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 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-306- 1.48% |
$45.9K - $52.4K
|
20.4K
$3.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
498+ 14.74% |
$74.7K - $85.3K
|
3.88K
$685K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
923+ 9.77% |
$138K - $158K
|
10.4K
$1.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
13+ 0.07% |
$1.95K - $2.23K
|
19.3K
$3.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.25KNew |
$187K - $214K
|
1.25K
$221K
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-17.5K- 17.86% |
$2.63M - $3M
|
80.5K
$14.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
30+ 12.88% |
$4.5K - $5.14K
|
263
$46.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-60- 1.48% |
$9K - $10.3K
|
4K
$707K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
35+ 1.52% |
$5.25K - $6K
|
2.34K
$413K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-73.1K- 37.44% |
$11M - $12.5M
|
122K
$21.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-342- 6.06% |
$51.3K - $58.6K
|
5.3K
$936K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
191+ 1.86% |
$28.7K - $32.7K
|
10.5K
$1.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
128+ 0.21% |
$19.2K - $21.9K
|
62.5K
$11.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.15KNew |
$1.22M - $1.4M
|
8.15K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-22- 1.31% |
$3.3K - $3.77K
|
1.66K
$293K
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
17.1K+ 2.55% |
$2.56M - $2.92M
|
686K
$121M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
120+ 6.13% |
$18K - $20.6K
|
2.08K
$367K
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.21KNew |
$181K - $207K
|
1.21K
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-478- 3.04% |
$71.7K - $81.9K
|
15.2K
$2.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-32K- 10.76% |
$4.8M - $5.49M
|
266K
$46.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
67New |
$10.1K - $11.5K
|
67
$11.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-18- 0.21% |
$2.7K - $3.08K
|
8.57K
$1.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-179K- 92.12% |
$26.9M - $30.7M
|
15.3K
$2.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-505- 0.79% |
$75.8K - $86.5K
|
63.6K
$11.2M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
90+ 4.6% |
$13.5K - $15.4K
|
2.05K
$361K
|
|
|
Nov 12, 2024
Q3 2024
|
Close Asset Management LTD
|
BUY
|
- |
150New |
$22.5K - $25.7K
|
150
$26.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-842- 1.19% |
$126K - $144K
|
69.7K
$12.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
516+ 15.42% |
$77.4K - $88.4K
|
3.86K
$683K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
631+ 18.46% |
$94.7K - $108K
|
4.05K
$716K
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-7.04K- 30.23% |
$1.06M - $1.21M
|
16.2K
$2.87M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-143- 3.89% |
$21.5K - $24.5K
|
3.53K
$624K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
134+ 3.17% |
$20.1K - $23K
|
4.36K
$770K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.13K- 1.91% |
$170K - $194K
|
58.2K
$10.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
8.15KNew |
$1.22M - $1.4M
|
8.15K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.19KNew |
$1.23M - $1.4M
|
8.19K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.33KNew |
$199K - $228K
|
1.33K
$235K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
130+ 0.65% |
$19.5K - $22.3K
|
20K
$3.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-596- 4.77% |
$89.4K - $102K
|
11.9K
$2.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-20- 0.18% |
$3K - $3.43K
|
11.1K
$1.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
1.26K+ 2.93% |
$189K - $216K
|
44.2K
$7.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
790+ 6.47% |
$119K - $135K
|
13K
$2.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-44.5K- 54.66% |
$6.67M - $7.62M
|
36.9K
$6.52M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.66K+ 6.98% |
$550K - $628K
|
56.1K
$9.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-362- 1.56% |
$54.3K - $62K
|
22.8K
$4.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-137- 2.4% |
$20.6K - $23.5K
|
5.56K
$983K
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-829K- 99.42% |
$124M - $142M
|
4.83K
$854K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.2K+ 11.71% |
$1.67M - $1.91M
|
106K
$18.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
796+ 21.01% |
$119K - $136K
|
4.59K
$810K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.46KNew |
$369K - $422K
|
2.46K
$435K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
357+ 4.54% |
$53.6K - $61.2K
|
8.22K
$1.45M
|