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 10, 2025
Q3 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-394- 15.54% |
$75.9K - $80.3K
|
2.14K
$434K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-394- 2.27% |
$75.9K - $80.3K
|
16.9K
$3.43M
|
|
|
Oct 14, 2025
Q3 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
SELL
|
- |
-395- 4.71% |
$76.1K - $80.5K
|
8K
$1.62M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-396- 3.63% |
$76.3K - $80.7K
|
10.5K
$2.13M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-398- 2.0% |
$76.7K - $81.1K
|
19.5K
$3.96M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-399- 17.92% |
$76.9K - $81.3K
|
1.83K
$370K
|
|
|
Oct 20, 2025
Q3 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-400- 1.56% |
$77.1K - $81.5K
|
25.3K
$5.13M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-404- 6.21% |
$77.9K - $82.4K
|
6.1K
$1.23M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-411- 8.85% |
$79.2K - $83.8K
|
4.23K
$857K
|
|
|
Oct 31, 2025
Q3 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-415- 5.54% |
$80K - $84.6K
|
7.08K
$1.43M
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-417- 5.6% |
$80.4K - $85K
|
7.02K
$1.42M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-428- 3.92% |
$82.5K - $87.3K
|
10.5K
$2.13M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-447- 1.42% |
$86.2K - $91.1K
|
31K
$6.28M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-469- 4.51% |
$90.4K - $95.6K
|
9.94K
$2.01M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-509- 1.72% |
$98.1K - $104K
|
29K
$5.88M
|
|
|
Oct 09, 2025
Q3 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-519- 2.53% |
$100K - $106K
|
20K
$4.04M
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-522- 0.21% |
$101K - $106K
|
244K
$49.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-554- 1.11% |
$107K - $113K
|
49.2K
$9.96M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-593- 1.99% |
$114K - $121K
|
29.1K
$5.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-604- 17.85% |
$116K - $123K
|
2.78K
$563K
|
|
|
Oct 07, 2025
Q3 2025
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-615- 0.37% |
$119K - $125K
|
164K
$33.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-618- 3.13% |
$119K - $126K
|
19.2K
$3.88M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-628- 1.58% |
$121K - $128K
|
39.1K
$7.91M
|
|
|
Oct 02, 2025
Q3 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-630- 6.1% |
$121K - $128K
|
9.7K
$1.96M
|
|
|
Nov 03, 2025
Q3 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-639- 3.09% |
$123K - $130K
|
20.1K
$4.06M
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
SELL
|
- |
-642- 6.35% |
$124K - $131K
|
9.47K
$1.92M
|
|
|
Oct 20, 2025
Q3 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-657- 3.81% |
$127K - $134K
|
16.6K
$3.36M
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-666- 4.42% |
$128K - $136K
|
14.4K
$2.91M
|
|
|
Oct 06, 2025
Q3 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
SELL
|
- |
-674- 21.55% |
$130K - $137K
|
2.45K
$497K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-684- 0.76% |
$132K - $139K
|
89.1K
$18M
|
|
|
Nov 04, 2025
Q3 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-694- 7.28% |
$134K - $141K
|
8.84K
$1.79M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-713- 1.25% |
$137K - $145K
|
56.3K
$11.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Providence First Trust CO
|
SELL
|
- |
-750- 36.46% |
$145K - $153K
|
1.31K
$265K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-751- 9.74% |
$145K - $153K
|
6.96K
$1.41M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-752- 16.23% |
$145K - $153K
|
3.88K
$786K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-758- 7.46% |
$146K - $155K
|
9.41K
$1.91M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-761- 16.7% |
$147K - $155K
|
3.8K
$769K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-772- 3.37% |
$149K - $157K
|
22.1K
$4.48M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-779- 14.12% |
$150K - $159K
|
4.74K
$960K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-780- 5.31% |
$150K - $159K
|
13.9K
$2.82M
|
|
|
Oct 30, 2025
Q3 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-782- 2.84% |
$151K - $159K
|
26.8K
$5.43M
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-798- 1.73% |
$154K - $163K
|
45.3K
$9.18M
|
|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-836- 3.8% |
$161K - $170K
|
21.2K
$4.29M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-837- 2.59% |
$161K - $171K
|
31.4K
$6.36M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-864- 15.13% |
$167K - $176K
|
4.85K
$982K
|
|
|
Oct 23, 2025
Q3 2025
|
West Bancorporation Inc
|
SELL
|
- |
-930- 1.46% |
$179K - $190K
|
62.7K
$12.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
SELL
|
- |
-941- 12.41% |
$181K - $192K
|
6.64K
$1.34M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-971- 7.85% |
$187K - $198K
|
11.4K
$2.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-987- 2.3% |
$190K - $201K
|
42K
$8.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.01K- 6.35% |
$194K - $205K
|
14.9K
$3.01M
|