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
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-173- 2.32% |
$33.3K - $35.3K
|
7.3K
$1.48M
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-174- 6.59% |
$33.5K - $35.5K
|
2.47K
$500K
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-185- 0.84% |
$35.7K - $37.7K
|
21.9K
$4.43M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-185- 0.3% |
$35.7K - $37.7K
|
61K
$12.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
SELL
|
- |
-185- 2.94% |
$35.7K - $37.7K
|
6.1K
$1.23M
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-195- 1.16% |
$37.6K - $39.8K
|
16.6K
$3.36M
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
SELL
|
- |
-198- 4.72% |
$38.2K - $40.4K
|
4K
$810K
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-200- 3.29% |
$38.6K - $40.8K
|
5.88K
$1.19M
|
|
|
Oct 14, 2025
Q3 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-206- 1.63% |
$39.7K - $42K
|
12.4K
$2.51M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-206- 0.53% |
$39.7K - $42K
|
38.9K
$7.87M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-208- 0.4% |
$40.1K - $42.4K
|
51.4K
$10.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-213- 0.63% |
$41.1K - $43.4K
|
33.6K
$6.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-222- 15.11% |
$42.8K - $45.3K
|
1.25K
$253K
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-222- 1.99% |
$42.8K - $45.3K
|
11K
$2.22M
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-222- 5.9% |
$42.8K - $45.3K
|
3.54K
$717K
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-225- 1.44% |
$43.4K - $45.9K
|
15.4K
$3.12M
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
SELL
|
- |
-226- 4.96% |
$43.6K - $46.1K
|
4.34K
$878K
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-227- 6.77% |
$43.8K - $46.3K
|
3.13K
$633K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-235- 5.62% |
$45.3K - $47.9K
|
3.95K
$800K
|
|
|
Oct 31, 2025
Q3 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-239- 4.99% |
$46.1K - $48.7K
|
4.55K
$921K
|
|
|
Oct 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-239- 1.73% |
$46.1K - $48.7K
|
13.6K
$2.75M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-241- 3.72% |
$46.5K - $49.1K
|
6.24K
$1.26M
|
|
|
Oct 29, 2025
Q3 2025
|
Matisse Capital
|
SELL
|
- |
-248- 12.34% |
$47.8K - $50.6K
|
1.76K
$357K
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-249- 12.3% |
$48K - $50.8K
|
1.78K
$360K
|
|
|
Oct 15, 2025
Q3 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-250- 12.42% |
$48.2K - $51K
|
1.76K
$357K
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
SELL
|
- |
-255- 0.24% |
$49.2K - $52K
|
105K
$21.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-258- 3.05% |
$49.7K - $52.6K
|
8.2K
$1.66M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-262- 4.89% |
$50.5K - $53.4K
|
5.1K
$1.03M
|
|
|
Nov 03, 2025
Q3 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-268- 2.88% |
$51.7K - $54.6K
|
9.03K
$1.83M
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-268- 7.5% |
$51.7K - $54.6K
|
3.31K
$670K
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-271- 16.32% |
$52.2K - $55.2K
|
1.39K
$282K
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-273- 1.84% |
$52.6K - $55.7K
|
14.6K
$2.95M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-275- 3.72% |
$53K - $56.1K
|
7.11K
$1.44M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-278- 4.77% |
$53.6K - $56.7K
|
5.54K
$1.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-281- 1.47% |
$54.2K - $57.3K
|
18.8K
$3.81M
|
|
|
Oct 16, 2025
Q3 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-285- 6.06% |
$54.9K - $58.1K
|
4.42K
$895K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-288- 1.98% |
$55.5K - $58.7K
|
14.3K
$2.89M
|
|
|
Oct 14, 2025
Q3 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-289- 0.25% |
$55.7K - $58.9K
|
114K
$23.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-299- 2.07% |
$57.6K - $61K
|
14.2K
$2.87M
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-300- 31.41% |
$57.8K - $61.2K
|
655
$133K
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-311- 19.8% |
$59.9K - $63.4K
|
1.26K
$255K
|
|
|
Oct 30, 2025
Q3 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-315- 2.58% |
$60.7K - $64.2K
|
11.9K
$2.41M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-325- 6.82% |
$62.6K - $66.3K
|
4.44K
$900K
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-335- 16.82% |
$64.6K - $68.3K
|
1.66K
$336K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-343- 1.71% |
$66.1K - $69.9K
|
19.7K
$3.99M
|
|
|
Oct 28, 2025
Q3 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-346- 3.42% |
$66.7K - $70.5K
|
9.77K
$1.98M
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-350- 15.56% |
$67.5K - $71.4K
|
1.9K
$385K
|
|
|
Oct 31, 2025
Q3 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-350- 2.59% |
$67.5K - $71.4K
|
13.1K
$2.66M
|
|
|
Oct 23, 2025
Q3 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-350- 0.96% |
$67.5K - $71.4K
|
36K
$7.29M
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-352- 1.49% |
$67.9K - $71.8K
|
23.2K
$4.7M
|