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 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-36- 0.73% |
$6.01K - $6.99K
|
4.92K
$965K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-39- 1.43% |
$6.51K - $7.57K
|
2.69K
$528K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-40- 4.26% |
$6.67K - $7.77K
|
900
$177K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-46- 0.51% |
$7.67K - $8.93K
|
8.91K
$1.75M
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-47- 2.72% |
$7.84K - $9.13K
|
1.68K
$330K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-48- 0.85% |
$8.01K - $9.32K
|
5.62K
$1.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-50- 3.72% |
$8.34K - $9.71K
|
1.3K
$254K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-50- 1.81% |
$8.34K - $9.71K
|
2.72K
$533K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-55- 1.6% |
$9.18K - $10.7K
|
3.39K
$665K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-64- 2.76% |
$10.7K - $12.4K
|
2.25K
$442K
|
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
SELL
|
- |
-65- 4.84% |
$10.8K - $12.6K
|
1.28K
$251K
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-70- 5.77% |
$11.7K - $13.6K
|
1.14K
$224K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-73- 0.92% |
$12.2K - $14.2K
|
7.84K
$1.54M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-80- 0.4% |
$13.3K - $15.5K
|
19.7K
$3.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-81- 5.68% |
$13.5K - $15.7K
|
1.35K
$264K
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-82- 0.79% |
$13.7K - $15.9K
|
10.3K
$2.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-89- 1.91% |
$14.8K - $17.3K
|
4.56K
$895K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-108- 0.64% |
$18K - $21K
|
16.8K
$3.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-108- 3.51% |
$18K - $21K
|
2.97K
$583K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-108- 1.53% |
$18K - $21K
|
6.95K
$1.36M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-116- 2.07% |
$19.4K - $22.5K
|
5.49K
$1.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-125- 1.05% |
$20.9K - $24.3K
|
11.8K
$2.31M
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-129- 2.23% |
$21.5K - $25.1K
|
5.67K
$1.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-131- 2.23% |
$21.9K - $25.4K
|
5.74K
$1.13M
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-134- 1.54% |
$22.4K - $26K
|
8.57K
$1.68M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-145- 6.79% |
$24.2K - $28.2K
|
1.99K
$391K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-146- 0.89% |
$24.4K - $28.4K
|
16.2K
$3.18M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-148- 59.92% |
$24.7K - $28.7K
|
99
$19.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-149- 1.21% |
$24.9K - $28.9K
|
12.2K
$2.38M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-150- 3.61% |
$25K - $29.1K
|
4K
$785K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-151- 6.28% |
$25.2K - $29.3K
|
2.25K
$442K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-161- 1.86% |
$26.9K - $31.3K
|
8.49K
$1.67M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-165- 2.56% |
$27.5K - $32K
|
6.28K
$1.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-169- 0.58% |
$28.2K - $32.8K
|
28.9K
$5.67M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-174- 2.45% |
$29K - $33.8K
|
6.92K
$1.36M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-180- 15.86% |
$30K - $35K
|
955
$187K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-182- 2.88% |
$30.4K - $35.3K
|
6.15K
$1.21M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-218- 1.9% |
$36.4K - $42.3K
|
11.2K
$2.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-221- 11.22% |
$36.9K - $42.9K
|
1.75K
$343K
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-223- 10.3% |
$37.2K - $43.3K
|
1.94K
$381K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-244- 3.25% |
$40.7K - $47.4K
|
7.25K
$1.42M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-246- 5.4% |
$41K - $47.8K
|
4.31K
$845K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-252- 1.58% |
$42K - $48.9K
|
15.7K
$3.09M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-255- 8.53% |
$42.5K - $49.5K
|
2.74K
$536K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-263- 11.49% |
$43.9K - $51.1K
|
2.03K
$397K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-279- 18.85% |
$46.5K - $54.2K
|
1.2K
$236K
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-279- 10.79% |
$46.5K - $54.2K
|
2.31K
$452K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-279- 13.85% |
$46.5K - $54.2K
|
1.74K
$341K
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-282- 19.33% |
$47K - $54.8K
|
1.18K
$231K
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-293- 1.67% |
$48.9K - $56.9K
|
17.3K
$3.38M
|