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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.16KNew |
$314K - $342K
|
2.16K
$355K
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
7New |
$1.02K - $1.11K
|
7
$1.15K
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.87% |
$146 - $159
|
116
$19.1K
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.98K+ 3.0% |
$288K - $314K
|
67.9K
$11.2M
|
|
May 14, 2024
Q1 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
1.89K+ 110.48% |
$275K - $300K
|
3.6K
$593K
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
176New |
$25.6K - $28K
|
176
$29K
|
|
May 14, 2024
Q1 2024
|
Factorial Partners, LLC
|
BUY
|
- |
500+ 7.25% |
$72.8K - $79.4K
|
7.4K
$1.22M
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3+ 0.36% |
$437 - $476
|
840
$138K
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.48K- 2.84% |
$362K - $394K
|
85K
$14M
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-73- 7.14% |
$10.6K - $11.6K
|
950
$157K
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
17+ 0.42% |
$2.48K - $2.7K
|
4.08K
$672K
|
|
May 14, 2024
Q1 2024
|
Nixon Capital, LLC
Austin, TX |
BUY
|
- |
20KNew |
$2.91M - $3.18M
|
20K
$3.3M
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.27KNew |
$186K - $202K
|
1.27K
$210K
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.47KNew |
$213K - $233K
|
1.47K
$241K
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
33+ 16.5% |
$4.81K - $5.24K
|
233
$38.4K
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-568- 16.78% |
$82.7K - $90.2K
|
2.82K
$464K
|
|
May 14, 2024
Q1 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.88K- 47.54% |
$710K - $774K
|
5.38K
$887K
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
164KNew |
$23.9M - $26.1M
|
164K
$27.1M
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
758New |
$110K - $120K
|
758
$125K
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.35K- 44.58% |
$196K - $214K
|
1.68K
$276K
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.03K- 17.66% |
$295K - $322K
|
9.46K
$1.56M
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.34KNew |
$195K - $213K
|
1.34K
$221K
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.9K- 32.2% |
$277K - $302K
|
4K
$659K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-182- 0.2% |
$26.5K - $28.9K
|
90.7K
$15M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.5K+ 39.77% |
$2.1M - $2.3M
|
50.8K
$8.37M
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-351- 14.84% |
$51.1K - $55.7K
|
2.02K
$332K
|
|
May 13, 2024
Q1 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
4.39K+ 112.61% |
$638K - $696K
|
8.28K
$1.36M
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.34% |
$146 - $159
|
295
$48.6K
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-14- 0.64% |
$2.04K - $2.22K
|
2.17K
$358K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
9New |
$1.31K - $1.43K
|
9
$1.48K
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
7New |
$1.02K - $1.11K
|
7
$1.15K
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
96+ 6.76% |
$14K - $15.2K
|
1.52K
$250K
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-8.58K- 37.47% |
$1.25M - $1.36M
|
14.3K
$2.36M
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
BUY
|
- |
62+ 0.41% |
$9.03K - $9.85K
|
15.2K
$2.51M
|
|
May 13, 2024
Q1 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
27+ 1.35% |
$3.93K - $4.29K
|
2.02K
$333K
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-19- 3.28% |
$2.77K - $3.02K
|
560
$92.3K
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
57+ 1.12% |
$8.3K - $9.05K
|
5.15K
$849K
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-9- 3.54% |
$1.31K - $1.43K
|
245
$40.4K
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
SELL
|
- |
-100- 4.07% |
$14.6K - $15.9K
|
2.36K
$389K
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
104+ 75.91% |
$15.1K - $16.5K
|
241
$39.7K
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.85KNew |
$270K - $294K
|
1.85K
$305K
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
4.5KNew |
$655K - $714K
|
4.5K
$742K
|
|
May 10, 2024
Q1 2024
|
Performa LTD (Us), LLC
|
SELL
|
- |
-12.9K- 16.98% |
$1.88M - $2.05M
|
63.2K
$10.4M
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-7.6K- 30.34% |
$1.11M - $1.21M
|
17.4K
$2.88M
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
17+ 0.94% |
$2.48K - $2.7K
|
1.82K
$300K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
23New |
$3.35K - $3.65K
|
23
$3.79K
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-21- 0.62% |
$3.06K - $3.34K
|
3.35K
$552K
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
69+ 4.58% |
$10K - $11K
|
1.57K
$259K
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-6.48K- 69.98% |
$944K - $1.03M
|
2.78K
$458K
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
235+ 17.95% |
$34.2K - $37.3K
|
1.54K
$255K
|