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 |
---|---|---|---|---|---|---|---|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-100- 1.52% |
$14.6K - $15.9K
|
6.49K
$1.08M
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-211- 7.82% |
$30.8K - $33.5K
|
2.49K
$414K
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
4+ 0.09% |
$584 - $636
|
4.35K
$724K
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
274+ 1.07% |
$40K - $43.5K
|
25.8K
$4.29M
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-121- 2.48% |
$17.7K - $19.2K
|
4.75K
$791K
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
205+ 1.73% |
$29.9K - $32.6K
|
12.1K
$2.01M
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-315- 10.31% |
$46K - $50.1K
|
2.74K
$456K
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
12+ 0.45% |
$1.75K - $1.91K
|
2.69K
$448K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.16K- 11.39% |
$461K - $502K
|
24.6K
$4.09M
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
12+ 0.01% |
$1.75K - $1.91K
|
109K
$18.1M
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-265- 1.23% |
$38.7K - $42.1K
|
21.3K
$3.54M
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-134- 2.17% |
$19.6K - $21.3K
|
6.06K
$1.01M
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
137+ 3.69% |
$20K - $21.8K
|
3.85K
$640K
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.76% |
$146 - $159
|
132
$22K
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
69+ 3.81% |
$10.1K - $11K
|
1.88K
$313K
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
53+ 1.01% |
$7.74K - $8.42K
|
5.28K
$878K
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-184- 7.22% |
$26.9K - $29.2K
|
2.37K
$393K
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-28- 0.79% |
$4.09K - $4.45K
|
3.54K
$589K
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-29- 0.06% |
$4.23K - $4.61K
|
52.5K
$8.73M
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-102- 0.43% |
$14.9K - $16.2K
|
23.9K
$3.97M
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
13.7K+ 539.2% |
$2M - $2.18M
|
16.3K
$2.71M
|
|
Aug 02, 2024
Q2 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-3.72K- 1.71% |
$544K - $592K
|
214K
$35.6M
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
24+ 1.24% |
$3.5K - $3.81K
|
1.96K
$325K
|
|
Aug 02, 2024
Q2 2024
|
Td Asset Management Inc
|
BUY
|
- |
70+ 0.16% |
$10.2K - $11.1K
|
44.1K
$7.33M
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.26K- 18.97% |
$184K - $201K
|
5.39K
$897K
|
|
Aug 02, 2024
Q2 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-150- 1.53% |
$21.9K - $23.8K
|
9.66K
$1.61M
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
5+ 0.23% |
$730 - $795
|
2.22K
$370K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
7+ 0.4% |
$1.02K - $1.11K
|
1.76K
$293K
|
|
Aug 02, 2024
Q2 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
1.06K+ 5.45% |
$154K - $168K
|
20.4K
$3.4M
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-120- 0.99% |
$17.5K - $19.1K
|
12K
$2M
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
100+ 1.28% |
$14.6K - $15.9K
|
7.89K
$1.31M
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
46+ 3.51% |
$6.72K - $7.31K
|
1.36K
$225K
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-2.89K- 47.89% |
$422K - $459K
|
3.14K
$523K
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
463+ 3.3% |
$67.6K - $73.6K
|
14.5K
$2.41M
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-85- 53.13% |
$12.4K - $13.5K
|
75
$12.5K
|
|
Aug 01, 2024
Q2 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
263+ 5.67% |
$38.4K - $41.8K
|
4.9K
$815K
|
|
Aug 01, 2024
Q2 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-681- 10.68% |
$99.4K - $108K
|
5.7K
$948K
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
BUY
|
- |
44+ 0.57% |
$6.43K - $6.99K
|
7.75K
$1.29M
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-450- 2.01% |
$65.7K - $71.5K
|
21.9K
$3.64M
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-96- 0.95% |
$14K - $15.3K
|
9.97K
$1.66M
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-31- 0.12% |
$4.53K - $4.93K
|
25.7K
$4.28M
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
87+ 3.01% |
$12.7K - $13.8K
|
2.97K
$495K
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
156+ 32.43% |
$22.8K - $24.8K
|
637
$106K
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-200- 10.48% |
$29.2K - $31.8K
|
1.71K
$284K
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-4.13K- 82.02% |
$603K - $656K
|
905
$151K
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
49.2K+ 1.9% |
$7.19M - $7.83M
|
2.63M
$438M
|
|
Aug 01, 2024
Q2 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
13+ 0.69% |
$1.9K - $2.07K
|
1.88K
$313K
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
BUY
|
- |
210+ 5.84% |
$30.7K - $33.4K
|
3.81K
$633K
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-204- 5.63% |
$29.8K - $32.4K
|
3.42K
$569K
|
|
Aug 01, 2024
Q2 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1.01K+ 64.93% |
$147K - $160K
|
2.56K
$426K
|