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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.16KNew |
$314K - $342K
|
2.16K
$328K
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-257- 2.07% |
$37.4K - $40.8K
|
12.1K
$1.85M
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
7New |
$1.02K - $1.11K
|
7
$1.07K
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.87% |
$146 - $159
|
116
$17.7K
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.95K+ 397.75% |
$283K - $309K
|
2.43K
$371K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.37K+ 9.65% |
$345K - $376K
|
26.9K
$4.1M
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
16+ 1.19% |
$2.33K - $2.54K
|
1.36K
$207K
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-92- 1.53% |
$13.4K - $14.6K
|
5.92K
$902K
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-212- 10.66% |
$30.9K - $33.7K
|
1.78K
$271K
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.41K- 0.86% |
$205K - $223K
|
163K
$24.8M
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.8K+ 2.1% |
$263K - $286K
|
87.7K
$13.4M
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.98K+ 3.0% |
$288K - $314K
|
67.9K
$10.3M
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-1.68K- 2.51% |
$244K - $267K
|
65.1K
$9.92M
|
|
May 14, 2024
Q1 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
1.89K+ 110.48% |
$275K - $300K
|
3.6K
$548K
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
176New |
$25.6K - $28K
|
176
$26.8K
|
|
May 14, 2024
Q1 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
12.8KNew |
$1.86M - $2.03M
|
12.8K
$1.95M
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
98+ 0.99% |
$14.3K - $15.6K
|
9.99K
$1.52M
|
|
May 14, 2024
Q1 2024
|
Factorial Partners, LLC
|
BUY
|
- |
500+ 7.25% |
$72.8K - $79.4K
|
7.4K
$1.13M
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-11.3K- 1.39% |
$1.64M - $1.79M
|
803K
$122M
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
8+ 0.35% |
$1.16K - $1.27K
|
2.32K
$354K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3+ 0.36% |
$437 - $476
|
840
$128K
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.48K- 2.84% |
$362K - $394K
|
85K
$12.9M
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-1.36K- 13.82% |
$198K - $216K
|
8.47K
$1.29M
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-73- 7.14% |
$10.6K - $11.6K
|
950
$145K
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
79K+ 3.48% |
$11.5M - $12.5M
|
2.35M
$357M
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-510- 7.12% |
$74.3K - $81K
|
6.65K
$1.01M
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2K- 11.63% |
$290K - $317K
|
15.2K
$2.31M
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
17+ 0.42% |
$2.48K - $2.7K
|
4.08K
$621K
|
|
May 14, 2024
Q1 2024
|
Nixon Capital, LLC
Austin, TX |
BUY
|
- |
20KNew |
$2.91M - $3.18M
|
20K
$3.05M
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.88K- 2.05% |
$420K - $458K
|
138K
$21M
|
|
May 14, 2024
Q1 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-65- 1.37% |
$9.46K - $10.3K
|
4.68K
$713K
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.1KNew |
$742K - $810K
|
5.1K
$777K
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-26.8K- 21.1% |
$3.91M - $4.26M
|
100K
$15.3M
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
207+ 2.18% |
$30.1K - $32.9K
|
9.7K
$1.48M
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.34K- 5.4% |
$195K - $212K
|
23.4K
$3.57M
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
BUY
|
- |
25+ 0.19% |
$3.64K - $3.97K
|
12.9K
$1.96M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1K- 3.15% |
$146K - $159K
|
30.9K
$4.71M
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.78K- 1.42% |
$259K - $283K
|
124K
$18.9M
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-2- 0.04% |
$291 - $318
|
4.8K
$731K
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.27KNew |
$186K - $202K
|
1.27K
$194K
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
3.73KNew |
$543K - $592K
|
3.73K
$567K
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
230+ 13.07% |
$33.5K - $36.5K
|
1.99K
$303K
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
1.32KNew |
$192K - $209K
|
1.32K
$201K
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
810+ 7.99% |
$118K - $129K
|
10.9K
$1.67M
|
|
May 14, 2024
Q1 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
226+ 1.03% |
$32.9K - $35.9K
|
22.1K
$3.37M
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-5.89K- 6.03% |
$858K - $935K
|
91.8K
$14M
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.17K+ 1.53% |
$171K - $186K
|
77.9K
$11.9M
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.47KNew |
$213K - $233K
|
1.47K
$223K
|
|
May 14, 2024
Q1 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
6.84K+ 21.09% |
$996K - $1.09M
|
39.3K
$5.98M
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-66.2K- 20.72% |
$9.64M - $10.5M
|
253K
$38.6M
|