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 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
239+ 5.34% |
$38.9K - $43.3K
|
4.72K
$790K
|
|
|
Jan 31, 2025
Q4 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
90.8K+ 34.19% |
$14.8M - $16.5M
|
357K
$59.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
202KNew |
$32.8M - $36.6M
|
202K
$33.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
81+ 4.74% |
$13.2K - $14.7K
|
1.79K
$300K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.26K+ 9.43% |
$530K - $591K
|
37.8K
$6.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
21New |
$3.42K - $3.81K
|
21
$3.52K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
979+ 0.52% |
$159K - $178K
|
189K
$31.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
30+ 0.11% |
$4.88K - $5.44K
|
27.3K
$4.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
769+ 41.14% |
$125K - $139K
|
2.64K
$442K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
267+ 1.31% |
$43.4K - $48.4K
|
20.7K
$3.47M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
30.3K+ 2.88% |
$4.92M - $5.49M
|
1.08M
$181M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.15K- 6.09% |
$187K - $208K
|
17.7K
$2.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
38+ 50.67% |
$6.18K - $6.89K
|
113
$18.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
3+ 4.76% |
$488 - $544
|
66
$11.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-1- 0.03% |
$163 - $181
|
3.02K
$506K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-137- 4.71% |
$22.3K - $24.8K
|
2.77K
$464K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-335- 2.79% |
$54.5K - $60.8K
|
11.7K
$1.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
180New |
$29.3K - $32.6K
|
180
$30.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.04KNew |
$982K - $1.09M
|
6.04K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-53- 0.71% |
$8.62K - $9.61K
|
7.45K
$1.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-478- 3.22% |
$77.8K - $86.7K
|
14.4K
$2.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-75- 25.0% |
$12.2K - $13.6K
|
225
$37.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
320+ 5.94% |
$52.1K - $58K
|
5.71K
$956K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-919- 12.29% |
$150K - $167K
|
6.56K
$1.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-121- 1.26% |
$19.7K - $21.9K
|
9.51K
$1.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.25KNew |
$203K - $227K
|
1.25K
$209K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.24K+ 18.07% |
$202K - $225K
|
8.12K
$1.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-12- 0.97% |
$1.95K - $2.18K
|
1.22K
$204K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-517- 39.29% |
$84.1K - $93.8K
|
799
$134K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-30- 1.29% |
$4.88K - $5.44K
|
2.29K
$384K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.7% |
$163 - $181
|
144
$24.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-23- 1.48% |
$3.74K - $4.17K
|
1.53K
$256K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-25- 0.24% |
$4.07K - $4.53K
|
10.5K
$1.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
7.34KNew |
$1.19M - $1.33M
|
7.34K
$1.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
118New |
$19.2K - $21.4K
|
118
$19.8K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-147- 2.63% |
$23.9K - $26.7K
|
5.43K
$910K
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-65- 86.67% |
$10.6K - $11.8K
|
10
$1.67K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
4.71K+ 8.72% |
$766K - $853K
|
58.7K
$9.83M
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
SELL
|
- |
-198- 5.6% |
$32.2K - $35.9K
|
3.34K
$559K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-796K- 99.39% |
$129M - $144M
|
4.89K
$819K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
531+ 24.17% |
$86.4K - $96.3K
|
2.73K
$457K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.33KNew |
$379K - $423K
|
2.33K
$390K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
11+ 0.74% |
$1.79K - $1.99K
|
1.5K
$251K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.78K+ 36.24% |
$290K - $324K
|
6.71K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$163 - $181
|
3.41K
$572K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 0.3% |
$488 - $544
|
1.02K
$170K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
18+ 1.18% |
$2.93K - $3.26K
|
1.54K
$257K
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-321- 4.24% |
$52.2K - $58.2K
|
7.26K
$1.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
1.55KNew |
$252K - $281K
|
1.55K
$259K
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.73K+ 1.88% |
$281K - $313K
|
93.5K
$15.7M
|