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 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.14K+ 4.11% |
$319K - $362K
|
54.1K
$9.05M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
170+ 1.92% |
$25.4K - $28.8K
|
9.04K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.03% |
$597 - $678
|
12.6K
$2.1M
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-42- 1.45% |
$6.27K - $7.11K
|
2.85K
$477K
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-2.28K- 10.26% |
$340K - $385K
|
19.9K
$3.33M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
436+ 10.59% |
$65.1K - $73.9K
|
4.56K
$763K
|
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-741- 2.09% |
$111K - $126K
|
34.7K
$5.81M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
212+ 4.08% |
$31.6K - $35.9K
|
5.41K
$906K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-749- 26.13% |
$112K - $127K
|
2.12K
$354K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
43+ 0.28% |
$6.42K - $7.28K
|
15.3K
$2.57M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
373+ 3.55% |
$55.7K - $63.2K
|
10.9K
$1.82M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.73K+ 49.44% |
$705K - $800K
|
14.3K
$2.39M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
38.8K+ 259.38% |
$5.8M - $6.58M
|
53.8K
$9.01M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-473- 24.26% |
$70.6K - $80.1K
|
1.48K
$247K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
12+ 0.43% |
$1.79K - $2.03K
|
2.83K
$473K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.14K- 10.66% |
$767K - $870K
|
43.1K
$7.21M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.82K- 6.47% |
$421K - $478K
|
40.8K
$6.83M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
803+ 3.06% |
$120K - $136K
|
27K
$4.52M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
12+ 0.32% |
$1.79K - $2.03K
|
3.72K
$623K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
13+ 0.28% |
$1.94K - $2.2K
|
4.58K
$766K
|
|
|
May 14, 2025
Q1 2025
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
1.17M+ 94.9% |
$175M - $198M
|
2.4M
$402M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.46K+ 9.66% |
$517K - $586K
|
39.3K
$6.58M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-17.7K- 7.6% |
$2.64M - $3M
|
215K
$36M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.39K- 49.13% |
$207K - $235K
|
1.44K
$240K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-69- 12.59% |
$10.3K - $11.7K
|
479
$80.2K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
68.4K+ 50.57% |
$10.2M - $11.6M
|
204K
$34.1M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.1K+ 166.56% |
$314K - $356K
|
3.36K
$563K
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1- 0.03% |
$149 - $169
|
2.95K
$494K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.5K+ 7.69% |
$1.27M - $1.44M
|
119K
$19.9M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-808- 1.19% |
$121K - $137K
|
66.9K
$11.2M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-32.3K- 28.67% |
$4.82M - $5.47M
|
80.3K
$13.4M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-25.5K- 82.79% |
$3.81M - $4.32M
|
5.3K
$887K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
4.24KNew |
$633K - $718K
|
4.24K
$710K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.16K+ 351.06% |
$172K - $196K
|
1.48K
$248K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
3.87K+ 7.55% |
$577K - $655K
|
55.1K
$9.22M
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$149 - $169
|
7.02K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-12.4K- 45.12% |
$1.85M - $2.1M
|
15.1K
$2.52M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-858- 0.67% |
$128K - $145K
|
126K
$21.1M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-64- 10.05% |
$9.55K - $10.8K
|
573
$95.9K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
2.7K+ 43.96% |
$403K - $457K
|
8.84K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
CALL |
1K+ 21.28% |
$149K - $169K
|
5.7K
$954K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.36K- 2.59% |
$352K - $399K
|
88.5K
$14.8M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-143- 0.77% |
$21.3K - $24.2K
|
18.5K
$3.09M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3.21K- 1.74% |
$480K - $544K
|
181K
$30.3M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-136- 4.69% |
$20.3K - $23K
|
2.77K
$463K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
203+ 1.89% |
$30.3K - $34.4K
|
11K
$1.83M
|
|
|
May 14, 2025
Q1 2025
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-3.55K- 9.69% |
$530K - $602K
|
33.1K
$5.54M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
12+ 0.25% |
$1.79K - $2.03K
|
4.8K
$803K
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
2.9K+ 53.9% |
$433K - $491K
|
8.28K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.06K- 3.13% |
$159K - $180K
|
32.9K
$5.51M
|