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 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
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.47K+ 27.48% |
$475K - $503K
|
11.4K
$2.32M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.4K+ 80.5% |
$463K - $490K
|
5.39K
$1.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
BUY
|
- |
2.38K+ 30.46% |
$459K - $485K
|
10.2K
$2.06M
|
|
|
Nov 04, 2025
Q3 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
2.36KNew |
$454K - $480K
|
2.36K
$477K
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
2.35K+ 16.11% |
$452K - $478K
|
16.9K
$3.42M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.32K+ 4.53% |
$446K - $472K
|
53.5K
$10.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.25K+ 4.78% |
$434K - $459K
|
49.3K
$9.99M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.24K+ 2.11% |
$432K - $457K
|
109K
$22M
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
BUY
|
- |
2.13K+ 5.45% |
$411K - $435K
|
41.3K
$8.35M
|
|
|
Nov 04, 2025
Q3 2025
|
Tls Advisors LLC
Miami, FL |
BUY
|
- |
2.05KNew |
$396K - $418K
|
2.05K
$416K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
2.05K+ 4.46% |
$395K - $418K
|
48K
$9.71M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.02K+ 8.75% |
$389K - $411K
|
25.1K
$5.07M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.97K+ 5.51% |
$379K - $401K
|
37.6K
$7.62M
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
1.93KNew |
$372K - $393K
|
1.93K
$390K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.77K+ 76.34% |
$341K - $360K
|
4.08K
$827K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.66K+ 16.32% |
$321K - $339K
|
11.9K
$2.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.66K+ 29.59% |
$320K - $339K
|
7.28K
$1.47M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.65K+ 1.3% |
$318K - $336K
|
128K
$26M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.63KNew |
$313K - $331K
|
1.63K
$329K
|
|
|
Oct 06, 2025
Q3 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
1.62K+ 1.41% |
$312K - $329K
|
116K
$23.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
1.51K+ 1.05% |
$290K - $307K
|
144K
$29.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
1.5K+ 228.07% |
$290K - $306K
|
2.16K
$438K
|
|
|
Oct 14, 2025
Q3 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
1.5KNew |
$289K - $306K
|
1.5K
$304K
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.42KNew |
$274K - $289K
|
1.42K
$288K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
1.39K+ 107.76% |
$268K - $283K
|
2.68K
$542K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.38K+ 77.29% |
$265K - $280K
|
3.15K
$639K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.36K+ 59.02% |
$263K - $278K
|
3.68K
$744K
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.35KNew |
$260K - $275K
|
1.35K
$273K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
1.35K+ 101.36% |
$259K - $274K
|
2.67K
$542K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.31K+ 4.1% |
$253K - $268K
|
33.4K
$6.76M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.25K+ 5.2% |
$241K - $255K
|
25.3K
$5.13M
|
|
|
Oct 09, 2025
Q3 2025
|
Bath Savings Trust CO
|
BUY
|
- |
1.24KNew |
$239K - $253K
|
1.24K
$251K
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.19KNew |
$230K - $243K
|
1.19K
$241K
|
|
|
Oct 20, 2025
Q3 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
1.19K+ 24.65% |
$229K - $242K
|
6K
$1.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1.18KNew |
$226K - $240K
|
1.18K
$238K
|
|
|
Oct 15, 2025
Q3 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
1.15K+ 3.44% |
$222K - $235K
|
34.6K
$7.01M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.14K+ 73.65% |
$220K - $233K
|
2.7K
$546K
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
1.12KNew |
$215K - $227K
|
1.12K
$226K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.11KNew |
$214K - $226K
|
1.11K
$225K
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.09K+ 1.48% |
$210K - $223K
|
74.9K
$15.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
1.09K+ 3.04% |
$210K - $222K
|
36.9K
$7.47M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
1.07KNew |
$206K - $218K
|
1.07K
$217K
|