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 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-976- 6.18% |
$146K - $165K
|
14.8K
$2.23M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
107New |
$16K - $18.1K
|
107
$16.1K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-524- 31.26% |
$78.2K - $88.8K
|
1.15K
$174K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-4.57K- 74.06% |
$682K - $774K
|
1.6K
$241K
|
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-329- 4.99% |
$49.1K - $55.7K
|
6.26K
$945K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.01K- 2.18% |
$151K - $172K
|
45.6K
$6.88M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-1.09K- 11.37% |
$163K - $185K
|
8.49K
$1.28M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-250- 6.16% |
$37.3K - $42.4K
|
3.81K
$575K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-7.86K- 84.81% |
$1.17M - $1.33M
|
1.41K
$212K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
25+ 0.3% |
$3.73K - $4.24K
|
8.31K
$1.25M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.95K+ 4.33% |
$440K - $499K
|
71K
$10.7M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-12- 0.44% |
$1.79K - $2.03K
|
2.71K
$409K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-8- 0.4% |
$1.19K - $1.36K
|
1.99K
$301K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
35+ 13.31% |
$5.22K - $5.93K
|
298
$44.9K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.3K- 3.17% |
$642K - $728K
|
131K
$19.8M
|
|
|
May 12, 2025
Q1 2025
|
Boston Partners
Boston, MA |
SELL
|
- |
-24.4K- 44.03% |
$3.64M - $4.13M
|
31K
$4.67M
|
|
|
May 12, 2025
Q1 2025
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-375- 1.2% |
$56K - $63.5K
|
31K
$4.67M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-20.6K- 1.69% |
$3.07M - $3.48M
|
1.2M
$181M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23K+ 2.5% |
$3.43M - $3.89M
|
943K
$142M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-154- 3.33% |
$23K - $26.1K
|
4.47K
$674K
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.21K- 42.88% |
$181K - $206K
|
1.62K
$244K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-20- 0.24% |
$2.99K - $3.39K
|
8.15K
$1.23M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-524- 0.97% |
$78.2K - $88.8K
|
53.3K
$8.04M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
9+ 0.3% |
$1.34K - $1.52K
|
3.01K
$454K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
200New |
$29.9K - $33.9K
|
200
$30.2K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.31K- 35.36% |
$344K - $390K
|
4.21K
$636K
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-7.02K- 7.54% |
$1.05M - $1.19M
|
86.2K
$13M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-7.15K- 13.41% |
$1.07M - $1.21M
|
46.1K
$6.96M
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-54- 0.71% |
$8.06K - $9.15K
|
7.56K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-150- 7.23% |
$22.4K - $25.4K
|
1.93K
$290K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-168- 0.95% |
$25.1K - $28.5K
|
17.5K
$2.64M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
27+ 1.02% |
$4.03K - $4.57K
|
2.67K
$402K
|
|
|
May 09, 2025
Q1 2025
|
Performa LTD (Us), LLC
|
BUY
|
- |
5.29K+ 12.83% |
$790K - $896K
|
46.5K
$7.02M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
62+ 2.61% |
$9.25K - $10.5K
|
2.43K
$367K
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
75+ 4.0% |
$11.2K - $12.7K
|
1.95K
$294K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
10.8K+ 16.52% |
$1.62M - $1.84M
|
76.4K
$11.5M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
5+ 0.3% |
$746 - $847
|
1.65K
$249K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-336- 23.46% |
$50.2K - $56.9K
|
1.1K
$165K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-52.8K- 4.71% |
$7.89M - $8.95M
|
1.07M
$161M
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-30- 0.42% |
$4.48K - $5.08K
|
7.11K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
45+ 1.92% |
$6.72K - $7.62K
|
2.39K
$360K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-253- 3.23% |
$37.8K - $42.9K
|
7.59K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
53+ 0.47% |
$7.91K - $8.98K
|
11.2K
$1.7M
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1+ 0.04% |
$149 - $169
|
2.54K
$383K
|
|
|
May 09, 2025
Q1 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
1.16KNew |
$173K - $196K
|
1.16K
$175K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-52- 10.53% |
$7.76K - $8.81K
|
442
$66.7K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-13- 1.66% |
$1.94K - $2.2K
|
772
$116K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
4+ 0.07% |
$597 - $678
|
5.87K
$885K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-293- 46.73% |
$43.7K - $49.6K
|
334
$50.4K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-6.69K- 0.98% |
$999K - $1.13M
|
673K
$101M
|