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 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-55- 0.28% |
$6.9K - $8.7K
|
19.9K
$3.22M
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
56New |
$7.03K - $8.86K
|
56
$9.07K
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1New |
$126 - $158
|
1
$162
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.85KNew |
$232K - $293K
|
1.85K
$299K
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1KNew |
$126K - $158K
|
1K
$162K
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
16KNew |
$2.01M - $2.54M
|
16K
$2.59M
|
|
Feb 13, 2024
Q4 2023
|
Cardinal Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.37KNew |
$925K - $1.17M
|
7.37K
$1.19M
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
430+ 5.27% |
$54K - $68K
|
8.59K
$1.39M
|
|
Feb 13, 2024
Q4 2023
|
Kettle Hill Capital Management, LLC
New York, NY |
BUY
|
- |
70.1KNew |
$8.79M - $11.1M
|
70.1K
$11.3M
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-233- 0.3% |
$29.2K - $36.9K
|
76.8K
$12.4M
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
45+ 1.19% |
$5.65K - $7.12K
|
3.82K
$618K
|
|
Feb 12, 2024
Q4 2023
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
18.1KNew |
$2.27M - $2.87M
|
18.1K
$2.93M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
3.4KNew |
$427K - $538K
|
3.4K
$551K
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4New |
$502 - $633
|
4
$648
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.08K+ 18.53% |
$261K - $329K
|
13.3K
$2.15M
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-170K- 92.23% |
$21.3M - $26.8M
|
14.3K
$2.31M
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-125- 25.0% |
$15.7K - $19.8K
|
375
$60.7K
|
|
Feb 12, 2024
Q4 2023
|
Athena Investment Management
|
BUY
|
- |
1.33KNew |
$166K - $210K
|
1.33K
$214K
|
|
Feb 09, 2024
Q4 2023
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
14.7KNew |
$1.84M - $2.32M
|
14.7K
$2.37M
|
|
Feb 09, 2024
Q4 2023
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
26KNew |
$3.26M - $4.11M
|
26K
$4.21M
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
699New |
$87.7K - $111K
|
699
$113K
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
65New |
$8.16K - $10.3K
|
65
$10.5K
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
8+ 0.53% |
$1K - $1.27K
|
1.51K
$244K
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.73K+ 115.38% |
$217K - $273K
|
3.22K
$521K
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-96- 6.48% |
$12K - $15.2K
|
1.39K
$224K
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-23- 1.51% |
$2.89K - $3.64K
|
1.5K
$243K
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-9- 12.5% |
$1.13K - $1.42K
|
63
$10.2K
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-91- 2.99% |
$11.4K - $14.4K
|
2.96K
$479K
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
3.18KNew |
$399K - $503K
|
3.18K
$515K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-692- 0.45% |
$86.9K - $109K
|
152K
$24.7M
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
SELL
|
- |
-1.01K- 24.5% |
$126K - $159K
|
3.1K
$502K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
500New |
$62.8K - $79.1K
|
500
$80.9K
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
55New |
$6.9K - $8.7K
|
55
$8.9K
|
|
Feb 07, 2024
Q4 2023
|
Strategic Equity Management
|
SELL
|
- |
-25K- 51.64% |
$3.14M - $3.96M
|
23.5K
$3.8M
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-411- 23.15% |
$51.6K - $65K
|
1.36K
$221K
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
3.88KNew |
$487K - $614K
|
3.88K
$628K
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.3KNew |
$163K - $205K
|
1.3K
$210K
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-27- 3.71% |
$3.39K - $4.27K
|
701
$113K
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-300- 14.4% |
$37.7K - $47.5K
|
1.78K
$289K
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.85KNew |
$358K - $451K
|
2.85K
$462K
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
11New |
$1.38K - $1.74K
|
11
$1.78K
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
16New |
$2.01K - $2.53K
|
16
$2.59K
|
|
Feb 05, 2024
Q4 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
1.2K+ 0.84% |
$151K - $190K
|
144K
$23.3M
|
|
Feb 02, 2024
Q4 2023
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
1.56KNew |
$195K - $246K
|
1.56K
$252K
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
2.07KNew |
$259K - $327K
|
2.07K
$334K
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-7- 0.98% |
$879 - $1.11K
|
709
$115K
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.06K+ 2122.0% |
$133K - $168K
|
1.11K
$180K
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
200New |
$25.1K - $31.6K
|
200
$32.4K
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
662New |
$83.1K - $105K
|
662
$107K
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.32KNew |
$165K - $209K
|
1.32K
$213K
|