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 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-34- 0.46% |
$5.08K - $5.76K
|
7.41K
$1.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-674- 8.23% |
$101K - $114K
|
7.52K
$1.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
3+ 0.01% |
$448 - $508
|
25.1K
$3.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-99- 1.51% |
$14.8K - $16.8K
|
6.46K
$974K
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
534+ 6.4% |
$79.7K - $90.5K
|
8.87K
$1.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
300+ 57.36% |
$44.8K - $50.8K
|
823
$124K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-112- 11.02% |
$16.7K - $19K
|
904
$136K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3.06K+ 11.29% |
$457K - $518K
|
30.2K
$4.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
10.3K+ 17.62% |
$1.54M - $1.75M
|
69K
$10.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
16+ 40.0% |
$2.39K - $2.71K
|
56
$8.45K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
100+ 0.09% |
$14.9K - $16.9K
|
108K
$16.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
6.34K+ 1.79% |
$946K - $1.07M
|
360K
$54.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-2.8K- 16.29% |
$418K - $474K
|
14.4K
$2.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
2+ 0.12% |
$299 - $339
|
1.71K
$259K
|
|
|
Apr 30, 2025
Q1 2025
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-1- 0.04% |
$149 - $169
|
2.43K
$367K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-7- 0.07% |
$1.04K - $1.19K
|
9.44K
$1.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-126- 4.39% |
$18.8K - $21.3K
|
2.74K
$413K
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
BUY
|
- |
75+ 3.01% |
$11.2K - $12.7K
|
2.57K
$388K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-83- 45.36% |
$12.4K - $14.1K
|
100
$15.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-15- 0.3% |
$2.24K - $2.54K
|
4.96K
$748K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
168+ 10.58% |
$25.1K - $28.5K
|
1.76K
$265K
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-75- 33.33% |
$11.2K - $12.7K
|
150
$22.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-679- 1.96% |
$101K - $115K
|
33.9K
$5.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-55- 4.06% |
$8.21K - $9.32K
|
1.3K
$196K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
135+ 166.67% |
$20.2K - $22.9K
|
216
$32.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-6.72K- 3.55% |
$1M - $1.14M
|
182K
$27.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-27- 0.36% |
$4.03K - $4.57K
|
7.49K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
SELL
|
- |
-85- 1.17% |
$12.7K - $14.4K
|
7.17K
$1.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
99.9KNew |
$14.9M - $16.9M
|
99.9K
$15.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
145K+ 40.64% |
$21.6M - $24.5M
|
501K
$75.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-928- 1.42% |
$139K - $157K
|
64.4K
$9.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
346New |
$51.6K - $58.6K
|
346
$52.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-188- 2.03% |
$28.1K - $31.8K
|
9.09K
$1.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
2.78K+ 6.5% |
$415K - $471K
|
45.6K
$6.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-50- 33.78% |
$7.46K - $8.47K
|
98
$14.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-196- 0.82% |
$29.3K - $33.2K
|
23.9K
$3.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
BUY
|
- |
563+ 150.13% |
$84K - $95.4K
|
938
$141K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
257New |
$38.4K - $43.5K
|
257
$38.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.7K+ 1.2% |
$3.68M - $4.18M
|
2.09M
$315M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
229+ 5.49% |
$34.2K - $38.8K
|
4.4K
$664K
|
|
|
Apr 29, 2025
Q1 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-730- 11.77% |
$109K - $124K
|
5.47K
$825K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-297- 1.38% |
$44.3K - $50.3K
|
21.2K
$3.2M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.19K- 75.05% |
$775K - $880K
|
1.73K
$260K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
424+ 5.99% |
$63.3K - $71.8K
|
7.5K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-55.6K- 24.45% |
$8.3M - $9.42M
|
172K
$25.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-452- 2.7% |
$67.5K - $76.6K
|
16.3K
$2.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
1+ 0.05% |
$149 - $169
|
2.08K
$313K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
83+ 4.31% |
$12.4K - $14.1K
|
2.01K
$303K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-2.66K- 4.33% |
$397K - $451K
|
58.8K
$8.87M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-3.1K- 66.21% |
$463K - $526K
|
1.58K
$239K
|