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 05, 2020
Q1 2020
|
Investors Research Corp
|
BUY
|
- |
150New |
$10.8K - $19.4K
|
150
$26.3K
|
|
|
Apr 29, 2020
Q1 2020
|
Riversedge Advisors, LLC
|
SELL
|
- |
-2.3KClosed |
$165K - $298K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
First National Trust CO
|
SELL
|
- |
-1.95KClosed |
$140K - $253K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.66KClosed |
$119K - $214K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-4.38KClosed |
$314K - $567K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-40.8KClosed |
$2.93M - $5.28M
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-173Closed |
$12.4K - $22.4K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Barnett & Company, Inc.
|
SELL
|
- |
-301Closed |
$21.6K - $39K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Parkside Investments, LLC
|
SELL
|
- |
-36.1KClosed |
$2.59M - $4.68M
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.62KClosed |
$116K - $210K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Resource Planning Group
|
SELL
|
- |
-1.6KClosed |
$115K - $208K
|
0
$0
|
|
|
Apr 06, 2020
Q1 2020
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-1.76KClosed |
$126K - $228K
|
0
$0
|
|
|
Apr 03, 2020
Q1 2020
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-1.94KClosed |
$139K - $251K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Dec 21, 2023
Q4 2019
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
670+ 116.72% |
$77.4K - $86.4K
|
1.24K
$218K
|
|
|
Feb 14, 2020
Q4 2019
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-1.23KClosed |
$143K - $159K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
2.19KNew |
$253K - $282K
|
2.19K
$384K
|
|
|
Feb 14, 2020
Q4 2019
|
Comprehensive Financial Management LLC
Los Gatos, CA |
BUY
|
- |
230KNew |
$26.6M - $29.7M
|
230K
$40.5M
|
|
|
Feb 13, 2020
Q4 2019
|
Lake Point Wealth Management
|
BUY
|
- |
115New |
$13.3K - $14.8K
|
115
$20.2K
|
|
|
Feb 13, 2020
Q4 2019
|
Impax Asset Management Group PLC
|
SELL
|
- |
-75KClosed |
$8.66M - $9.68M
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.97KClosed |
$228K - $255K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-2.49KClosed |
$288K - $321K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2+ 0.4% |
$231 - $258
|
502
$88.1K
|
|
|
Feb 12, 2020
Q4 2019
|
Next Capital Management LLC
|
BUY
|
- |
4.21KNew |
$487K - $544K
|
4.21K
$740K
|
|
|
Feb 12, 2020
Q4 2019
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
1.64KNew |
$190K - $212K
|
1.64K
$288K
|
|
|
Feb 12, 2020
Q4 2019
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-326Closed |
$37.6K - $42.1K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-50Closed |
$5.77K - $6.45K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-12Closed |
$1.39K - $1.55K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-12.8KClosed |
$1.48M - $1.66M
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
299New |
$34.5K - $38.6K
|
299
$52.5K
|
|
|
Feb 06, 2020
Q4 2019
|
Gam Holding Ag
|
SELL
|
- |
-31.3KClosed |
$3.62M - $4.04M
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-3.4KClosed |
$392K - $438K
|
0
$0
|
|
|
Jan 21, 2020
Q4 2019
|
G&S Capital LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-44Closed |
$5.08K - $5.68K
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
Belmont Capital, LLC
|
BUY
|
- |
25New |
$2.89K - $3.23K
|
25
$4.39K
|
|
| Q3 2019 | |||||||
|
Nov 18, 2019
Q3 2019
|
Alaska Permanent Capital Management
|
SELL
|
- |
-125Closed |
$13.9K - $15.5K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-80Closed |
$8.87K - $9.92K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-2.13KClosed |
$237K - $265K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-252Closed |
$27.9K - $31.2K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2Closed |
$222 - $248
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-6.96KClosed |
$771K - $863K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-13.8KClosed |
$1.53M - $1.71M
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-69Closed |
$7.65K - $8.55K
|
0
$0
|
|
|
Oct 24, 2019
Q3 2019
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-3.29KClosed |
$364K - $407K
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
First Command Financial Services, Inc.
|
SELL
|
- |
-20Closed |
$2.22K - $2.48K
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
First Command Bank
|
SELL
|
- |
-20Closed |
$2.22K - $2.48K
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
Hms Capital Management, LLC
|
SELL
|
- |
-860Closed |
$95.3K - $107K
|
0
$0
|
|
|
Oct 11, 2019
Q3 2019
|
Starr International CO Inc
Zug, V8 |
SELL
|
- |
-4.39KClosed |
$487K - $545K
|
0
$0
|
|
|
Oct 10, 2019
Q3 2019
|
Ma Private Wealth
|
SELL
|
- |
-2.57KClosed |
$285K - $318K
|
0
$0
|
|
|
Oct 04, 2019
Q3 2019
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-28.8KClosed |
$3.19M - $3.57M
|
0
$0
|
|
| Q2 2019 | |||||||
|
Oct 15, 2019
Q2 2019
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-4.7KClosed |
$536K - $592K
|
0
$0
|
|