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 30, 2024
Q2 2024
|
Foster Group, Inc.
|
SELL
|
- |
-324- 6.28% |
$47.3K - $51.5K
|
4.83K
$808K
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
2+ 0.05% |
$292 - $318
|
3.88K
$648K
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2.16K+ 2.81% |
$316K - $344K
|
79.2K
$13.2M
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.16K+ 29.14% |
$169K - $184K
|
5.14K
$858K
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
294+ 2.78% |
$42.9K - $46.7K
|
10.9K
$1.81M
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-944- 21.05% |
$138K - $150K
|
3.54K
$592K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
37New |
$5.4K - $5.88K
|
37
$6.18K
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-507- 31.91% |
$74K - $80.6K
|
1.08K
$181K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
187+ 3.67% |
$27.3K - $29.7K
|
5.29K
$883K
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.91K- 2.4% |
$571K - $621K
|
159K
$26.6M
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
303+ 5.87% |
$44.2K - $48.2K
|
5.47K
$913K
|
|
Jul 29, 2024
Q2 2024
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
4.99KNew |
$729K - $793K
|
4.99K
$834K
|
|
Jul 29, 2024
Q2 2024
|
F
|
BUY
|
- |
2.24KNew |
$327K - $356K
|
2.24K
$374K
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
28New |
$4.09K - $4.45K
|
28
$4.68K
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
16+ 0.44% |
$2.34K - $2.54K
|
3.63K
$606K
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-4.52K- 6.13% |
$659K - $718K
|
69.2K
$11.6M
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
SELL
|
- |
-25- 0.19% |
$3.65K - $3.97K
|
12.8K
$2.14M
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
13.6K+ 21.17% |
$1.98M - $2.16M
|
77.8K
$13M
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
15+ 0.12% |
$2.19K - $2.38K
|
12.3K
$2.05M
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-990- 6.36% |
$145K - $157K
|
14.6K
$2.44M
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
93+ 1.32% |
$13.6K - $14.8K
|
7.15K
$1.19M
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-6.94K- 29.02% |
$1.01M - $1.1M
|
17K
$2.84M
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-249K- 51.61% |
$36.4M - $39.6M
|
234K
$39.1M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-256- 0.83% |
$37.4K - $40.7K
|
30.7K
$5.14M
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
BUY
|
- |
3+ 0.48% |
$438 - $477
|
634
$106K
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
83+ 1.15% |
$12.1K - $13.2K
|
7.32K
$1.22M
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
41+ 38.32% |
$5.99K - $6.52K
|
148
$24.7K
|
|
Jul 26, 2024
Q2 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-14.5K- 36.96% |
$2.12M - $2.31M
|
24.8K
$4.14M
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-740- 1.99% |
$108K - $118K
|
36.4K
$6.09M
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
3+ 0.07% |
$438 - $477
|
4.52K
$756K
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-25- 1.84% |
$3.65K - $3.97K
|
1.34K
$223K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
332+ 1.37% |
$48.5K - $52.8K
|
24.6K
$4.11M
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
79New |
$11.5K - $12.6K
|
79
$13.2K
|
|
Jul 26, 2024
Q2 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
221+ 3.74% |
$32.3K - $35.1K
|
6.13K
$1.02M
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
456New |
$66.6K - $72.5K
|
456
$76.2K
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-33- 4.03% |
$4.82K - $5.24K
|
785
$131K
|
|
Jul 26, 2024
Q2 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-28- 0.37% |
$4.09K - $4.45K
|
7.63K
$1.28M
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
12.6K+ 4.22% |
$1.83M - $2M
|
310K
$51.9M
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5.31K+ 3.22% |
$776K - $844K
|
170K
$28.5M
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-68.2K- 95.37% |
$9.96M - $10.8M
|
3.31K
$553K
|
|
Jul 25, 2024
Q2 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-668- 9.47% |
$97.5K - $106K
|
6.39K
$1.07M
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
85+ 6.72% |
$12.4K - $13.5K
|
1.35K
$226K
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-311- 25.16% |
$45.4K - $49.4K
|
925
$155K
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-54- 2.75% |
$7.89K - $8.58K
|
1.91K
$320K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
797+ 4.64% |
$116K - $127K
|
18K
$3M
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
4.85K+ 45.41% |
$708K - $771K
|
15.5K
$2.6M
|
|
Jul 25, 2024
Q2 2024
|
Sierra Capital LLC
|
SELL
|
- |
-12.5K- 32.11% |
$1.82M - $1.99M
|
26.4K
$4.41M
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.93KNew |
$282K - $306K
|
1.93K
$322K
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
15+ 0.44% |
$2.19K - $2.38K
|
3.44K
$575K
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-431K- 88.32% |
$63M - $68.6M
|
57K
$9.53M
|