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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
891+ 12.06% |
$117K - $141K
|
8.28K
$1.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-41- 1.98% |
$5.41K - $6.47K
|
2.03K
$327K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
176New |
$23.2K - $27.8K
|
176
$28.3K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
1.29KNew |
$170K - $203K
|
1.29K
$208K
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-60- 0.79% |
$7.91K - $9.47K
|
7.54K
$1.21M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.16K- 13.71% |
$153K - $183K
|
7.29K
$1.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-469- 8.23% |
$61.8K - $74K
|
5.23K
$842K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-922- 37.15% |
$122K - $145K
|
1.56K
$251K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
10+ 0.48% |
$1.32K - $1.58K
|
2.08K
$335K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
209+ 1.07% |
$27.6K - $33K
|
19.8K
$3.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-383- 9.66% |
$50.5K - $60.4K
|
3.58K
$577K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
5+ 0.25% |
$659 - $789
|
2.02K
$325K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
80+ 0.78% |
$10.5K - $12.6K
|
10.3K
$1.66M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.78K+ 3.08% |
$1.03M - $1.23M
|
260K
$41.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3+ 0.42% |
$396 - $473
|
713
$115K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
18+ 1.12% |
$2.37K - $2.84K
|
1.62K
$262K
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-1.32K- 8.24% |
$174K - $208K
|
14.7K
$2.37M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.72K+ 4.93% |
$226K - $271K
|
36.5K
$5.88M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-139- 5.32% |
$18.3K - $21.9K
|
2.47K
$398K
|
|
|
Jul 09, 2025
Q2 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-290- 1.77% |
$38.2K - $45.8K
|
16.1K
$2.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-24- 1.66% |
$3.16K - $3.79K
|
1.42K
$228K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-17.2K- 36.03% |
$2.27M - $2.72M
|
30.6K
$4.93M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-55- 0.95% |
$7.25K - $8.68K
|
5.72K
$920K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-604- 19.25% |
$79.6K - $95.3K
|
2.53K
$408K
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
753+ 6.57% |
$99.3K - $119K
|
12.2K
$1.97M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.44K- 13.74% |
$190K - $227K
|
9.04K
$1.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
35+ 2.14% |
$4.61K - $5.52K
|
1.67K
$269K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
SELL
|
- |
-124- 6.22% |
$16.3K - $19.6K
|
1.87K
$301K
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
2.39K+ 7.72% |
$315K - $377K
|
33.4K
$5.37M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1+ 0.03% |
$132 - $158
|
3.25K
$523K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
330+ 11.16% |
$43.5K - $52.1K
|
3.29K
$530K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
132+ 4.71% |
$17.4K - $20.8K
|
2.93K
$472K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
9+ 0.04% |
$1.19K - $1.42K
|
20.6K
$3.32M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-100- 18.55% |
$13.2K - $15.8K
|
439
$70.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
57+ 3.76% |
$7.51K - $8.99K
|
1.57K
$253K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.67K+ 78.45% |
$220K - $264K
|
3.8K
$612K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-66- 1.12% |
$8.7K - $10.4K
|
5.85K
$941K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-853- 2.66% |
$112K - $135K
|
31.2K
$5.03M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
665+ 11.05% |
$87.7K - $105K
|
6.68K
$1.08M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-75- 51.02% |
$9.89K - $11.8K
|
72
$11.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
185+ 0.3% |
$24.4K - $29.2K
|
62.6K
$10.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
233+ 3.22% |
$30.7K - $36.8K
|
7.48K
$1.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
SELL
|
- |
-382- 1.04% |
$50.4K - $60.3K
|
36.2K
$5.83M
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-200- 4.11% |
$26.4K - $31.6K
|
4.67K
$752K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-81- 0.81% |
$10.7K - $12.8K
|
9.9K
$1.59M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2K+ 7.1% |
$263K - $315K
|
30.2K
$4.86M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-214- 4.61% |
$28.2K - $33.8K
|
4.43K
$713K
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-249- 12.17% |
$32.8K - $39.3K
|
1.8K
$289K
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
55+ 0.2% |
$7.25K - $8.68K
|
28.1K
$4.52M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
160+ 4.15% |
$21.1K - $25.2K
|
4.01K
$646K
|