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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
64New |
$8.25K - $10.2K
|
64
$9.53K
|
|
|
Nov 14, 2022
Q3 2022
|
Stanley Capital Management, LLC
Houston, TX |
BUY
|
- |
61.3KNew |
$7.9M - $9.77M
|
61.3K
$9.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
3.33KNew |
$429K - $530K
|
3.33K
$495K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
248+ 1.63% |
$32K - $39.5K
|
15.5K
$2.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
41+ 58.57% |
$5.29K - $6.53K
|
111
$16.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.4K+ 72.73% |
$309K - $383K
|
5.7K
$849K
|
|
|
Nov 14, 2022
Q3 2022
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
PUT |
-5K- 16.61% |
$645K - $797K
|
25.1K
$3.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Electron Capital Partners, LLC
New York, NY |
SELL
|
PUT |
-337K- 25.96% |
$43.4M - $53.6M
|
960K
$143M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
347+ 121.75% |
$44.7K - $55.3K
|
632
$94.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
244New |
$31.5K - $38.9K
|
244
$36.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-555- 25.1% |
$71.6K - $88.5K
|
1.66K
$247K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia
|
SELL
|
PUT |
-2.32K- 76.8% |
$299K - $369K
|
700
$104K
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-379- 7.55% |
$48.9K - $60.4K
|
4.64K
$691K
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
152+ 1381.82% |
$19.6K - $24.2K
|
163
$24.3K
|
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
90New |
$11.6K - $14.3K
|
90
$13.4K
|
|
|
Nov 08, 2022
Q3 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
23+ 0.17% |
$2.97K - $3.67K
|
13.5K
$2.02M
|
|
|
Nov 07, 2022
Q3 2022
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-40- 0.88% |
$5.16K - $6.38K
|
4.49K
$668K
|
|
|
Nov 07, 2022
Q3 2022
|
Goldstein Munger & Associates
San Ramon, CA |
SELL
|
- |
-334- 1.67% |
$43.1K - $53.2K
|
19.7K
$2.93M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
570+ 29.89% |
$73.5K - $90.8K
|
2.48K
$369K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
45New |
$5.8K - $7.17K
|
45
$6.7K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-40- 1.59% |
$5.16K - $6.38K
|
2.47K
$368K
|
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
60+ 16.22% |
$7.74K - $9.56K
|
430
$64K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
20New |
$2.58K - $3.19K
|
20
$2.98K
|
|
|
Oct 27, 2022
Q3 2022
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
33+ 1.89% |
$4.25K - $5.26K
|
1.78K
$265K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.15KNew |
$148K - $183K
|
1.15K
$171K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-14.2K- 13.73% |
$1.83M - $2.27M
|
89.3K
$13.3M
|
|
|
Oct 24, 2022
Q3 2022
|
First Bancorp, Inc
|
BUY
|
- |
3K+ 100.0% |
$387K - $478K
|
6K
$893K
|
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
BUY
|
- |
28New |
$3.61K - $4.46K
|
28
$4.17K
|
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
SELL
|
- |
-76- 50.0% |
$9.8K - $12.1K
|
76
$11.3K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
566New |
$73K - $90.2K
|
566
$84.3K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-39.2KClosed |
$5.05M - $6.24M
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-715- 16.95% |
$92.2K - $114K
|
3.5K
$522K
|
|
| Q2 2022 | |||||||
|
Nov 19, 2024
Q2 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-2- 0.05% |
$269 - $325
|
3.7K
$551K
|
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-16- 11.03% |
$2.15K - $2.6K
|
129
$19.2K
|
|
|
Sep 27, 2022
Q2 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
SELL
|
- |
-14.3KClosed |
$1.92M - $2.32M
|
0
$0
|
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
100New |
$13.4K - $16.3K
|
100
$14.9K
|
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
3New |
$403 - $488
|
3
$447
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-11Closed |
$1.48K - $1.79K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-655Closed |
$88.1K - $107K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-13.1KClosed |
$1.76M - $2.13M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
8New |
$1.08K - $1.3K
|
8
$1.19K
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.53KClosed |
$205K - $249K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-31.6KClosed |
$4.24M - $5.14M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Diametric Capital, LP
Boston, MA |
SELL
|
- |
-11.3KClosed |
$1.52M - $1.84M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-55- 3.37% |
$7.4K - $8.95K
|
1.58K
$235K
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-122Closed |
$16.4K - $19.9K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-54.3KClosed |
$7.3M - $8.83M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Summit Partners Public Asset Management, LLC
Boston, MA |
SELL
|
PUT |
-100KClosed |
$13.4M - $16.3M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
PUT |
242KNew |
$32.5M - $39.4M
|
242K
$36M
|
|
|
Aug 15, 2022
Q2 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-100Closed |
$13.4K - $16.3K
|
0
$0
|
|