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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-311- 88.86% |
$46.4K - $52.7K
|
39
$5.89K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-167- 0.8% |
$24.9K - $28.3K
|
20.6K
$3.11M
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-221- 1.36% |
$33K - $37.4K
|
16K
$2.42M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-437- 6.77% |
$65.2K - $74K
|
6.02K
$908K
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
SELL
|
- |
-169- 2.28% |
$25.2K - $28.6K
|
7.24K
$1.09M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
1.1K+ 2.27% |
$164K - $187K
|
49.5K
$7.47M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.41K+ 22.92% |
$359K - $407K
|
12.9K
$1.95M
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
147+ 0.47% |
$21.9K - $24.9K
|
31.7K
$4.78M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
18+ 1.02% |
$2.69K - $3.05K
|
1.78K
$269K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-29- 40.28% |
$4.33K - $4.91K
|
43
$6.49K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
447+ 4.69% |
$66.7K - $75.7K
|
9.98K
$1.51M
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
105+ 5.41% |
$15.7K - $17.8K
|
2.05K
$309K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-17- 0.29% |
$2.54K - $2.88K
|
5.91K
$892K
|
|
| Q4 2024 | |||||||
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-694- 7.06% |
$113K - $126K
|
9.13K
$1.38M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-406- 33.69% |
$66.1K - $73.6K
|
799
$121K
|
|
|
May 29, 2025
Q4 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12- 0.34% |
$1.95K - $2.18K
|
3.56K
$538K
|
|
|
May 28, 2025
Q4 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
1.23KNew |
$201K - $224K
|
1.23K
$186K
|
|
|
Apr 29, 2025
Q4 2024
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1.69KNew |
$274K - $306K
|
1.69K
$255K
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
6KNew |
$976K - $1.09M
|
6K
$905K
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
1.37KNew |
$223K - $249K
|
1.37K
$207K
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
75New |
$12.2K - $13.6K
|
75
$11.3K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
274New |
$44.6K - $49.7K
|
274
$41.3K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
88New |
$14.3K - $16K
|
88
$13.3K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
162New |
$26.4K - $29.4K
|
162
$24.4K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
2.17KNew |
$353K - $393K
|
2.17K
$327K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
7New |
$1.14K - $1.27K
|
7
$1.06K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-176- 0.3% |
$28.6K - $31.9K
|
58K
$8.75M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-200- 3.5% |
$32.5K - $36.3K
|
5.51K
$832K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6- 0.44% |
$976 - $1.09K
|
1.35K
$203K
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
2.5KNew |
$407K - $454K
|
2.5K
$378K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-475- 8.29% |
$77.3K - $86.1K
|
5.26K
$793K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
3.45KNew |
$561K - $625K
|
3.45K
$520K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
810New |
$132K - $147K
|
810
$122K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
12.9KNew |
$2.1M - $2.34M
|
12.9K
$1.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
1.36KNew |
$221K - $246K
|
1.36K
$205K
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-1.4K- 2.68% |
$228K - $254K
|
50.9K
$7.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-6.66K- 15.01% |
$1.08M - $1.21M
|
37.7K
$5.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-250- 21.2% |
$40.7K - $45.3K
|
929
$140K
|
|
|
Feb 14, 2025
Q4 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
67+ 0.52% |
$10.9K - $12.2K
|
12.9K
$1.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
11.9K+ 78.84% |
$1.94M - $2.16M
|
27K
$4.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
2.48KNew |
$404K - $450K
|
2.48K
$375K
|
|
|
Feb 14, 2025
Q4 2024
|
Clifford Capital Partners LLC
Alpine, UT |
BUY
|
- |
1.33KNew |
$216K - $241K
|
1.33K
$201K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
436+ 7.52% |
$70.9K - $79.1K
|
6.23K
$941K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-4.67K- 51.42% |
$760K - $847K
|
4.41K
$666K
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
3.21KNew |
$522K - $582K
|
3.21K
$485K
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
4.1KNew |
$667K - $744K
|
4.1K
$619K
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
7.8KNew |
$1.27M - $1.41M
|
7.8K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Towle & CO
Denver, CO |
BUY
|
- |
11KNew |
$1.79M - $1.99M
|
11K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
938+ 25.88% |
$153K - $170K
|
4.56K
$689K
|
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
213+ 15.24% |
$34.7K - $38.6K
|
1.61K
$243K
|
|