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 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
17+ 21.79% |
$2.77K - $3.08K
|
95
$16.7K
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.22K- 1.76% |
$198K - $221K
|
67.9K
$11.9M
|
|
|
Aug 19, 2025
Q4 2024
|
Croban
Fremont, OH |
SELL
|
- |
-117- 4.48% |
$19K - $21.2K
|
2.5K
$438K
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-478- 8.63% |
$77.8K - $86.7K
|
5.06K
$889K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
23New |
$3.74K - $4.17K
|
23
$4.04K
|
|
|
May 28, 2025
Q4 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
1.23KNew |
$201K - $224K
|
1.23K
$216K
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
6KNew |
$976K - $1.09M
|
6K
$1.05M
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
1.37KNew |
$223K - $249K
|
1.37K
$241K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
274New |
$44.6K - $49.7K
|
274
$48.1K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
88New |
$14.3K - $16K
|
88
$15.4K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
162New |
$26.4K - $29.4K
|
162
$28.4K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
7New |
$1.14K - $1.27K
|
7
$1.23K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-200- 3.5% |
$32.5K - $36.3K
|
5.51K
$968K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6- 0.44% |
$976 - $1.09K
|
1.35K
$236K
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
2.5KNew |
$407K - $454K
|
2.5K
$439K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
810New |
$132K - $147K
|
810
$142K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
12.9KNew |
$2.1M - $2.34M
|
12.9K
$2.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
1.36KNew |
$221K - $246K
|
1.36K
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-1.4K- 2.68% |
$228K - $254K
|
50.9K
$8.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-250- 21.2% |
$40.7K - $45.3K
|
929
$163K
|
|
|
Feb 14, 2025
Q4 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
67+ 0.52% |
$10.9K - $12.2K
|
12.9K
$2.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
11.9K+ 78.84% |
$1.94M - $2.16M
|
27K
$4.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Clifford Capital Partners LLC
Alpine, UT |
BUY
|
- |
1.33KNew |
$216K - $241K
|
1.33K
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
436+ 7.52% |
$70.9K - $79.1K
|
6.23K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-4.67K- 51.42% |
$760K - $847K
|
4.41K
$775K
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
3.21KNew |
$522K - $582K
|
3.21K
$564K
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
4.1KNew |
$667K - $744K
|
4.1K
$720K
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
7.8KNew |
$1.27M - $1.41M
|
7.8K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Towle & CO
Denver, CO |
BUY
|
- |
11KNew |
$1.79M - $1.99M
|
11K
$1.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
213+ 15.24% |
$34.7K - $38.6K
|
1.61K
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
14+ 1.15% |
$2.28K - $2.54K
|
1.24K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
2.94KNew |
$478K - $533K
|
2.94K
$516K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
16New |
$2.6K - $2.9K
|
16
$2.81K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.39KNew |
$389K - $433K
|
2.39K
$419K
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
1.71KNew |
$279K - $311K
|
1.71K
$301K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
655New |
$107K - $119K
|
655
$115K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-977- 30.69% |
$159K - $177K
|
2.21K
$387K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
1.6KNew |
$261K - $291K
|
1.6K
$282K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1- 4.76% |
$163 - $181
|
20
$3.51K
|
|
|
Feb 14, 2025
Q4 2024
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-33.5K- 36.26% |
$5.45M - $6.08M
|
58.9K
$10.3M
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-137- 8.51% |
$22.3K - $24.8K
|
1.47K
$258K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-100- 6.94% |
$16.3K - $18.1K
|
1.34K
$235K
|
|
|
Feb 13, 2025
Q4 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
1.79KNew |
$292K - $325K
|
1.79K
$315K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
280New |
$45.6K - $50.8K
|
280
$49.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.84KNew |
$462K - $515K
|
2.84K
$498K
|
|
|
Feb 13, 2025
Q4 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
57New |
$9.27K - $10.3K
|
57
$10K
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-1.66K- 67.22% |
$269K - $300K
|
807
$142K
|
|
|
Feb 13, 2025
Q4 2024
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
1.25K+ 83.33% |
$203K - $227K
|
2.75K
$483K
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
226+ 131.4% |
$36.8K - $41K
|
398
$69.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-52- 2.41% |
$8.46K - $9.43K
|
2.11K
$370K
|