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 |
---|---|---|---|---|---|---|---|
Nov 08, 2023
Q3 2023
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
682New |
$91.3K - $103K
|
682
$115K
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-50- 2.32% |
$6.69K - $7.56K
|
2.11K
$357K
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-153- 5.68% |
$20.5K - $23.1K
|
2.54K
$430K
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
100+ 4.17% |
$13.4K - $15.1K
|
2.5K
$423K
|
|
Nov 07, 2023
Q3 2023
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-500- 24.68% |
$66.9K - $75.6K
|
1.53K
$258K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-15.6K- 11.04% |
$2.09M - $2.36M
|
126K
$21.3M
|
|
Nov 06, 2023
Q3 2023
|
Wedgewood Investors Inc
|
BUY
|
- |
151+ 8.17% |
$20.2K - $22.8K
|
2K
$338K
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.27% |
$134 - $151
|
375
$63.4K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
29New |
$3.88K - $4.39K
|
29
$4.91K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-34- 35.79% |
$4.55K - $5.14K
|
61
$10.3K
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.3K+ 83.81% |
$308K - $348K
|
5.05K
$855K
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-190- 46.12% |
$25.4K - $28.7K
|
222
$37.6K
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
BUY
|
- |
205New |
$27.4K - $31K
|
205
$34.7K
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
124+ 0.99% |
$16.6K - $18.8K
|
12.7K
$2.14M
|
|
Oct 27, 2023
Q3 2023
|
Belvedere Trading LLC
|
SELL
|
CALL |
-100- 0.5% |
$13.4K - $15.1K
|
20.1K
$3.4M
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
94New |
$12.6K - $14.2K
|
94
$15.9K
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
478New |
$64K - $72.3K
|
478
$80.9K
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-8- 0.22% |
$1.07K - $1.21K
|
3.62K
$612K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
4.6KNew |
$615K - $696K
|
4.6K
$778K
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-400- 3.26% |
$53.5K - $60.5K
|
11.9K
$2.01M
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-483- 22.83% |
$64.6K - $73K
|
1.63K
$276K
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-8- 0.53% |
$1.07K - $1.21K
|
1.51K
$255K
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-8.59K- 24.64% |
$1.15M - $1.3M
|
26.3K
$4.45M
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
12New |
$1.61K - $1.81K
|
12
$2.03K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
344New |
$46K - $52K
|
344
$58.2K
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-88- 4.77% |
$11.8K - $13.3K
|
1.76K
$297K
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.88KNew |
$385K - $436K
|
2.88K
$487K
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.94K- 86.13% |
$259K - $293K
|
312
$52.8K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2- 15.38% |
$268 - $302
|
11
$1.86K
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
6.82KNew |
$913K - $1.03M
|
6.82K
$1.15M
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
30New |
$4.01K - $4.54K
|
30
$5.08K
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
5.86KNew |
$784K - $886K
|
5.86K
$991K
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
108New |
$14.5K - $16.3K
|
108
$18.3K
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-140- 14.06% |
$18.7K - $21.2K
|
856
$145K
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.09KNew |
$413K - $467K
|
3.09K
$522K
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-525- 9.67% |
$70.2K - $79.4K
|
4.9K
$829K
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400New |
$53.5K - $60.5K
|
400
$67.7K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.02KNew |
$136K - $154K
|
1.02K
$172K
|
|
Oct 10, 2023
Q3 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-7- 0.33% |
$937 - $1.06K
|
2.12K
$359K
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-126- 0.62% |
$16.9K - $19.1K
|
20.3K
$3.43M
|
|
Q2 2023 | |||||||
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
66+ 2.35% |
$8.51K - $9.39K
|
2.88K
$487K
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-452K- 94.9% |
$58.3M - $64.4M
|
24.3K
$4.11M
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-151Closed |
$19.5K - $21.5K
|
0
$0
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-79Closed |
$10.2K - $11.2K
|
0
$0
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
6New |
$774 - $854
|
6
$1.02K
|
|
Sep 07, 2023
Q2 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-6.1K- 41.65% |
$786K - $868K
|
8.55K
$1.45M
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.47KNew |
$318K - $351K
|
2.47K
$418K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
70New |
$9.03K - $9.96K
|
70
$11.8K
|