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 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
7.49K+ 330.07% |
$987K - $1.18M
|
9.75K
$1.63M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-49- 2.38% |
$6.46K - $7.73K
|
2.01K
$337K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
7+ 0.42% |
$923 - $1.1K
|
1.67K
$280K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.94K- 65.83% |
$651K - $779K
|
2.56K
$429K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2+ 0.05% |
$264 - $316
|
4.12K
$690K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-394- 8.93% |
$51.9K - $62.2K
|
4.02K
$673K
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
68+ 3.32% |
$8.97K - $10.7K
|
2.12K
$354K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-22.7K- 69.71% |
$3M - $3.59M
|
9.88K
$1.65M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
9+ 0.51% |
$1.19K - $1.42K
|
1.79K
$300K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
175+ 6.89% |
$23.1K - $27.6K
|
2.72K
$455K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-293- 6.69% |
$38.6K - $46.2K
|
4.09K
$684K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-74- 9.32% |
$9.76K - $11.7K
|
720
$121K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-561- 74.8% |
$74K - $88.5K
|
189
$31.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
SELL
|
- |
-337- 12.94% |
$44.4K - $53.2K
|
2.27K
$380K
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-53- 3.18% |
$6.99K - $8.36K
|
1.61K
$270K
|
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1+ 0.04% |
$132 - $158
|
2.27K
$381K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
4+ 0.19% |
$527 - $631
|
2.17K
$363K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
40+ 0.22% |
$5.27K - $6.31K
|
17.9K
$3M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
419+ 4.72% |
$55.2K - $66.1K
|
9.29K
$1.56M
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-56- 1.0% |
$7.38K - $8.83K
|
5.53K
$926K
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
891+ 12.06% |
$117K - $141K
|
8.28K
$1.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-41- 1.98% |
$5.41K - $6.47K
|
2.03K
$340K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
176New |
$23.2K - $27.8K
|
176
$29.5K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
1.29KNew |
$170K - $203K
|
1.29K
$216K
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-60- 0.79% |
$7.91K - $9.47K
|
7.54K
$1.26M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.16K- 13.71% |
$153K - $183K
|
7.29K
$1.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-469- 8.23% |
$61.8K - $74K
|
5.23K
$875K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-922- 37.15% |
$122K - $145K
|
1.56K
$261K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
10+ 0.48% |
$1.32K - $1.58K
|
2.08K
$349K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
209+ 1.07% |
$27.6K - $33K
|
19.8K
$3.32M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-383- 9.66% |
$50.5K - $60.4K
|
3.58K
$600K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
5+ 0.25% |
$659 - $789
|
2.02K
$338K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
80+ 0.78% |
$10.5K - $12.6K
|
10.3K
$1.73M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.78K+ 3.08% |
$1.03M - $1.23M
|
260K
$43.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3+ 0.42% |
$396 - $473
|
713
$119K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
18+ 1.12% |
$2.37K - $2.84K
|
1.62K
$272K
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-1.32K- 8.24% |
$174K - $208K
|
14.7K
$2.46M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.72K+ 4.93% |
$226K - $271K
|
36.5K
$6.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-139- 5.32% |
$18.3K - $21.9K
|
2.47K
$414K
|
|
|
Jul 09, 2025
Q2 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-290- 1.77% |
$38.2K - $45.8K
|
16.1K
$2.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-24- 1.66% |
$3.16K - $3.79K
|
1.42K
$237K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-17.2K- 36.03% |
$2.27M - $2.72M
|
30.6K
$5.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-55- 0.95% |
$7.25K - $8.68K
|
5.72K
$957K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-604- 19.25% |
$79.6K - $95.3K
|
2.53K
$424K
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
753+ 6.57% |
$99.3K - $119K
|
12.2K
$2.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.44K- 13.74% |
$190K - $227K
|
9.04K
$1.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
35+ 2.14% |
$4.61K - $5.52K
|
1.67K
$280K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
SELL
|
- |
-124- 6.22% |
$16.3K - $19.6K
|
1.87K
$313K
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
2.39K+ 7.72% |
$315K - $377K
|
33.4K
$5.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1+ 0.03% |
$132 - $158
|
3.25K
$543K
|