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 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.48KNew |
$194K - $221K
|
1.48K
$220K
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-1.03K- 28.34% |
$136K - $154K
|
2.61K
$389K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
550New |
$72.2K - $82.3K
|
550
$81.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-3.6K- 16.81% |
$472K - $538K
|
17.8K
$2.65M
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
7.5KNew |
$985K - $1.12M
|
7.5K
$1.12M
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
70New |
$9.19K - $10.5K
|
70
$10.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
BUY
|
- |
37.1KNew |
$4.87M - $5.55M
|
37.1K
$5.53M
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
31+ 15.5% |
$4.07K - $4.64K
|
231
$34.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
26.2KNew |
$3.44M - $3.92M
|
26.2K
$3.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
100+ 84.75% |
$13.1K - $15K
|
218
$32.5K
|
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
BUY
|
- |
1.49KNew |
$195K - $223K
|
1.49K
$222K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
83.6KNew |
$11M - $12.5M
|
83.6K
$12.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
1+ 0.34% |
$131 - $150
|
295
$43.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
1.46KNew |
$192K - $218K
|
1.46K
$217K
|
|
|
Jan 31, 2023
Q4 2022
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
14.7KNew |
$1.93M - $2.2M
|
14.7K
$2.19M
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
690New |
$90.6K - $103K
|
690
$103K
|
|
|
Jan 27, 2023
Q4 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-648- 29.52% |
$85.1K - $97K
|
1.55K
$230K
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-38- 1.5% |
$4.99K - $5.69K
|
2.5K
$372K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
5New |
$657 - $748
|
5
$745
|
|
|
Jan 27, 2023
Q4 2022
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
2.19KNew |
$288K - $328K
|
2.19K
$327K
|
|
|
Jan 26, 2023
Q4 2022
|
Nkcfo LLC
|
BUY
|
- |
1.2KNew |
$158K - $180K
|
1.2K
$179K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.15K- 58.88% |
$151K - $172K
|
801
$119K
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-8- 0.27% |
$1.05K - $1.2K
|
3K
$447K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
14.4K+ 71825.0% |
$1.89M - $2.15M
|
14.4K
$2.14M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
112+ 2.13% |
$14.7K - $16.8K
|
5.38K
$801K
|
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
7.5KNew |
$985K - $1.12M
|
7.5K
$1.12M
|
|
|
Jan 20, 2023
Q4 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-3K- 62.57% |
$394K - $449K
|
1.8K
$267K
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-122- 16.12% |
$16K - $18.3K
|
635
$94.6K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
125New |
$16.4K - $18.7K
|
125
$18.6K
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
13.1KNew |
$1.72M - $1.96M
|
13.1K
$1.95M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.91KNew |
$251K - $286K
|
1.91K
$284K
|
|
|
Jan 18, 2023
Q4 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
103New |
$13.5K - $15.4K
|
103
$15.3K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-34- 2.84% |
$4.46K - $5.09K
|
1.16K
$173K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-228- 88.72% |
$29.9K - $34.1K
|
29
$4.32K
|
|
|
Jan 12, 2023
Q4 2022
|
Summit Rock Advisors, LP
|
BUY
|
- |
6.39K+ 1.89% |
$839K - $956K
|
345K
$51.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
3.02K+ 10.66% |
$397K - $452K
|
31.4K
$4.67M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
65New |
$8.54K - $9.73K
|
65
$9.68K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
140New |
$18.4K - $20.9K
|
140
$20.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
214New |
$28.1K - $32K
|
214
$31.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
280New |
$36.8K - $41.9K
|
280
$41.7K
|
|
| Q3 2022 | |||||||
|
Dec 19, 2024
Q3 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-11Closed |
$1.42K - $1.75K
|
0
$0
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-733Closed |
$94.5K - $117K
|
0
$0
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
487+ 22.95% |
$62.8K - $77.6K
|
2.61K
$389K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2.22K- 2.05% |
$286K - $354K
|
106K
$15.8M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
173+ 7.38% |
$22.3K - $27.6K
|
2.52K
$375K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
40New |
$5.16K - $6.38K
|
40
$5.96K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
1.76K+ 24.9% |
$227K - $281K
|
8.83K
$1.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-16- 1.01% |
$2.06K - $2.55K
|
1.57K
$234K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-10.1KClosed |
$1.31M - $1.61M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
5.15K+ 51.72% |
$665K - $821K
|
15.1K
$2.25M
|
|