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 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-725- 26.08% |
$93.5K - $103K
|
2.06K
$306K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
17+ 121.43% |
$2.19K - $2.42K
|
31
$4.62K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-204- 7.3% |
$26.3K - $29K
|
2.59K
$386K
|
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-101- 42.44% |
$13K - $14.4K
|
137
$20.4K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-16- 5.23% |
$2.06K - $2.28K
|
290
$43.2K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
382+ 4.56% |
$49.3K - $54.4K
|
8.76K
$1.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
PUT |
-4.5K- 75.0% |
$580K - $640K
|
1.5K
$223K
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
4.17KNew |
$537K - $593K
|
4.17K
$621K
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-275- 5.99% |
$35.5K - $39.1K
|
4.32K
$643K
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-865- 31.68% |
$112K - $123K
|
1.87K
$278K
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
1.52KNew |
$196K - $216K
|
1.52K
$226K
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.43KNew |
$184K - $203K
|
1.43K
$212K
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-200- 95.69% |
$25.8K - $28.5K
|
9
$1.34K
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-20- 23.53% |
$2.58K - $2.85K
|
65
$9.68K
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-30- 16.22% |
$3.87K - $4.27K
|
155
$23.1K
|
|
|
Jul 07, 2023
Q2 2023
|
Virginia National Bank
|
SELL
|
- |
-2- 0.14% |
$258 - $285
|
1.48K
$220K
|
|
| Q1 2023 | |||||||
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.98KClosed |
$259K - $311K
|
0
$0
|
|
|
Jun 13, 2023
Q1 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-797- 62.71% |
$104K - $125K
|
474
$70.6K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
19+ 0.5% |
$2.48K - $2.98K
|
3.79K
$565K
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-100- 0.2% |
$13.1K - $15.7K
|
50K
$7.45M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
27New |
$3.53K - $4.24K
|
27
$4.02K
|
|
|
May 15, 2023
Q1 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
24.6K+ 1542.42% |
$3.22M - $3.86M
|
26.2K
$3.9M
|
|
|
May 15, 2023
Q1 2023
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-13.1K- 61.77% |
$1.71M - $2.06M
|
8.11K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
222New |
$29K - $34.8K
|
222
$33.1K
|
|
|
May 12, 2023
Q1 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
19.7KNew |
$2.58M - $3.1M
|
19.7K
$2.94M
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-8.62K- 27.45% |
$1.13M - $1.35M
|
22.8K
$3.39M
|
|
|
May 12, 2023
Q1 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
29.6KNew |
$3.87M - $4.65M
|
29.6K
$4.41M
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-154- 7.98% |
$20.1K - $24.2K
|
1.78K
$264K
|
|
|
May 12, 2023
Q1 2023
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
246KNew |
$32.2M - $38.7M
|
246K
$36.7M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-40- 2.37% |
$5.23K - $6.28K
|
1.65K
$245K
|
|
|
May 11, 2023
Q1 2023
|
Nbw Capital LLC
|
BUY
|
- |
136+ 0.29% |
$17.8K - $21.3K
|
47.6K
$7.09M
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
40New |
$5.23K - $6.28K
|
40
$5.96K
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-268- 32.13% |
$35K - $42.1K
|
566
$84.3K
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
143New |
$18.7K - $22.4K
|
143
$21.3K
|
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
SELL
|
- |
-7.83K- 50.76% |
$1.02M - $1.23M
|
7.6K
$1.13M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
707KNew |
$92.5M - $111M
|
707K
$105M
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-42- 4.84% |
$5.49K - $6.59K
|
826
$123K
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
27New |
$3.53K - $4.24K
|
27
$4.02K
|
|
|
May 04, 2023
Q1 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
1.8KNew |
$235K - $283K
|
1.8K
$268K
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.75KNew |
$229K - $275K
|
1.75K
$261K
|
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
31.8K+ 82.57% |
$4.15M - $4.99M
|
70.2K
$10.5M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-12- 0.79% |
$1.57K - $1.88K
|
1.5K
$224K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
556New |
$72.7K - $87.3K
|
556
$82.8K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-12- 2.76% |
$1.57K - $1.88K
|
423
$63K
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
17New |
$2.22K - $2.67K
|
17
$2.53K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-34- 25.0% |
$4.45K - $5.34K
|
102
$15.2K
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
75+ 2.16% |
$9.81K - $11.8K
|
3.55K
$529K
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-35- 2.26% |
$4.58K - $5.49K
|
1.51K
$225K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.6KNew |
$209K - $251K
|
1.6K
$238K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
3.11KNew |
$407K - $488K
|
3.11K
$463K
|
|