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 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
21New |
$3.07K - $3.34K
|
21
$3.46K
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-2.6K- 49.03% |
$379K - $413K
|
2.7K
$445K
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-676- 28.05% |
$98.7K - $107K
|
1.73K
$286K
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-8- 0.48% |
$1.17K - $1.27K
|
1.66K
$274K
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
30+ 0.68% |
$4.38K - $4.77K
|
4.44K
$732K
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
56+ 0.87% |
$8.18K - $8.9K
|
6.5K
$1.07M
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-2.21K- 2.42% |
$323K - $352K
|
89.2K
$14.7M
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-240- 7.22% |
$35K - $38.1K
|
3.08K
$508K
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
704+ 5.84% |
$103K - $112K
|
12.8K
$2.1M
|
|
Jul 15, 2024
Q2 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-1.03K- 11.04% |
$150K - $163K
|
8.26K
$1.36M
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-142- 7.85% |
$20.7K - $22.6K
|
1.67K
$275K
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
184+ 0.92% |
$26.9K - $29.2K
|
20.3K
$3.34M
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
7New |
$1.02K - $1.11K
|
7
$1.15K
|
|
Jul 12, 2024
Q2 2024
|
626 Financial, LLC
|
SELL
|
- |
-320- 4.18% |
$46.7K - $50.9K
|
7.33K
$1.21M
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-920- 5.9% |
$134K - $146K
|
14.7K
$2.42M
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
576+ 22.1% |
$84.1K - $91.5K
|
3.18K
$525K
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
57+ 1.3% |
$8.32K - $9.06K
|
4.43K
$730K
|
|
Jul 12, 2024
Q2 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
38.2KNew |
$5.58M - $6.07M
|
38.2K
$6.29M
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
3.18KNew |
$465K - $506K
|
3.18K
$525K
|
|
Jul 12, 2024
Q2 2024
|
Eclectic Associates Inc
|
BUY
|
- |
2+ 0.1% |
$292 - $318
|
1.91K
$315K
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-457- 21.03% |
$66.7K - $72.6K
|
1.72K
$283K
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-102- 2.27% |
$14.9K - $16.2K
|
4.4K
$725K
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
8+ 0.07% |
$1.17K - $1.27K
|
11.8K
$1.95M
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-464- 37.0% |
$67.8K - $73.7K
|
790
$130K
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
18+ 8.91% |
$2.63K - $2.86K
|
220
$36.3K
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.02% |
$146 - $159
|
6.43K
$1.06M
|
|
Jul 12, 2024
Q2 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-476- 4.56% |
$69.5K - $75.7K
|
9.96K
$1.64M
|
|
Jul 12, 2024
Q2 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-325- 4.0% |
$47.5K - $51.7K
|
7.8K
$1.28M
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
193+ 1.5% |
$28.2K - $30.7K
|
13.1K
$2.15M
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8+ 0.38% |
$1.17K - $1.27K
|
2.11K
$348K
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
50+ 217.39% |
$7.3K - $7.95K
|
73
$12K
|
|
Jul 12, 2024
Q2 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.25K+ 12.53% |
$183K - $199K
|
11.2K
$1.85M
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
837New |
$122K - $133K
|
837
$138K
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
42+ 40.0% |
$6.13K - $6.68K
|
147
$24.2K
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
198+ 11.14% |
$28.9K - $31.5K
|
1.98K
$326K
|
|
Jul 11, 2024
Q2 2024
|
Amarillo National Bank
|
SELL
|
- |
-396- 10.07% |
$57.8K - $62.9K
|
3.54K
$583K
|
|
Jul 11, 2024
Q2 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
3.27K+ 12.53% |
$478K - $520K
|
29.4K
$4.85M
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-885- 2.47% |
$129K - $141K
|
34.9K
$5.76M
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
2.89KNew |
$422K - $460K
|
2.89K
$477K
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
13+ 0.04% |
$1.9K - $2.07K
|
29.3K
$4.82M
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
377+ 13.68% |
$55.1K - $59.9K
|
3.13K
$516K
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-9- 0.12% |
$1.31K - $1.43K
|
7.63K
$1.26M
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
SELL
|
- |
-100- 7.34% |
$14.6K - $15.9K
|
1.26K
$208K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-60- 2.16% |
$8.76K - $9.54K
|
2.72K
$448K
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
146New |
$21.3K - $23.2K
|
146
$24.1K
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-7.55K- 60.16% |
$1.1M - $1.2M
|
5K
$824K
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-100- 15.65% |
$14.6K - $15.9K
|
539
$88.8K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-13- 0.68% |
$1.9K - $2.07K
|
1.89K
$311K
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-71- 0.65% |
$10.4K - $11.3K
|
10.9K
$1.8M
|
|
Jul 10, 2024
Q2 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-110- 0.05% |
$16.1K - $17.5K
|
225K
$37.1M
|