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 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-5.32K- 20.5% |
$1.03M - $1.08M
|
20.6K
$4.18M
|
|
|
Nov 04, 2025
Q3 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.11K- 8.55% |
$1.18M - $1.25M
|
65.4K
$13.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-6.23K- 5.52% |
$1.2M - $1.27M
|
107K
$21.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-6.71K- 2.85% |
$1.29M - $1.37M
|
228K
$46.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-7.81K- 3.62% |
$1.5M - $1.59M
|
208K
$42.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-9.32K- 39.37% |
$1.8M - $1.9M
|
14.4K
$2.91M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-12.6K- 15.78% |
$2.44M - $2.58M
|
67.5K
$13.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-13.8K- 54.47% |
$2.66M - $2.81M
|
11.5K
$2.33M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-14.4K- 43.4% |
$2.77M - $2.93M
|
18.7K
$3.79M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-14.8K- 9.15% |
$2.86M - $3.02M
|
147K
$29.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-16.2K- 3.87% |
$3.11M - $3.29M
|
401K
$81.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-18K- 92.78% |
$3.47M - $3.67M
|
1.4K
$283K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-19.2K- 58.69% |
$3.71M - $3.92M
|
13.5K
$2.74M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-19.5K- 0.86% |
$3.76M - $3.97M
|
2.24M
$453M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-20.5K- 7.81% |
$3.95M - $4.17M
|
242K
$48.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-27.7K- 2.51% |
$5.35M - $5.65M
|
1.08M
$219M
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-28.5K- 36.27% |
$5.5M - $5.82M
|
50.2K
$10.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-28.9K- 1.67% |
$5.57M - $5.89M
|
1.7M
$345M
|
|
|
Oct 30, 2025
Q3 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-29.9K- 10.11% |
$5.76M - $6.09M
|
265K
$53.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-31K- 40.6% |
$5.98M - $6.32M
|
45.4K
$9.19M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-33.9K- 4.95% |
$6.53M - $6.91M
|
650K
$132M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-37.6K- 31.84% |
$7.24M - $7.65M
|
80.4K
$16.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-55.6K- 27.96% |
$10.7M - $11.3M
|
143K
$29M
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-64.6K- 42.89% |
$12.5M - $13.2M
|
86K
$17.4M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-71.1K- 36.23% |
$13.7M - $14.5M
|
125K
$25.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-99.9K- 93.95% |
$19.2M - $20.4M
|
6.43K
$1.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-104K- 27.58% |
$20M - $21.2M
|
273K
$55.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-135K- 6.77% |
$26M - $27.5M
|
1.86M
$377M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-549K- 26.95% |
$106M - $112M
|
1.49M
$301M
|