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 30, 2025
Q3 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1.01K- 1.01% |
$194K - $205K
|
99.2K
$20.1M
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.03K- 12.79% |
$198K - $209K
|
6.99K
$1.42M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.03K- 0.85% |
$199K - $211K
|
120K
$24.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1.1K- 3.7% |
$212K - $224K
|
28.6K
$5.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
SELL
|
- |
-1.1K- 2.56% |
$213K - $225K
|
42K
$8.51M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-1.19K- 42.09% |
$229K - $242K
|
1.63K
$331K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.22K- 25.04% |
$235K - $249K
|
3.66K
$740K
|
|
|
Oct 17, 2025
Q3 2025
|
Global Wealth Management, LLC
Kingston, NJ |
SELL
|
- |
-1.26K- 15.28% |
$242K - $256K
|
6.96K
$1.41M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.34K- 13.23% |
$259K - $274K
|
8.81K
$1.78M
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.35K- 18.34% |
$259K - $274K
|
5.99K
$1.21M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.35K- 3.51% |
$260K - $275K
|
37K
$7.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.35K- 43.86% |
$260K - $275K
|
1.73K
$350K
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.35K- 0.15% |
$261K - $276K
|
891K
$180M
|
|
|
Oct 09, 2025
Q3 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.42K- 4.61% |
$274K - $290K
|
29.4K
$5.96M
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.44K- 8.03% |
$277K - $293K
|
16.4K
$3.33M
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.47K- 6.47% |
$282K - $299K
|
21.2K
$4.29M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.47K- 30.04% |
$284K - $300K
|
3.43K
$694K
|
|
|
Oct 30, 2025
Q3 2025
|
Sylvest Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.57K- 1.5% |
$303K - $321K
|
103K
$20.9M
|
|
|
Nov 03, 2025
Q3 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.62K- 4.82% |
$313K - $331K
|
32.1K
$6.49M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.65K- 43.73% |
$319K - $337K
|
2.13K
$431K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.81K- 6.58% |
$348K - $368K
|
25.6K
$5.19M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.84K- 7.48% |
$355K - $375K
|
22.8K
$4.61M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.87K- 8.01% |
$361K - $381K
|
21.5K
$4.35M
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1.88K- 4.83% |
$361K - $382K
|
37K
$7.49M
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.94K- 7.83% |
$374K - $396K
|
22.8K
$4.63M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.97K- 97.87% |
$380K - $402K
|
43
$8.71K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2K- 5.14% |
$386K - $408K
|
36.9K
$7.47M
|
|
|
Oct 31, 2025
Q3 2025
|
Bg Investment Services, Inc.
|
SELL
|
- |
-2.09K- 11.99% |
$402K - $426K
|
15.3K
$3.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.3K- 60.45% |
$443K - $469K
|
1.51K
$305K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.38K- 1.09% |
$458K - $484K
|
215K
$43.5M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-2.47K- 14.76% |
$477K - $504K
|
14.3K
$2.89M
|
|
|
Oct 14, 2025
Q3 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-2.69K- 3.57% |
$519K - $549K
|
72.8K
$14.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-2.94K- 2.37% |
$567K - $600K
|
121K
$24.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.95K- 5.09% |
$569K - $602K
|
55K
$11.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-3.02K- 68.56% |
$583K - $616K
|
1.39K
$281K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3.08K- 2.86% |
$594K - $628K
|
105K
$21.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.24K- 0.72% |
$624K - $660K
|
444K
$89.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.29K- 3.03% |
$634K - $670K
|
105K
$21.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-3.58K- 34.1% |
$690K - $730K
|
6.92K
$1.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-3.78K- 8.79% |
$728K - $770K
|
39.2K
$7.94M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-3.79K- 73.1% |
$730K - $772K
|
1.39K
$282K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-3.83K- 2.61% |
$737K - $780K
|
143K
$28.9M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-4.1K- 6.14% |
$789K - $835K
|
62.6K
$12.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-4.1K- 24.09% |
$791K - $836K
|
12.9K
$2.62M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-4.38K- 20.17% |
$845K - $893K
|
17.3K
$3.51M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-4.63K- 2.37% |
$892K - $943K
|
191K
$38.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
SELL
|
- |
-4.72K- 18.49% |
$911K - $963K
|
20.8K
$4.22M
|
|
|
Oct 31, 2025
Q3 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-4.86K- 14.49% |
$937K - $991K
|
28.7K
$5.81M
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
SELL
|
- |
-4.93K- 69.1% |
$950K - $1M
|
2.2K
$446K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-5.32K- 11.34% |
$1.02M - $1.08M
|
41.6K
$8.42M
|