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
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-3.43K- 5.78% |
$572K - $666K
|
56K
$11M
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.94K- 3.34% |
$658K - $766K
|
114K
$22.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-5.07K- 18.71% |
$845K - $984K
|
22K
$4.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-7.41K- 2.31% |
$1.24M - $1.44M
|
313K
$61.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-7.42K- 8.51% |
$1.24M - $1.44M
|
79.8K
$15.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-9.12K- 70.53% |
$1.52M - $1.77M
|
3.81K
$747K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-9.25K- 7.27% |
$1.54M - $1.8M
|
118K
$23.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-11.7K- 20.78% |
$1.95M - $2.28M
|
44.7K
$8.76M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-12K- 1.72% |
$2M - $2.32M
|
684K
$134M
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-12.5K- 53.66% |
$2.08M - $2.42M
|
10.8K
$2.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-13.3K- 50.63% |
$2.22M - $2.58M
|
13K
$2.54M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-19.6K- 56.25% |
$3.26M - $3.8M
|
15.2K
$2.98M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-26.6K- 9.41% |
$4.44M - $5.17M
|
256K
$50.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-42.4K- 1.84% |
$7.07M - $8.23M
|
2.26M
$443M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-100K- 75.38% |
$16.7M - $19.5M
|
32.8K
$6.43M
|