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 |
---|---|---|---|---|---|---|---|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-9- 52.94% |
$1.31K - $1.43K
|
8
$1.22K
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
216New |
$31.5K - $34.3K
|
216
$32.9K
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
BUY
|
- |
31New |
$4.51K - $4.92K
|
31
$4.72K
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-994- 25.83% |
$145K - $158K
|
2.85K
$435K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11.4K+ 3219.72% |
$1.66M - $1.82M
|
11.8K
$1.79M
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
460New |
$67K - $73.1K
|
460
$70.1K
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-74- 1.36% |
$10.8K - $11.8K
|
5.37K
$817K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
142K+ 172.37% |
$20.6M - $22.5M
|
224K
$34.1M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.41KNew |
$933K - $1.02M
|
6.41K
$975K
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
29+ 1.85% |
$4.22K - $4.61K
|
1.6K
$243K
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-29- 0.73% |
$4.22K - $4.61K
|
3.95K
$602K
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-418- 6.48% |
$60.9K - $66.4K
|
6.03K
$919K
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
14+ 0.04% |
$2.04K - $2.22K
|
35.1K
$5.35M
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
84+ 142.37% |
$12.2K - $13.3K
|
143
$21.8K
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.89K+ 3.48% |
$275K - $300K
|
56.2K
$8.56M
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
170+ 7.07% |
$24.8K - $27K
|
2.57K
$392K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.18KNew |
$317K - $346K
|
2.18K
$332K
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
110KNew |
$16M - $17.5M
|
110K
$16.8M
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-22- 0.62% |
$3.2K - $3.49K
|
3.53K
$538K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
866+ 1.9% |
$126K - $138K
|
46.5K
$7.09M
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
582+ 1.17% |
$84.7K - $92.4K
|
50.2K
$7.64M
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-532- 3.72% |
$77.5K - $84.5K
|
13.8K
$2.1M
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-26- 1.15% |
$3.79K - $4.13K
|
2.23K
$340K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
82+ 149.09% |
$11.9K - $13K
|
137
$20.9K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-27K- 13.54% |
$3.93M - $4.28M
|
172K
$26.2M
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-89- 0.84% |
$13K - $14.1K
|
10.4K
$1.59M
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
15.1K+ 48.62% |
$2.2M - $2.4M
|
46.2K
$7.03M
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
9K+ 17.21% |
$1.31M - $1.43M
|
61.3K
$9.34M
|
|
May 15, 2024
Q1 2024
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-32K- 29.13% |
$4.66M - $5.08M
|
77.9K
$11.9M
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
55+ 0.35% |
$8.01K - $8.73K
|
15.8K
$2.41M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.58K- 17.7% |
$231K - $252K
|
7.37K
$1.12M
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-54.6K- 28.96% |
$7.95M - $8.67M
|
134K
$20.4M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.2K- 8.0% |
$902K - $984K
|
71.3K
$10.9M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.67K- 4.47% |
$244K - $266K
|
35.7K
$5.44M
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.64KNew |
$238K - $260K
|
1.64K
$249K
|
|
May 15, 2024
Q1 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
PUT |
-9.6K- 34.29% |
$1.4M - $1.52M
|
18.4K
$2.8M
|
|
May 15, 2024
Q1 2024
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
114K+ 4642.86% |
$16.7M - $18.2M
|
117K
$17.8M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-75.5K- 25.77% |
$11M - $12M
|
217K
$33.1M
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
- |
-3K- 60.0% |
$437K - $476K
|
2K
$305K
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1+ 0.06% |
$146 - $159
|
1.81K
$275K
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-2.34K- 7.67% |
$340K - $371K
|
28.1K
$4.28M
|
|
May 15, 2024
Q1 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
1.29KNew |
$188K - $205K
|
1.29K
$196K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-23.1K- 0.38% |
$3.36M - $3.67M
|
6.07M
$925M
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
BUY
|
- |
1.83KNew |
$266K - $290K
|
1.83K
$278K
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
993+ 3.21% |
$145K - $158K
|
31.9K
$4.86M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-910- 8.33% |
$133K - $145K
|
10K
$1.53M
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
702+ 18.15% |
$102K - $111K
|
4.57K
$696K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.47K- 19.56% |
$214K - $234K
|
6.05K
$922K
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.29K+ 11.81% |
$188K - $205K
|
12.2K
$1.86M
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
CALL |
-200- 18.18% |
$29.1K - $31.8K
|
900
$137K
|