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 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-403- 26.25% |
$60.2K - $68.3K
|
1.13K
$171K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.4K- 13.01% |
$209K - $237K
|
9.36K
$1.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-619- 12.3% |
$92.4K - $105K
|
4.41K
$666K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.15% |
$149 - $169
|
660
$99.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
12.2K+ 14.97% |
$1.82M - $2.07M
|
93.6K
$14.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
191+ 3.77% |
$28.5K - $32.4K
|
5.25K
$793K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.99K+ 20.59% |
$297K - $337K
|
11.7K
$1.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-78- 4.76% |
$11.6K - $13.2K
|
1.56K
$235K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
10+ 0.16% |
$1.49K - $1.69K
|
6.44K
$972K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
4+ 0.28% |
$597 - $678
|
1.45K
$219K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
122+ 1.87% |
$18.2K - $20.7K
|
6.64K
$1M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-94- 3.29% |
$14K - $15.9K
|
2.77K
$417K
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
1.37KNew |
$204K - $232K
|
1.37K
$206K
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
2.24K+ 15.58% |
$334K - $379K
|
16.6K
$2.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
9+ 0.19% |
$1.34K - $1.52K
|
4.64K
$700K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
276+ 27.68% |
$41.2K - $46.8K
|
1.27K
$192K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
107+ 3.57% |
$16K - $18.1K
|
3.11K
$469K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 0.33% |
$746 - $847
|
1.54K
$232K
|
|
|
Apr 22, 2025
Q1 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
2K+ 2.75% |
$299K - $339K
|
74.7K
$11.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-50- 33.33% |
$7.46K - $8.47K
|
100
$15.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
11+ 0.23% |
$1.64K - $1.86K
|
4.77K
$720K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-10- 1.39% |
$1.49K - $1.69K
|
710
$107K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.74K- 9.54% |
$409K - $464K
|
26K
$3.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-56- 2.66% |
$8.36K - $9.49K
|
2.05K
$309K
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
295+ 5.57% |
$44K - $50K
|
5.59K
$843K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-2.47K- 7.65% |
$368K - $418K
|
29.8K
$4.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
147+ 4.31% |
$21.9K - $24.9K
|
3.56K
$537K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
515New |
$76.9K - $87.2K
|
515
$77.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-452- 24.74% |
$67.5K - $76.6K
|
1.38K
$208K
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
2.86K+ 1.79% |
$427K - $484K
|
163K
$24.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
12+ 0.8% |
$1.79K - $2.03K
|
1.51K
$228K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.74K- 47.6% |
$857K - $973K
|
6.32K
$954K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
371+ 12.34% |
$55.4K - $62.8K
|
3.38K
$510K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-38- 1.31% |
$5.67K - $6.44K
|
2.86K
$431K
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-601- 2.54% |
$89.7K - $102K
|
23.1K
$3.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-154- 3.71% |
$23K - $26.1K
|
3.99K
$602K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
40+ 3.1% |
$5.97K - $6.78K
|
1.33K
$201K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
16+ 0.02% |
$2.39K - $2.71K
|
85.9K
$13M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-59- 40.97% |
$8.81K - $9.99K
|
85
$12.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.23K+ 0.85% |
$183K - $208K
|
145K
$21.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.56K+ 71.89% |
$1.28M - $1.45M
|
20.5K
$3.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-175- 5.56% |
$26.1K - $29.6K
|
2.97K
$449K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
36New |
$5.37K - $6.1K
|
36
$5.43K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
11+ 0.32% |
$1.64K - $1.86K
|
3.49K
$526K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-89- 0.5% |
$13.3K - $15.1K
|
17.9K
$2.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-358- 3.77% |
$53.4K - $60.6K
|
9.15K
$1.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-36- 63.16% |
$5.37K - $6.1K
|
21
$3.17K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
3.84KNew |
$573K - $651K
|
3.84K
$580K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
18+ 1.22% |
$2.69K - $3.05K
|
1.5K
$226K
|
|
|
Apr 21, 2025
Q1 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
105+ 0.47% |
$15.7K - $17.8K
|
22.3K
$3.36M
|