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 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
4+ 0.06% |
$527 - $631
|
6.44K
$1.13M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-102- 2.87% |
$13.4K - $16.1K
|
3.46K
$607K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
421New |
$55.5K - $66.4K
|
421
$73.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
194+ 43.89% |
$25.6K - $30.6K
|
636
$112K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-534- 20.48% |
$70.4K - $84.2K
|
2.07K
$364K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-4.3K- 33.34% |
$567K - $678K
|
8.6K
$1.51M
|
|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
BUY
|
- |
53+ 0.76% |
$6.99K - $8.36K
|
7.02K
$1.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
SELL
|
- |
-416- 3.03% |
$54.8K - $65.6K
|
13.3K
$2.34M
|
|
|
Jul 23, 2025
Q2 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
5.2K+ 23.35% |
$685K - $820K
|
27.5K
$4.82M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-115- 1.03% |
$15.2K - $18.1K
|
11.1K
$1.94M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.58K- 42.02% |
$341K - $408K
|
3.57K
$626K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
30New |
$3.96K - $4.73K
|
30
$5.27K
|
|
|
Jul 23, 2025
Q2 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-2.28K- 1.4% |
$300K - $360K
|
161K
$28.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-226- 59.01% |
$29.8K - $35.7K
|
157
$27.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-20- 0.65% |
$2.64K - $3.16K
|
3.08K
$541K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
372+ 11.02% |
$49K - $58.7K
|
3.75K
$658K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
886+ 58.71% |
$117K - $140K
|
2.4K
$420K
|
|
|
Jul 23, 2025
Q2 2025
|
Baxter Bros Inc
|
SELL
|
- |
-175- 7.45% |
$23.1K - $27.6K
|
2.18K
$382K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-206K- 54.1% |
$27.1M - $32.4M
|
174K
$30.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-200- 37.95% |
$26.4K - $31.6K
|
327
$57.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
401+ 23.33% |
$52.9K - $63.3K
|
2.12K
$372K
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
17.8K+ 18.33% |
$2.35M - $2.81M
|
115K
$20.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-86- 1.55% |
$11.3K - $13.6K
|
5.48K
$961K
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-54- 0.9% |
$7.12K - $8.52K
|
5.95K
$1.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
72+ 1.7% |
$9.49K - $11.4K
|
4.3K
$754K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-666- 4.6% |
$87.8K - $105K
|
13.8K
$2.43M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-902- 3.41% |
$119K - $142K
|
25.5K
$4.48M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
110+ 5.07% |
$14.5K - $17.4K
|
2.28K
$400K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
49+ 0.58% |
$6.46K - $7.73K
|
8.53K
$1.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
BUY
|
- |
1+ 0.25% |
$132 - $158
|
409
$71.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
5+ 0.48% |
$659 - $789
|
1.04K
$183K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
2.02KNew |
$267K - $319K
|
2.02K
$355K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-175- 6.33% |
$23.1K - $27.6K
|
2.59K
$455K
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-101- 51.01% |
$13.3K - $15.9K
|
97
$17K
|
|
|
Jul 22, 2025
Q2 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-1.43K- 1.91% |
$188K - $225K
|
73.3K
$12.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-138- 2.14% |
$18.2K - $21.8K
|
6.32K
$1.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-250- 8.04% |
$33K - $39.4K
|
2.86K
$502K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.17K+ 73.67% |
$154K - $184K
|
2.75K
$483K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.31K- 7.8% |
$173K - $207K
|
15.5K
$2.72M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.67K+ 20.58% |
$220K - $263K
|
9.78K
$1.72M
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-1.91K- 52.07% |
$252K - $301K
|
1.76K
$308K
|
|
|
Jul 22, 2025
Q2 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
26+ 0.52% |
$3.43K - $4.1K
|
4.98K
$875K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-356- 2.47% |
$46.9K - $56.2K
|
14K
$2.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-205- 0.45% |
$27K - $32.3K
|
45.4K
$7.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-13.8K- 79.8% |
$1.82M - $2.18M
|
3.49K
$613K
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
217+ 16.09% |
$28.6K - $34.2K
|
1.57K
$275K
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
BUY
|
- |
10.4KNew |
$1.37M - $1.64M
|
10.4K
$1.83M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-436- 16.52% |
$57.5K - $68.8K
|
2.2K
$387K
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-34- 2.37% |
$4.48K - $5.36K
|
1.4K
$246K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-19- 8.19% |
$2.5K - $3K
|
213
$37.4K
|