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 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.31KNew |
$375K - $418K
|
2.31K
$386K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
42New |
$6.83K - $7.62K
|
42
$7.03K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
1.29KNew |
$210K - $234K
|
1.29K
$216K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
254+ 154.88% |
$41.3K - $46.1K
|
418
$70K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
93.3KNew |
$15.2M - $16.9M
|
93.3K
$15.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-90- 1.62% |
$14.6K - $16.3K
|
5.47K
$916K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
710+ 63.22% |
$116K - $129K
|
1.83K
$307K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
10New |
$1.63K - $1.81K
|
10
$1.67K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-5.73K- 99.55% |
$932K - $1.04M
|
26
$4.35K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
840+ 33.15% |
$137K - $152K
|
3.37K
$565K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
8+ 11.43% |
$1.3K - $1.45K
|
78
$13.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-178- 12.37% |
$29K - $32.3K
|
1.26K
$211K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-180- 4.52% |
$29.3K - $32.6K
|
3.8K
$637K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
300New |
$48.8K - $54.4K
|
300
$50.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
89New |
$14.5K - $16.1K
|
89
$14.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.93% |
$163 - $181
|
108
$18.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
1.29KNew |
$210K - $234K
|
1.29K
$216K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
147New |
$23.9K - $26.7K
|
147
$24.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
239+ 5.34% |
$38.9K - $43.3K
|
4.72K
$790K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.26K+ 9.43% |
$530K - $591K
|
37.8K
$6.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
21New |
$3.42K - $3.81K
|
21
$3.52K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
38+ 50.67% |
$6.18K - $6.89K
|
113
$18.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
180New |
$29.3K - $32.6K
|
180
$30.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-478- 3.22% |
$77.8K - $86.7K
|
14.4K
$2.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-12- 0.97% |
$1.95K - $2.18K
|
1.22K
$204K
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
7.34KNew |
$1.19M - $1.33M
|
7.34K
$1.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
SELL
|
- |
-198- 5.6% |
$32.2K - $35.9K
|
3.34K
$559K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
531+ 24.17% |
$86.4K - $96.3K
|
2.73K
$457K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.33KNew |
$379K - $423K
|
2.33K
$390K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
18+ 1.18% |
$2.93K - $3.26K
|
1.54K
$257K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
397New |
$64.6K - $72K
|
397
$66.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
11New |
$1.79K - $1.99K
|
11
$1.84K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 1.43% |
$163 - $181
|
71
$11.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-35- 0.96% |
$5.69K - $6.35K
|
3.62K
$605K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
133KNew |
$21.6M - $24M
|
133K
$22.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.05KNew |
$171K - $191K
|
1.05K
$176K
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
92.3KNew |
$15M - $16.7M
|
92.3K
$15.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
1+ 0.02% |
$163 - $181
|
6.36K
$1.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-87K- 84.15% |
$14.1M - $15.8M
|
16.4K
$2.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-231- 1.91% |
$37.6K - $41.9K
|
11.9K
$1.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-12- 0.21% |
$1.95K - $2.18K
|
5.69K
$952K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
359+ 22.64% |
$58.4K - $65.1K
|
1.95K
$326K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
592+ 32.76% |
$96.3K - $107K
|
2.4K
$402K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-141- 4.08% |
$22.9K - $25.6K
|
3.32K
$555K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
106+ 6.85% |
$17.2K - $19.2K
|
1.65K
$277K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
20New |
$3.25K - $3.63K
|
20
$3.35K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
161New |
$26.2K - $29.2K
|
161
$27K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
113KNew |
$18.4M - $20.5M
|
113K
$19M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
SELL
|
CALL |
-279K- 49.91% |
$45.5M - $50.7M
|
280K
$46.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3New |
$488 - $544
|
3
$502
|