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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
51.3K+ 2706.86% |
$7.69M - $8.78M
|
53.2K
$8.95M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-87- 2.26% |
$13.1K - $14.9K
|
3.76K
$633K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
1.97KNew |
$295K - $337K
|
1.97K
$331K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
16+ 1.18% |
$2.4K - $2.74K
|
1.37K
$231K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-3.45K- 5.35% |
$517K - $590K
|
61K
$10.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-938- 10.09% |
$141K - $161K
|
8.36K
$1.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-122- 4.9% |
$18.3K - $20.9K
|
2.37K
$398K
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-110- 1.52% |
$16.5K - $18.8K
|
7.12K
$1.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-8.16K- 39.1% |
$1.23M - $1.4M
|
12.7K
$2.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Leeward Investments, LLC Ma
|
SELL
|
- |
-11.1K- 19.04% |
$1.66M - $1.9M
|
47.1K
$7.93M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-67- 0.64% |
$10.1K - $11.5K
|
10.5K
$1.76M
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-75- 2.45% |
$11.3K - $12.9K
|
2.98K
$502K
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-23- 0.18% |
$3.45K - $3.94K
|
12.8K
$2.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-2K- 6.84% |
$300K - $343K
|
27.3K
$4.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-19.9K- 25.59% |
$2.99M - $3.41M
|
57.9K
$9.74M
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
6.55K+ 4.41% |
$983K - $1.12M
|
155K
$26.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
382+ 4.84% |
$57.3K - $65.5K
|
8.27K
$1.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.96K- 14.92% |
$294K - $336K
|
11.2K
$1.88M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-3.48K- 5.03% |
$522K - $596K
|
65.7K
$11.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.24% |
$150 - $171
|
415
$69.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
366+ 5.12% |
$54.9K - $62.7K
|
7.52K
$1.26M
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-13- 0.05% |
$1.95K - $2.23K
|
23.9K
$4.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-98- 4.0% |
$14.7K - $16.8K
|
2.35K
$395K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-7.78K- 82.55% |
$1.17M - $1.33M
|
1.65K
$277K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
20+ 0.44% |
$3K - $3.43K
|
4.54K
$764K
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-238- 1.26% |
$35.7K - $40.8K
|
18.6K
$3.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-918- 20.93% |
$138K - $157K
|
3.47K
$584K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-3- 0.05% |
$450 - $514
|
6.05K
$1.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
450K+ 789.05% |
$67.5M - $77.1M
|
507K
$85.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
161+ 10.43% |
$24.2K - $27.6K
|
1.71K
$287K
|
|
|
Oct 29, 2024
Q3 2024
|
Eukles Asset Management
|
SELL
|
- |
-178- 2.3% |
$26.7K - $30.5K
|
7.58K
$1.27M
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
SELL
|
- |
-154- 6.88% |
$23.1K - $26.4K
|
2.09K
$351K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-79- 1.71% |
$11.9K - $13.5K
|
4.54K
$764K
|
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-135- 0.41% |
$20.3K - $23.1K
|
32.4K
$5.46M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
6+ 0.22% |
$900 - $1.03K
|
2.67K
$450K
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-25- 0.14% |
$3.75K - $4.28K
|
18.4K
$3.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-107- 0.47% |
$16.1K - $18.3K
|
22.5K
$3.79M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
575+ 1402.44% |
$86.3K - $98.5K
|
616
$104K
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-2- 0.52% |
$300 - $343
|
383
$64.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
2+ 0.15% |
$300 - $343
|
1.33K
$224K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
SELL
|
- |
-1- 0.02% |
$150 - $171
|
6.57K
$1.11M
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-12- 0.34% |
$1.8K - $2.06K
|
3.53K
$594K
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
12+ 0.32% |
$1.8K - $2.06K
|
3.79K
$638K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
55+ 4.23% |
$8.25K - $9.42K
|
1.35K
$228K
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
51.7K+ 24.18% |
$7.76M - $8.87M
|
266K
$44.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.11K- 3.61% |
$167K - $190K
|
29.6K
$4.99M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
9New |
$1.35K - $1.54K
|
9
$1.51K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-41.9K- 5.48% |
$6.29M - $7.18M
|
724K
$122M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
188+ 1.43% |
$28.2K - $32.2K
|
13.3K
$2.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-10- 0.28% |
$1.5K - $1.71K
|
3.53K
$594K
|