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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.33K- 26.44% |
$216K - $241K
|
3.7K
$574K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.88K+ 379.18% |
$794K - $885K
|
6.17K
$956K
|
|
|
Feb 14, 2025
Q4 2024
|
Towle & CO
Denver, CO |
BUY
|
- |
11KNew |
$1.79M - $1.99M
|
11K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.8K+ 19.68% |
$2.41M - $2.69M
|
90.1K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-6- 0.35% |
$976 - $1.09K
|
1.71K
$265K
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-240- 9.03% |
$39K - $43.5K
|
2.42K
$375K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
938+ 25.88% |
$153K - $170K
|
4.56K
$707K
|
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
213+ 15.24% |
$34.7K - $38.6K
|
1.61K
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
14+ 1.15% |
$2.28K - $2.54K
|
1.24K
$191K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.76% |
$163 - $181
|
132
$20.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
1.78KNew |
$290K - $323K
|
1.78K
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
5.24KNew |
$852K - $950K
|
5.24K
$812K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.37KNew |
$386K - $430K
|
2.37K
$368K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
523New |
$85.1K - $94.8K
|
523
$81.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
2.82KNew |
$459K - $512K
|
2.82K
$438K
|
|
|
Feb 14, 2025
Q4 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
2.94KNew |
$478K - $533K
|
2.94K
$456K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
16New |
$2.6K - $2.9K
|
16
$2.48K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
292K+ 5.63% |
$47.6M - $53M
|
5.48M
$850M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
165+ 2.58% |
$26.8K - $29.9K
|
6.56K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
8+ 0.18% |
$1.3K - $1.45K
|
4.5K
$698K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
3.07K+ 2.47% |
$499K - $557K
|
127K
$19.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
51+ 0.46% |
$8.3K - $9.25K
|
11K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-691- 10.35% |
$112K - $125K
|
5.99K
$928K
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
SELL
|
- |
-2- 0.04% |
$325 - $363
|
4.76K
$738K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.39KNew |
$389K - $433K
|
2.39K
$370K
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.62K+ 14.58% |
$264K - $294K
|
12.7K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
124+ 4.3% |
$20.2K - $22.5K
|
3.01K
$466K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-791- 1.81% |
$129K - $143K
|
42.9K
$6.66M
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.77K+ 41.43% |
$288K - $322K
|
6.05K
$938K
|
|
|
Feb 14, 2025
Q4 2024
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
11.3K+ 132.58% |
$1.84M - $2.05M
|
19.8K
$3.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
99KNew |
$16.1M - $18M
|
99K
$15.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
114K+ 492.9% |
$18.5M - $20.6M
|
137K
$21.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
14.8K+ 41.57% |
$2.41M - $2.68M
|
50.4K
$7.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
4.46K+ 83.96% |
$725K - $809K
|
9.77K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.7K+ 1237.15% |
$4.34M - $4.84M
|
28.8K
$4.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
CALL |
-2.6K- 26.0% |
$423K - $472K
|
7.4K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
1.71KNew |
$279K - $311K
|
1.71K
$266K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
13+ 0.55% |
$2.11K - $2.36K
|
2.38K
$369K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.32K+ 0.76% |
$377K - $421K
|
306K
$47.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
655New |
$107K - $119K
|
655
$102K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-977- 30.69% |
$159K - $177K
|
2.21K
$342K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
1.6KNew |
$261K - $291K
|
1.6K
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
19.3K+ 57.52% |
$3.13M - $3.49M
|
52.7K
$8.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1- 4.76% |
$163 - $181
|
20
$3.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-33.5K- 36.26% |
$5.45M - $6.08M
|
58.9K
$9.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-98- 3.45% |
$15.9K - $17.8K
|
2.75K
$426K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
73+ 53.28% |
$11.9K - $13.2K
|
210
$32.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
4.44K+ 28.93% |
$722K - $805K
|
19.8K
$3.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
2.54KNew |
$413K - $460K
|
2.54K
$393K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-1- 0.08% |
$163 - $181
|
1.33K
$206K
|