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 |
|---|---|---|---|---|---|---|---|
|
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
$537K
|
|
|
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
$131K
|
|
|
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
|
|
| Q4 2021 | |||||||
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
10New |
$1.57K - $1.77K
|
10
$1.61K
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
45New |
$7.08K - $7.96K
|
45
$7.25K
|
|
|
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
$35.8K
|
|
|
Feb 18, 2022
Q4 2021
|
Castle Ark Alternatives, LLC
Chicago, IL |
SELL
|
- |
-16.6KClosed |
$2.61M - $2.93M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-36Closed |
$5.66K - $6.37K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-2.8KClosed |
$440K - $495K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-132Closed |
$20.8K - $23.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
147KNew |
$23.1M - $26M
|
147K
$23.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-80Closed |
$12.6K - $14.2K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
New Legacy Group, LLC
|
BUY
|
- |
6KNew |
$944K - $1.06M
|
6K
$966K
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-2.15KClosed |
$338K - $380K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
CALL |
5KNew |
$787K - $884K
|
5K
$805K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
182New |
$28.6K - $32.2K
|
182
$29.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Nicholas Company, Inc.
|
SELL
|
- |
-35.2KClosed |
$5.53M - $6.22M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-356Closed |
$56K - $63K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1.93KClosed |
$304K - $342K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
SELL
|
- |
-5- 0.07% |
$787 - $884
|
7.13K
$1.15M
|
|
|
Feb 10, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-630Closed |
$99.1K - $111K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-162Closed |
$25.5K - $28.7K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-2.88KClosed |
$452K - $509K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
1.27K+ 90.82% |
$199K - $224K
|
2.66K
$429K
|
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.57KClosed |
$247K - $278K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
17New |
$2.67K - $3.01K
|
17
$2.74K
|
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-1.49KClosed |
$235K - $264K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.65KClosed |
$260K - $293K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-35Closed |
$5.51K - $6.19K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
610New |
$96K - $108K
|
610
$98.2K
|
|
|
Jan 19, 2022
Q4 2021
|
West Financial Advisors, LLC
|
SELL
|
- |
-10Closed |
$1.57K - $1.77K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.21KClosed |
$347K - $391K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-243Closed |
$37.2K - $40.7K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
2.26KNew |
$346K - $379K
|
2.26K
$364K
|
|
|
Nov 15, 2021
Q3 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
2.29KNew |
$351K - $384K
|
2.29K
$369K
|
|
|
Nov 15, 2021
Q3 2021
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-2.78KClosed |
$425K - $465K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-16.7KClosed |
$2.55M - $2.79M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-3.59KClosed |
$550K - $602K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2New |
$306 - $335
|
2
$322
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-280Closed |
$42.8K - $46.9K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-263Closed |
$40.2K - $44K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
552New |
$84.5K - $92.4K
|
552
$88.9K
|
|