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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
SELL
|
- |
-158- 3.06% |
$24.8K - $28.3K
|
5K
$874K
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-16- 0.85% |
$2.51K - $2.86K
|
1.88K
$328K
|
|
|
Nov 05, 2025
Q3 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-38- 0.69% |
$5.97K - $6.8K
|
5.51K
$962K
|
|
|
Nov 05, 2025
Q3 2025
|
Eukles Asset Management
|
BUY
|
- |
61+ 0.87% |
$9.58K - $10.9K
|
7.03K
$1.23M
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-3.21K- 38.4% |
$504K - $574K
|
5.15K
$899K
|
|
|
Nov 05, 2025
Q3 2025
|
Appleton Partners Inc
|
BUY
|
- |
352+ 13.59% |
$55.3K - $63K
|
2.94K
$514K
|
|
|
Nov 05, 2025
Q3 2025
|
Renasant Bank
|
SELL
|
- |
-1.76K- 26.68% |
$276K - $315K
|
4.84K
$845K
|
|
|
Nov 05, 2025
Q3 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
1.21KNew |
$190K - $216K
|
1.21K
$211K
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.09K- 10.33% |
$172K - $196K
|
9.5K
$1.66M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
13+ 0.42% |
$2.04K - $2.33K
|
3.11K
$544K
|
|
|
Nov 05, 2025
Q3 2025
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$471 - $537
|
12K
$2.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
962+ 27.84% |
$151K - $172K
|
4.42K
$772K
|
|
|
Nov 05, 2025
Q3 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-48- 0.48% |
$7.54K - $8.59K
|
9.99K
$1.75M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
104+ 3.01% |
$16.3K - $18.6K
|
3.55K
$621K
|
|
|
Nov 05, 2025
Q3 2025
|
Sja Financial Advisory, LLC
|
BUY
|
- |
14+ 0.47% |
$2.2K - $2.51K
|
2.98K
$520K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
47+ 2.82% |
$7.38K - $8.41K
|
1.71K
$299K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-596- 9.28% |
$93.6K - $107K
|
5.83K
$1.02M
|
|
|
Nov 05, 2025
Q3 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-200- 23.39% |
$31.4K - $35.8K
|
655
$114K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.61K+ 35.13% |
$410K - $466K
|
10K
$1.75M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-1.95K- 3.38% |
$307K - $350K
|
55.9K
$9.76M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-858- 28.88% |
$135K - $154K
|
2.11K
$369K
|
|
|
Nov 04, 2025
Q3 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
10+ 0.24% |
$1.57K - $1.79K
|
4.16K
$727K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-267- 3.66% |
$41.9K - $47.8K
|
7.02K
$1.23M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
469+ 7.59% |
$73.7K - $83.9K
|
6.65K
$1.16M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-593- 7.48% |
$93.2K - $106K
|
7.34K
$1.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
14.9K+ 40.41% |
$2.34M - $2.66M
|
51.7K
$9.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
101+ 0.93% |
$15.9K - $18.1K
|
11K
$1.91M
|
|
|
Nov 04, 2025
Q3 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1.6K+ 19.51% |
$251K - $286K
|
9.78K
$1.71M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.95M- 87.82% |
$306M - $349M
|
270K
$47.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
4.65K+ 1.26% |
$730K - $832K
|
375K
$65.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
811+ 51.59% |
$127K - $145K
|
2.38K
$416K
|
|
|
Nov 04, 2025
Q3 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
3+ 0.21% |
$471 - $537
|
1.43K
$249K
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
1.45KNew |
$228K - $260K
|
1.45K
$253K
|
|
|
Nov 04, 2025
Q3 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-145- 2.44% |
$22.8K - $25.9K
|
5.79K
$1.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-190- 1.85% |
$29.8K - $34K
|
10.1K
$1.76M
|
|
|
Nov 04, 2025
Q3 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-2.13K- 6.54% |
$335K - $381K
|
30.4K
$5.32M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 0.44% |
$628 - $716
|
912
$159K
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
2.28KNew |
$358K - $407K
|
2.28K
$398K
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-5- 0.22% |
$786 - $895
|
2.24K
$391K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.14K+ 85.39% |
$493K - $562K
|
6.81K
$1.19M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-546- 0.57% |
$85.8K - $97.7K
|
95.8K
$16.7M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
126+ 6.66% |
$19.8K - $22.5K
|
2.02K
$352K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
105K+ 5.13% |
$16.5M - $18.8M
|
2.15M
$375M
|
|
|
Nov 04, 2025
Q3 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-7- 0.16% |
$1.1K - $1.25K
|
4.34K
$757K
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
25.9K+ 246.87% |
$4.06M - $4.63M
|
36.3K
$6.35M
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-18- 0.63% |
$2.83K - $3.22K
|
2.82K
$492K
|
|
|
Nov 03, 2025
Q3 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
6+ 0.44% |
$943 - $1.07K
|
1.37K
$240K
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-8- 0.61% |
$1.26K - $1.43K
|
1.3K
$226K
|
|
|
Nov 03, 2025
Q3 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.17KNew |
$184K - $209K
|
1.17K
$204K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.74K- 3.18% |
$744K - $848K
|
144K
$25.2M
|
|