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
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-20- 0.83% |
$3.86K - $4.08K
|
2.39K
$484K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-20- 50.0% |
$3.86K - $4.08K
|
20
$4.05K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-21- 8.68% |
$4.05K - $4.28K
|
221
$44.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-21- 0.67% |
$4.05K - $4.28K
|
3.11K
$629K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-22- 0.2% |
$4.24K - $4.48K
|
11K
$2.23M
|
|
|
Oct 10, 2025
Q3 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-23- 1.51% |
$4.43K - $4.69K
|
1.5K
$305K
|
|
|
Oct 31, 2025
Q3 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-24- 9.06% |
$4.63K - $4.89K
|
241
$48.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-25- 3.71% |
$4.82K - $5.1K
|
649
$131K
|
|
|
Oct 21, 2025
Q3 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-25- 0.03% |
$4.82K - $5.1K
|
84.9K
$17.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-25- 0.25% |
$4.82K - $5.1K
|
9.93K
$2.01M
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-26- 0.33% |
$5.01K - $5.3K
|
7.81K
$1.58M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-27- 2.3% |
$5.2K - $5.5K
|
1.15K
$232K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-27- 0.38% |
$5.2K - $5.5K
|
7.16K
$1.45M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-27- 0.1% |
$5.2K - $5.5K
|
28.1K
$5.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-29- 0.24% |
$5.59K - $5.91K
|
12.1K
$2.45M
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-30- 0.13% |
$5.78K - $6.12K
|
22.8K
$4.61M
|
|
|
Oct 22, 2025
Q3 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-30- 10.56% |
$5.78K - $6.12K
|
254
$51.4K
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-31- 2.82% |
$5.98K - $6.32K
|
1.07K
$217K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-32- 10.42% |
$6.17K - $6.52K
|
275
$55.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-33- 1.11% |
$6.36K - $6.73K
|
2.94K
$595K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-34- 0.78% |
$6.55K - $6.93K
|
4.32K
$875K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-34- 20.12% |
$6.55K - $6.93K
|
135
$27.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-34- 0.88% |
$6.55K - $6.93K
|
3.85K
$780K
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-35- 1.89% |
$6.75K - $7.14K
|
1.82K
$369K
|
|
|
Oct 27, 2025
Q3 2025
|
Brown Financial Advisory
|
SELL
|
- |
-35- 0.68% |
$6.75K - $7.14K
|
5.08K
$1.03M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-36- 0.5% |
$6.94K - $7.34K
|
7.11K
$1.44M
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
SELL
|
- |
-36- 1.59% |
$6.94K - $7.34K
|
2.23K
$452K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-39- 1.74% |
$7.52K - $7.95K
|
2.2K
$445K
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-41- 0.82% |
$7.9K - $8.36K
|
4.95K
$1M
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-42- 0.83% |
$8.1K - $8.56K
|
5.01K
$1.01M
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-43- 38.05% |
$8.29K - $8.77K
|
70
$14.2K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-44- 0.56% |
$8.48K - $8.97K
|
7.8K
$1.58M
|
|
|
Oct 15, 2025
Q3 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-47- 3.32% |
$9.06K - $9.58K
|
1.37K
$277K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-49- 49.49% |
$9.45K - $9.99K
|
50
$10.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-50- 0.8% |
$9.64K - $10.2K
|
6.17K
$1.25M
|
|
|
Oct 30, 2025
Q3 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-50- 2.97% |
$9.64K - $10.2K
|
1.64K
$331K
|
|
|
Oct 27, 2025
Q3 2025
|
Lighthouse Financial LLC
Largo, FL |
SELL
|
- |
-52- 4.92% |
$10K - $10.6K
|
1K
$203K
|
|
|
Oct 27, 2025
Q3 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-53- 0.82% |
$10.2K - $10.8K
|
6.37K
$1.29M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-53- 2.35% |
$10.2K - $10.8K
|
2.2K
$445K
|
|
|
Oct 09, 2025
Q3 2025
|
First Financial Corp
|
SELL
|
- |
-55- 1.06% |
$10.6K - $11.2K
|
5.15K
$1.04M
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-55- 1.16% |
$10.6K - $11.2K
|
4.69K
$949K
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-57- 0.44% |
$11K - $11.6K
|
12.9K
$2.62M
|
|
|
Oct 22, 2025
Q3 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-57- 0.88% |
$11K - $11.6K
|
6.39K
$1.29M
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-58- 1.02% |
$11.2K - $11.8K
|
5.65K
$1.14M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-58- 1.05% |
$11.2K - $11.8K
|
5.48K
$1.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-59- 0.64% |
$11.4K - $12K
|
9.17K
$1.86M
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-61- 1.33% |
$11.8K - $12.4K
|
4.53K
$917K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-61- 0.42% |
$11.8K - $12.4K
|
14.5K
$2.93M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-62- 0.32% |
$12K - $12.6K
|
19.5K
$3.95M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-63- 5.92% |
$12.1K - $12.8K
|
1K
$203K
|