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 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-595- 13.36% |
$93.5K - $106K
|
3.86K
$674K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-1.42K- 12.59% |
$222K - $253K
|
9.82K
$1.72M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 5.0% |
$471 - $537
|
63
$11K
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
9.69K+ 1.57% |
$1.52M - $1.73M
|
626K
$109M
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
6+ 0.13% |
$943 - $1.07K
|
4.54K
$793K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-4- 0.17% |
$628 - $716
|
2.41K
$420K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
75+ 0.54% |
$11.8K - $13.4K
|
13.9K
$2.43M
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
5.63K+ 47.52% |
$884K - $1.01M
|
17.5K
$3.05M
|
|
|
Nov 07, 2025
Q3 2025
|
626 Financial, LLC
|
SELL
|
- |
-149- 2.12% |
$23.4K - $26.7K
|
6.88K
$1.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-97- 1.17% |
$15.2K - $17.4K
|
8.18K
$1.43M
|
|
|
Nov 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
47+ 12.53% |
$7.38K - $8.41K
|
422
$73.7K
|
|
|
Nov 07, 2025
Q3 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-73- 14.51% |
$11.5K - $13.1K
|
430
$75.1K
|
|
|
Nov 07, 2025
Q3 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-171- 5.95% |
$26.9K - $30.6K
|
2.71K
$472K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
54+ 0.06% |
$8.48K - $9.66K
|
87.9K
$15.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-206- 1.23% |
$32.4K - $36.9K
|
16.6K
$2.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
SELL
|
- |
-7.93K- 2.97% |
$1.25M - $1.42M
|
259K
$45.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-161- 3.35% |
$25.3K - $28.8K
|
4.65K
$812K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
45+ 0.32% |
$7.07K - $8.05K
|
14K
$2.44M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
829+ 0.57% |
$130K - $148K
|
145K
$25.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.59KNew |
$249K - $284K
|
1.59K
$277K
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-714- 2.29% |
$112K - $128K
|
30.5K
$5.33M
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-8.34K- 32.66% |
$1.31M - $1.49M
|
17.2K
$3M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-340- 2.0% |
$53.4K - $60.8K
|
16.6K
$2.91M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
13+ 0.46% |
$2.04K - $2.33K
|
2.86K
$500K
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
316+ 27.79% |
$49.6K - $56.5K
|
1.45K
$254K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
530+ 6.08% |
$83.3K - $94.8K
|
9.25K
$1.62M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
1.98KNew |
$311K - $354K
|
1.98K
$346K
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
36+ 0.29% |
$5.66K - $6.44K
|
12.3K
$2.16M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.84KNew |
$289K - $329K
|
1.84K
$321K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
53.2K+ 1500.48% |
$8.36M - $9.52M
|
56.8K
$9.92M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.58K+ 153.98% |
$876K - $998K
|
9.2K
$1.61M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
60+ 4.15% |
$9.43K - $10.7K
|
1.51K
$263K
|
|
|
Nov 06, 2025
Q3 2025
|
Connable Office Inc
|
BUY
|
- |
21.4KNew |
$3.36M - $3.83M
|
21.4K
$3.74M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-813- 41.46% |
$128K - $145K
|
1.15K
$201K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
103+ 9.68% |
$16.2K - $18.4K
|
1.17K
$204K
|
|
|
Nov 06, 2025
Q3 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
26+ 0.4% |
$4.08K - $4.65K
|
6.51K
$1.14M
|
|
|
Nov 06, 2025
Q3 2025
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-7K- 78.56% |
$1.1M - $1.25M
|
1.91K
$334K
|
|
|
Nov 06, 2025
Q3 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
10+ 0.28% |
$1.57K - $1.79K
|
3.6K
$628K
|
|
|
Nov 06, 2025
Q3 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-26- 0.55% |
$4.08K - $4.65K
|
4.66K
$814K
|
|
|
Nov 06, 2025
Q3 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.24KNew |
$195K - $222K
|
1.24K
$217K
|
|
|
Nov 06, 2025
Q3 2025
|
Leeward Investments, LLC Ma
|
SELL
|
- |
-42K- 31.93% |
$6.6M - $7.52M
|
89.6K
$15.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
284+ 1.64% |
$44.6K - $50.8K
|
17.6K
$3.07M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.3K+ 2.55% |
$518K - $590K
|
133K
$23.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.92K+ 263.27% |
$458K - $522K
|
4.03K
$703K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-98- 11.0% |
$15.4K - $17.5K
|
793
$139K
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-55- 2.99% |
$8.64K - $9.84K
|
1.79K
$312K
|
|
|
Nov 05, 2025
Q3 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-3.29K- 8.56% |
$517K - $589K
|
35.2K
$6.15M
|
|
|
Nov 05, 2025
Q3 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
129+ 1.57% |
$20.3K - $23.1K
|
8.34K
$1.46M
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
SELL
|
- |
-60- 1.34% |
$9.43K - $10.7K
|
4.42K
$772K
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
412+ 1.33% |
$64.7K - $73.7K
|
31.4K
$5.49M
|
|