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 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
2.36K+ 122.59% |
$311K - $372K
|
4.29K
$753K
|
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-19- 0.53% |
$2.5K - $3K
|
3.55K
$622K
|
|
|
Aug 11, 2025
Q2 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.3KNew |
$171K - $205K
|
1.3K
$228K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-805- 20.95% |
$106K - $127K
|
3.04K
$533K
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
9.46KNew |
$1.25M - $1.49M
|
9.46K
$1.66M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
130+ 1.57% |
$17.1K - $20.5K
|
8.41K
$1.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-12- 0.11% |
$1.58K - $1.89K
|
11.2K
$1.97M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4.06K+ 8.74% |
$535K - $640K
|
50.5K
$8.86M
|
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
22+ 0.69% |
$2.9K - $3.47K
|
3.23K
$566K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
7.44K+ 16.12% |
$981K - $1.17M
|
53.6K
$9.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
100+ 2.77% |
$13.2K - $15.8K
|
3.72K
$652K
|
|
|
Aug 11, 2025
Q2 2025
|
Performa LTD (Us), LLC
|
BUY
|
- |
5.98K+ 12.84% |
$788K - $943K
|
52.5K
$9.22M
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-6- 0.13% |
$791 - $947
|
4.54K
$796K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
3.17K+ 114.73% |
$418K - $500K
|
5.94K
$1.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.53K- 2.0% |
$202K - $241K
|
74.9K
$13.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
108+ 8.48% |
$14.2K - $17K
|
1.38K
$242K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-75.6K- 6.31% |
$9.97M - $11.9M
|
1.12M
$197M
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
11.7K+ 43.29% |
$1.54M - $1.85M
|
38.7K
$6.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-1.05K- 95.99% |
$139K - $166K
|
44
$7.72K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-147- 0.22% |
$19.4K - $23.2K
|
66.7K
$11.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Renasant Bank
|
SELL
|
- |
-515- 7.24% |
$67.9K - $81.2K
|
6.6K
$1.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-44- 20.37% |
$5.8K - $6.94K
|
172
$30.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-2.12K- 7.93% |
$279K - $334K
|
24.6K
$4.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-14- 0.31% |
$1.85K - $2.21K
|
4.45K
$782K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-76- 4.84% |
$10K - $12K
|
1.49K
$262K
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-8.36K- 41.39% |
$1.1M - $1.32M
|
11.8K
$2.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
705+ 292.53% |
$92.9K - $111K
|
946
$166K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.11K- 10.64% |
$146K - $175K
|
9.32K
$1.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
969+ 5.94% |
$128K - $153K
|
17.3K
$3.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.71K+ 11.36% |
$226K - $270K
|
16.8K
$2.95M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-90.4K- 71.06% |
$11.9M - $14.3M
|
36.8K
$6.46M
|
|
|
Aug 08, 2025
Q2 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
97.8K+ 19.51% |
$12.9M - $15.4M
|
599K
$105M
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
17+ 0.46% |
$2.24K - $2.68K
|
3.74K
$656K
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.36K- 39.42% |
$179K - $214K
|
2.09K
$366K
|
|
|
Aug 08, 2025
Q2 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-740- 8.63% |
$97.6K - $117K
|
7.83K
$1.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-18.3K- 29.92% |
$2.41M - $2.88M
|
42.8K
$7.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
3New |
$396 - $473
|
3
$527
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-379- 4.56% |
$50K - $59.8K
|
7.93K
$1.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
SELL
|
- |
-218- 9.25% |
$28.7K - $34.4K
|
2.14K
$375K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-235- 8.82% |
$31K - $37.1K
|
2.43K
$427K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.6K+ 44.83% |
$1.67M - $2M
|
40.9K
$7.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.95K+ 2.59% |
$784K - $938K
|
236K
$41.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.23K+ 3.55% |
$557K - $667K
|
123K
$21.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.45K+ 11.21% |
$1.11M - $1.33M
|
83.9K
$14.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
417+ 7.1% |
$55K - $65.8K
|
6.29K
$1.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-397- 8.66% |
$52.3K - $62.6K
|
4.19K
$735K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-24- 60.0% |
$3.16K - $3.79K
|
16
$2.81K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
11+ 0.32% |
$1.45K - $1.74K
|
3.45K
$606K
|
|
|
Aug 07, 2025
Q2 2025
|
Allen Investment Management LLC
|
SELL
|
- |
-24- 1.18% |
$3.16K - $3.79K
|
2.02K
$354K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1+ 0.03% |
$132 - $158
|
3.35K
$588K
|