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, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
546+ 3.32% |
$85.8K - $97.7K
|
17K
$2.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-24.1K- 10.44% |
$3.78M - $4.31M
|
207K
$36.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-500- 25.91% |
$78.6K - $89.5K
|
1.43K
$250K
|
|
|
Nov 12, 2025
Q3 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
9+ 0.45% |
$1.41K - $1.61K
|
2.03K
$354K
|
|
|
Nov 12, 2025
Q3 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
308New |
$48.4K - $55.1K
|
308
$53.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-53.7K- 52.18% |
$8.43M - $9.6M
|
49.2K
$8.59M
|
|
|
Nov 10, 2025
Q3 2025
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-11- 0.87% |
$1.73K - $1.97K
|
1.26K
$220K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.34K+ 8.17% |
$211K - $240K
|
17.8K
$3.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
63.3KNew |
$9.94M - $11.3M
|
63.3K
$11.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.84K- 51.59% |
$603K - $687K
|
3.6K
$629K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-744- 1.08% |
$117K - $133K
|
68.4K
$11.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-199- 5.59% |
$31.3K - $35.6K
|
3.36K
$588K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-36.1K- 5.11% |
$5.68M - $6.47M
|
671K
$117M
|
|
|
Nov 10, 2025
Q3 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-1.32K- 14.23% |
$208K - $237K
|
7.97K
$1.39M
|
|
|
Nov 10, 2025
Q3 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1+ 0.03% |
$157 - $179
|
3.35K
$585K
|
|
|
Nov 10, 2025
Q3 2025
|
Equitable Trust CO
|
BUY
|
- |
159+ 10.28% |
$25K - $28.5K
|
1.71K
$298K
|
|
|
Nov 10, 2025
Q3 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
28+ 0.8% |
$4.4K - $5.01K
|
3.53K
$617K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-12- 0.07% |
$1.89K - $2.15K
|
16.8K
$2.93M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.57K- 86.35% |
$246K - $281K
|
248
$43.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
972New |
$153K - $174K
|
972
$170K
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.32KNew |
$207K - $236K
|
1.32K
$231K
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
11.3KNew |
$1.78M - $2.03M
|
11.3K
$1.98M
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
447+ 1.76% |
$70.2K - $80K
|
25.8K
$4.51M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-3.03K- 1.18% |
$476K - $542K
|
254K
$44.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
13+ 0.53% |
$2.04K - $2.33K
|
2.47K
$432K
|
|
|
Nov 10, 2025
Q3 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
22New |
$3.46K - $3.94K
|
22
$3.84K
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
SELL
|
- |
-2.69K- 2.56% |
$423K - $482K
|
102K
$17.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
37+ 1.07% |
$5.81K - $6.62K
|
3.5K
$610K
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
BUY
|
- |
1.22KNew |
$191K - $218K
|
1.22K
$213K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1+ 0.03% |
$157 - $179
|
3.99K
$696K
|
|
|
Nov 10, 2025
Q3 2025
|
Rice Partnership, LLC
|
BUY
|
- |
22+ 2.35% |
$3.46K - $3.94K
|
960
$168K
|
|
|
Nov 10, 2025
Q3 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-239- 8.89% |
$37.5K - $42.8K
|
2.45K
$428K
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
BUY
|
- |
4.32K+ 9.23% |
$678K - $773K
|
51.1K
$8.92M
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-40- 0.44% |
$6.28K - $7.16K
|
9.06K
$1.58M
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
333+ 13.75% |
$52.3K - $59.6K
|
2.76K
$481K
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2K- 62.49% |
$314K - $358K
|
1.2K
$210K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-9.63K- 5.52% |
$1.51M - $1.72M
|
165K
$28.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-314- 0.13% |
$49.3K - $56.2K
|
236K
$41.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-401- 89.91% |
$63K - $71.8K
|
45
$7.86K
|
|
|
Nov 10, 2025
Q3 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.66K+ 8.79% |
$261K - $297K
|
20.5K
$3.59M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
6+ 0.22% |
$943 - $1.07K
|
2.79K
$487K
|
|
|
Nov 10, 2025
Q3 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
SELL
|
- |
-3.54K- 11.83% |
$556K - $633K
|
26.4K
$4.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
SELL
|
- |
-288- 4.71% |
$45.2K - $51.5K
|
5.83K
$1.02M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-11.6K- 1.03% |
$1.82M - $2.07M
|
1.11M
$194M
|
|
|
Nov 07, 2025
Q3 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-167- 2.37% |
$26.2K - $29.9K
|
6.89K
$1.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Sageworth Trust CO
|
SELL
|
- |
-6.6K- 63.28% |
$1.04M - $1.18M
|
3.83K
$668K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-45- 1.22% |
$7.07K - $8.05K
|
3.65K
$638K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-41.6K- 8.74% |
$6.53M - $7.44M
|
434K
$75.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
SELL
|
- |
-45- 4.86% |
$7.07K - $8.05K
|
880
$154K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-490- 0.57% |
$77K - $87.7K
|
85.8K
$15M
|
|