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 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-24- 1.66% |
$3.16K - $3.79K
|
1.42K
$249K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-17.2K- 36.03% |
$2.27M - $2.72M
|
30.6K
$5.37M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-55- 0.95% |
$7.25K - $8.68K
|
5.72K
$1M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-604- 19.25% |
$79.6K - $95.3K
|
2.53K
$445K
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
753+ 6.57% |
$99.3K - $119K
|
12.2K
$2.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.44K- 13.74% |
$190K - $227K
|
9.04K
$1.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
35+ 2.14% |
$4.61K - $5.52K
|
1.67K
$294K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
SELL
|
- |
-124- 6.22% |
$16.3K - $19.6K
|
1.87K
$328K
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
2.39K+ 7.72% |
$315K - $377K
|
33.4K
$5.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1+ 0.03% |
$132 - $158
|
3.25K
$570K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
330+ 11.16% |
$43.5K - $52.1K
|
3.29K
$577K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
132+ 4.71% |
$17.4K - $20.8K
|
2.93K
$515K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
9+ 0.04% |
$1.19K - $1.42K
|
20.6K
$3.62M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-100- 18.55% |
$13.2K - $15.8K
|
439
$77.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
57+ 3.76% |
$7.51K - $8.99K
|
1.57K
$276K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.67K+ 78.45% |
$220K - $264K
|
3.8K
$667K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-66- 1.12% |
$8.7K - $10.4K
|
5.85K
$1.03M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-853- 2.66% |
$112K - $135K
|
31.2K
$5.49M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
665+ 11.05% |
$87.7K - $105K
|
6.68K
$1.17M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-75- 51.02% |
$9.89K - $11.8K
|
72
$12.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
185+ 0.3% |
$24.4K - $29.2K
|
62.6K
$11M
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
233+ 3.22% |
$30.7K - $36.8K
|
7.48K
$1.31M
|
|
|
Jul 07, 2025
Q2 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
SELL
|
- |
-382- 1.04% |
$50.4K - $60.3K
|
36.2K
$6.36M
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-200- 4.11% |
$26.4K - $31.6K
|
4.67K
$820K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-81- 0.81% |
$10.7K - $12.8K
|
9.9K
$1.74M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2K+ 7.1% |
$263K - $315K
|
30.2K
$5.29M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-214- 4.61% |
$28.2K - $33.8K
|
4.43K
$777K
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-249- 12.17% |
$32.8K - $39.3K
|
1.8K
$315K
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
55+ 0.2% |
$7.25K - $8.68K
|
28.1K
$4.93M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
160+ 4.15% |
$21.1K - $25.2K
|
4.01K
$704K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
5.62KNew |
$740K - $886K
|
5.62K
$986K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-190- 0.31% |
$25K - $30K
|
61.6K
$10.8M
|
|
| Q1 2025 | |||||||
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-34.4K- 4.86% |
$5.13M - $5.83M
|
673K
$118M
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
55KNew |
$8.2M - $9.31M
|
55K
$9.65M
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
40New |
$5.97K - $6.78K
|
40
$7.02K
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
15+ 150.0% |
$2.24K - $2.54K
|
25
$4.39K
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
7.67KNew |
$1.15M - $1.3M
|
7.67K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
205+ 4.1% |
$30.6K - $34.7K
|
5.21K
$915K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
9.66K+ 51.67% |
$1.44M - $1.64M
|
28.4K
$4.98M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-300- 6.32% |
$44.8K - $50.8K
|
4.45K
$781K
|
|
|
May 15, 2025
Q1 2025
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-665- 26.2% |
$99.3K - $113K
|
1.87K
$329K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-76- 2.04% |
$11.3K - $12.9K
|
3.65K
$640K
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-1.57K- 29.92% |
$234K - $265K
|
3.67K
$644K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.58K- 0.61% |
$236K - $268K
|
257K
$45.1M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-20- 1.27% |
$2.99K - $3.39K
|
1.56K
$273K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-724- 1.19% |
$108K - $123K
|
60.2K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
Gendell Jeffrey L
Greenwich, CT |
SELL
|
- |
-78.4K- 64.36% |
$11.7M - $13.3M
|
43.4K
$7.63M
|
|
|
May 15, 2025
Q1 2025
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-1K- 21.81% |
$149K - $169K
|
3.59K
$630K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-100- 4.98% |
$14.9K - $16.9K
|
1.91K
$335K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.43KNew |
$214K - $243K
|
1.43K
$252K
|
|