4K - $43.5K
|
26.4K
$5.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
223New |
$37.2K - $43.3K
|
223
$45.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
220+ 2.19% |
$36.7K - $42.7K
|
10.3K
$2.08M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
220+ 0.48% |
$36.7K - $42.7K
|
45.9K
$9.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
220+ 10.04% |
$36.7K - $42.7K
|
2.41K
$489K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
218+ 15.54% |
$36.4K - $42.3K
|
1.62K
$328K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
BUY
|
- |
215New |
$35.9K - $41.8K
|
215
$43.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
214+ 8.8% |
$35.7K - $41.6K
|
2.65K
$536K
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
209+ 11.52% |
$34.9K - $40.6K
|
2.02K
$410K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
208+ 2.46% |
$34.7K - $40.4K
|
8.68K
$1.76M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
207+ 7.47% |
$34.5K - $40.2K
|
2.98K
$603K
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
205+ 13.56% |
$34.2K - $39.8K
|
1.72K
$348K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
205+ 0.39% |
$34.2K - $39.8K
|
53.3K
$10.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
204+ 5.36% |
$34K - $39.6K
|
4.01K
$812K
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
203+ 3.93% |
$33.9K - $39.4K
|
5.36K
$1.09M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
202+ 17.72% |
$33.7K - $39.2K
|
1.34K
$272K
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
201New |
$33.5K - $39K
|
201
$40.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
200New |
$33.4K - $38.8K
|
200
$40.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
200+ 5.25% |
$33.4K - $38.8K
|
4.01K
$813K
|