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 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
59+ 0.62% |
$11.4K - $12K
|
9.58K
$1.94M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
59+ 1.31% |
$11.4K - $12K
|
4.55K
$922K
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
56+ 2.28% |
$10.8K - $11.4K
|
2.51K
$508K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
56+ 0.21% |
$10.8K - $11.4K
|
26.4K
$5.35M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
55+ 0.65% |
$10.6K - $11.2K
|
8.54K
$1.73M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
55+ 0.4% |
$10.6K - $11.2K
|
13.7K
$2.78M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
55+ 1.52% |
$10.6K - $11.2K
|
3.67K
$742K
|
|
|
Oct 31, 2025
Q3 2025
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
53+ 0.44% |
$10.2K - $10.8K
|
12.2K
$2.47M
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
50+ 0.45% |
$9.64K - $10.2K
|
11.2K
$2.28M
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
46+ 2.44% |
$8.87K - $9.38K
|
1.93K
$392K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
42+ 0.08% |
$8.1K - $8.56K
|
53.7K
$10.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
42+ 0.85% |
$8.1K - $8.56K
|
4.96K
$1.01M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
40+ 3.69% |
$7.71K - $8.15K
|
1.12K
$228K
|
|
|
Oct 23, 2025
Q3 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
38+ 0.82% |
$7.32K - $7.75K
|
4.69K
$949K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
38+ 0.3% |
$7.32K - $7.75K
|
12.9K
$2.61M
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
38+ 0.39% |
$7.32K - $7.75K
|
9.71K
$1.97M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
38+ 3.87% |
$7.32K - $7.75K
|
1.02K
$207K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
36+ 0.66% |
$6.94K - $7.34K
|
5.52K
$1.12M
|
|
|
Oct 24, 2025
Q3 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
31New |
$5.98K - $6.32K
|
31
$6.28K
|
|
|
Oct 22, 2025
Q3 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
31+ 0.22% |
$5.98K - $6.32K
|
14.3K
$2.89M
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
28+ 3.48% |
$5.4K - $5.71K
|
832
$168K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
26+ 0.42% |
$5.01K - $5.3K
|
6.23K
$1.26M
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
25+ 0.34% |
$4.82K - $5.1K
|
7.28K
$1.47M
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
25+ 1.34% |
$4.82K - $5.1K
|
1.9K
$384K
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
24+ 2.31% |
$4.63K - $4.89K
|
1.07K
$216K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
23+ 0.58% |
$4.43K - $4.69K
|
3.96K
$802K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
22+ 0.58% |
$4.24K - $4.48K
|
3.78K
$766K
|
|
|
Oct 27, 2025
Q3 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
22+ 0.44% |
$4.24K - $4.48K
|
5.01K
$1.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
19+ 0.17% |
$3.66K - $3.87K
|
11.1K
$2.25M
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
19+ 1.08% |
$3.66K - $3.87K
|
1.78K
$360K
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
18+ 0.89% |
$3.47K - $3.67K
|
2.05K
$415K
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
17+ 0.09% |
$3.28K - $3.47K
|
18.3K
$3.71M
|
|
|
Oct 21, 2025
Q3 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
17+ 0.45% |
$3.28K - $3.47K
|
3.83K
$776K
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
13+ 0.2% |
$2.51K - $2.65K
|
6.47K
$1.31M
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
13+ 0.36% |
$2.51K - $2.65K
|
3.59K
$727K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
12+ 0.32% |
$2.31K - $2.45K
|
3.75K
$760K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
12+ 0.46% |
$2.31K - $2.45K
|
2.63K
$533K
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
12+ 0.15% |
$2.31K - $2.45K
|
8.1K
$1.64M
|
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
12+ 0.43% |
$2.31K - $2.45K
|
2.8K
$566K
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
11+ 0.82% |
$2.12K - $2.24K
|
1.36K
$275K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
11New |
$2.12K - $2.24K
|
11
$2.23K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
11+ 0.13% |
$2.12K - $2.24K
|
8.26K
$1.67M
|
|
|
Oct 28, 2025
Q3 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
BUY
|
- |
11+ 0.15% |
$2.12K - $2.24K
|
7.29K
$1.48M
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
10+ 0.38% |
$1.93K - $2.04K
|
2.62K
$531K
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
BUY
|
- |
10+ 0.48% |
$1.93K - $2.04K
|
2.1K
$426K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9+ 0.1% |
$1.73K - $1.83K
|
9.24K
$1.87M
|
|
|
Nov 03, 2025
Q3 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
9+ 0.31% |
$1.73K - $1.83K
|
2.89K
$585K
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.24% |
$1.73K - $1.83K
|
3.83K
$776K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
8+ 0.13% |
$1.54K - $1.63K
|
6.15K
$1.25M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
8+ 0.15% |
$1.54K - $1.63K
|
5.17K
$1.05M
|