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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
330+ 11.16% |
$43.5K - $52.1K
|
3.29K
$550K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
132+ 4.71% |
$17.4K - $20.8K
|
2.93K
$491K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
9+ 0.04% |
$1.19K - $1.42K
|
20.6K
$3.45M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-100- 18.55% |
$13.2K - $15.8K
|
439
$73.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
57+ 3.76% |
$7.51K - $8.99K
|
1.57K
$263K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.67K+ 78.45% |
$220K - $264K
|
3.8K
$636K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-66- 1.12% |
$8.7K - $10.4K
|
5.85K
$979K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-853- 2.66% |
$112K - $135K
|
31.2K
$5.23M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
665+ 11.05% |
$87.7K - $105K
|
6.68K
$1.12M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-75- 51.02% |
$9.89K - $11.8K
|
72
$12.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
185+ 0.3% |
$24.4K - $29.2K
|
62.6K
$10.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
233+ 3.22% |
$30.7K - $36.8K
|
7.48K
$1.25M
|
|
|
Jul 07, 2025
Q2 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
SELL
|
- |
-382- 1.04% |
$50.4K - $60.3K
|
36.2K
$6.06M
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-200- 4.11% |
$26.4K - $31.6K
|
4.67K
$782K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-81- 0.81% |
$10.7K - $12.8K
|
9.9K
$1.66M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2K+ 7.1% |
$263K - $315K
|
30.2K
$5.05M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-214- 4.61% |
$28.2K - $33.8K
|
4.43K
$741K
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-249- 12.17% |
$32.8K - $39.3K
|
1.8K
$301K
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
55+ 0.2% |
$7.25K - $8.68K
|
28.1K
$4.7M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
160+ 4.15% |
$21.1K - $25.2K
|
4.01K
$672K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
5.62KNew |
$740K - $886K
|
5.62K
$940K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-190- 0.31% |
$25K - $30K
|
61.6K
$10.3M
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
28.5K+ 1.4% |
$4.25M - $4.83M
|
2.06M
$345M
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
40New |
$5.97K - $6.78K
|
40
$6.7K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.65K- 17.09% |
$545K - $618K
|
17.7K
$2.96M
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
15+ 150.0% |
$2.24K - $2.54K
|
25
$4.19K
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-15.9K- 49.63% |
$2.37M - $2.69M
|
16.1K
$2.69M
|
|
|
May 16, 2025
Q1 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
10.4KNew |
$1.56M - $1.77M
|
10.4K
$1.75M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.44% |
$149 - $169
|
226
$37.8K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
558New |
$83.3K - $94.5K
|
558
$93.4K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.24K+ 30.03% |
$335K - $380K
|
9.71K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
40.8KNew |
$6.09M - $6.91M
|
40.8K
$6.83M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-90- 21.69% |
$13.4K - $15.2K
|
325
$54.4K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-62.6K- 47.9% |
$9.35M - $10.6M
|
68.1K
$11.4M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-270- 9.11% |
$40.3K - $45.7K
|
2.69K
$451K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-577- 29.83% |
$86.1K - $97.7K
|
1.36K
$227K
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
103K+ 74.7% |
$15.4M - $17.5M
|
241K
$40.3M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
7.67KNew |
$1.15M - $1.3M
|
7.67K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
3+ 0.19% |
$448 - $508
|
1.61K
$270K
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
205+ 4.1% |
$30.6K - $34.7K
|
5.21K
$872K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
9.66K+ 51.67% |
$1.44M - $1.64M
|
28.4K
$4.75M
|
|
|
May 15, 2025
Q1 2025
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
44.5K+ 86.76% |
$6.65M - $7.54M
|
95.8K
$16M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-300- 6.32% |
$44.8K - $50.8K
|
4.45K
$745K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.54KNew |
$230K - $261K
|
1.54K
$258K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-21.3K- 6.96% |
$3.18M - $3.61M
|
285K
$47.7M
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
8+ 0.27% |
$1.19K - $1.36K
|
2.96K
$496K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
6.09KNew |
$908K - $1.03M
|
6.09K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-71- 1.51% |
$10.6K - $12K
|
4.64K
$777K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.72K+ 37.6% |
$406K - $461K
|
9.96K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.51K+ 18.32% |
$226K - $256K
|
9.78K
$1.64M
|
|