Latest Institutional Transactions on Ishares Russell2000 Val ETF (IWN)
This table provides information on the latest institutional transactions involving Ishares Russell2000 Val ETF (IWN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-96- 6.64% |
$14.4K - $16.4K
|
1.35K
$239K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.27KNew |
$191K - $218K
|
1.27K
$225K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
767+ 0.34% |
$115K - $131K
|
229K
$40.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-35- 0.49% |
$5.25K - $6K
|
7.14K
$1.26M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
164New |
$24.6K - $28.1K
|
164
$29K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-514- 1.99% |
$77.1K - $88.1K
|
25.3K
$4.47M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-2.51K- 1.05% |
$376K - $430K
|
236K
$41.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
BUY
|
CALL |
560KNew |
$84M - $95.9M
|
560K
$99M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-7.76K- 2.49% |
$1.16M - $1.33M
|
303K
$53.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
549+ 7.24% |
$82.4K - $94.1K
|
8.13K
$1.44M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.8K+ 24.36% |
$419K - $479K
|
14.3K
$2.52M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
224+ 6.59% |
$33.6K - $38.4K
|
3.63K
$641K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
13.3K+ 2.3% |
$2M - $2.28M
|
593K
$105M
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-436- 13.87% |
$65.4K - $74.7K
|
2.71K
$479K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
330+ 0.11% |
$49.5K - $56.5K
|
304K
$53.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
128K+ 881.41% |
$19.2M - $21.9M
|
142K
$25.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
300+ 3.13% |
$45K - $51.4K
|
9.88K
$1.75M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
202+ 4.25% |
$30.3K - $34.6K
|
4.96K
$876K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-152- 4.0% |
$22.8K - $26K
|
3.65K
$645K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-415- 2.55% |
$62.3K - $71.1K
|
15.9K
$2.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-27- 0.29% |
$4.05K - $4.63K
|
9.34K
$1.65M
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
487+ 9.94% |
$73.1K - $83.4K
|
5.39K
$952K
|
|
|
Nov 06, 2024
Q3 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-288- 4.06% |
$43.2K - $49.3K
|
6.81K
$1.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-715- 24.69% |
$107K - $123K
|
2.18K
$386K
|
|
|
Nov 06, 2024
Q3 2024
|
Royce & Associates LP
|
BUY
|
- |
25.2K+ 44.76% |
$3.77M - $4.31M
|
81.3K
$14.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
152+ 1.71% |
$22.8K - $26K
|
9.02K
$1.59M
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-50- 2.3% |
$7.5K - $8.57K
|
2.12K
$375K
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
SELL
|
- |
-511- 6.55% |
$76.7K - $87.6K
|
7.29K
$1.29M
|
|
|
Nov 06, 2024
Q3 2024
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
623K+ 1457.35% |
$93.4M - $107M
|
665K
$118M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.94K- 1.45% |
$291K - $332K
|
131K
$23.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.9K+ 1.02% |
$2.99M - $3.41M
|
1.98M
$349M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
6.87KNew |
$1.03M - $1.18M
|
6.87K
$1.22M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-6.85K- 74.66% |
$1.03M - $1.17M
|
2.32K
$411K
|
|
|
Nov 05, 2024
Q3 2024
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
761+ 38.53% |
$114K - $130K
|
2.74K
$484K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
120New |
$18K - $20.6K
|
120
$21.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
9.63KNew |
$1.45M - $1.65M
|
9.63K
$1.7M
|
|
|
Nov 05, 2024
Q3 2024
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-28K- 37.23% |
$4.21M - $4.8M
|
47.3K
$8.36M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
40+ 1.29% |
$6K - $6.85K
|
3.15K
$557K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
37+ 2.44% |
$5.55K - $6.34K
|
1.55K
$275K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.2K- 7.09% |
$181K - $206K
|
15.8K
$2.79M
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-29- 1.01% |
$4.35K - $4.97K
|
2.85K
$503K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-3.11K- 85.32% |
$467K - $533K
|
535
$94.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.43K+ 63.33% |
$665K - $759K
|
11.4K
$2.02M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
53+ 0.38% |
$7.95K - $9.08K
|
14K
$2.48M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 0.4% |
$600 - $685
|
1.01K
$179K
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-3- 0.16% |
$450 - $514
|
1.82K
$322K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-44- 2.3% |
$6.6K - $7.54K
|
1.87K
$330K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
486+ 9.33% |
$72.9K - $83.3K
|
5.7K
$1.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-17- 0.27% |
$2.55K - $2.91K
|
6.4K
$1.13M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-125K- 28.18% |
$18.7M - $21.4M
|
318K
$56.3M
|