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 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7+ 0.2% |
$1.02K - $1.11K
|
3.57K
$543K
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
8+ 0.52% |
$1.16K - $1.27K
|
1.54K
$234K
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.46KNew |
$212K - $232K
|
1.46K
$222K
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
33+ 16.5% |
$4.81K - $5.24K
|
233
$35.5K
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-113K- 90.77% |
$16.5M - $18M
|
11.5K
$1.75M
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-271- 2.55% |
$39.5K - $43K
|
10.3K
$1.58M
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-82.6K- 43.4% |
$12M - $13.1M
|
108K
$16.4M
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-568- 16.78% |
$82.7K - $90.2K
|
2.82K
$429K
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-439- 4.47% |
$63.9K - $69.7K
|
9.39K
$1.43M
|
|
May 14, 2024
Q1 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.88K- 47.54% |
$710K - $774K
|
5.38K
$819K
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
12+ 0.36% |
$1.75K - $1.91K
|
3.33K
$507K
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
164KNew |
$23.9M - $26.1M
|
164K
$25M
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-126- 3.64% |
$18.3K - $20K
|
3.33K
$508K
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
758New |
$110K - $120K
|
758
$115K
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
1.32K+ 93.13% |
$191K - $209K
|
2.73K
$415K
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.35K- 44.58% |
$196K - $214K
|
1.68K
$255K
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.79K- 3.64% |
$260K - $284K
|
47.4K
$7.21M
|
|
May 14, 2024
Q1 2024
|
Ariel Investments, LLC
Chicago, IL |
SELL
|
- |
-4.31K- 9.5% |
$627K - $684K
|
41K
$6.25M
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.03K- 17.66% |
$295K - $322K
|
9.46K
$1.44M
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-133- 7.28% |
$19.4K - $21.1K
|
1.7K
$258K
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.34KNew |
$195K - $213K
|
1.34K
$204K
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.9K- 32.2% |
$277K - $302K
|
4K
$609K
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-725- 5.24% |
$106K - $115K
|
13.1K
$2M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-182- 0.2% |
$26.5K - $28.9K
|
90.7K
$13.8M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.5K+ 39.77% |
$2.1M - $2.3M
|
50.8K
$7.74M
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-351- 14.84% |
$51.1K - $55.7K
|
2.02K
$307K
|
|
May 14, 2024
Q1 2024
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-40.5K- 90.73% |
$5.9M - $6.44M
|
4.14K
$631K
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.08K- 1.74% |
$158K - $172K
|
61K
$9.29M
|
|
May 13, 2024
Q1 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
9.74KNew |
$1.42M - $1.55M
|
9.74K
$1.48M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
1.58K+ 0.15% |
$230K - $251K
|
1.07M
$163M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
42.4K+ 2.22% |
$6.17M - $6.73M
|
1.95M
$297M
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
205+ 2.48% |
$29.9K - $32.6K
|
8.46K
$1.29M
|
|
May 13, 2024
Q1 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
4.39K+ 112.61% |
$638K - $696K
|
8.28K
$1.26M
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.34% |
$146 - $159
|
295
$44.9K
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-4.28K- 43.75% |
$622K - $679K
|
5.5K
$837K
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-14- 0.64% |
$2.04K - $2.22K
|
2.17K
$331K
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
4.96K+ 10.39% |
$721K - $787K
|
52.7K
$8.02M
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-21.3K- 62.19% |
$3.1M - $3.38M
|
13K
$1.97M
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
6.98KNew |
$1.02M - $1.11M
|
6.98K
$1.06M
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
9New |
$1.31K - $1.43K
|
9
$1.37K
|
|
May 13, 2024
Q1 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-23.3K- 67.71% |
$3.39M - $3.69M
|
11.1K
$1.69M
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
SELL
|
- |
-84- 1.08% |
$12.2K - $13.3K
|
7.71K
$1.17M
|
|
May 13, 2024
Q1 2024
|
Royce & Associates LP
|
SELL
|
- |
-2.44K- 4.2% |
$355K - $387K
|
55.5K
$8.46M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.72K+ 9.53% |
$250K - $273K
|
19.8K
$3.01M
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
304+ 12.16% |
$44.3K - $48.3K
|
2.81K
$427K
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-5- 0.18% |
$728 - $794
|
2.83K
$431K
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-198- 6.03% |
$28.8K - $31.4K
|
3.09K
$470K
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
7New |
$1.02K - $1.11K
|
7
$1.07K
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
461+ 21.74% |
$67.1K - $73.2K
|
2.58K
$393K
|
|
May 13, 2024
Q1 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-97K- 82.79% |
$14.1M - $15.4M
|
20.2K
$3.07M
|