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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
45+ 0.17% |
$6.57K - $7.15K
|
26.9K
$4.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
7.29KNew |
$1.06M - $1.16M
|
7.29K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.45KNew |
$1.38M - $1.5M
|
9.45K
$1.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.15K+ 10.09% |
$168K - $182K
|
12.5K
$2.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-71.1K- 50.0% |
$10.4M - $11.3M
|
71.1K
$12.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-14.4K- 15.59% |
$2.1M - $2.28M
|
77.7K
$13.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.6K+ 470.91% |
$2.12M - $2.31M
|
17.6K
$3.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
367+ 22.45% |
$53.6K - $58.3K
|
2K
$354K
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.93K+ 22.97% |
$281K - $306K
|
10.3K
$1.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-678- 27.08% |
$99K - $108K
|
1.83K
$323K
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.83K+ 21.58% |
$267K - $290K
|
10.3K
$1.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.54KClosed |
$225K - $244K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
218+ 6.02% |
$31.8K - $34.6K
|
3.84K
$679K
|
|
|
Aug 13, 2024
Q2 2024
|
Gator Capital Management, LLC
|
SELL
|
- |
-45- 1.27% |
$6.57K - $7.15K
|
3.5K
$618K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-40.7K- 38.49% |
$5.95M - $6.47M
|
65.1K
$11.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
40.9KNew |
$5.97M - $6.49M
|
40.9K
$7.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
15+ 0.45% |
$2.19K - $2.38K
|
3.35K
$591K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-8.28K- 6.69% |
$1.21M - $1.32M
|
116K
$20.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-19.9K- 6.28% |
$2.91M - $3.17M
|
298K
$52.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.38KNew |
$201K - $219K
|
1.38K
$243K
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-607- 7.16% |
$88.6K - $96.5K
|
7.87K
$1.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.56K+ 21.76% |
$374K - $407K
|
14.3K
$2.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-29- 4.61% |
$4.23K - $4.61K
|
600
$106K
|
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-128- 1.25% |
$18.7K - $20.3K
|
10.1K
$1.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2- 0.18% |
$292 - $318
|
1.08K
$191K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7.1K- 60.41% |
$1.04M - $1.13M
|
4.65K
$822K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.56K+ 179.82% |
$520K - $566K
|
5.55K
$981K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-35.4K- 41.54% |
$5.17M - $5.63M
|
49.9K
$8.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.26K+ 5.17% |
$1.06M - $1.15M
|
148K
$26.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
343+ 14.72% |
$50.1K - $54.5K
|
2.67K
$473K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-54.3K- 5.64% |
$7.93M - $8.63M
|
909K
$161M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-108K- 36.22% |
$15.8M - $17.2M
|
190K
$33.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
1.44KNew |
$210K - $228K
|
1.44K
$254K
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-101K- 93.1% |
$14.8M - $16.1M
|
7.5K
$1.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.58KNew |
$376K - $409K
|
2.58K
$455K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
443+ 17.16% |
$64.7K - $70.4K
|
3.03K
$535K
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.86K+ 26.62% |
$271K - $295K
|
8.84K
$1.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-5.54K- 5.26% |
$809K - $880K
|
99.8K
$17.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
280+ 16.7% |
$40.9K - $44.5K
|
1.96K
$346K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-556- 9.79% |
$81.2K - $88.4K
|
5.12K
$906K
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-4.75K- 33.1% |
$693K - $755K
|
9.6K
$1.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-1.23K- 3.51% |
$180K - $196K
|
33.9K
$5.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-143- 2.42% |
$20.9K - $22.7K
|
5.78K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-29- 1.46% |
$4.23K - $4.61K
|
1.96K
$347K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.67K+ 8.75% |
$1.12M - $1.22M
|
95.3K
$16.9M
|
|
|
Aug 13, 2024
Q2 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-370- 1.67% |
$54K - $58.8K
|
21.7K
$3.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
4.76K+ 360.65% |
$695K - $756K
|
6.08K
$1.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-784- 0.85% |
$114K - $125K
|
91K
$16.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
240+ 1.29% |
$35K - $38.1K
|
18.8K
$3.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
76.6K+ 71.1% |
$11.2M - $12.2M
|
184K
$32.6M
|