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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
80+ 2.48% |
$12.6K - $14.3K
|
3.31K
$577K
|
|
|
Nov 13, 2025
Q3 2025
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-12- 0.88% |
$1.89K - $2.15K
|
1.35K
$235K
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
SELL
|
- |
-29.7K- 49.45% |
$4.67M - $5.32M
|
30.4K
$5.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-36.9K- 3.99% |
$5.79M - $6.6M
|
886K
$155M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-133K- 13.63% |
$20.8M - $23.7M
|
840K
$147M
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-84- 4.7% |
$13.2K - $15K
|
1.7K
$298K
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
222+ 9.7% |
$34.9K - $39.7K
|
2.51K
$439K
|
|
|
Nov 13, 2025
Q3 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8- 0.23% |
$1.26K - $1.43K
|
3.54K
$618K
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
BUY
|
- |
353New |
$55.5K - $63.2K
|
353
$61.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
SELL
|
- |
-109- 5.96% |
$17.1K - $19.5K
|
1.72K
$300K
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
716New |
$112K - $128K
|
716
$125K
|
|
|
Nov 13, 2025
Q3 2025
|
Gator Capital Management, LLC
|
SELL
|
- |
-540- 18.52% |
$84.8K - $96.6K
|
2.38K
$415K
|
|
|
Nov 13, 2025
Q3 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-34- 0.13% |
$5.34K - $6.08K
|
27.1K
$4.74M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-29.9K- 4.0% |
$4.7M - $5.35M
|
718K
$125M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-689- 3.77% |
$108K - $123K
|
17.6K
$3.07M
|
|
|
Nov 13, 2025
Q3 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
67.9K+ 51.11% |
$10.7M - $12.2M
|
201K
$35.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-3- 0.11% |
$471 - $537
|
2.76K
$482K
|
|
|
Nov 13, 2025
Q3 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
21.1K+ 74.04% |
$3.31M - $3.77M
|
49.6K
$8.66M
|
|
|
Nov 13, 2025
Q3 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-130- 0.51% |
$20.4K - $23.3K
|
25.5K
$4.45M
|
|
|
Nov 13, 2025
Q3 2025
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-2.91K- 33.09% |
$457K - $521K
|
5.89K
$1.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-784- 17.46% |
$123K - $140K
|
3.71K
$647K
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-12.6K- 4.41% |
$1.98M - $2.25M
|
273K
$47.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-740- 18.29% |
$116K - $132K
|
3.31K
$578K
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
3.36KNew |
$528K - $602K
|
3.36K
$587K
|
|
|
Nov 13, 2025
Q3 2025
|
Boston Partners
Boston, MA |
SELL
|
- |
-11.7K- 36.27% |
$1.84M - $2.09M
|
20.6K
$3.59M
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
100New |
$15.7K - $17.9K
|
100
$17.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.03K- 0.25% |
$161K - $184K
|
403K
$70.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
137New |
$21.5K - $24.5K
|
137
$23.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.18K+ 9.18% |
$657K - $748K
|
49.7K
$8.69M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-25.4K- 19.62% |
$3.99M - $4.55M
|
104K
$18.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
716+ 0.96% |
$112K - $128K
|
75.6K
$13.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
36.2K+ 232.87% |
$5.68M - $6.47M
|
51.7K
$9.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
62.8KNew |
$9.87M - $11.2M
|
62.8K
$11M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
2KNew |
$314K - $358K
|
2K
$349K
|
|
|
Nov 13, 2025
Q3 2025
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-5.58K- 14.85% |
$876K - $998K
|
32K
$5.59M
|
|
|
Nov 13, 2025
Q3 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
616+ 0.64% |
$96.8K - $110K
|
96.6K
$16.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-97- 45.54% |
$15.2K - $17.4K
|
116
$20.3K
|
|
|
Nov 12, 2025
Q3 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-2.36K- 54.93% |
$370K - $421K
|
1.93K
$337K
|
|
|
Nov 12, 2025
Q3 2025
|
Close Asset Management LTD
|
SELL
|
- |
-150- 40.0% |
$23.6K - $26.8K
|
225
$39.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.67M+ 62.53% |
$263M - $299M
|
4.34M
$759M
|
|
|
Nov 12, 2025
Q3 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
7+ 0.42% |
$1.1K - $1.25K
|
1.68K
$293K
|
|
|
Nov 12, 2025
Q3 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-31- 0.46% |
$4.87K - $5.55K
|
6.65K
$1.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-1.22K- 1.56% |
$192K - $218K
|
77.2K
$13.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
482New |
$75.7K - $86.2K
|
482
$84.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-139- 3.37% |
$21.8K - $24.9K
|
3.99K
$696K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-858- 1.53% |
$135K - $154K
|
55.1K
$9.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-150- 8.11% |
$23.6K - $26.8K
|
1.7K
$297K
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.42K+ 18.3% |
$223K - $254K
|
9.16K
$1.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
11.7K+ 487.33% |
$1.83M - $2.09M
|
14K
$2.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
17+ 0.45% |
$2.67K - $3.04K
|
3.76K
$656K
|
|