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 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-76.8K- 21.66% |
$11.2M - $12.2M
|
278K
$45.8M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
36.6K+ 10.17% |
$5.34M - $5.81M
|
396K
$65.3M
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
SELL
|
- |
-3.34K- 3.03% |
$487K - $531K
|
107K
$17.6M
|
|
Jul 19, 2024
Q2 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-7.21K- 14.43% |
$1.05M - $1.15M
|
42.7K
$7.04M
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
398+ 13.35% |
$58.1K - $63.3K
|
3.38K
$557K
|
|
Jul 19, 2024
Q2 2024
|
Leeward Investments, LLC Ma
|
BUY
|
- |
35.5K+ 155.94% |
$5.18M - $5.64M
|
58.2K
$9.6M
|
|
Jul 19, 2024
Q2 2024
|
Nvest Financial, LLC
|
BUY
|
- |
46+ 2.87% |
$6.72K - $7.31K
|
1.65K
$272K
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
463+ 3.29% |
$67.6K - $73.6K
|
14.5K
$2.4M
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-669- 13.89% |
$97.7K - $106K
|
4.15K
$684K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
250New |
$36.5K - $39.7K
|
250
$41.2K
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
BUY
|
- |
372+ 5.01% |
$54.3K - $59.1K
|
7.8K
$1.29M
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
SELL
|
- |
-140- 6.37% |
$20.4K - $22.3K
|
2.06K
$339K
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
BUY
|
- |
5+ 0.1% |
$730 - $795
|
5.14K
$847K
|
|
Jul 18, 2024
Q2 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-1- 0.01% |
$146 - $159
|
17.6K
$2.91M
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.99K- 21.84% |
$290K - $316K
|
7.12K
$1.17M
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-53- 3.72% |
$7.74K - $8.42K
|
1.37K
$226K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-35- 74.47% |
$5.11K - $5.56K
|
12
$1.98K
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
787+ 2.08% |
$115K - $125K
|
38.7K
$6.38M
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8.88K+ 4531.12% |
$1.3M - $1.41M
|
9.08K
$1.5M
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.77K+ 10.83% |
$842K - $917K
|
59K
$9.73M
|
|
Jul 18, 2024
Q2 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-160- 0.23% |
$23.4K - $25.4K
|
70.6K
$11.6M
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-259- 4.88% |
$37.8K - $41.2K
|
5.05K
$832K
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.47KNew |
$215K - $234K
|
1.47K
$243K
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
18+ 0.32% |
$2.63K - $2.86K
|
5.67K
$934K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-39- 61.9% |
$5.7K - $6.2K
|
24
$3.96K
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-262- 2.64% |
$38.3K - $41.6K
|
9.65K
$1.59M
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
6+ 0.3% |
$876 - $954
|
2.01K
$331K
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
SELL
|
- |
-50- 2.12% |
$7.3K - $7.95K
|
2.31K
$380K
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
329+ 3.76% |
$48K - $52.3K
|
9.07K
$1.5M
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
396New |
$57.8K - $62.9K
|
396
$65.3K
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-130- 24.34% |
$19K - $20.7K
|
404
$66.6K
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.44% |
$438 - $477
|
683
$113K
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
339+ 131.4% |
$49.5K - $53.9K
|
597
$98.4K
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2- 0.28% |
$292 - $318
|
713
$118K
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
245+ 43.75% |
$35.8K - $38.9K
|
805
$133K
|
|
Jul 17, 2024
Q2 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-549- 1.22% |
$80.2K - $87.3K
|
44.4K
$7.31M
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
4.52KNew |
$660K - $719K
|
4.52K
$746K
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-50- 2.35% |
$7.3K - $7.95K
|
2.08K
$343K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.45K- 2.0% |
$796K - $866K
|
267K
$44M
|
|
Jul 16, 2024
Q2 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-49- 2.58% |
$7.16K - $7.79K
|
1.85K
$305K
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-1.93K- 9.67% |
$282K - $306K
|
18K
$2.97M
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
582+ 6.56% |
$85K - $92.5K
|
9.45K
$1.56M
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-403- 2.64% |
$58.9K - $64K
|
14.9K
$2.45M
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-36- 2.15% |
$5.26K - $5.72K
|
1.64K
$270K
|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
490+ 9.34% |
$71.6K - $77.9K
|
5.73K
$945K
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
92+ 1.21% |
$13.4K - $14.6K
|
7.7K
$1.27M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.77K- 21.64% |
$842K - $916K
|
20.9K
$3.44M
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
172+ 46.49% |
$25.1K - $27.3K
|
542
$89.3K
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-7- 0.34% |
$1.02K - $1.11K
|
2.02K
$334K
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
35+ 1.96% |
$5.11K - $5.56K
|
1.82K
$301K
|