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 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-33- 0.07% |
$4.95K - $5.65K
|
47.8K
$8.61M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.29K- 33.66% |
$193K - $220K
|
2.53K
$457K
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.64K- 33.54% |
$697K - $796K
|
9.2K
$1.66M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
34.5KNew |
$5.18M - $5.92M
|
34.5K
$6.23M
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-38- 1.23% |
$5.7K - $6.51K
|
3.05K
$550K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
192K+ 1465.67% |
$28.8M - $32.8M
|
205K
$36.9M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-490- 4.05% |
$73.5K - $84K
|
11.6K
$2.09M
|
|
|
Nov 21, 2024
Q3 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-31Closed |
$4.65K - $5.31K
|
0
$0
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
34+ 4.22% |
$5.1K - $5.83K
|
839
$151K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
30+ 25.0% |
$4.5K - $5.14K
|
150
$27K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.1K- 13.12% |
$165K - $188K
|
7.27K
$1.31M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.52KNew |
$228K - $260K
|
1.52K
$274K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
197K+ 20.58% |
$29.6M - $33.8M
|
1.15M
$208M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.29K+ 8.47% |
$344K - $393K
|
29.4K
$5.29M
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-26.8K- 36.21% |
$4.03M - $4.6M
|
47.3K
$8.52M
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-278- 4.58% |
$41.7K - $47.6K
|
5.8K
$1.05M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-17.2K- 44.46% |
$2.59M - $2.95M
|
21.5K
$3.88M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2- 8.7% |
$300 - $343
|
21
$3.79K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.6K- 67.61% |
$390K - $445K
|
1.24K
$224K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
10+ 0.03% |
$1.5K - $1.71K
|
31.9K
$5.76M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.97KNew |
$295K - $337K
|
1.97K
$355K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-364- 34.7% |
$54.6K - $62.4K
|
685
$124K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.7K- 40.92% |
$255K - $291K
|
2.46K
$443K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.13K- 1.94% |
$319K - $365K
|
108K
$19.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-40.8K- 45.92% |
$6.12M - $6.99M
|
48K
$8.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.04K+ 114.22% |
$306K - $350K
|
3.83K
$690K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
905+ 8.69% |
$136K - $155K
|
11.3K
$2.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
1.75K+ 76.46% |
$262K - $299K
|
4.03K
$727K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-5.41K- 52.83% |
$811K - $926K
|
4.83K
$870K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.17K+ 2.21% |
$176K - $201K
|
54.2K
$9.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-3.56K- 24.87% |
$534K - $610K
|
10.8K
$1.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-874- 1.04% |
$131K - $150K
|
83.5K
$15.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-510- 1.14% |
$76.5K - $87.4K
|
44.4K
$8M
|
|
|
Nov 14, 2024
Q3 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
9.83K+ 8.99% |
$1.47M - $1.68M
|
119K
$21.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
15.1KNew |
$2.27M - $2.59M
|
15.1K
$2.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
12+ 0.54% |
$1.8K - $2.06K
|
2.22K
$401K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-15.3K- 1.51% |
$2.3M - $2.63M
|
1M
$181M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
3.48KNew |
$521K - $595K
|
3.48K
$627K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-17.3K- 13.91% |
$2.59M - $2.96M
|
107K
$19.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-57- 3.62% |
$8.55K - $9.77K
|
1.52K
$274K
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-10K- 16.05% |
$1.5M - $1.71M
|
52.3K
$9.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
5+ 0.1% |
$750 - $857
|
4.81K
$867K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
6.42K+ 466.91% |
$963K - $1.1M
|
7.8K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
66+ 0.52% |
$9.9K - $11.3K
|
12.8K
$2.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-18.3K- 1.66% |
$2.75M - $3.14M
|
1.08M
$195M
|
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-977- 13.02% |
$147K - $167K
|
6.53K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.64K+ 10.56% |
$246K - $281K
|
17.2K
$3.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-284- 3.06% |
$42.6K - $48.7K
|
8.98K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-8.85K- 75.97% |
$1.33M - $1.52M
|
2.8K
$505K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.68K+ 111.84% |
$1.15M - $1.32M
|
14.6K
$2.62M
|