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 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-415- 2.55% |
$62.3K - $71.1K
|
15.9K
$2.68M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-27- 0.29% |
$4.05K - $4.63K
|
9.34K
$1.58M
|
|
|
Nov 06, 2024
Q3 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-288- 4.06% |
$43.2K - $49.3K
|
6.81K
$1.15M
|
|
|
Nov 06, 2024
Q3 2024
|
Royce & Associates LP
|
BUY
|
- |
25.2K+ 44.76% |
$3.77M - $4.31M
|
81.3K
$13.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
152+ 1.71% |
$22.8K - $26K
|
9.02K
$1.52M
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-50- 2.3% |
$7.5K - $8.57K
|
2.12K
$359K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.9K+ 1.02% |
$2.99M - $3.41M
|
1.98M
$334M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
120New |
$18K - $20.6K
|
120
$20.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
9.63KNew |
$1.45M - $1.65M
|
9.63K
$1.63M
|
|
|
Nov 05, 2024
Q3 2024
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-28K- 37.23% |
$4.21M - $4.8M
|
47.3K
$7.99M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
40+ 1.29% |
$6K - $6.85K
|
3.15K
$533K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
37+ 2.44% |
$5.55K - $6.34K
|
1.55K
$263K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.2K- 7.09% |
$181K - $206K
|
15.8K
$2.67M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-3.11K- 85.32% |
$467K - $533K
|
535
$90.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-3- 0.16% |
$450 - $514
|
1.82K
$308K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
486+ 9.33% |
$72.9K - $83.3K
|
5.7K
$963K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-17- 0.27% |
$2.55K - $2.91K
|
6.4K
$1.08M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-125K- 28.18% |
$18.7M - $21.4M
|
318K
$53.8M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.18KNew |
$478K - $545K
|
3.18K
$538K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
917+ 101.89% |
$138K - $157K
|
1.82K
$307K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 0.09% |
$600 - $685
|
4.54K
$767K
|
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-514- 9.8% |
$77.1K - $88.1K
|
4.73K
$801K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
888+ 8.14% |
$133K - $152K
|
11.8K
$2M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.1K- 48.6% |
$164K - $188K
|
1.16K
$196K
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-954- 3.44% |
$143K - $163K
|
26.8K
$4.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-79- 2.08% |
$11.9K - $13.5K
|
3.73K
$630K
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-3.69K- 17.93% |
$553K - $632K
|
16.9K
$2.85M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
27.3K+ 6.48% |
$4.1M - $4.68M
|
449K
$75.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-85- 3.6% |
$12.8K - $14.6K
|
2.28K
$385K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.29K- 2.25% |
$493K - $563K
|
143K
$24.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
706+ 2.87% |
$106K - $121K
|
25.3K
$4.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-49- 1.35% |
$7.35K - $8.4K
|
3.58K
$605K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-239- 1.12% |
$35.9K - $41K
|
21K
$3.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.28KNew |
$192K - $219K
|
1.28K
$216K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
191New |
$28.7K - $32.7K
|
191
$32.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-1.52K- 34.79% |
$227K - $260K
|
2.84K
$480K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
6New |
$900 - $1.03K
|
6
$1.01K
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-83- 4.13% |
$12.5K - $14.2K
|
1.93K
$326K
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
796+ 1.81% |
$119K - $136K
|
44.9K
$7.59M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.33KNew |
$350K - $399K
|
2.33K
$394K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.79K- 56.82% |
$869K - $993K
|
4.4K
$745K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
175New |
$26.3K - $30K
|
175
$29.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
51.3K+ 2706.86% |
$7.69M - $8.78M
|
53.2K
$8.99M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
1.97KNew |
$295K - $337K
|
1.97K
$333K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
16+ 1.18% |
$2.4K - $2.74K
|
1.37K
$232K
|
|
|
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
$400K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-8.16K- 39.1% |
$1.23M - $1.4M
|
12.7K
$2.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-23- 0.18% |
$3.45K - $3.94K
|
12.8K
$2.17M
|