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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-37- 2.18% |
$5.4K - $5.88K
|
1.66K
$278K
|
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-120- 0.99% |
$17.5K - $19.1K
|
12K
$2.02M
|
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-85- 53.13% |
$12.4K - $13.5K
|
75
$12.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
156+ 32.43% |
$22.8K - $24.8K
|
637
$107K
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-200- 10.48% |
$29.2K - $31.8K
|
1.71K
$287K
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
1+ 0.02% |
$146 - $159
|
4.48K
$752K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-75- 4.98% |
$11K - $11.9K
|
1.43K
$240K
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-296- 39.21% |
$43.2K - $47K
|
459
$77.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
39New |
$5.7K - $6.2K
|
39
$6.55K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-1.17K- 32.25% |
$170K - $185K
|
2.45K
$412K
|
|
|
Jul 31, 2024
Q2 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
58+ 1.35% |
$8.47K - $9.22K
|
4.34K
$729K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-7- 0.16% |
$1.02K - $1.11K
|
4.35K
$730K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
135New |
$19.7K - $21.5K
|
135
$22.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
271+ 2.14% |
$39.6K - $43.1K
|
12.9K
$2.17M
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
BUY
|
- |
65+ 1.18% |
$9.49K - $10.3K
|
5.58K
$937K
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-363- 3.95% |
$53K - $57.7K
|
8.82K
$1.48M
|
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
10.9KNew |
$1.59M - $1.74M
|
10.9K
$1.83M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
37New |
$5.4K - $5.88K
|
37
$6.21K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
28New |
$4.09K - $4.45K
|
28
$4.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
41+ 38.32% |
$5.99K - $6.52K
|
148
$24.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-33- 4.03% |
$4.82K - $5.24K
|
785
$132K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-311- 25.16% |
$45.4K - $49.4K
|
925
$155K
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.93KNew |
$282K - $306K
|
1.93K
$324K
|
|
|
Jul 25, 2024
Q2 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-151- 7.55% |
$22.1K - $24K
|
1.85K
$310K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.1% |
$438 - $477
|
3.08K
$517K
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-353- 34.88% |
$51.5K - $56.1K
|
659
$111K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
73+ 5.61% |
$10.7K - $11.6K
|
1.37K
$231K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
30New |
$4.38K - $4.77K
|
30
$5.04K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
250New |
$36.5K - $39.7K
|
250
$42K
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
SELL
|
- |
-140- 6.37% |
$20.4K - $22.3K
|
2.06K
$345K
|
|
|
Jul 18, 2024
Q2 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-1- 0.01% |
$146 - $159
|
17.6K
$2.96M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-35- 74.47% |
$5.11K - $5.56K
|
12
$2.02K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-39- 61.9% |
$5.7K - $6.2K
|
24
$4.03K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
396New |
$57.8K - $62.9K
|
396
$66.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
35+ 1.96% |
$5.11K - $5.56K
|
1.82K
$306K
|
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-2.6K- 49.03% |
$379K - $413K
|
2.7K
$453K
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-8- 0.48% |
$1.17K - $1.27K
|
1.66K
$279K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-240- 7.22% |
$35K - $38.1K
|
3.08K
$518K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
7New |
$1.02K - $1.11K
|
7
$1.18K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
3.18KNew |
$465K - $506K
|
3.18K
$534K
|
|
|
Jul 12, 2024
Q2 2024
|
Eclectic Associates Inc
|
BUY
|
- |
2+ 0.1% |
$292 - $318
|
1.91K
$321K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-457- 21.03% |
$66.7K - $72.6K
|
1.72K
$288K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.02% |
$146 - $159
|
6.43K
$1.08M
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
837New |
$122K - $133K
|
837
$141K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
42+ 40.0% |
$6.13K - $6.68K
|
147
$24.7K
|
|
|
Jul 11, 2024
Q2 2024
|
Amarillo National Bank
|
SELL
|
- |
-396- 10.07% |
$57.8K - $62.9K
|
3.54K
$594K
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
2.89KNew |
$422K - $460K
|
2.89K
$486K
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-9- 0.12% |
$1.31K - $1.43K
|
7.63K
$1.28M
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
SELL
|
- |
-100- 7.34% |
$14.6K - $15.9K
|
1.26K
$212K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
146New |
$21.3K - $23.2K
|
146
$24.5K
|