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
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.01K+ 314.91% |
$195K - $207K
|
1.34K
$271K
|
|
|
Oct 15, 2025
Q3 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.01KNew |
$194K - $205K
|
1.01K
$204K
|
|
|
Oct 21, 2025
Q3 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
1KNew |
$193K - $204K
|
1K
$203K
|
|
|
Oct 20, 2025
Q3 2025
|
Burns J W & CO Inc
|
BUY
|
- |
1KNew |
$193K - $204K
|
1K
$203K
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
998New |
$192K - $203K
|
998
$202K
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
996+ 44.56% |
$192K - $203K
|
3.23K
$654K
|
|
|
Nov 03, 2025
Q3 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
986New |
$190K - $201K
|
986
$200K
|
|
|
Oct 22, 2025
Q3 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
985New |
$190K - $201K
|
985
$199K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
926+ 2.12% |
$178K - $189K
|
44.7K
$9.05M
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
BUY
|
- |
910+ 11.42% |
$175K - $186K
|
8.88K
$1.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
847+ 52.97% |
$163K - $173K
|
2.45K
$495K
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
781+ 2.7% |
$151K - $159K
|
29.7K
$6.02M
|
|
|
Oct 27, 2025
Q3 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
764+ 48.32% |
$147K - $156K
|
2.35K
$475K
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
740+ 23.45% |
$143K - $151K
|
3.9K
$789K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
706New |
$136K - $144K
|
706
$143K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
676+ 0.97% |
$130K - $138K
|
70K
$14.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
614+ 31.12% |
$118K - $125K
|
2.59K
$524K
|
|
|
Oct 08, 2025
Q3 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
606+ 7.07% |
$117K - $124K
|
9.18K
$1.86M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
594+ 1.82% |
$114K - $121K
|
33.2K
$6.71M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
590+ 7.61% |
$114K - $120K
|
8.34K
$1.69M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
568+ 4.19% |
$109K - $116K
|
14.1K
$2.86M
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
551+ 1.07% |
$106K - $112K
|
52.2K
$10.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
532+ 8.06% |
$103K - $108K
|
7.13K
$1.44M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
519+ 4.61% |
$100K - $106K
|
11.8K
$2.39M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
518+ 10.28% |
$99.8K - $106K
|
5.56K
$1.13M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
515+ 11.12% |
$99.3K - $105K
|
5.15K
$1.04M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
505New |
$97.3K - $103K
|
505
$102K
|
|
|
Nov 03, 2025
Q3 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
501+ 29.95% |
$96.6K - $102K
|
2.17K
$440K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
485+ 4.47% |
$93.5K - $98.9K
|
11.3K
$2.29M
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
476+ 3.63% |
$91.8K - $97K
|
13.6K
$2.75M
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
BUY
|
- |
455+ 2.89% |
$87.7K - $92.8K
|
16.2K
$3.28M
|
|
|
Oct 29, 2025
Q3 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
453+ 12.11% |
$87.3K - $92.3K
|
4.19K
$849K
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
448+ 7.33% |
$86.4K - $91.3K
|
6.56K
$1.33M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
445+ 4.78% |
$85.8K - $90.7K
|
9.76K
$1.98M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
431+ 9.11% |
$83.1K - $87.9K
|
5.16K
$1.05M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
416+ 2.75% |
$80.2K - $84.8K
|
15.6K
$3.15M
|
|
|
Oct 28, 2025
Q3 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
414+ 3.08% |
$79.8K - $84.4K
|
13.8K
$2.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
411+ 5.05% |
$79.2K - $83.8K
|
8.55K
$1.73M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
387New |
$74.6K - $78.9K
|
387
$78.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
380+ 0.87% |
$73.2K - $77.5K
|
44.2K
$8.96M
|
|
|
Oct 27, 2025
Q3 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
375+ 19.02% |
$72.3K - $76.4K
|
2.35K
$475K
|
|
|
Oct 28, 2025
Q3 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
367+ 3.02% |
$70.7K - $74.8K
|
12.5K
$2.54M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
362+ 13.24% |
$69.8K - $73.8K
|
3.1K
$627K
|
|
|
Nov 03, 2025
Q3 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
337+ 0.12% |
$65K - $68.7K
|
281K
$57M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
317+ 0.48% |
$61.1K - $64.6K
|
65.9K
$13.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
302New |
$58.2K - $61.6K
|
302
$61.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
290New |
$55.9K - $59.1K
|
290
$58.7K
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
284+ 24.59% |
$54.7K - $57.9K
|
1.44K
$291K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
280+ 0.83% |
$54K - $57.1K
|
34.1K
$6.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
273+ 4.55% |
$52.6K - $55.7K
|
6.27K
$1.27M
|