Purchases and Sales Made in Q2 2025 in Ishares Russell 1000 Val ETF (IWD)
This table provides information about the institutional ownership of Ishares Russell 1000 Val ETF (IWD) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES RUSSELL 1000 VAL ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
298K+ 716.95% |
$49.7M - $57.9M
|
340K
$66.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
137KNew |
$22.8M - $26.5M
|
137K
$26.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
62.4K+ 88.9% |
$10.4M - $12.1M
|
133K
$26M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
36.8K+ 16.36% |
$6.15M - $7.16M
|
262K
$51.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
25.7K+ 6.56% |
$4.29M - $5M
|
418K
$82M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
22.2K+ 1356.27% |
$3.7M - $4.31M
|
23.8K
$4.67M
|
|
|
Jul 03, 2025
Q2 2025
|
Stairway Partners, LLC
|
BUY
|
- |
17.9K+ 1.41% |
$2.98M - $3.47M
|
1.29M
$253M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
16.8KNew |
$2.8M - $3.26M
|
16.8K
$3.29M
|
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
BUY
|
- |
13.8KNew |
$2.31M - $2.69M
|
13.8K
$2.71M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
13.7K+ 18.74% |
$2.29M - $2.67M
|
86.9K
$17.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
12K+ 1.53% |
$2M - $2.33M
|
794K
$156M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
9.46K+ 28.11% |
$1.58M - $1.84M
|
43.1K
$8.46M
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
7.13K+ 10.43% |
$1.19M - $1.39M
|
75.5K
$14.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
6.45K+ 6.0% |
$1.08M - $1.25M
|
114K
$22.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
6.36K+ 76.51% |
$1.06M - $1.24M
|
14.7K
$2.88M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.15K+ 3.5% |
$1.03M - $1.19M
|
182K
$35.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.01KNew |
$1M - $1.17M
|
6.01K
$1.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.79K+ 7.52% |
$799K - $930K
|
68.5K
$13.4M
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
4.76KNew |
$795K - $925K
|
4.76K
$935K
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
4.74KNew |
$791K - $921K
|
4.74K
$930K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4.65K+ 3.9% |
$776K - $904K
|
124K
$24.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
4.63K+ 3.36% |
$773K - $900K
|
143K
$28M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
4.41KNew |
$736K - $856K
|
4.41K
$865K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
3.78KNew |
$631K - $735K
|
3.78K
$742K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.58KNew |
$597K - $695K
|
3.58K
$702K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.57K+ 3.26% |
$595K - $692K
|
113K
$22.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
3.31K+ 1.43% |
$553K - $643K
|
235K
$46.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.18K+ 17.04% |
$530K - $617K
|
21.8K
$4.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
3.03KNew |
$505K - $588K
|
3.03K
$594K
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
2.81K+ 1.99% |
$469K - $546K
|
144K
$28.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.61K+ 115.47% |
$436K - $508K
|
4.88K
$956K
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
2.44K+ 5.29% |
$407K - $474K
|
48.5K
$9.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
2.34K+ 6.36% |
$391K - $455K
|
39.2K
$7.68M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.24K+ 187.7% |
$374K - $436K
|
3.44K
$674K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.21K+ 2.12% |
$368K - $429K
|
106K
$20.8M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
2.12K+ 20.18% |
$353K - $412K
|
12.6K
$2.48M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.02KNew |
$336K - $391K
|
2.02K
$395K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.96K+ 9.89% |
$326K - $380K
|
21.7K
$4.26M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
1.87K+ 128.45% |
$312K - $363K
|
3.32K
$652K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.77K+ 3.59% |
$296K - $344K
|
51.1K
$10M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.62K+ 31.55% |
$269K - $314K
|
6.73K
$1.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
1.58KNew |
$264K - $307K
|
1.58K
$310K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.57K+ 16.01% |
$262K - $305K
|
11.4K
$2.23M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1.54K+ 1.13% |
$257K - $300K
|
138K
$27M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
1.54K+ 22.24% |
$257K - $299K
|
8.46K
$1.66M
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
1.49K+ 61.8% |
$248K - $289K
|
3.89K
$764K
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
1.46KNew |
$244K - $284K
|
1.46K
$286K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.4K+ 10.19% |
$234K - $272K
|
15.1K
$2.97M
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
1.25K+ 7.92% |
$209K - $243K
|
17K
$3.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
1.24K+ 3.03% |
$207K - $241K
|
42.1K
$8.27M
|