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 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-70- 1.17% |
$13.5K - $14.3K
|
5.94K
$1.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-71- 0.5% |
$13.7K - $14.5K
|
14.2K
$2.87M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-74- 2.43% |
$14.3K - $15.1K
|
2.97K
$601K
|
|
|
Oct 15, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-77- 5.95% |
$14.8K - $15.7K
|
1.22K
$247K
|
|
|
Oct 02, 2025
Q3 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-78- 1.28% |
$15K - $15.9K
|
6K
$1.22M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-80- 4.91% |
$15.4K - $16.3K
|
1.55K
$314K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
SELL
|
- |
-80- 17.47% |
$15.4K - $16.3K
|
378
$76.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-91- 7.73% |
$17.5K - $18.6K
|
1.09K
$220K
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-94- 3.79% |
$18.1K - $19.2K
|
2.38K
$483K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-95- 2.42% |
$18.3K - $19.4K
|
3.84K
$777K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-99- 2.99% |
$19.1K - $20.2K
|
3.22K
$652K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-100- 4.43% |
$19.3K - $20.4K
|
2.16K
$437K
|
|
|
Oct 28, 2025
Q3 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-100- 4.63% |
$19.3K - $20.4K
|
2.06K
$417K
|
|
|
Oct 16, 2025
Q3 2025
|
Hoese & CO LLP
|
SELL
|
- |
-100- 1.98% |
$19.3K - $20.4K
|
4.96K
$1.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-100- 1.89% |
$19.3K - $20.4K
|
5.2K
$1.05M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-101- 5.42% |
$19.5K - $20.6K
|
1.76K
$357K
|
|
|
Oct 21, 2025
Q3 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
SELL
|
- |
-102- 5.97% |
$19.7K - $20.8K
|
1.61K
$325K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-109- 6.65% |
$21K - $22.2K
|
1.53K
$310K
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-113- 2.27% |
$21.8K - $23K
|
4.86K
$985K
|
|
|
Oct 21, 2025
Q3 2025
|
Coastline Trust CO
|
SELL
|
- |
-113- 1.72% |
$21.8K - $23K
|
6.44K
$1.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-117- 9.14% |
$22.6K - $23.9K
|
1.16K
$236K
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-118- 1.05% |
$22.7K - $24.1K
|
11.1K
$2.25M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-119- 0.21% |
$22.9K - $24.3K
|
57.3K
$11.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-121- 2.04% |
$23.3K - $24.7K
|
5.8K
$1.17M
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-123- 4.55% |
$23.7K - $25.1K
|
2.58K
$523K
|
|
|
Oct 14, 2025
Q3 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-127- 0.89% |
$24.5K - $25.9K
|
14.2K
$2.87M
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-130- 3.44% |
$25.1K - $26.5K
|
3.64K
$738K
|
|
|
Oct 17, 2025
Q3 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-133- 2.35% |
$25.6K - $27.1K
|
5.53K
$1.12M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
SELL
|
- |
-134- 2.42% |
$25.8K - $27.3K
|
5.41K
$1.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-134- 3.19% |
$25.8K - $27.3K
|
4.07K
$823K
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
SELL
|
- |
-135- 3.37% |
$26K - $27.5K
|
3.87K
$783K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-135- 10.06% |
$26K - $27.5K
|
1.21K
$244K
|
|
|
Oct 14, 2025
Q3 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-137- 2.58% |
$26.4K - $27.9K
|
5.18K
$1.05M
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
SELL
|
- |
-140- 1.77% |
$27K - $28.5K
|
7.77K
$1.57M
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-146- 13.84% |
$28.1K - $29.8K
|
909
$184K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-148- 4.99% |
$28.5K - $30.2K
|
2.82K
$571K
|
|
|
Oct 23, 2025
Q3 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-150- 2.26% |
$28.9K - $30.6K
|
6.48K
$1.31M
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-153- 3.83% |
$29.5K - $31.2K
|
3.85K
$779K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-155- 1.11% |
$29.9K - $31.6K
|
13.8K
$2.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-159- 2.22% |
$30.6K - $32.4K
|
6.99K
$1.42M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-165- 8.4% |
$31.8K - $33.6K
|
1.8K
$365K
|
|
|
Oct 07, 2025
Q3 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-168- 1.43% |
$32.4K - $34.2K
|
11.6K
$2.35M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-173- 2.32% |
$33.3K - $35.3K
|
7.3K
$1.48M
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-174- 6.59% |
$33.5K - $35.5K
|
2.47K
$500K
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-185- 0.84% |
$35.7K - $37.7K
|
21.9K
$4.43M
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
SELL
|
- |
-185- 2.94% |
$35.7K - $37.7K
|
6.1K
$1.23M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-185- 0.3% |
$35.7K - $37.7K
|
61K
$12.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-195- 1.16% |
$37.6K - $39.8K
|
16.6K
$3.36M
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
SELL
|
- |
-198- 4.72% |
$38.2K - $40.4K
|
4K
$810K
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-200- 3.29% |
$38.6K - $40.8K
|
5.88K
$1.19M
|