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 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
19+ 0.17% |
$3.66K - $3.87K
|
11.1K
$2.25M
|
|
|
Nov 03, 2025
Q3 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
19+ 0.44% |
$3.66K - $3.87K
|
4.33K
$877K
|
|
|
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 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
13+ 0.36% |
$2.51K - $2.65K
|
3.59K
$727K
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
13+ 0.2% |
$2.51K - $2.65K
|
6.47K
$1.31M
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
12+ 0.15% |
$2.31K - $2.45K
|
8.1K
$1.64M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
12+ 0.46% |
$2.31K - $2.45K
|
2.63K
$533K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
12+ 0.32% |
$2.31K - $2.45K
|
3.75K
$760K
|
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
12+ 0.43% |
$2.31K - $2.45K
|
2.8K
$566K
|
|
|
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 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
11+ 0.13% |
$2.12K - $2.24K
|
8.26K
$1.67M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
11New |
$2.12K - $2.24K
|
11
$2.23K
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
11+ 0.82% |
$2.12K - $2.24K
|
1.36K
$275K
|
|
|
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
|
|
|
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
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9+ 0.1% |
$1.73K - $1.83K
|
9.24K
$1.87M
|
|
|
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 30, 2025
Q3 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
8+ 0.47% |
$1.54K - $1.63K
|
1.7K
$344K
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
8+ 0.14% |
$1.54K - $1.63K
|
5.66K
$1.15M
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
8New |
$1.54K - $1.63K
|
8
$1.62K
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
8+ 0.15% |
$1.54K - $1.63K
|
5.17K
$1.05M
|
|
|
Nov 04, 2025
Q3 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
7+ 0.39% |
$1.35K - $1.43K
|
1.8K
$364K
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
7+ 0.18% |
$1.35K - $1.43K
|
3.9K
$790K
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
7+ 0.26% |
$1.35K - $1.43K
|
2.66K
$539K
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
7+ 0.46% |
$1.35K - $1.43K
|
1.54K
$311K
|
|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
6+ 0.14% |
$1.16K - $1.22K
|
4.2K
$850K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
6+ 0.35% |
$1.16K - $1.22K
|
1.71K
$347K
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
6+ 0.23% |
$1.16K - $1.22K
|
2.64K
$535K
|
|
|
Oct 06, 2025
Q3 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
6+ 0.16% |
$1.16K - $1.22K
|
3.87K
$784K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
6+ 0.82% |
$1.16K - $1.22K
|
740
$150K
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
5+ 0.03% |
$964 - $1.02K
|
19.5K
$3.94M
|
|
|
Oct 23, 2025
Q3 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
5+ 0.38% |
$964 - $1.02K
|
1.32K
$267K
|
|
|
Nov 04, 2025
Q3 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
5+ 0.44% |
$964 - $1.02K
|
1.15K
$232K
|
|
|
Oct 24, 2025
Q3 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
4+ 0.3% |
$771 - $815
|
1.33K
$270K
|
|
|
Oct 27, 2025
Q3 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
4+ 0.33% |
$771 - $815
|
1.22K
$246K
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
3+ 0.04% |
$578 - $612
|
7.62K
$1.54M
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
3+ 0.17% |
$578 - $612
|
1.72K
$348K
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
BUY
|
- |
3+ 0.27% |
$578 - $612
|
1.12K
$227K
|
|
|
Oct 21, 2025
Q3 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
3+ 0.16% |
$578 - $612
|
1.87K
$380K
|
|
|
Oct 10, 2025
Q3 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
3+ 0.24% |
$578 - $612
|
1.27K
$256K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2+ 0.14% |
$386 - $408
|
1.43K
$289K
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
2+ 0.1% |
$386 - $408
|
2.09K
$423K
|
|
|
Oct 21, 2025
Q3 2025
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
2+ 0.22% |
$386 - $408
|
911
$184K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
2+ 0.05% |
$386 - $408
|
4.12K
$835K
|
|
|
Nov 03, 2025
Q3 2025
|
Pecaut & Co.
|
BUY
|
- |
2+ 0.16% |
$386 - $408
|
1.23K
$249K
|