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 |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.2K+ 21.24% |
$1.87M - $2.24M
|
81K
$14.2M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
2.93KNew |
$386K - $462K
|
2.93K
$514K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
22+ 1.92% |
$2.9K - $3.47K
|
1.17K
$205K
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-28.6K- 77.34% |
$3.78M - $4.52M
|
8.39K
$1.47M
|
|
|
Aug 21, 2025
Q2 2025
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
BUY
|
- |
6.12KNew |
$807K - $965K
|
6.12K
$1.07M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-73- 4.57% |
$9.62K - $11.5K
|
1.53K
$268K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.08K+ 10.82% |
$142K - $170K
|
11K
$1.94M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-221- 39.61% |
$29.1K - $34.9K
|
337
$59.2K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.48K+ 8.35% |
$195K - $233K
|
19.2K
$3.37M
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
1.7KNew |
$224K - $268K
|
1.7K
$298K
|
|
|
Aug 15, 2025
Q2 2025
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-4.44K- 13.43% |
$586K - $701K
|
28.7K
$5.03M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-102K- 2.02% |
$13.5M - $16.1M
|
4.95M
$870M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.29K- 5.7% |
$170K - $204K
|
21.4K
$3.75M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-68.6K- 33.7% |
$9.04M - $10.8M
|
135K
$23.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
165+ 73.01% |
$21.8K - $26K
|
391
$68.6K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
SELL
|
- |
-117- 9.87% |
$15.4K - $18.5K
|
1.07K
$187K
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
8+ 0.05% |
$1.05K - $1.26K
|
16.1K
$2.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-350- 6.7% |
$46.1K - $55.2K
|
4.88K
$856K
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
19.4K+ 27.45% |
$2.56M - $3.06M
|
90.2K
$15.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
112+ 6.52% |
$14.8K - $17.7K
|
1.83K
$321K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-614- 6.33% |
$80.9K - $96.9K
|
9.09K
$1.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.83K+ 571.94% |
$1.16M - $1.39M
|
10.4K
$1.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-109K- 10.07% |
$14.3M - $17.2M
|
972K
$171M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-6.79K- 7.73% |
$896K - $1.07M
|
81.1K
$14.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-678- 1.8% |
$89.4K - $107K
|
37K
$6.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
8.14K+ 40.32% |
$1.07M - $1.28M
|
28.3K
$4.97M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.53K- 16.39% |
$465K - $557K
|
18K
$3.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Ariel Investments, LLC
Chicago, IL |
SELL
|
- |
-19.2K- 47.15% |
$2.52M - $3.02M
|
21.5K
$3.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-1.55K- 38.54% |
$205K - $245K
|
2.48K
$435K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.12K- 9.48% |
$412K - $493K
|
29.8K
$5.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-2.15K- 1.56% |
$283K - $339K
|
136K
$23.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
42.5K+ 17.5% |
$5.6M - $6.7M
|
285K
$50.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-369K- 72.07% |
$48.7M - $58.3M
|
143K
$25.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.19K+ 655.39% |
$289K - $345K
|
2.52K
$443K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
503+ 5.12% |
$66.3K - $79.4K
|
10.3K
$1.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
150New |
$19.8K - $23.7K
|
150
$26.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
60.1KNew |
$7.92M - $9.48M
|
60.1K
$10.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-18.4K- 1.96% |
$2.43M - $2.9M
|
923K
$162M
|
|
|
Aug 14, 2025
Q2 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-34.4K- 84.32% |
$4.54M - $5.43M
|
6.4K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-166- 1.96% |
$21.9K - $26.2K
|
8.32K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-2.1K- 3.81% |
$277K - $331K
|
53K
$9.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
438+ 4.1% |
$57.7K - $69.1K
|
11.1K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
10+ 0.45% |
$1.32K - $1.58K
|
2.25K
$395K
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-36- 0.68% |
$4.75K - $5.68K
|
5.22K
$917K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-840- 8.59% |
$111K - $133K
|
8.94K
$1.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
3.56K+ 10.09% |
$469K - $561K
|
38.8K
$6.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
23+ 0.81% |
$3.03K - $3.63K
|
2.85K
$500K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-691- 0.78% |
$91.1K - $109K
|
87.8K
$15.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-24.9K- 7.17% |
$3.28M - $3.92M
|
322K
$56.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-20.8K- 21.69% |
$2.74M - $3.28M
|
75.1K
$13.2M
|