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 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
209+ 11.52% |
$34.9K - $40.6K
|
2.02K
$397K
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
207+ 7.47% |
$34.5K - $40.2K
|
2.98K
$584K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
205+ 0.39% |
$34.2K - $39.8K
|
53.3K
$10.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
200+ 4.78% |
$33.4K - $38.8K
|
4.39K
$861K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
196+ 0.5% |
$32.7K - $38.1K
|
39.1K
$7.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
188+ 0.44% |
$31.4K - $36.5K
|
42.7K
$8.38M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
181+ 2.6% |
$30.2K - $35.2K
|
7.15K
$1.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
160+ 0.31% |
$26.7K - $31.1K
|
51.6K
$10.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
BUY
|
- |
158+ 12.61% |
$26.4K - $30.7K
|
1.41K
$277K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
151+ 1.5% |
$25.2K - $29.3K
|
10.2K
$2.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
146+ 2.56% |
$24.4K - $28.4K
|
5.84K
$1.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
130+ 2.68% |
$21.7K - $25.2K
|
4.98K
$977K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
124+ 9.88% |
$20.7K - $24.1K
|
1.38K
$271K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
103+ 2.42% |
$17.2K - $20K
|
4.35K
$854K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
100+ 2.54% |
$16.7K - $19.4K
|
4.04K
$792K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
96+ 0.16% |
$16K - $18.6K
|
60.2K
$11.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
90+ 0.5% |
$15K - $17.5K
|
18.2K
$3.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
75+ 1.03% |
$12.5K - $14.6K
|
7.39K
$1.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
71+ 6.48% |
$11.8K - $13.8K
|
1.17K
$229K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
63+ 2.47% |
$10.5K - $12.2K
|
2.61K
$512K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
61New |
$10.2K - $11.8K
|
61
$12K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
61+ 2.97% |
$10.2K - $11.8K
|
2.12K
$415K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
61+ 0.55% |
$10.2K - $11.8K
|
11.1K
$2.18M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
61+ 9.06% |
$10.2K - $11.8K
|
734
$144K
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
59+ 0.57% |
$9.84K - $11.5K
|
10.3K
$2.03M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
59+ 0.58% |
$9.84K - $11.5K
|
10.2K
$1.99M
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
58+ 1.65% |
$9.68K - $11.3K
|
3.58K
$702K
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
50+ 1.46% |
$8.34K - $9.71K
|
3.46K
$679K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
50+ 1.8% |
$8.34K - $9.71K
|
2.82K
$554K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
43+ 21.18% |
$7.17K - $8.35K
|
246
$48.3K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
38+ 0.19% |
$6.34K - $7.38K
|
19.6K
$3.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
36+ 0.13% |
$6.01K - $6.99K
|
27.4K
$5.38M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
35+ 0.86% |
$5.84K - $6.8K
|
4.12K
$808K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
34+ 1.54% |
$5.67K - $6.6K
|
2.24K
$439K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
32+ 2.88% |
$5.34K - $6.22K
|
1.15K
$225K
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
32+ 2.6% |
$5.34K - $6.22K
|
1.26K
$248K
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
29+ 0.37% |
$4.84K - $5.63K
|
7.94K
$1.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
26+ 0.43% |
$4.34K - $5.05K
|
6.14K
$1.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
BUY
|
- |
23+ 2.34% |
$3.84K - $4.47K
|
1.01K
$198K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
20+ 0.53% |
$3.34K - $3.88K
|
3.78K
$741K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
20+ 0.34% |
$3.34K - $3.88K
|
5.82K
$1.14M
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
19+ 0.57% |
$3.17K - $3.69K
|
3.35K
$658K
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
18+ 0.44% |
$3K - $3.5K
|
4.09K
$802K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
17+ 0.45% |
$2.84K - $3.3K
|
3.82K
$748K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
17+ 0.68% |
$2.84K - $3.3K
|
2.52K
$494K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
16+ 0.17% |
$2.67K - $3.11K
|
9.67K
$1.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
16New |
$2.67K - $3.11K
|
16
$3.14K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
13+ 0.47% |
$2.17K - $2.52K
|
2.78K
$546K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
10+ 0.74% |
$1.67K - $1.94K
|
1.36K
$267K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
10+ 0.33% |
$1.67K - $1.94K
|
3.07K
$602K
|