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 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-478- 5.54% |
$71.4K - $81K
|
8.15K
$1.43M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-400- 10.0% |
$59.7K - $67.8K
|
3.6K
$632K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-1.71K- 66.63% |
$255K - $289K
|
855
$150K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-41- 6.66% |
$6.12K - $6.95K
|
575
$101K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-3- 4.55% |
$448 - $508
|
63
$11.1K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-346- 2.96% |
$51.6K - $58.6K
|
11.3K
$1.99M
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-17- 0.93% |
$2.54K - $2.88K
|
1.81K
$317K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-150- 6.59% |
$22.4K - $25.4K
|
2.13K
$373K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
479+ 28.11% |
$71.5K - $81.1K
|
2.18K
$383K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
12+ 12.63% |
$1.79K - $2.03K
|
107
$18.8K
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
2KNew |
$299K - $339K
|
2K
$351K
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-106- 12.3% |
$15.8K - $18K
|
756
$133K
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-7.23K- 45.99% |
$1.08M - $1.22M
|
8.49K
$1.49M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-39- 1.9% |
$5.82K - $6.61K
|
2.02K
$354K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-104- 24.94% |
$15.5K - $17.6K
|
313
$54.9K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-6.78K- 53.97% |
$1.01M - $1.15M
|
5.79K
$1.02M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-276- 5.8% |
$41.2K - $46.8K
|
4.48K
$787K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
1.38K+ 16.0% |
$207K - $234K
|
10K
$1.76M
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-389- 5.12% |
$58.1K - $65.9K
|
7.21K
$1.27M
|
|
|
May 02, 2025
Q1 2025
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-801- 33.91% |
$120K - $136K
|
1.56K
$274K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-200- 3.68% |
$29.9K - $33.9K
|
5.23K
$919K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-26- 1.04% |
$3.88K - $4.4K
|
2.48K
$436K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-675- 27.53% |
$101K - $114K
|
1.78K
$312K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-9- 69.23% |
$1.34K - $1.52K
|
4
$702
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
1.03K+ 13.28% |
$154K - $175K
|
8.81K
$1.55M
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-1.09K- 23.79% |
$163K - $185K
|
3.5K
$615K
|
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-183- 6.1% |
$27.3K - $31K
|
2.82K
$495K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-519- 68.83% |
$77.5K - $87.9K
|
235
$41.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-34- 0.46% |
$5.08K - $5.76K
|
7.41K
$1.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
300+ 57.36% |
$44.8K - $50.8K
|
823
$144K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
16+ 40.0% |
$2.39K - $2.71K
|
56
$9.83K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-83- 45.36% |
$12.4K - $14.1K
|
100
$17.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-75- 33.33% |
$11.2K - $12.7K
|
150
$26.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-55- 4.06% |
$8.21K - $9.32K
|
1.3K
$228K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
346New |
$51.6K - $58.6K
|
346
$60.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
BUY
|
- |
563+ 150.13% |
$84K - $95.4K
|
938
$165K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
257New |
$38.4K - $43.5K
|
257
$45.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-297- 1.38% |
$44.3K - $50.3K
|
21.2K
$3.72M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.19K- 75.05% |
$775K - $880K
|
1.73K
$303K
|
|
|
Apr 29, 2025
Q1 2025
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
1+ 0.05% |
$149 - $169
|
2.08K
$365K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
83+ 4.31% |
$12.4K - $14.1K
|
2.01K
$353K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-1.32K- 72.33% |
$196K - $223K
|
503
$88.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
75+ 0.52% |
$11.2K - $12.7K
|
14.4K
$2.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
1+ 0.03% |
$149 - $169
|
2.99K
$524K
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-4.36K- 57.12% |
$651K - $739K
|
3.28K
$575K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
658New |
$98.2K - $111K
|
658
$116K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
29+ 2.23% |
$4.33K - $4.91K
|
1.33K
$234K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
45New |
$6.72K - $7.62K
|
45
$7.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-270- 3.28% |
$40.3K - $45.7K
|
7.97K
$1.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
13New |
$1.94K - $2.2K
|
13
$2.28K
|