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 21, 2025
Q2 2025
|
Azarias Capital Management, L.P.
Berwyn, PA |
BUY
|
- |
17.9KNew |
$2.36M - $2.82M
|
17.9K
$3.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
BUY
|
- |
1.76K+ 4.3% |
$232K - $278K
|
42.8K
$7.51M
|
|
|
Jul 21, 2025
Q2 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
56K+ 4.53% |
$7.38M - $8.83M
|
1.29M
$227M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.25K- 24.3% |
$165K - $198K
|
3.9K
$685K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
827+ 6.99% |
$109K - $130K
|
12.7K
$2.22M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
111+ 6.0% |
$14.6K - $17.5K
|
1.96K
$344K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
6.18KNew |
$815K - $975K
|
6.18K
$1.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
564+ 3.47% |
$74.4K - $89K
|
16.8K
$2.95M
|
|
|
Jul 21, 2025
Q2 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-435- 4.15% |
$57.4K - $68.6K
|
10K
$1.76M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
1.28KNew |
$169K - $202K
|
1.28K
$225K
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-825- 7.07% |
$109K - $130K
|
10.8K
$1.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-5.94K- 36.18% |
$783K - $937K
|
10.5K
$1.84M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-120- 21.05% |
$15.8K - $18.9K
|
450
$79K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-33.3K- 18.28% |
$4.39M - $5.26M
|
149K
$26.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
1.4KNew |
$185K - $221K
|
1.4K
$246K
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1- 9.09% |
$132 - $158
|
10
$1.76K
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-303- 3.16% |
$39.9K - $47.8K
|
9.29K
$1.63M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-145- 1.01% |
$19.1K - $22.9K
|
14.2K
$2.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
638+ 24.93% |
$84.1K - $101K
|
3.2K
$561K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
111+ 28.1% |
$14.6K - $17.5K
|
506
$88.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
35.5K+ 37.89% |
$4.68M - $5.6M
|
129K
$22.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
SELL
|
- |
-411- 0.55% |
$54.2K - $64.8K
|
74.8K
$13.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 1.18% |
$132 - $158
|
86
$15.1K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-35- 0.15% |
$4.61K - $5.52K
|
23.2K
$4.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-60- 3.89% |
$7.91K - $9.47K
|
1.48K
$261K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-199- 94.76% |
$26.2K - $31.4K
|
11
$1.93K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 3.03% |
$132 - $158
|
34
$5.97K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
459+ 3.51% |
$60.5K - $72.4K
|
13.6K
$2.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-13- 0.86% |
$1.71K - $2.05K
|
1.5K
$263K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-27- 0.13% |
$3.56K - $4.26K
|
20.7K
$3.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-127- 0.38% |
$16.7K - $20K
|
33.2K
$5.83M
|
|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
31.9K+ 11.91% |
$4.2M - $5.03M
|
300K
$52.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
381+ 0.91% |
$50.2K - $60.1K
|
42.4K
$7.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.52K- 18.57% |
$464K - $555K
|
15.4K
$2.71M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
93+ 5.92% |
$12.3K - $14.7K
|
1.66K
$292K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
25New |
$3.3K - $3.94K
|
25
$4.39K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-5.53K- 74.0% |
$729K - $872K
|
1.94K
$341K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
1.5K+ 5.04% |
$198K - $237K
|
31.3K
$5.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-800- 8.5% |
$105K - $126K
|
8.61K
$1.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
324+ 10.95% |
$42.7K - $51.1K
|
3.28K
$577K
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
171+ 8.51% |
$22.5K - $27K
|
2.18K
$383K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-642- 4.41% |
$84.6K - $101K
|
13.9K
$2.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3+ 0.11% |
$396 - $473
|
2.86K
$502K
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-437- 12.71% |
$57.6K - $68.9K
|
3K
$527K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
849+ 39.92% |
$112K - $134K
|
2.98K
$522K
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-175- 6.63% |
$23.1K - $27.6K
|
2.47K
$433K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
16+ 0.46% |
$2.11K - $2.52K
|
3.5K
$615K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
9.82K+ 2.73% |
$1.3M - $1.55M
|
370K
$64.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-19- 0.95% |
$2.5K - $3K
|
1.99K
$349K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
13+ 0.44% |
$1.71K - $2.05K
|
2.98K
$524K
|