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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
471+ 5.46% |
$62.1K - $74.3K
|
9.1K
$1.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1.23K+ 13.55% |
$162K - $194K
|
10.3K
$1.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-888- 40.38% |
$117K - $140K
|
1.31K
$230K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-440- 1.76% |
$58K - $69.4K
|
24.6K
$4.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-164- 2.01% |
$21.6K - $25.9K
|
7.98K
$1.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-169- 4.5% |
$22.3K - $26.7K
|
3.59K
$630K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.5K+ 1.77% |
$2.3M - $2.76M
|
1M
$176M
|
|
|
Aug 12, 2025
Q2 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
25.1KNew |
$3.31M - $3.96M
|
25.1K
$4.4M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-474- 13.21% |
$62.5K - $74.8K
|
3.11K
$547K
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-68- 5.64% |
$8.97K - $10.7K
|
1.14K
$200K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
401+ 891.11% |
$52.9K - $63.3K
|
446
$78.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
665+ 57.73% |
$87.7K - $105K
|
1.82K
$319K
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-252- 3.99% |
$33.2K - $39.8K
|
6.07K
$1.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.66K+ 19.34% |
$351K - $420K
|
16.4K
$2.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
237K+ 15292.53% |
$31.3M - $37.5M
|
239K
$42M
|
|
|
Aug 12, 2025
Q2 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.08K+ 3.76% |
$143K - $171K
|
29.9K
$5.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.4K+ 8.55% |
$580K - $694K
|
55.9K
$9.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-3- 4.76% |
$396 - $473
|
60
$10.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-7.34K- 49.55% |
$967K - $1.16M
|
7.47K
$1.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-494- 9.06% |
$65.1K - $77.9K
|
4.96K
$870K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.83K+ 10.05% |
$374K - $447K
|
31K
$5.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-10- 71.43% |
$1.32K - $1.58K
|
4
$702
|
|
|
Aug 12, 2025
Q2 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-2.01K- 26.57% |
$265K - $317K
|
5.55K
$974K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
120K+ 42.07% |
$15.8M - $18.9M
|
405K
$71M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.74K+ 2.49% |
$757K - $906K
|
237K
$41.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-104- 4.91% |
$13.7K - $16.4K
|
2.01K
$353K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
53New |
$6.99K - $8.36K
|
53
$9.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Sierra Capital LLC
|
SELL
|
- |
-2.59K- 10.32% |
$341K - $408K
|
22.5K
$3.95M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-129K- 55.68% |
$17M - $20.4M
|
103K
$18.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-1- 0.05% |
$132 - $158
|
1.9K
$334K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.24K+ 2.09% |
$164K - $196K
|
60.6K
$10.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-119- 1.81% |
$15.7K - $18.8K
|
6.46K
$1.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 0.44% |
$527 - $631
|
908
$159K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
508+ 2.18% |
$67K - $80.1K
|
23.8K
$4.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-436- 1.29% |
$57.5K - $68.8K
|
33.4K
$5.86M
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
SELL
|
- |
-32- 1.39% |
$4.22K - $5.05K
|
2.27K
$399K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
1.56K+ 111.01% |
$206K - $247K
|
2.97K
$522K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.76K- 1.34% |
$231K - $277K
|
129K
$22.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-440- 9.66% |
$58K - $69.4K
|
4.12K
$722K
|
|
|
Aug 11, 2025
Q2 2025
|
Elite Financial, Inc.
Lewiston, ID |
SELL
|
- |
-3.96K- 3.97% |
$522K - $625K
|
95.9K
$16.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
233New |
$30.7K - $36.8K
|
233
$40.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
426New |
$56.2K - $67.2K
|
426
$74.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-208- 7.62% |
$27.4K - $32.8K
|
2.52K
$442K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-13- 4.0% |
$1.71K - $2.05K
|
312
$54.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
21+ 0.46% |
$2.77K - $3.31K
|
4.6K
$807K
|
|
|
Aug 11, 2025
Q2 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
222+ 3.54% |
$29.3K - $35K
|
6.49K
$1.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.56K- 19.45% |
$337K - $404K
|
10.6K
$1.86M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-193- 3.07% |
$25.4K - $30.4K
|
6.1K
$1.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Royce & Associates LP
|
BUY
|
- |
2.47K+ 3.28% |
$326K - $390K
|
77.7K
$13.6M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.44K+ 34.22% |
$190K - $227K
|
5.66K
$993K
|