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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-812- 12.47% |
$107K - $128K
|
5.7K
$1M
|
|
|
Aug 13, 2025
Q2 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1.5KNew |
$198K - $237K
|
1.5K
$263K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
CALL |
20.7K+ 363.16% |
$2.73M - $3.27M
|
26.4K
$4.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
21.6K+ 55.1% |
$2.85M - $3.42M
|
60.9K
$10.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-466- 79.66% |
$61.4K - $73.5K
|
119
$20.9K
|
|
|
Aug 13, 2025
Q2 2025
|
New South Capital Management Inc
Memphis, TN |
BUY
|
- |
2.77K+ 45.0% |
$365K - $436K
|
8.91K
$1.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
825+ 7.9% |
$109K - $130K
|
11.3K
$1.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
45New |
$5.93K - $7.1K
|
45
$7.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2+ 0.4% |
$264 - $316
|
498
$87.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
4New |
$527 - $631
|
4
$702
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
4.58KNew |
$604K - $723K
|
4.58K
$804K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
253+ 11.77% |
$33.4K - $39.9K
|
2.4K
$422K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
49K+ 28.5% |
$6.46M - $7.72M
|
221K
$38.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-4.6K- 75.05% |
$606K - $725K
|
1.53K
$268K
|
|
|
Aug 13, 2025
Q2 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-5.77K- 28.99% |
$761K - $910K
|
14.1K
$2.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.94K+ 2.26% |
$255K - $305K
|
87.8K
$15.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
2.29KNew |
$302K - $361K
|
2.29K
$402K
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
3.78K+ 44.41% |
$499K - $597K
|
12.3K
$2.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.9KNew |
$910K - $1.09M
|
6.9K
$1.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
44K+ 81.85% |
$5.81M - $6.95M
|
97.9K
$17.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-48.1K- 26.58% |
$6.34M - $7.59M
|
133K
$23.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-51.7K- 8.46% |
$6.81M - $8.15M
|
559K
$98.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.46K- 30.39% |
$192K - $230K
|
3.34K
$586K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.75K+ 18.33% |
$1.02M - $1.22M
|
50K
$8.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-192- 4.53% |
$25.3K - $30.3K
|
4.05K
$710K
|
|
|
Aug 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.84K+ 8.17% |
$374K - $447K
|
37.6K
$6.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
30New |
$3.96K - $4.73K
|
30
$5.27K
|
|
|
Aug 13, 2025
Q2 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-89- 2.6% |
$11.7K - $14K
|
3.33K
$585K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
26+ 1.07% |
$3.43K - $4.1K
|
2.46K
$432K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
3.18K+ 2.51% |
$419K - $501K
|
130K
$22.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-189- 1.02% |
$24.9K - $29.8K
|
18.3K
$3.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-895- 32.99% |
$118K - $141K
|
1.82K
$319K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-11.1K- 10.54% |
$1.46M - $1.75M
|
94.2K
$16.5M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
5.9K+ 87.13% |
$777K - $930K
|
12.7K
$2.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-1.57K- 37.07% |
$206K - $247K
|
2.66K
$467K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
525New |
$69.2K - $82.8K
|
525
$92.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
25.5KNew |
$3.37M - $4.03M
|
25.5K
$4.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-9- 0.65% |
$1.19K - $1.42K
|
1.37K
$240K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.62K- 5.95% |
$478K - $572K
|
57.3K
$10.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.44K- 10.01% |
$190K - $227K
|
12.9K
$2.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
6.72K+ 176.78% |
$886K - $1.06M
|
10.5K
$1.85M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
39+ 2.1% |
$5.14K - $6.15K
|
1.89K
$332K
|
|
|
Aug 12, 2025
Q2 2025
|
Close Asset Management LTD
|
BUY
|
- |
225+ 150.0% |
$29.7K - $35.5K
|
375
$65.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-49- 0.39% |
$6.46K - $7.73K
|
12.5K
$2.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
173+ 3.97% |
$22.8K - $27.3K
|
4.53K
$796K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-8- 0.1% |
$1.05K - $1.26K
|
8K
$1.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
9+ 0.41% |
$1.19K - $1.42K
|
2.19K
$385K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-99- 1.15% |
$13.1K - $15.6K
|
8.49K
$1.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-521- 4.7% |
$68.7K - $82.2K
|
10.6K
$1.85M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|