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 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
17KNew |
$2.24M - $2.68M
|
17K
$2.98M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.52K- 22.97% |
$727K - $870K
|
18.5K
$3.25M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
6.93K+ 2.02% |
$914K - $1.09M
|
350K
$61.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
SELL
|
- |
-300- 15.97% |
$39.6K - $47.3K
|
1.58K
$277K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
2.27K+ 116.3% |
$299K - $358K
|
4.22K
$741K
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
7.95KNew |
$1.05M - $1.25M
|
7.95K
$1.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
536+ 3.37% |
$70.7K - $84.6K
|
16.4K
$2.88M
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
305+ 9.54% |
$40.2K - $48.1K
|
3.5K
$615K
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
647New |
$85.3K - $102K
|
647
$114K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-86- 2.36% |
$11.3K - $13.6K
|
3.56K
$625K
|
|
|
Aug 07, 2025
Q2 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
1.28K+ 4.14% |
$169K - $202K
|
32.3K
$5.66M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
592+ 6.51% |
$78K - $93.4K
|
9.69K
$1.7M
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
4+ 0.24% |
$527 - $631
|
1.66K
$292K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
3.59K+ 249.93% |
$474K - $567K
|
5.03K
$883K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-104- 21.71% |
$13.7K - $16.4K
|
375
$65.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-179- 1.9% |
$23.6K - $28.2K
|
9.26K
$1.63M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.79K- 2.6% |
$236K - $283K
|
67.2K
$11.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
99+ 11.99% |
$13.1K - $15.6K
|
925
$162K
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
1+ 0.03% |
$132 - $158
|
3.99K
$700K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-288- 11.3% |
$38K - $45.4K
|
2.26K
$397K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
98+ 12.36% |
$12.9K - $15.5K
|
891
$156K
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
SELL
|
- |
-33- 9.85% |
$4.35K - $5.21K
|
302
$53K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
7.42KNew |
$978K - $1.17M
|
7.42K
$1.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Anchor Capital Advisors LLC
|
BUY
|
- |
1.13K+ 17.77% |
$149K - $178K
|
7.49K
$1.31M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-300- 3.08% |
$39.6K - $47.3K
|
9.43K
$1.66M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-37.2K- 3.94% |
$4.9M - $5.87M
|
906K
$159M
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-7.74K- 8.99% |
$1.02M - $1.22M
|
78.4K
$13.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.64K- 3.91% |
$743K - $889K
|
139K
$24.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Eukles Asset Management
|
SELL
|
- |
-198- 2.76% |
$26.1K - $31.2K
|
6.97K
$1.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-150- 0.75% |
$19.8K - $23.7K
|
19.9K
$3.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
1.13K+ 7.95% |
$149K - $179K
|
15.4K
$2.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-3.82K- 3.81% |
$503K - $602K
|
96.4K
$16.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Sja Financial Advisory, LLC
|
BUY
|
- |
13+ 0.44% |
$1.71K - $2.05K
|
2.96K
$520K
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-516- 15.59% |
$68K - $81.4K
|
2.79K
$490K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-72- 0.86% |
$9.49K - $11.4K
|
8.33K
$1.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-60- 0.99% |
$7.91K - $9.47K
|
5.98K
$1.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-56- 0.22% |
$7.38K - $8.83K
|
25.4K
$4.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-962- 16.67% |
$127K - $152K
|
4.81K
$844K
|
|
|
Aug 06, 2025
Q2 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-541- 8.44% |
$71.3K - $85.3K
|
5.87K
$1.03M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3+ 0.21% |
$396 - $473
|
1.45K
$254K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-168- 1.19% |
$22.1K - $26.5K
|
14K
$2.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-819- 2.08% |
$108K - $129K
|
38.5K
$6.76M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-504- 2.1% |
$66.4K - $79.5K
|
23.5K
$4.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
237+ 2.01% |
$31.2K - $37.4K
|
12K
$2.11M
|
|
|
Aug 06, 2025
Q2 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
80+ 1.95% |
$10.5K - $12.6K
|
4.18K
$734K
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.53K- 34.7% |
$201K - $241K
|
2.88K
$505K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-4- 0.08% |
$527 - $631
|
5.08K
$891K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-53- 3.26% |
$6.99K - $8.36K
|
1.57K
$276K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-171K- 6.01% |
$22.5M - $27M
|
2.67M
$469M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.13K- 13.18% |
$149K - $178K
|
7.44K
$1.31M
|