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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-1.72KClosed |
$260K - $291K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-4.26KClosed |
$644K - $721K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
First Washington Corp
Seattle, WA |
SELL
|
- |
-263Closed |
$39.8K - $44.5K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-1.4KClosed |
$212K - $238K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-1.97KClosed |
$298K - $333K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Van Eck Associates Corp
|
SELL
|
- |
-9.55KClosed |
$1.44M - $1.62M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-58Closed |
$8.77K - $9.81K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Morris Capital Advisors, LLC
|
BUY
|
- |
122+ 4.03% |
$18.5K - $20.6K
|
3.15K
$557K
|
|
|
May 09, 2022
Q1 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-256Closed |
$38.7K - $43.3K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-1.36KClosed |
$205K - $229K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-3.95KClosed |
$597K - $668K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-150Closed |
$22.7K - $25.4K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
PUT |
-30KClosed |
$4.54M - $5.08M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-100Closed |
$15.1K - $16.9K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
SELL
|
- |
-26Closed |
$3.93K - $4.4K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-120Closed |
$18.2K - $20.3K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-5.7KClosed |
$862K - $964K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-245Closed |
$37.1K - $41.5K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Wolverine Asset Management LLC
|
SELL
|
PUT |
-1KClosed |
$151K - $169K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
18New |
$2.72K - $3.05K
|
18
$3.18K
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
141KNew |
$21.3M - $23.8M
|
141K
$24.8M
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
SELL
|
- |
-6Closed |
$908 - $1.02K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-100Closed |
$15.1K - $16.9K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-3Closed |
$454 - $508
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.04KClosed |
$459K - $514K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Cambiar Investors LLC
|
SELL
|
- |
-2.43KClosed |
$367K - $411K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.22KClosed |
$185K - $206K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Patron Partners, LLC
|
SELL
|
- |
-1.93KClosed |
$291K - $326K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.05KClosed |
$310K - $347K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-303Closed |
$45.8K - $51.3K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
BUY
|
- |
3+ 0.13% |
$454 - $508
|
2.26K
$399K
|
|
|
Apr 25, 2022
Q1 2022
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-2.1KClosed |
$318K - $355K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-5.42KClosed |
$820K - $918K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-171- 50.0% |
$25.9K - $28.9K
|
171
$30.2K
|
|
|
Apr 20, 2022
Q1 2022
|
Bernzott Capital Advisors
|
SELL
|
- |
-1.93KClosed |
$291K - $326K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
BUY
|
- |
44+ 1.34% |
$6.66K - $7.45K
|
3.33K
$589K
|
|
|
Apr 15, 2022
Q1 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-4.89KClosed |
$739K - $827K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-562Closed |
$85K - $95.1K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-5.59KClosed |
$846K - $946K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
811New |
$123K - $137K
|
811
$143K
|
|
|
Apr 12, 2022
Q1 2022
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-15Closed |
$2.27K - $2.54K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-24Closed |
$3.63K - $4.06K
|
0
$0
|
|
|
Apr 05, 2022
Q1 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-1.34KClosed |
$202K - $226K
|
0
$0
|
|
|
Apr 05, 2022
Q1 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
CALL |
-13.8KClosed |
$2.09M - $2.34M
|
0
$0
|
|
|
Apr 04, 2022
Q1 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.29KClosed |
$346K - $387K
|
0
$0
|
|
| Q4 2021 | |||||||
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
10New |
$1.57K - $1.77K
|
10
$1.77K
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
45New |
$7.08K - $7.96K
|
45
$7.95K
|
|
|
Mar 15, 2022
Q4 2021
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-3.8KClosed |
$598K - $672K
|
0
$0
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
222New |
$34.9K - $39.3K
|
222
$39.2K
|
|
|
Feb 18, 2022
Q4 2021
|
Castle Ark Alternatives, LLC
Chicago, IL |
SELL
|
- |
-16.6KClosed |
$2.61M - $2.93M
|
0
$0
|
|