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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-376- 18.38% |
$56.4K - $64.4K
|
1.67K
$280K
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
411+ 45.41% |
$61.7K - $70.4K
|
1.32K
$221K
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-1.85K- 76.33% |
$278K - $318K
|
575
$96.6K
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-4- 0.01% |
$600 - $685
|
33.6K
$5.64M
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5+ 0.21% |
$750 - $857
|
2.39K
$402K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
90+ 5.11% |
$13.5K - $15.4K
|
1.85K
$311K
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-67- 0.05% |
$10.1K - $11.5K
|
147K
$24.8M
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-65- 6.66% |
$9.75K - $11.1K
|
911
$153K
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-176- 1.44% |
$26.4K - $30.2K
|
12K
$2.02M
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-236- 8.33% |
$35.4K - $40.4K
|
2.6K
$436K
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
494New |
$74.1K - $84.6K
|
494
$83K
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
25K+ 1740.98% |
$3.75M - $4.28M
|
26.4K
$4.44M
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
48.1K+ 641.33% |
$7.22M - $8.24M
|
55.6K
$9.34M
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-1.18K- 7.48% |
$177K - $202K
|
14.6K
$2.45M
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-55- 8.21% |
$8.25K - $9.42K
|
615
$103K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.68K+ 0.56% |
$1M - $1.15M
|
1.2M
$201M
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
92+ 13.12% |
$13.8K - $15.8K
|
793
$133K
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
2.03K+ 9.93% |
$304K - $347K
|
22.5K
$3.77M
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-291- 3.01% |
$43.7K - $49.9K
|
9.37K
$1.57M
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-294- 9.4% |
$44.1K - $50.4K
|
2.83K
$476K
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
2.36KNew |
$354K - $404K
|
2.36K
$396K
|
|
Nov 08, 2024
Q3 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
6.99K+ 28.52% |
$1.05M - $1.2M
|
31.5K
$5.29M
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3New |
$450 - $514
|
3
$504
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
3.28KNew |
$491K - $561K
|
3.28K
$550K
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.44KNew |
$216K - $246K
|
1.44K
$242K
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
546+ 8.91% |
$81.9K - $93.6K
|
6.68K
$1.12M
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
38New |
$5.7K - $6.51K
|
38
$6.38K
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.86K- 9.74% |
$429K - $490K
|
26.5K
$4.46M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.55K- 7.59% |
$232K - $265K
|
18.8K
$3.17M
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-12K- 77.08% |
$1.8M - $2.05M
|
3.56K
$598K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
889New |
$133K - $152K
|
889
$149K
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-88- 0.72% |
$13.2K - $15.1K
|
12.2K
$2.05M
|
|
Nov 08, 2024
Q3 2024
|
Heron Bay Capital Management
|
BUY
|
- |
8.33K+ 26.8% |
$1.25M - $1.43M
|
39.4K
$6.62M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
192K+ 23.45% |
$28.9M - $33M
|
1.01M
$170M
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-214- 7.7% |
$32.1K - $36.7K
|
2.57K
$431K
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-20.1K- 92.6% |
$3.02M - $3.45M
|
1.61K
$270K
|
|
Nov 08, 2024
Q3 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
20+ 0.08% |
$3K - $3.43K
|
24.8K
$4.16M
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
5.66K+ 119.51% |
$849K - $970K
|
10.4K
$1.75M
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-30- 1.38% |
$4.5K - $5.14K
|
2.15K
$361K
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 8.18% |
$176K - $201K
|
13.2K
$2.21M
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-493- 15.94% |
$74K - $84.5K
|
2.6K
$437K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
100New |
$15K - $17.1K
|
100
$16.8K
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
5+ 0.18% |
$750 - $857
|
2.72K
$456K
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-11K- 2.92% |
$1.65M - $1.88M
|
365K
$61.3M
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-315- 12.73% |
$47.3K - $54K
|
2.16K
$363K
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.31KNew |
$197K - $224K
|
1.31K
$220K
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.51K- 2.6% |
$227K - $259K
|
56.8K
$9.54M
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$300 - $343
|
7.01K
$1.18M
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.86% |
$150 - $171
|
117
$19.7K
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-96- 6.64% |
$14.4K - $16.4K
|
1.35K
$227K
|