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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
30+ 125.0% |
$4.88K - $5.44K
|
54
$8.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-801- 7.65% |
$130K - $145K
|
9.67K
$1.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
14.1KNew |
$2.3M - $2.56M
|
14.1K
$2.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.07K+ 64.35% |
$174K - $194K
|
2.73K
$439K
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
23.7KNew |
$3.85M - $4.3M
|
23.7K
$3.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
216New |
$35.1K - $39.2K
|
216
$34.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
47+ 167.86% |
$7.65K - $8.52K
|
75
$12.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-330- 2.98% |
$53.7K - $59.8K
|
10.8K
$1.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-15- 0.38% |
$2.44K - $2.72K
|
3.97K
$640K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.5K- 1.34% |
$2.03M - $2.26M
|
920K
$148M
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
12.6K+ 15.71% |
$2.06M - $2.29M
|
93.2K
$15M
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
3+ 0.01% |
$488 - $544
|
26.8K
$4.31M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-38- 0.63% |
$6.18K - $6.89K
|
6.01K
$968K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-252- 1.2% |
$41K - $45.7K
|
20.8K
$3.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
1.64KNew |
$266K - $297K
|
1.64K
$264K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-324- 0.67% |
$52.7K - $58.8K
|
48.2K
$7.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7.94K- 34.83% |
$1.29M - $1.44M
|
14.9K
$2.39M
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
55New |
$8.95K - $9.97K
|
55
$8.86K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
40+ 0.52% |
$6.51K - $7.25K
|
7.77K
$1.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-111K- 77.83% |
$18M - $20.1M
|
31.6K
$5.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Performa LTD (Us), LLC
|
SELL
|
- |
-5.75K- 12.24% |
$935K - $1.04M
|
41.2K
$6.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
1+ 0.04% |
$163 - $181
|
2.28K
$367K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-190K- 42.32% |
$30.9M - $34.5M
|
259K
$41.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Royce & Associates LP
|
SELL
|
- |
-27.7K- 33.99% |
$4.5M - $5.01M
|
53.7K
$8.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
104New |
$16.9K - $18.9K
|
104
$16.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
456+ 1.8% |
$74.2K - $82.7K
|
25.7K
$4.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-210- 5.87% |
$34.2K - $38.1K
|
3.37K
$542K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.3K- 8.33% |
$2M - $2.23M
|
135K
$21.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-809- 6.36% |
$132K - $147K
|
11.9K
$1.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
80+ 13.82% |
$13K - $14.5K
|
659
$106K
|
|
|
Feb 10, 2025
Q4 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
4.36K+ 133.22% |
$710K - $791K
|
7.64K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
300+ 0.58% |
$48.8K - $54.4K
|
51.6K
$8.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
28.8K+ 116.05% |
$4.68M - $5.21M
|
53.5K
$8.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-184- 1.21% |
$29.9K - $33.4K
|
15.1K
$2.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$325 - $363
|
9.53K
$1.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
670+ 8.1% |
$109K - $122K
|
8.94K
$1.44M
|
|
|
Feb 10, 2025
Q4 2024
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
22.3KNew |
$3.63M - $4.05M
|
22.3K
$3.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-350- 1.32% |
$56.9K - $63.5K
|
26.2K
$4.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-143- 2.18% |
$23.3K - $25.9K
|
6.43K
$1.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-17- -0.0% |
$2.77K - $3.08K
|
354K
$57M
|
|
|
Feb 10, 2025
Q4 2024
|
Boston Partners
Boston, MA |
BUY
|
- |
39.1K+ 240.68% |
$6.36M - $7.09M
|
55.3K
$8.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.66K+ 137.25% |
$270K - $301K
|
2.87K
$462K
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
4.07KNew |
$662K - $738K
|
4.07K
$655K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.16K+ 0.81% |
$189K - $211K
|
144K
$23.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
20.1K+ 1.67% |
$3.27M - $3.64M
|
1.22M
$196M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-289- 15.61% |
$47K - $52.4K
|
1.56K
$252K
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
1.68KNew |
$273K - $304K
|
1.68K
$270K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
4.44KNew |
$722K - $805K
|
4.44K
$715K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3.84KNew |
$625K - $697K
|
3.84K
$619K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.44K- 3.47% |
$398K - $443K
|
68.1K
$11M
|