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 |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2026
Q4 2025
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-157- 0.25% |
$27.1K - $28.5K
|
62.1K
$10.9M
|
|
| Q3 2025 | |||||||
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.59K+ 40.67% |
$249K - $284K
|
5.49K
$959K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.17K- 1.74% |
$184K - $210K
|
66.1K
$11.5M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
39New |
$6.13K - $6.98K
|
39
$6.81K
|
|
|
Nov 24, 2025
Q3 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
1.77K+ 20.42% |
$278K - $317K
|
10.4K
$1.82M
|
|
|
Nov 21, 2025
Q3 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
3+ 0.1% |
$471 - $537
|
3.14K
$549K
|
|
|
Nov 21, 2025
Q3 2025
|
Capital Square, LLC
|
SELL
|
- |
-50- 2.2% |
$7.86K - $8.95K
|
2.22K
$388K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.13K+ 4.17% |
$334K - $381K
|
53.2K
$9.29M
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-195K- 94.73% |
$30.6M - $34.8M
|
10.8K
$1.89M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-50- 4.28% |
$7.86K - $8.95K
|
1.12K
$195K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
13.6KNew |
$2.13M - $2.43M
|
13.6K
$2.37M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.92K- 2.26% |
$458K - $522K
|
126K
$22.1M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
30+ 81.08% |
$4.71K - $5.37K
|
67
$11.7K
|
|
|
Nov 19, 2025
Q3 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
3.58KNew |
$562K - $641K
|
3.58K
$625K
|
|
|
Nov 18, 2025
Q3 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
8.07K+ 28.49% |
$1.27M - $1.44M
|
36.4K
$6.36M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
435+ 3.94% |
$68.3K - $77.8K
|
11.5K
$2M
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
77+ 3.83% |
$12.1K - $13.8K
|
2.09K
$365K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.18KNew |
$186K - $212K
|
1.18K
$207K
|
|
|
Nov 17, 2025
Q3 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
427+ 0.7% |
$67.1K - $76.4K
|
61.1K
$10.7M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
8+ 0.44% |
$1.26K - $1.43K
|
1.83K
$319K
|
|
|
Nov 17, 2025
Q3 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-574- 5.09% |
$90.2K - $103K
|
10.7K
$1.87M
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-92- 0.24% |
$14.5K - $16.5K
|
38.7K
$6.76M
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
10+ 0.44% |
$1.57K - $1.79K
|
2.29K
$401K
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
98+ 3.35% |
$15.4K - $17.5K
|
3.02K
$528K
|
|
|
Nov 17, 2025
Q3 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-4- 0.16% |
$628 - $716
|
2.51K
$438K
|
|
|
Nov 14, 2025
Q3 2025
|
Lonestar Capital Management LLC
Menlo Park, CA |
BUY
|
PUT |
3.2KNew |
$503K - $573K
|
3.2K
$559K
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-18K- 1.78% |
$2.83M - $3.22M
|
995K
$174M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.79K+ 19.67% |
$281K - $320K
|
10.9K
$1.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-716- 1.12% |
$112K - $128K
|
63.3K
$11.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-11- 0.37% |
$1.73K - $1.97K
|
2.96K
$517K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-21- 0.39% |
$3.3K - $3.76K
|
5.3K
$926K
|
|
|
Nov 14, 2025
Q3 2025
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-802- 2.16% |
$126K - $144K
|
36.2K
$6.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-32- 0.21% |
$5.03K - $5.73K
|
15.3K
$2.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-51.8K- 18.42% |
$8.14M - $9.27M
|
229K
$40.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
58.7K+ 41.01% |
$9.22M - $10.5M
|
202K
$35.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-3K- 50.99% |
$471K - $537K
|
2.88K
$504K
|
|
|
Nov 14, 2025
Q3 2025
|
Green Square Capital Advisors LLC
|
BUY
|
CALL |
3KNew |
$471K - $537K
|
3K
$524K
|
|
|
Nov 14, 2025
Q3 2025
|
Community Bank, N.A.
|
BUY
|
- |
384New |
$60.3K - $68.7K
|
384
$67.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
3.58KNew |
$563K - $641K
|
3.58K
$626K
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
9+ 0.21% |
$1.41K - $1.61K
|
4.23K
$739K
|
|
|
Nov 14, 2025
Q3 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-532- 18.69% |
$83.6K - $95.2K
|
2.32K
$404K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
236+ 2.64% |
$37.1K - $42.2K
|
9.18K
$1.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
44K+ 54.3% |
$6.91M - $7.87M
|
125K
$21.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-55.6K- 56.84% |
$8.74M - $9.95M
|
42.2K
$7.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Ariel Investments, LLC
Chicago, IL |
BUY
|
- |
23.5K+ 109.46% |
$3.69M - $4.2M
|
45K
$7.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.74K- 1.85% |
$273K - $311K
|
92.4K
$16.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
42+ 1.26% |
$6.6K - $7.52K
|
3.38K
$590K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.06K- 6.91% |
$324K - $369K
|
27.7K
$4.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-41- 0.09% |
$6.44K - $7.34K
|
45.3K
$7.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.09K+ 3.31% |
$642K - $731K
|
127K
$22.3M
|
|