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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
30+ 125.0% |
$4.88K - $5.44K
|
54
$8.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
14.1KNew |
$2.3M - $2.56M
|
14.1K
$2.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
216New |
$35.1K - $39.2K
|
216
$34.8K
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
55New |
$8.95K - $9.97K
|
55
$8.86K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
104New |
$16.9K - $18.9K
|
104
$16.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
300+ 0.58% |
$48.8K - $54.4K
|
51.6K
$8.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
28.8K+ 116.05% |
$4.68M - $5.21M
|
53.5K
$8.62M
|
|
|
Feb 10, 2025
Q4 2024
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
22.3KNew |
$3.63M - $4.05M
|
22.3K
$3.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
4.07KNew |
$662K - $738K
|
4.07K
$655K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
4.44KNew |
$722K - $805K
|
4.44K
$715K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.6K+ 8.42% |
$259K - $289K
|
20.5K
$3.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
3KNew |
$488K - $544K
|
3K
$483K
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
11.7K+ 896.18% |
$1.91M - $2.13M
|
13.1K
$2.1M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-30- 1.4% |
$4.88K - $5.44K
|
2.12K
$341K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-219- 14.61% |
$35.6K - $39.7K
|
1.28K
$206K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
4.47KNew |
$727K - $811K
|
4.47K
$720K
|
|
|
Feb 07, 2025
Q4 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-493- 2.0% |
$80.2K - $89.4K
|
24.2K
$3.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-25- 0.75% |
$4.07K - $4.53K
|
3.33K
$535K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
475New |
$77.3K - $86.1K
|
475
$76.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-1.27K- 49.49% |
$207K - $230K
|
1.3K
$209K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
2.8KNew |
$456K - $508K
|
2.8K
$451K
|
|
|
Feb 06, 2025
Q4 2024
|
Lhm, Inc.
Sandy, UT |
BUY
|
- |
95.8KNew |
$15.6M - $17.4M
|
95.8K
$15.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
139New |
$22.6K - $25.2K
|
139
$22.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.31KNew |
$375K - $418K
|
2.31K
$371K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
42New |
$6.83K - $7.62K
|
42
$6.76K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
1.29KNew |
$210K - $234K
|
1.29K
$208K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
254+ 154.88% |
$41.3K - $46.1K
|
418
$67.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
93.3KNew |
$15.2M - $16.9M
|
93.3K
$15M
|
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-90- 1.62% |
$14.6K - $16.3K
|
5.47K
$881K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
710+ 63.22% |
$116K - $129K
|
1.83K
$295K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
10New |
$1.63K - $1.81K
|
10
$1.61K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-5.73K- 99.55% |
$932K - $1.04M
|
26
$4.19K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
840+ 33.15% |
$137K - $152K
|
3.37K
$543K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
8+ 11.43% |
$1.3K - $1.45K
|
78
$12.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-178- 12.37% |
$29K - $32.3K
|
1.26K
$203K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-180- 4.52% |
$29.3K - $32.6K
|
3.8K
$612K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
300New |
$48.8K - $54.4K
|
300
$48.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
89New |
$14.5K - $16.1K
|
89
$14.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.93% |
$163 - $181
|
108
$17.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
1.29KNew |
$210K - $234K
|
1.29K
$208K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
147New |
$23.9K - $26.7K
|
147
$23.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
239+ 5.34% |
$38.9K - $43.3K
|
4.72K
$760K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.26K+ 9.43% |
$530K - $591K
|
37.8K
$6.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
21New |
$3.42K - $3.81K
|
21
$3.38K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
38+ 50.67% |
$6.18K - $6.89K
|
113
$18.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
180New |
$29.3K - $32.6K
|
180
$29K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-478- 3.22% |
$77.8K - $86.7K
|
14.4K
$2.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-12- 0.97% |
$1.95K - $2.18K
|
1.22K
$196K
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
7.34KNew |
$1.19M - $1.33M
|
7.34K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
SELL
|
- |
-198- 5.6% |
$32.2K - $35.9K
|
3.34K
$538K
|