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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-143- 3.72% |
$21.3K - $24.2K
|
3.7K
$559K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
15+ 1.07% |
$2.24K - $2.54K
|
1.42K
$214K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
2+ 0.1% |
$299 - $339
|
2.02K
$306K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-272- 2.53% |
$40.6K - $46.1K
|
10.5K
$1.58M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-543- 19.37% |
$81.1K - $92K
|
2.26K
$342K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.02KNew |
$450K - $511K
|
3.02K
$456K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.96K+ 147800.0% |
$441K - $501K
|
2.96K
$447K
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-249- 2.13% |
$37.2K - $42.2K
|
11.5K
$1.73M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.17K- 1.86% |
$175K - $198K
|
61.8K
$9.35M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
157+ 133.05% |
$23.4K - $26.6K
|
275
$41.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-25- 1.05% |
$3.73K - $4.24K
|
2.35K
$355K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.83K+ 29.08% |
$273K - $309K
|
8.11K
$1.23M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.03K- 32.63% |
$154K - $174K
|
2.13K
$322K
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
6+ 0.02% |
$896 - $1.02K
|
28K
$4.24M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1.39K- 4.7% |
$207K - $235K
|
28.2K
$4.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-311- 88.86% |
$46.4K - $52.7K
|
39
$5.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-167- 0.8% |
$24.9K - $28.3K
|
20.6K
$3.12M
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-221- 1.36% |
$33K - $37.4K
|
16K
$2.42M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-437- 6.77% |
$65.2K - $74K
|
6.02K
$910K
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
SELL
|
- |
-169- 2.28% |
$25.2K - $28.6K
|
7.24K
$1.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
1.1K+ 2.27% |
$164K - $187K
|
49.5K
$7.49M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.41K+ 22.92% |
$359K - $407K
|
12.9K
$1.95M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
406+ 50.81% |
$60.6K - $68.8K
|
1.21K
$182K
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
147+ 0.47% |
$21.9K - $24.9K
|
31.7K
$4.79M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
18+ 1.02% |
$2.69K - $3.05K
|
1.78K
$269K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
119K+ 14997.98% |
$17.8M - $20.2M
|
120K
$18.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-29- 40.28% |
$4.33K - $4.91K
|
43
$6.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
447+ 4.69% |
$66.7K - $75.7K
|
9.98K
$1.51M
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
105+ 5.41% |
$15.7K - $17.8K
|
2.05K
$309K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-17- 0.29% |
$2.54K - $2.88K
|
5.91K
$894K
|
|
| Q4 2024 | |||||||
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
6KNew |
$976K - $1.09M
|
6K
$907K
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
1.37KNew |
$223K - $249K
|
1.37K
$207K
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
75New |
$12.2K - $13.6K
|
75
$11.3K
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-9.32K- 34.33% |
$1.52M - $1.69M
|
17.8K
$2.7M
|
|
|
Mar 28, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-3.14K- 51.12% |
$511K - $569K
|
3K
$454K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
274New |
$44.6K - $49.7K
|
274
$41.4K
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
1.3KNew |
$211K - $236K
|
1.3K
$196K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.68K+ 0.64% |
$273K - $304K
|
263K
$39.7M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
234+ 25.69% |
$38.1K - $42.4K
|
1.15K
$173K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
88New |
$14.3K - $16K
|
88
$13.3K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
1.3KNew |
$211K - $235K
|
1.3K
$196K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
91+ 2.58% |
$14.8K - $16.5K
|
3.62K
$548K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
162New |
$26.4K - $29.4K
|
162
$24.5K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
183New |
$29.8K - $33.2K
|
183
$27.7K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
2.17KNew |
$353K - $393K
|
2.17K
$328K
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-440- 18.0% |
$71.6K - $79.8K
|
2.01K
$303K
|
|
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-2.02M- 98.47% |
$329M - $366M
|
31.3K
$4.74M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
7New |
$1.14K - $1.27K
|
7
$1.06K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-176- 0.3% |
$28.6K - $31.9K
|
58K
$8.77M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-200- 3.5% |
$32.5K - $36.3K
|
5.51K
$834K
|
|