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 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-793- 12.08% |
$118K - $134K
|
5.77K
$966K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.24K- 9.41% |
$334K - $379K
|
21.5K
$3.6M
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-361- 3.83% |
$53.9K - $61.2K
|
9.06K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-665- 26.2% |
$99.3K - $113K
|
1.87K
$314K
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
6.11KNew |
$912K - $1.04M
|
6.11K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-76- 2.04% |
$11.3K - $12.9K
|
3.65K
$610K
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
29.7K+ 27.41% |
$4.43M - $5.03M
|
138K
$23.1M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.71K- 4.05% |
$554K - $629K
|
87.9K
$14.7M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
21.1K+ 133.15% |
$3.16M - $3.58M
|
37K
$6.2M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-25.2K- 26.27% |
$3.76M - $4.27M
|
70.7K
$11.8M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1+ 0.06% |
$149 - $169
|
1.71K
$287K
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-1.57K- 29.92% |
$234K - $265K
|
3.67K
$614K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-386K- 5.74% |
$57.6M - $65.3M
|
6.33M
$1.06B
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-427K- 7.79% |
$63.8M - $72.4M
|
5.06M
$846M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
30.5K+ 39.35% |
$4.55M - $5.16M
|
108K
$18.1M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.58K- 0.61% |
$236K - $268K
|
257K
$43M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-20- 1.27% |
$2.99K - $3.39K
|
1.56K
$260K
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
7+ 0.32% |
$1.04K - $1.19K
|
2.19K
$366K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-9.88K- 10.32% |
$1.47M - $1.67M
|
85.8K
$14.4M
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
50KNew |
$7.46M - $8.46M
|
50K
$8.36M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-45- 0.16% |
$6.72K - $7.62K
|
27.6K
$4.62M
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.14K- 17.1% |
$170K - $193K
|
5.53K
$925K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.73K+ 72.72% |
$1M - $1.14M
|
16K
$2.68M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-5- 0.24% |
$746 - $847
|
2.11K
$353K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-484- 3.32% |
$72.2K - $82K
|
14.1K
$2.36M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.5K+ 1.97% |
$1.57M - $1.78M
|
546K
$91.4M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-724- 1.19% |
$108K - $123K
|
60.2K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.39K+ 3.86% |
$954K - $1.08M
|
172K
$28.8M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.84K- 1.95% |
$275K - $312K
|
92.3K
$15.5M
|
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-1.5K- 15.21% |
$224K - $254K
|
8.36K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-587- 12.2% |
$87.6K - $99.4K
|
4.23K
$707K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-93- 2.51% |
$13.9K - $15.8K
|
3.61K
$604K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-57- 0.2% |
$8.51K - $9.66K
|
28.2K
$4.72M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
61.1KNew |
$9.12M - $10.3M
|
61.1K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
2.76KNew |
$412K - $468K
|
2.76K
$462K
|
|
|
May 15, 2025
Q1 2025
|
Alamar Capital Management, LLC
|
SELL
|
- |
-365- 2.76% |
$54.5K - $61.8K
|
12.9K
$2.15M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-204- 0.58% |
$30.5K - $34.6K
|
35.3K
$5.9M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-439- 16.64% |
$65.5K - $74.4K
|
2.2K
$368K
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-2.91K- 22.85% |
$434K - $493K
|
9.82K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.27K+ 6.34% |
$637K - $723K
|
71.5K
$12M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-34.6K- 4.17% |
$5.17M - $5.86M
|
794K
$133M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.78K- 4.15% |
$266K - $302K
|
41.1K
$6.89M
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
SELL
|
- |
-9- 2.62% |
$1.34K - $1.52K
|
335
$56.1K
|
|
|
May 15, 2025
Q1 2025
|
Gendell Jeffrey L
Greenwich, CT |
SELL
|
- |
-78.4K- 64.36% |
$11.7M - $13.3M
|
43.4K
$7.27M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-37- 0.2% |
$5.52K - $6.27K
|
18.6K
$3.11M
|
|
|
May 15, 2025
Q1 2025
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-1K- 21.81% |
$149K - $169K
|
3.59K
$600K
|
|
|
May 15, 2025
Q1 2025
|
Ariel Investments, LLC
Chicago, IL |
SELL
|
- |
-5.79K- 12.47% |
$864K - $980K
|
40.6K
$6.8M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.31K+ 4.37% |
$344K - $391K
|
55.1K
$9.22M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-100- 4.98% |
$14.9K - $16.9K
|
1.91K
$319K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-6.19K- 29.53% |
$924K - $1.05M
|
14.8K
$2.47M
|