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 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
43+ 1.29% |
$6.42K - $7.28K
|
3.39K
$511K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
45New |
$6.72K - $7.62K
|
45
$6.79K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
309+ 3.81% |
$46.1K - $52.3K
|
8.42K
$1.27M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
201+ 8.77% |
$30K - $34K
|
2.49K
$376K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
2New |
$299 - $339
|
2
$302
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
2.51K+ 43.99% |
$375K - $425K
|
8.22K
$1.24M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-316- 2.2% |
$47.2K - $53.5K
|
14K
$2.11M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-433- 30.17% |
$64.6K - $73.4K
|
1K
$151K
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.37K+ 4.46% |
$204K - $232K
|
32K
$4.83M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-26- 0.11% |
$3.88K - $4.4K
|
24K
$3.62M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
785+ 15.3% |
$117K - $133K
|
5.92K
$892K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-330- 3.74% |
$49.3K - $55.9K
|
8.49K
$1.28M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
278+ 10.87% |
$41.5K - $47.1K
|
2.84K
$428K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-4.87K- 4.64% |
$727K - $825K
|
100K
$15.1M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-299- 10.26% |
$44.6K - $50.7K
|
2.62K
$394K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-11K- 4.72% |
$1.64M - $1.86M
|
222K
$33.5M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-344- 11.13% |
$51.3K - $58.3K
|
2.75K
$414K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
3+ 0.18% |
$448 - $508
|
1.66K
$250K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-376- 0.18% |
$56.1K - $63.7K
|
204K
$30.8M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-106- 4.46% |
$15.8K - $18K
|
2.27K
$343K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.96K- 3.97% |
$890K - $1.01M
|
144K
$21.8M
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
7+ 0.31% |
$1.04K - $1.19K
|
2.24K
$338K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
191K+ 605.85% |
$28.5M - $32.4M
|
223K
$33.6M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.79KNew |
$267K - $303K
|
1.79K
$270K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1+ 0.03% |
$149 - $169
|
3.35K
$505K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-43- 2.21% |
$6.42K - $7.28K
|
1.91K
$288K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-202- 4.37% |
$30.2K - $34.2K
|
4.42K
$667K
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
12+ 0.3% |
$1.79K - $2.03K
|
3.99K
$601K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-588- 3.49% |
$87.8K - $99.6K
|
16.2K
$2.45M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.28K+ 12.73% |
$489K - $555K
|
29K
$4.38M
|
|
|
May 08, 2025
Q1 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-306- 2.84% |
$45.7K - $51.8K
|
10.5K
$1.58M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-478- 5.54% |
$71.4K - $81K
|
8.15K
$1.23M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-7.96K- 2.05% |
$1.19M - $1.35M
|
380K
$57.3M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-400- 10.0% |
$59.7K - $67.8K
|
3.6K
$543K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-14.7K- 4.11% |
$2.19M - $2.49M
|
343K
$51.8M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
106K+ 3.86% |
$15.8M - $17.9M
|
2.84M
$429M
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-1.71K- 66.63% |
$255K - $289K
|
855
$129K
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
3.8K+ 4.07% |
$568K - $644K
|
97.3K
$14.7M
|
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
8+ 0.21% |
$1.19K - $1.36K
|
3.76K
$567K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
410+ 26.5% |
$61.2K - $69.5K
|
1.96K
$295K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-41- 6.66% |
$6.12K - $6.95K
|
575
$86.7K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
348+ 0.83% |
$51.9K - $59K
|
42K
$6.34M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-5.79K- 22.28% |
$864K - $980K
|
20.2K
$3.04M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
158+ 0.41% |
$23.6K - $26.8K
|
38.6K
$5.82M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
288+ 11.63% |
$43K - $48.8K
|
2.76K
$417K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1+ 0.02% |
$149 - $169
|
4.36K
$658K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-3- 4.55% |
$448 - $508
|
63
$9.5K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-346- 2.96% |
$51.6K - $58.6K
|
11.3K
$1.71M
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
95+ 5.33% |
$14.2K - $16.1K
|
1.88K
$283K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-29K- 11.21% |
$4.33M - $4.92M
|
230K
$34.7M
|