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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
35New |
$5.69K - $6.35K
|
35
$5.86K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
273+ 19.73% |
$44.4K - $49.5K
|
1.66K
$277K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.38K+ 114.67% |
$224K - $250K
|
2.58K
$431K
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
216+ 11.99% |
$35.1K - $39.2K
|
2.02K
$338K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
3.72KNew |
$605K - $674K
|
3.72K
$622K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-71- 4.53% |
$11.6K - $12.9K
|
1.5K
$250K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
2.14K+ 175.7% |
$348K - $388K
|
3.36K
$562K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-36- 2.13% |
$5.86K - $6.53K
|
1.65K
$277K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
359New |
$58.4K - $65.1K
|
359
$60.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.23KNew |
$200K - $223K
|
1.23K
$206K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
158New |
$25.7K - $28.7K
|
158
$26.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
31New |
$5.04K - $5.62K
|
31
$5.19K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
50New |
$8.13K - $9.07K
|
50
$8.37K
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
52.7KNew |
$8.57M - $9.55M
|
52.7K
$8.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
1.25KNew |
$203K - $226K
|
1.25K
$209K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
15New |
$2.44K - $2.72K
|
15
$2.51K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
460New |
$74.8K - $83.4K
|
460
$77K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-145- 1.95% |
$23.6K - $26.3K
|
7.27K
$1.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
42+ 3.42% |
$6.83K - $7.62K
|
1.27K
$213K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
60New |
$9.76K - $10.9K
|
60
$10K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-46- 3.54% |
$7.48K - $8.34K
|
1.25K
$210K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-77- 35.98% |
$12.5K - $14K
|
137
$22.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-36- 2.17% |
$5.86K - $6.53K
|
1.62K
$271K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5+ 0.35% |
$813 - $907
|
1.42K
$238K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
15.3K+ 125.25% |
$2.49M - $2.77M
|
27.5K
$4.6M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-138- 29.05% |
$22.5K - $25K
|
337
$56.4K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
204New |
$33.2K - $37K
|
204
$34.2K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-27- 24.11% |
$4.39K - $4.9K
|
85
$14.2K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
11.6K+ 101.85% |
$1.88M - $2.1M
|
23K
$3.84M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
4.34KNew |
$706K - $787K
|
4.34K
$726K
|
|
| Q3 2024 | |||||||
|
Apr 25, 2025
Q3 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-2- 0.12% |
$300 - $343
|
1.68K
$280K
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
525New |
$78.8K - $90K
|
525
$87.9K
|
|
|
Nov 21, 2024
Q3 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-31Closed |
$4.65K - $5.31K
|
0
$0
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-364- 34.7% |
$54.6K - $62.4K
|
685
$115K
|
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
1.75K+ 76.46% |
$262K - $299K
|
4.03K
$675K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-25- 0.26% |
$3.75K - $4.28K
|
9.58K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.21KNew |
$182K - $208K
|
1.21K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
28+ 0.41% |
$4.2K - $4.8K
|
6.85K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Starboard Value LP
New York, NY |
BUY
|
- |
75K+ 5.86% |
$11.3M - $12.9M
|
1.36M
$227M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-80.1K- 67.73% |
$12M - $13.7M
|
38.1K
$6.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
1.91K+ 55.37% |
$286K - $327K
|
5.35K
$895K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-4- 0.82% |
$600 - $685
|
482
$80.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
40New |
$6K - $6.85K
|
40
$6.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.2% |
$150 - $171
|
501
$83.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
350+ 7.18% |
$52.5K - $60K
|
5.23K
$875K
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
1.24KNew |
$186K - $212K
|
1.24K
$208K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-20.1K- 49.2% |
$3.02M - $3.44M
|
20.8K
$3.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.81KNew |
$271K - $310K
|
1.81K
$303K
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1.95KNew |
$293K - $334K
|
1.95K
$327K
|
|