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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
437+ 4.05% |
$84.2K - $89.1K
|
11.2K
$2.27M
|
|
|
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
|
|
|
Nov 04, 2025
Q3 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
410+ 0.11% |
$79K - $83.6K
|
361K
$73.1M
|
|
|
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
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
296+ 9.59% |
$57.1K - $60.3K
|
3.38K
$685K
|
|
|
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
|
|
|
Oct 29, 2025
Q3 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
268+ 0.83% |
$51.7K - $54.6K
|
32.4K
$6.56M
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
248+ 1.45% |
$47.8K - $50.6K
|
17.4K
$3.52M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
240New |
$46.3K - $48.9K
|
240
$48.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
234+ 11.09% |
$45.1K - $47.7K
|
2.34K
$475K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
216+ 0.72% |
$41.6K - $44K
|
30.1K
$6.09M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
216+ 16.17% |
$41.6K - $44K
|
1.55K
$314K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
209+ 4.18% |
$40.3K - $42.6K
|
5.21K
$1.05M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
205+ 1.34% |
$39.5K - $41.8K
|
15.5K
$3.14M
|
|
|
Oct 06, 2025
Q3 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
202+ 14.11% |
$38.9K - $41.2K
|
1.63K
$331K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
200New |
$38.6K - $40.8K
|
200
$40.5K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
193+ 0.88% |
$37.2K - $39.3K
|
22K
$4.46M
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
190+ 0.44% |
$36.6K - $38.7K
|
42.9K
$8.69M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
189+ 8.09% |
$36.4K - $38.5K
|
2.53K
$512K
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
189+ 1.88% |
$36.4K - $38.5K
|
10.2K
$2.07M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
165+ 7.03% |
$31.8K - $33.6K
|
2.51K
$509K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
160+ 3.18% |
$30.8K - $32.6K
|
5.2K
$1.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
156+ 0.42% |
$30.1K - $31.8K
|
36.9K
$7.48M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
155+ 11.38% |
$29.9K - $31.6K
|
1.52K
$307K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
147+ 0.69% |
$28.3K - $30K
|
21.5K
$4.36M
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
133New |
$25.6K - $27.1K
|
133
$26.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
124+ 190.77% |
$23.9K - $25.3K
|
189
$38.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
116+ 0.22% |
$22.4K - $23.6K
|
53.4K
$10.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
115+ 1.97% |
$22.2K - $23.4K
|
5.95K
$1.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
115+ 0.39% |
$22.2K - $23.4K
|
29.9K
$6.06M
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
114+ 3.39% |
$22K - $23.2K
|
3.48K
$704K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
111+ 44.94% |
$21.4K - $22.6K
|
358
$72.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
109+ 7.1% |
$21K - $22.2K
|
1.65K
$333K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
109+ 3.15% |
$21K - $22.2K
|
3.57K
$722K
|
|
|
Nov 03, 2025
Q3 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
106+ 0.42% |
$20.4K - $21.6K
|
25.3K
$5.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
103+ 8.39% |
$19.9K - $21K
|
1.33K
$269K
|
|
|
Oct 10, 2025
Q3 2025
|
Newton One Investments LLC
|
BUY
|
- |
102+ 0.2% |
$19.7K - $20.8K
|
51.7K
$10.5M
|