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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-739- 0.42% |
$120K - $134K
|
175K
$27.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.15K- 2.41% |
$187K - $209K
|
46.6K
$7.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.4K+ 5.21% |
$228K - $254K
|
28.3K
$4.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-125- 1.31% |
$20.3K - $22.7K
|
9.43K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
517+ 50.79% |
$84.1K - $93.8K
|
1.54K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.07K+ 1.0% |
$174K - $194K
|
108K
$16.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.69K+ 30.47% |
$275K - $306K
|
7.24K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.94K+ 49.84% |
$804K - $896K
|
14.9K
$2.3M
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-137- 8.51% |
$22.3K - $24.8K
|
1.47K
$228K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-5- 0.04% |
$813 - $907
|
12.6K
$1.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-100- 6.94% |
$16.3K - $18.1K
|
1.34K
$208K
|
|
|
Feb 13, 2025
Q4 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
1.79KNew |
$292K - $325K
|
1.79K
$278K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-117- 2.09% |
$19K - $21.2K
|
5.47K
$848K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
69.8K+ 889.76% |
$11.4M - $12.7M
|
77.6K
$12M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
431+ 16.12% |
$70.1K - $78.2K
|
3.11K
$481K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
703+ 1.34% |
$114K - $127K
|
53.3K
$8.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
280New |
$45.6K - $50.8K
|
280
$43.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
2.83KNew |
$461K - $513K
|
2.83K
$439K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-387- 4.52% |
$63K - $70.2K
|
8.17K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
3.53KNew |
$574K - $639K
|
3.53K
$547K
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
BUY
|
- |
155+ 9.93% |
$25.2K - $28.1K
|
1.72K
$266K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
55.9K+ 259.48% |
$9.09M - $10.1M
|
77.4K
$12M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
10+ 0.46% |
$1.63K - $1.81K
|
2.18K
$338K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-603- 5.01% |
$98.1K - $109K
|
11.4K
$1.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-204- 4.05% |
$33.2K - $37K
|
4.83K
$749K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.56K- 19.24% |
$254K - $284K
|
6.57K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6+ 0.44% |
$976 - $1.09K
|
1.38K
$214K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
35+ 0.22% |
$5.69K - $6.35K
|
15.9K
$2.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
507+ 0.56% |
$82.5K - $91.9K
|
90.9K
$14.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-924- 35.54% |
$150K - $168K
|
1.68K
$260K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
299+ 2.45% |
$48.6K - $54.2K
|
12.5K
$1.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
585New |
$95.2K - $106K
|
585
$90.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.7K+ 3.45% |
$601K - $670K
|
111K
$17.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.84KNew |
$462K - $515K
|
2.84K
$440K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
32+ 0.96% |
$5.21K - $5.8K
|
3.38K
$524K
|
|
|
Feb 13, 2025
Q4 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-3.18K- 7.2% |
$518K - $577K
|
41K
$6.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
63+ 1.73% |
$10.2K - $11.4K
|
3.71K
$575K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1+ 0.02% |
$163 - $181
|
5.63K
$873K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
16+ 0.53% |
$2.6K - $2.9K
|
3.05K
$473K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
SELL
|
- |
-134- 5.5% |
$21.8K - $24.3K
|
2.3K
$357K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.15K+ 15.27% |
$512K - $571K
|
23.8K
$3.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
2.66K+ 76.66% |
$433K - $483K
|
6.14K
$952K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
CALL |
4.7KNew |
$765K - $852K
|
4.7K
$729K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
96.2K+ 109.3% |
$15.6M - $17.4M
|
184K
$28.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-16- 0.55% |
$2.6K - $2.9K
|
2.9K
$450K
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
348+ 5.51% |
$56.6K - $63.1K
|
6.67K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
14+ 0.08% |
$2.28K - $2.54K
|
18.6K
$2.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-7.42K- 2.03% |
$1.21M - $1.35M
|
358K
$55.5M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3- 0.07% |
$488 - $544
|
4.35K
$675K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.64K+ 15.82% |
$755K - $842K
|
34K
$5.27M
|