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 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-782Closed |
$105K - $127K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
19.2KNew |
$2.58M - $3.13M
|
19.2K
$3.43M
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
85+ 170.0% |
$11.4K - $13.8K
|
135
$24.1K
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
70New |
$9.41K - $11.4K
|
70
$12.5K
|
|
|
Jul 19, 2022
Q2 2022
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
145New |
$19.5K - $23.6K
|
145
$25.8K
|
|
|
Jul 19, 2022
Q2 2022
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-19.7K- 91.77% |
$2.65M - $3.21M
|
1.77K
$315K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
95New |
$12.8K - $15.5K
|
95
$16.9K
|
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
SELL
|
- |
-2Closed |
$269 - $325
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-1.02K- 29.91% |
$137K - $166K
|
2.39K
$426K
|
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-7.72KClosed |
$1.04M - $1.26M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.99K- 21.82% |
$402K - $487K
|
10.7K
$1.91M
|
|
|
Jul 15, 2022
Q2 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
2.34KNew |
$314K - $380K
|
2.34K
$417K
|
|
|
Jul 15, 2022
Q2 2022
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-3.57KClosed |
$481K - $582K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-19- 0.67% |
$2.55K - $3.09K
|
2.8K
$500K
|
|
|
Jul 15, 2022
Q2 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-1.38KClosed |
$186K - $225K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
640New |
$86.1K - $104K
|
640
$114K
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-153- 29.77% |
$20.6K - $24.9K
|
361
$64.4K
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
5New |
$672 - $814
|
5
$891
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-660- 90.91% |
$88.8K - $107K
|
66
$11.8K
|
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.25KClosed |
$168K - $203K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
44+ 0.41% |
$5.92K - $7.16K
|
10.9K
$1.93M
|
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-1.59KClosed |
$214K - $259K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-170- 10.34% |
$22.9K - $27.7K
|
1.47K
$263K
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
2.87KNew |
$386K - $467K
|
2.87K
$512K
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-370Closed |
$49.8K - $60.2K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Nov 17, 2023
Q1 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.22KClosed |
$185K - $207K
|
0
$0
|
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.46KClosed |
$221K - $247K
|
0
$0
|
|
|
Feb 07, 2023
Q1 2022
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-657- 1.06% |
$99.4K - $111K
|
61.2K
$10.9M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
100KNew |
$15.1M - $16.9M
|
100K
$17.8M
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.31KClosed |
$198K - $222K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
28.6KNew |
$4.33M - $4.84M
|
28.6K
$5.1M
|
|
|
May 16, 2022
Q1 2022
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-17Closed |
$2.57K - $2.88K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-108KClosed |
$16.3M - $18.3M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-102KClosed |
$15.4M - $17.3M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-30KClosed |
$4.54M - $5.08M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-295Closed |
$44.6K - $49.9K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-3.55KClosed |
$536K - $600K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-5.7KClosed |
$862K - $965K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Apollo Management Holdings, L.P.
New York, NY |
SELL
|
- |
-30KClosed |
$4.54M - $5.08M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Apollo Management Holdings, L.P.
New York, NY |
SELL
|
PUT |
-80KClosed |
$12.1M - $13.5M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
23.8KNew |
$3.6M - $4.03M
|
23.8K
$4.24M
|
|
|
May 13, 2022
Q1 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-471Closed |
$71.2K - $79.7K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-5.12KClosed |
$774K - $866K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-3.77KClosed |
$570K - $638K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-2.48KClosed |
$375K - $420K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-47Closed |
$7.11K - $7.95K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-300- 15.44% |
$45.4K - $50.8K
|
1.64K
$293K
|
|
|
May 12, 2022
Q1 2022
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-1.35KClosed |
$204K - $228K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-32- 14.22% |
$4.84K - $5.41K
|
193
$34.4K
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
456KNew |
$68.9M - $77.1M
|
456K
$81.3M
|
|