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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-3.9K- 50.8% |
$568K - $619K
|
3.78K
$562K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
25New |
$3.64K - $3.97K
|
25
$3.72K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
100New |
$14.6K - $15.9K
|
100
$14.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
255New |
$37.1K - $40.5K
|
255
$38K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
2.02K+ 3.5% |
$294K - $320K
|
59.7K
$8.88M
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-1K- 9.32% |
$146K - $159K
|
9.73K
$1.45M
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
5+ 0.1% |
$728 - $794
|
5.15K
$766K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
50New |
$7.28K - $7.94K
|
50
$7.45K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-104- 5.87% |
$15.1K - $16.5K
|
1.67K
$248K
|
|
|
Apr 22, 2024
Q1 2024
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-164- 4.04% |
$23.9K - $26K
|
3.89K
$580K
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-500- 15.12% |
$72.8K - $79.4K
|
2.81K
$418K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
15New |
$2.18K - $2.38K
|
15
$2.23K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
2.5KNew |
$364K - $397K
|
2.5K
$372K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-2K- 95.24% |
$291K - $318K
|
100
$14.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-801- 35.77% |
$117K - $127K
|
1.44K
$214K
|
|
|
Apr 19, 2024
Q1 2024
|
Azarias Capital Management, L.P.
Berwyn, PA |
BUY
|
- |
6.63K+ 11.75% |
$966K - $1.05M
|
63.1K
$9.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-56- 11.29% |
$8.15K - $8.89K
|
440
$65.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
26New |
$3.79K - $4.13K
|
26
$3.87K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-894- 32.57% |
$130K - $142K
|
1.85K
$276K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-150- 44.12% |
$21.8K - $23.8K
|
190
$28.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.49KNew |
$217K - $237K
|
1.49K
$222K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-60- 3.6% |
$8.74K - $9.53K
|
1.61K
$239K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
47+ 11.78% |
$6.84K - $7.46K
|
446
$66.4K
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
1.27KNew |
$184K - $201K
|
1.27K
$189K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-34- 2.26% |
$4.95K - $5.4K
|
1.47K
$219K
|
|
|
Apr 08, 2024
Q1 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
1.46KNew |
$213K - $232K
|
1.46K
$218K
|
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
SELL
|
- |
-264- 14.59% |
$38.4K - $41.9K
|
1.55K
$230K
|
|
| Q4 2023 | |||||||
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-1.95K- 79.91% |
$244K - $308K
|
489
$72.8K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
70+ 13.08% |
$8.79K - $11.1K
|
605
$90.1K
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-2.14KClosed |
$269K - $339K
|
0
$0
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
62+ 3.67% |
$7.78K - $9.81K
|
1.75K
$261K
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
3.53KNew |
$443K - $558K
|
3.53K
$525K
|
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
15New |
$1.88K - $2.37K
|
15
$2.23K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
2+ 1.08% |
$251 - $316
|
187
$27.8K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
364New |
$45.7K - $57.6K
|
364
$54.2K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
31New |
$3.89K - $4.9K
|
31
$4.62K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
101New |
$12.7K - $16K
|
101
$15K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
13New |
$1.63K - $2.06K
|
13
$1.94K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-30- 0.66% |
$3.77K - $4.75K
|
4.51K
$671K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
117New |
$14.7K - $18.5K
|
117
$17.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
CALL |
27KNew |
$3.39M - $4.27M
|
27K
$4.02M
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
16New |
$2.01K - $2.53K
|
16
$2.38K
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
1.37KNew |
$171K - $216K
|
1.37K
$203K
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-1.5K- 17.86% |
$188K - $237K
|
6.9K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
16New |
$2.01K - $2.53K
|
16
$2.38K
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-3.92K- 71.26% |
$492K - $620K
|
1.58K
$235K
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-528- 71.35% |
$66.3K - $83.5K
|
212
$31.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
400+ 26.47% |
$50.2K - $63.3K
|
1.91K
$285K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-55- 35.48% |
$6.9K - $8.7K
|
100
$14.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
52New |
$6.53K - $8.23K
|
52
$7.74K
|
|