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 13, 2021
Q1 2021
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-27Closed |
$3.51K - $4.58K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-218Closed |
$28.3K - $37K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-107KClosed |
$13.9M - $18.2M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
19New |
$2.47K - $3.22K
|
19
$3.36K
|
|
|
May 12, 2021
Q1 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.32KClosed |
$302K - $393K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-4.41KClosed |
$573K - $748K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Versor Investments LP
|
BUY
|
- |
3.25KNew |
$423K - $551K
|
3.25K
$574K
|
|
|
May 10, 2021
Q1 2021
|
Forward Management, LLC
|
SELL
|
- |
-127KClosed |
$16.5M - $21.5M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-385Closed |
$50.1K - $65.3K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.65KClosed |
$215K - $280K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-220- 18.72% |
$28.6K - $37.3K
|
955
$169K
|
|
|
May 06, 2021
Q1 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-9Closed |
$1.17K - $1.53K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-4.7KClosed |
$611K - $796K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-25Closed |
$3.25K - $4.24K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-45Closed |
$5.85K - $7.63K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-19Closed |
$2.47K - $3.22K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.16KClosed |
$150K - $196K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-544Closed |
$70.7K - $92.2K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-44Closed |
$5.72K - $7.46K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Rockland Trust CO
|
SELL
|
- |
-7.52KClosed |
$977K - $1.27M
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Affiance Financial, LLC
|
BUY
|
- |
107New |
$13.9K - $18.1K
|
107
$18.9K
|
|
|
Apr 16, 2021
Q1 2021
|
Motco
|
SELL
|
- |
-2.47KClosed |
$321K - $419K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-72Closed |
$9.36K - $12.2K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Canton Hathaway, LLC
|
SELL
|
- |
-370Closed |
$48.1K - $62.7K
|
0
$0
|
|
|
Apr 08, 2021
Q1 2021
|
Trust CO
|
SELL
|
- |
-31Closed |
$4.03K - $5.26K
|
0
$0
|
|
|
Apr 06, 2021
Q1 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
85New |
$11.1K - $14.4K
|
85
$15K
|
|
| Q4 2020 | |||||||
|
Sep 21, 2023
Q4 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
3.75KNew |
$378K - $496K
|
3.75K
$662K
|
|
|
Mar 09, 2021
Q4 2020
|
Tru Independence LLC
|
SELL
|
- |
-32Closed |
$3.23K - $4.23K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-100Closed |
$10.1K - $13.2K
|
0
$0
|
|
|
Feb 17, 2021
Q4 2020
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-17.3KClosed |
$1.74M - $2.28M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-200Closed |
$20.2K - $26.5K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-239Closed |
$24.1K - $31.6K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Private Capital Management, LLC
Naples, FL |
SELL
|
PUT |
-9KClosed |
$908K - $1.19M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-6.18KClosed |
$624K - $818K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-334KClosed |
$33.7M - $44.1M
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-701Closed |
$70.7K - $92.7K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-495Closed |
$49.9K - $65.5K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-30.2KClosed |
$3.05M - $3.99M
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Human Investing LLC
|
SELL
|
- |
-166Closed |
$16.7K - $22K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Meritage Portfolio Management
|
SELL
|
- |
-2.85KClosed |
$288K - $377K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
American Research & Management Co.
|
SELL
|
- |
-40- 50.0% |
$4.04K - $5.29K
|
40
$7.07K
|
|
|
Jan 19, 2021
Q4 2020
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-3.86KClosed |
$390K - $511K
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
Marquette Asset Management, LLC
|
SELL
|
- |
-66- 16.92% |
$6.66K - $8.73K
|
324
$57.3K
|
|
|
Jan 11, 2021
Q4 2020
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-2.61KClosed |
$263K - $345K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 18, 2024
Q3 2020
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-83- 1.92% |
$7.6K - $8.99K
|
4.24K
$749K
|
|
|
Nov 09, 2023
Q3 2020
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-960- 78.37% |
$87.9K - $104K
|
265
$46.8K
|
|
|
Dec 14, 2020
Q3 2020
|
Burney CO
Reston, VA |
SELL
|
- |
-3.22KClosed |
$295K - $349K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Gen Trust, LLC
|
SELL
|
- |
-2.82KClosed |
$258K - $305K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-35KClosed |
$3.21M - $3.79M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-29.1KClosed |
$2.66M - $3.15M
|
0
$0
|
|