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, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.04KNew |
$156K - $177K
|
1.04K
$183K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
CALL |
50.6KNew |
$7.55M - $8.57M
|
50.6K
$8.88M
|
|
|
May 15, 2025
Q1 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
1.46KNew |
$217K - $247K
|
1.46K
$256K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
40New |
$5.97K - $6.78K
|
40
$7.02K
|
|
|
May 15, 2025
Q1 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
2.8KNew |
$418K - $474K
|
2.8K
$492K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-693- 1.34% |
$103K - $117K
|
51.1K
$8.96M
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
125KNew |
$18.7M - $21.2M
|
125K
$21.9M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
170+ 1.92% |
$25.4K - $28.8K
|
9.04K
$1.59M
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-42- 1.45% |
$6.27K - $7.11K
|
2.85K
$500K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
43+ 0.28% |
$6.42K - $7.28K
|
15.3K
$2.69M
|
|
|
May 14, 2025
Q1 2025
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
1.17M+ 94.9% |
$175M - $198M
|
2.4M
$422M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.39K- 49.13% |
$207K - $235K
|
1.44K
$252K
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$149 - $169
|
7.02K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-12.4K- 45.12% |
$1.85M - $2.1M
|
15.1K
$2.64M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
2.7K+ 43.96% |
$403K - $457K
|
8.84K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
2.9K+ 53.9% |
$433K - $491K
|
8.28K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
9.67KNew |
$1.44M - $1.64M
|
9.67K
$1.7M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
34.8K+ 120.79% |
$5.2M - $5.9M
|
63.7K
$11.2M
|
|
|
May 14, 2025
Q1 2025
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
4.55KNew |
$679K - $770K
|
4.55K
$798K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
150New |
$22.4K - $25.4K
|
150
$26.3K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
657New |
$98.1K - $111K
|
657
$115K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1+ 0.02% |
$149 - $169
|
5.63K
$988K
|
|
|
May 13, 2025
Q1 2025
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
630+ 15.12% |
$94K - $107K
|
4.8K
$842K
|
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-7.28K- 61.49% |
$1.09M - $1.23M
|
4.56K
$801K
|
|
|
May 13, 2025
Q1 2025
|
Heron Bay Capital Management
|
SELL
|
- |
-8.05K- 20.42% |
$1.2M - $1.36M
|
31.4K
$5.5M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-7.14K- 52.03% |
$1.07M - $1.21M
|
6.59K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
123KNew |
$18.3M - $20.8M
|
123K
$21.5M
|
|
|
May 13, 2025
Q1 2025
|
Gator Capital Management, LLC
|
SELL
|
- |
-580- 16.6% |
$86.6K - $98.3K
|
2.92K
$512K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-440- 18.06% |
$65.7K - $74.5K
|
2K
$350K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.05K- 15.79% |
$306K - $347K
|
10.9K
$1.92M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-208- 12.12% |
$31K - $35.2K
|
1.51K
$265K
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-570- 2.18% |
$85.1K - $96.6K
|
25.6K
$4.5M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
537+ 29.42% |
$80.2K - $91K
|
2.36K
$415K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-5.13K- 21.35% |
$765K - $868K
|
18.9K
$3.31M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
3+ 0.09% |
$448 - $508
|
3.18K
$558K
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-88- 3.3% |
$13.1K - $14.9K
|
2.58K
$453K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-136K- 22.28% |
$20.4M - $23.1M
|
476K
$83.5M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-112- 90.32% |
$16.7K - $19K
|
12
$2.11K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
107New |
$16K - $18.1K
|
107
$18.8K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-1.09K- 11.37% |
$163K - $185K
|
8.49K
$1.49M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-250- 6.16% |
$37.3K - $42.4K
|
3.81K
$669K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
35+ 13.31% |
$5.22K - $5.93K
|
298
$52.3K
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.21K- 42.88% |
$181K - $206K
|
1.62K
$284K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
9+ 0.3% |
$1.34K - $1.52K
|
3.01K
$528K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
200New |
$29.9K - $33.9K
|
200
$35.1K
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
75+ 4.0% |
$11.2K - $12.7K
|
1.95K
$342K
|
|
|
May 09, 2025
Q1 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
1.16KNew |
$173K - $196K
|
1.16K
$203K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-13- 1.66% |
$1.94K - $2.2K
|
772
$136K
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
2.51K+ 43.99% |
$375K - $425K
|
8.22K
$1.44M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.79KNew |
$267K - $303K
|
1.79K
$314K
|