Purchases and Sales Made in Q3 2025 in Ishares Russell 1000 Val ETF (IWD)
This table provides information about the institutional ownership of Ishares Russell 1000 Val ETF (IWD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
75.3K+ 78.93% |
$14.5M - $15.3M
|
171K
$34.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
63.7K+ 4495.62% |
$12.3M - $13M
|
65.1K
$13.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
42.6K+ 139.82% |
$8.2M - $8.68M
|
73K
$14.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
41.7K+ 12.28% |
$8.04M - $8.51M
|
381K
$77.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
40.6K+ 610.3% |
$7.83M - $8.28M
|
47.3K
$9.58M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
28.6K+ 64.07% |
$5.52M - $5.83M
|
73.3K
$14.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
25.3KNew |
$4.88M - $5.16M
|
25.3K
$5.12M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
25.1K+ 13.81% |
$4.83M - $5.11M
|
207K
$41.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
22.9KNew |
$4.41M - $4.67M
|
22.9K
$4.64M
|
|
|
Oct 02, 2025
Q3 2025
|
Stairway Partners, LLC
|
BUY
|
- |
22.5K+ 1.75% |
$4.34M - $4.6M
|
1.31M
$266M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
18.8KNew |
$3.63M - $3.83M
|
18.8K
$3.81M
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
16K+ 551.84% |
$3.09M - $3.27M
|
18.9K
$3.83M
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
15.8K+ 88.54% |
$3.04M - $3.21M
|
33.6K
$6.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
14.8K+ 25.41% |
$2.86M - $3.03M
|
73.3K
$14.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
13.8K+ 3.29% |
$2.65M - $2.81M
|
432K
$87.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
12.3KNew |
$2.37M - $2.5M
|
12.3K
$2.49M
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
BUY
|
- |
12.2K+ 862.15% |
$2.34M - $2.48M
|
13.6K
$2.75M
|
|
|
Oct 27, 2025
Q3 2025
|
Q3 Asset Management
|
BUY
|
- |
11.1KNew |
$2.14M - $2.26M
|
11.1K
$2.24M
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
9.92KNew |
$1.91M - $2.02M
|
9.92K
$2.01M
|
|
|
Oct 10, 2025
Q3 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
9.41K+ 6.89% |
$1.81M - $1.92M
|
146K
$29.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
8.83K+ 7.46% |
$1.7M - $1.8M
|
127K
$25.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
7.96K+ 208.87% |
$1.53M - $1.62M
|
11.8K
$2.38M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
7.91K+ 9.1% |
$1.52M - $1.61M
|
94.8K
$19.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.82K+ 68.65% |
$1.51M - $1.59M
|
19.2K
$3.89M
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
7.6K+ 5.73% |
$1.47M - $1.55M
|
140K
$28.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Covenant Partners, LLC
|
BUY
|
- |
7.59K+ 2.7% |
$1.46M - $1.55M
|
289K
$58.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.24K+ 2.83% |
$1.4M - $1.48M
|
263K
$53.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
7.1K+ 29.82% |
$1.37M - $1.45M
|
30.9K
$6.26M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.6K+ 95.28% |
$1.27M - $1.35M
|
13.5K
$2.74M
|
|
|
Oct 24, 2025
Q3 2025
|
Corundum Group, Inc.
|
BUY
|
- |
6.51K+ 5.6% |
$1.26M - $1.33M
|
123K
$24.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
6.03KNew |
$1.16M - $1.23M
|
6.03K
$1.22M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
5.68K+ 776.61% |
$1.09M - $1.16M
|
6.41K
$1.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5.3KNew |
$1.02M - $1.08M
|
5.3K
$1.07M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
4.85K+ 0.78% |
$935K - $989K
|
629K
$127M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.62K+ 15.15% |
$890K - $941K
|
35.1K
$7.11M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
4.21K+ 6.53% |
$811K - $857K
|
68.6K
$13.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3.86K+ 10.49% |
$743K - $786K
|
40.6K
$8.22M
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
3.78K+ 4.74% |
$728K - $770K
|
83.6K
$16.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.74K+ 49.52% |
$721K - $763K
|
11.3K
$2.29M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.72K+ 17.08% |
$717K - $758K
|
25.5K
$5.16M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.53K+ 339.6% |
$679K - $719K
|
4.56K
$924K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.34K+ 2.15% |
$644K - $681K
|
159K
$32.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.89K+ 0.77% |
$558K - $590K
|
380K
$76.9M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
2.79K+ 48.27% |
$538K - $569K
|
8.58K
$1.74M
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.73K+ 14.49% |
$526K - $556K
|
21.6K
$4.37M
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
2.68KNew |
$516K - $546K
|
2.68K
$542K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.65KNew |
$511K - $540K
|
2.65K
$536K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.63K+ 162.18% |
$507K - $536K
|
4.25K
$861K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
2.62KNew |
$506K - $535K
|
2.62K
$531K
|
|
|
Oct 29, 2025
Q3 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
2.54K+ 21.55% |
$489K - $517K
|
14.3K
$2.9M
|