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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
170New |
$24.8K - $27K
|
170
$29.8K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-254- 8.29% |
$37.1K - $40.4K
|
2.81K
$493K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 1.08% |
$146 - $159
|
94
$16.5K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
35New |
$5.11K - $5.56K
|
35
$6.14K
|
|
| Q1 2024 | |||||||
|
Jul 09, 2025
Q1 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
10.7KNew |
$1.56M - $1.7M
|
10.7K
$1.88M
|
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
7+ 2.94% |
$1.02K - $1.11K
|
245
$43K
|
|
|
Nov 14, 2024
Q1 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-1.35KClosed |
$197K - $215K
|
0
$0
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-9- 52.94% |
$1.31K - $1.43K
|
8
$1.4K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
216New |
$31.5K - $34.3K
|
216
$37.9K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
460New |
$67K - $73.1K
|
460
$80.8K
|
|
|
May 15, 2024
Q1 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
PUT |
-9.6K- 34.29% |
$1.4M - $1.52M
|
18.4K
$3.23M
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
- |
-3K- 60.0% |
$437K - $476K
|
2K
$351K
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
BUY
|
- |
1.83KNew |
$266K - $290K
|
1.83K
$320K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-104- 67.97% |
$15.1K - $16.5K
|
49
$8.6K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
19New |
$2.77K - $3.02K
|
19
$3.34K
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-71- 5.33% |
$10.3K - $11.3K
|
1.26K
$222K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.16KNew |
$314K - $342K
|
2.16K
$378K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
7New |
$1.02K - $1.11K
|
7
$1.23K
|
|
|
May 14, 2024
Q1 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
1.89K+ 110.48% |
$275K - $300K
|
3.6K
$631K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
176New |
$25.6K - $28K
|
176
$30.9K
|
|
|
May 14, 2024
Q1 2024
|
Factorial Partners, LLC
|
BUY
|
- |
500+ 7.25% |
$72.8K - $79.4K
|
7.4K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3+ 0.36% |
$437 - $476
|
840
$147K
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.48K- 2.84% |
$362K - $394K
|
85K
$14.9M
|
|
|
May 14, 2024
Q1 2024
|
Nixon Capital, LLC
Austin, TX |
BUY
|
- |
20KNew |
$2.91M - $3.18M
|
20K
$3.51M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
758New |
$110K - $120K
|
758
$133K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.35K- 44.58% |
$196K - $214K
|
1.68K
$294K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.03K- 17.66% |
$295K - $322K
|
9.46K
$1.66M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.9K- 32.2% |
$277K - $302K
|
4K
$702K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-182- 0.2% |
$26.5K - $28.9K
|
90.7K
$15.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.5K+ 39.77% |
$2.1M - $2.3M
|
50.8K
$8.92M
|
|
|
May 13, 2024
Q1 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
4.39K+ 112.61% |
$638K - $696K
|
8.28K
$1.45M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.34% |
$146 - $159
|
295
$51.8K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
9New |
$1.31K - $1.43K
|
9
$1.58K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
7New |
$1.02K - $1.11K
|
7
$1.23K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-19- 3.28% |
$2.77K - $3.02K
|
560
$98.3K
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-9- 3.54% |
$1.31K - $1.43K
|
245
$43K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
4.5KNew |
$655K - $714K
|
4.5K
$790K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-7.6K- 30.34% |
$1.11M - $1.21M
|
17.4K
$3.06M
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
69+ 4.58% |
$10K - $11K
|
1.57K
$276K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-124- 96.88% |
$18.1K - $19.7K
|
4
$702
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-41- 2.47% |
$5.97K - $6.51K
|
1.62K
$285K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-110- 2.39% |
$16K - $17.5K
|
4.5K
$789K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
569+ 1161.22% |
$82.9K - $90.4K
|
618
$108K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-6.63K- 34.14% |
$966K - $1.05M
|
12.8K
$2.25M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
13.7KNew |
$2M - $2.18M
|
13.7K
$2.41M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
20New |
$2.91K - $3.18K
|
20
$3.51K
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-205- 7.02% |
$29.9K - $32.6K
|
2.71K
$476K
|
|
|
May 03, 2024
Q1 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-1.52K- 31.27% |
$221K - $242K
|
3.34K
$587K
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
SELL
|
- |
-350- 6.62% |
$51K - $55.6K
|
4.94K
$866K
|
|