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 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
2.02K+ 3.5% |
$294K - $320K
|
59.7K
$9.66M
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.41KNew |
$206K - $224K
|
1.41K
$229K
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-1K- 9.32% |
$146K - $159K
|
9.73K
$1.58M
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.14K- 11.59% |
$166K - $181K
|
8.69K
$1.41M
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
5+ 0.1% |
$728 - $794
|
5.15K
$833K
|
|
Apr 24, 2024
Q1 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-157- 10.95% |
$22.9K - $24.9K
|
1.28K
$207K
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
50New |
$7.28K - $7.94K
|
50
$8.09K
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-70- 2.18% |
$10.2K - $11.1K
|
3.14K
$509K
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-104- 5.87% |
$15.1K - $16.5K
|
1.67K
$270K
|
|
Apr 23, 2024
Q1 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
99+ 2.59% |
$14.4K - $15.7K
|
3.92K
$634K
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
200+ 19.38% |
$29.1K - $31.8K
|
1.23K
$199K
|
|
Apr 22, 2024
Q1 2024
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-164- 4.04% |
$23.9K - $26K
|
3.89K
$630K
|
|
Apr 22, 2024
Q1 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-369- 7.49% |
$53.7K - $58.6K
|
4.56K
$738K
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
5New |
$728 - $794
|
5
$809
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-500- 15.12% |
$72.8K - $79.4K
|
2.81K
$454K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
15New |
$2.18K - $2.38K
|
15
$2.43K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
2.5KNew |
$364K - $397K
|
2.5K
$405K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-2K- 95.24% |
$291K - $318K
|
100
$16.2K
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-801- 35.77% |
$117K - $127K
|
1.44K
$233K
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-92- 6.2% |
$13.4K - $14.6K
|
1.39K
$225K
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
BUY
|
- |
1.82KNew |
$265K - $289K
|
1.82K
$295K
|
|
Apr 19, 2024
Q1 2024
|
Azarias Capital Management, L.P.
Berwyn, PA |
BUY
|
- |
6.63K+ 11.75% |
$966K - $1.05M
|
63.1K
$10.2M
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-415- 16.29% |
$60.4K - $65.9K
|
2.13K
$345K
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.3% |
$146 - $159
|
330
$53.4K
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
1.29KNew |
$187K - $204K
|
1.29K
$208K
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
9New |
$1.31K - $1.43K
|
9
$1.46K
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-56- 11.29% |
$8.15K - $8.89K
|
440
$71.2K
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
5.71KNew |
$831K - $906K
|
5.71K
$924K
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
31+ 0.28% |
$4.51K - $4.92K
|
10.9K
$1.77M
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
26New |
$3.79K - $4.13K
|
26
$4.21K
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-894- 32.57% |
$130K - $142K
|
1.85K
$300K
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-150- 44.12% |
$21.8K - $23.8K
|
190
$30.8K
|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-209- 0.78% |
$30.4K - $33.2K
|
26.5K
$4.28M
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-990- 10.4% |
$144K - $157K
|
8.53K
$1.38M
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
300New |
$43.7K - $47.6K
|
300
$48.6K
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
72New |
$10.5K - $11.4K
|
72
$11.7K
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
36New |
$5.24K - $5.72K
|
36
$5.83K
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
SELL
|
- |
-6- 0.08% |
$874 - $953
|
7.68K
$1.24M
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.49KNew |
$217K - $237K
|
1.49K
$242K
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-60- 3.6% |
$8.74K - $9.53K
|
1.61K
$260K
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
47+ 11.78% |
$6.84K - $7.46K
|
446
$72.2K
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
1.27KNew |
$184K - $201K
|
1.27K
$205K
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-31.5K- 3.57% |
$4.58M - $5M
|
850K
$138M
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-34- 2.26% |
$4.95K - $5.4K
|
1.47K
$238K
|
|
Apr 08, 2024
Q1 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
1.46KNew |
$213K - $232K
|
1.46K
$237K
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
SELL
|
- |
-264- 14.59% |
$38.4K - $41.9K
|
1.55K
$250K
|
|
Apr 02, 2024
Q1 2024
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
152+ 0.24% |
$22.1K - $24.1K
|
64.3K
$10.4M
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
9New |
$1.31K - $1.43K
|
9
$1.46K
|
|
Q4 2023 | |||||||
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
154K+ 118.12% |
$19.3M - $24.3M
|
284K
$46M
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-26- 32.91% |
$3.26K - $4.11K
|
53
$8.58K
|