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 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.44KNew |
$180K - $227K
|
1.44K
$242K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
70New |
$8.79K - $11.1K
|
70
$11.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-381- 7.7% |
$47.8K - $60.3K
|
4.57K
$767K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-477- 2.48% |
$59.9K - $75.5K
|
18.8K
$3.15M
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$126 - $158
|
1.48K
$248K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-304- 15.62% |
$38.2K - $48.1K
|
1.64K
$276K
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.41KNew |
$177K - $223K
|
1.41K
$237K
|
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-296- 16.2% |
$37.2K - $46.8K
|
1.53K
$257K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-78- 30.0% |
$9.79K - $12.3K
|
182
$30.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
1+ 1.79% |
$126 - $158
|
57
$9.57K
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
573+ 19.46% |
$71.9K - $90.6K
|
3.52K
$591K
|
|
|
Jan 17, 2024
Q4 2023
|
Connective Portfolio Management, LLC
|
BUY
|
- |
7.09KNew |
$889K - $1.12M
|
7.09K
$1.19M
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-457- 5.93% |
$57.4K - $72.3K
|
7.25K
$1.22M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-607- 4.9% |
$76.2K - $96K
|
11.8K
$1.98M
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
145New |
$18.2K - $22.9K
|
145
$24.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
600+ 2608.7% |
$75.3K - $94.9K
|
623
$105K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.34K+ 17.7% |
$293K - $370K
|
15.5K
$2.61M
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-15- 0.86% |
$1.88K - $2.37K
|
1.73K
$291K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.47% |
$377 - $475
|
644
$108K
|
|
|
Jan 10, 2024
Q4 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
1.35KNew |
$169K - $213K
|
1.35K
$226K
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
BUY
|
- |
1.46KNew |
$183K - $230K
|
1.46K
$244K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
102New |
$12.8K - $16.1K
|
102
$17.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-92- 4.16% |
$11.5K - $14.6K
|
2.12K
$356K
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
BUY
|
- |
66New |
$8.28K - $10.4K
|
66
$11.1K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-288- 1.75% |
$36.1K - $45.6K
|
16.1K
$2.71M
|
|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
BUY
|
- |
2.25KNew |
$282K - $355K
|
2.25K
$377K
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
132New |
$17.7K - $20K
|
132
$22.2K
|
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
16New |
$2.14K - $2.42K
|
16
$2.69K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-5- 0.28% |
$669 - $756
|
1.81K
$303K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
209New |
$28K - $31.6K
|
209
$35.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
11.6KNew |
$1.55M - $1.75M
|
11.6K
$1.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-134- 69.79% |
$17.9K - $20.3K
|
58
$9.74K
|
|
|
Nov 14, 2023
Q3 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
1.48KNew |
$198K - $223K
|
1.48K
$248K
|
|
|
Nov 14, 2023
Q3 2023
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-4.5K- 36.0% |
$602K - $681K
|
8K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
273New |
$36.5K - $41.3K
|
273
$45.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
7.28KNew |
$974K - $1.1M
|
7.28K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.84K+ 2.9% |
$246K - $278K
|
65.3K
$11M
|
|
|
Nov 13, 2023
Q3 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
7.44KNew |
$995K - $1.12M
|
7.44K
$1.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-68- 11.79% |
$9.1K - $10.3K
|
509
$85.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-618KClosed |
$82.7M - $93.5M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
210New |
$28.1K - $31.8K
|
210
$35.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
34New |
$4.55K - $5.14K
|
34
$5.71K
|
|
|
Nov 08, 2023
Q3 2023
|
Connable Office Inc
|
BUY
|
- |
28.7KNew |
$3.84M - $4.34M
|
28.7K
$4.82M
|
|
|
Nov 08, 2023
Q3 2023
|
Appleton Group, LLC
|
BUY
|
- |
224+ 4.85% |
$30K - $33.9K
|
4.84K
$813K
|
|
|
Nov 08, 2023
Q3 2023
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
682New |
$91.3K - $103K
|
682
$115K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-153- 5.68% |
$20.5K - $23.1K
|
2.54K
$427K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
100+ 4.17% |
$13.4K - $15.1K
|
2.5K
$420K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-15.6K- 11.04% |
$2.09M - $2.36M
|
126K
$21.1M
|
|
|
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
$63K
|
|