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 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.5K- 0.85% |
$1.27M - $1.44M
|
986K
$149M
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-17- 0.93% |
$2.54K - $2.88K
|
1.81K
$272K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
47+ 0.24% |
$7.02K - $7.96K
|
20K
$3.02M
|
|
|
May 07, 2025
Q1 2025
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-2.62K- 11.48% |
$390K - $443K
|
20.2K
$3.04M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2- 0.03% |
$299 - $339
|
6.04K
$910K
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-834- 23.71% |
$124K - $141K
|
2.68K
$405K
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
SELL
|
- |
-209- 9.48% |
$31.2K - $35.4K
|
2K
$301K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-150- 6.59% |
$22.4K - $25.4K
|
2.13K
$321K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
34+ 0.29% |
$5.08K - $5.76K
|
11.9K
$1.79M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
479+ 28.11% |
$71.5K - $81.1K
|
2.18K
$329K
|
|
|
May 07, 2025
Q1 2025
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-1.51K- 29.01% |
$225K - $256K
|
3.7K
$557K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
4+ 0.15% |
$597 - $678
|
2.73K
$411K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-305- 3.41% |
$45.5K - $51.7K
|
8.63K
$1.3M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.3K+ 23.73% |
$194K - $220K
|
6.77K
$1.02M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-210- 12.7% |
$31.3K - $35.6K
|
1.44K
$218K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.59K- 1.95% |
$684K - $777K
|
231K
$34.8M
|
|
|
May 06, 2025
Q1 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-106- 3.01% |
$15.8K - $18K
|
3.42K
$516K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
26+ 0.23% |
$3.88K - $4.4K
|
11.2K
$1.69M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
12+ 12.63% |
$1.79K - $2.03K
|
107
$16.1K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-695- 4.68% |
$104K - $118K
|
14.2K
$2.14M
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
2KNew |
$299K - $339K
|
2K
$302K
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-18- 1.01% |
$2.69K - $3.05K
|
1.77K
$267K
|
|
|
May 06, 2025
Q1 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
18+ 0.35% |
$2.69K - $3.05K
|
5.17K
$779K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.39K- 18.51% |
$208K - $236K
|
6.13K
$925K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
116+ 2.7% |
$17.3K - $19.7K
|
4.41K
$665K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.85K- 21.76% |
$1.17M - $1.33M
|
28.2K
$4.26M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.66K+ 1.62% |
$546K - $619K
|
230K
$34.7M
|
|
|
May 06, 2025
Q1 2025
|
Royce & Associates LP
|
BUY
|
- |
21.5K+ 40.11% |
$3.21M - $3.65M
|
75.2K
$11.3M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.29K- 63.65% |
$1.09M - $1.23M
|
4.16K
$628K
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-106- 12.3% |
$15.8K - $18K
|
756
$114K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-57.7K- 95.55% |
$8.61M - $9.77M
|
2.69K
$405K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
86+ 0.95% |
$12.8K - $14.6K
|
9.1K
$1.37M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-529- 2.22% |
$79K - $89.6K
|
23.3K
$3.51M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-7.23K- 45.99% |
$1.08M - $1.22M
|
8.49K
$1.28M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-11.4K- 3.94% |
$1.7M - $1.93M
|
278K
$42M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-359- 3.25% |
$53.6K - $60.8K
|
10.7K
$1.61M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-730- 2.95% |
$109K - $124K
|
24K
$3.62M
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
457+ 4.72% |
$68.2K - $77.4K
|
10.1K
$1.53M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
4.76K+ 0.79% |
$710K - $806K
|
608K
$91.7M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-33- 1.5% |
$4.93K - $5.59K
|
2.16K
$326K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-39- 1.9% |
$5.82K - $6.61K
|
2.02K
$304K
|
|
|
May 05, 2025
Q1 2025
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-536- 12.27% |
$80K - $90.8K
|
3.83K
$578K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-104- 24.94% |
$15.5K - $17.6K
|
313
$47.2K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.85K- 72.37% |
$725K - $822K
|
1.85K
$279K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
77+ 2.05% |
$11.5K - $13K
|
3.83K
$578K
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-994- 32.41% |
$148K - $168K
|
2.07K
$313K
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
7+ 0.35% |
$1.04K - $1.19K
|
2.03K
$306K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2+ 0.4% |
$299 - $339
|
496
$74.8K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-360- 3.15% |
$53.7K - $61K
|
11.1K
$1.67M
|
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
501+ 5.51% |
$74.8K - $84.9K
|
9.59K
$1.45M
|