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 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-5- 2.34% |
$659 - $789
|
209
$36.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-349- 2.49% |
$46K - $55.1K
|
13.7K
$2.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-331- 9.78% |
$43.6K - $52.2K
|
3.06K
$536K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
1.29K+ 2.49% |
$171K - $204K
|
53.2K
$9.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
18+ 46.15% |
$2.37K - $2.84K
|
57
$10K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-5- 0.18% |
$659 - $789
|
2.84K
$498K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.26% |
$132 - $158
|
393
$69K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
31+ 0.02% |
$4.09K - $4.89K
|
204K
$35.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
422+ 6.36% |
$55.6K - $66.6K
|
7.06K
$1.24M
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-410- 20.95% |
$54.1K - $64.7K
|
1.55K
$272K
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
BUY
|
- |
8.16K+ 21.14% |
$1.08M - $1.29M
|
46.8K
$8.21M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
1.7K+ 1.15% |
$224K - $269K
|
149K
$26.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Trust CO
|
BUY
|
- |
637+ 22.27% |
$84K - $100K
|
3.5K
$614K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
232+ 0.8% |
$30.6K - $36.6K
|
29.2K
$5.13M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
12+ 0.2% |
$1.58K - $1.89K
|
6.1K
$1.07M
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-26.1K- 52.31% |
$3.45M - $4.12M
|
23.8K
$4.18M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.66K+ 75.58% |
$351K - $419K
|
6.18K
$1.08M
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
12+ 0.16% |
$1.58K - $1.89K
|
7.5K
$1.32M
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-107- 10.14% |
$14.1K - $16.9K
|
948
$166K
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-625- 15.16% |
$82.4K - $98.6K
|
3.5K
$614K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
300+ 3.56% |
$39.6K - $47.3K
|
8.72K
$1.53M
|
|
|
Jul 28, 2025
Q2 2025
|
Stegner Investment Associates Inc.
|
BUY
|
- |
31+ 0.81% |
$4.09K - $4.89K
|
3.86K
$678K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
681+ 27.31% |
$89.8K - $107K
|
3.18K
$557K
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
5+ 0.18% |
$659 - $789
|
2.73K
$479K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.3KNew |
$172K - $206K
|
1.3K
$229K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.18K- 0.81% |
$156K - $186K
|
144K
$25.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-383- 21.81% |
$50.5K - $60.4K
|
1.37K
$241K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
2.1K+ 6.42% |
$277K - $332K
|
34.8K
$6.12M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.53K+ 0.65% |
$202K - $242K
|
237K
$41.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
SELL
|
- |
-7- 0.14% |
$923 - $1.1K
|
5.16K
$906K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
6+ 0.39% |
$791 - $947
|
1.54K
$271K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-257- 13.48% |
$33.9K - $40.5K
|
1.65K
$290K
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
BUY
|
- |
1.3KNew |
$171K - $204K
|
1.3K
$228K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-50- 4.5% |
$6.59K - $7.89K
|
1.06K
$186K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
623+ 24.18% |
$82.1K - $98.3K
|
3.2K
$562K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
6+ 120.0% |
$791 - $947
|
11
$1.93K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.78K+ 64.86% |
$235K - $281K
|
4.53K
$795K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.1K- 80.69% |
$1.87M - $2.23M
|
3.39K
$594K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.46K- 16.9% |
$456K - $546K
|
17K
$2.99M
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.72KNew |
$359K - $429K
|
2.72K
$478K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-630- 15.44% |
$83.1K - $99.4K
|
3.45K
$606K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.64K+ 4.96% |
$348K - $417K
|
55.9K
$9.82M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-69- 11.46% |
$9.1K - $10.9K
|
533
$93.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
71+ 1.85% |
$9.36K - $11.2K
|
3.91K
$686K
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-333- 40.71% |
$43.9K - $52.5K
|
485
$85.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-44- 2.26% |
$5.8K - $6.94K
|
1.9K
$334K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.1K+ 12.01% |
$145K - $173K
|
10.2K
$1.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-317- 31.64% |
$41.8K - $50K
|
685
$120K
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-83- 1.2% |
$10.9K - $13.1K
|
6.83K
$1.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
2.61KNew |
$344K - $412K
|
2.61K
$459K
|