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, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-23.7K- 73.94% |
$3.12M - $3.74M
|
8.35K
$1.47M
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-640- 51.45% |
$84.4K - $101K
|
604
$106K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
33+ 825.0% |
$4.35K - $5.21K
|
37
$6.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
35+ 3.87% |
$4.61K - $5.52K
|
940
$165K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.34K- 1.5% |
$308K - $369K
|
154K
$27M
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
15+ 0.51% |
$1.98K - $2.37K
|
2.98K
$522K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
11+ 0.51% |
$1.45K - $1.74K
|
2.17K
$381K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
20+ 0.66% |
$2.64K - $3.16K
|
3.06K
$538K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
59+ 3.22% |
$7.78K - $9.31K
|
1.89K
$332K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-113- 0.79% |
$14.9K - $17.8K
|
14.2K
$2.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Marion Wealth Management
|
BUY
|
- |
2.12K+ 4.29% |
$280K - $335K
|
51.7K
$9.07M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
8.67K+ 1.43% |
$1.14M - $1.37M
|
617K
$108M
|
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
955+ 12.38% |
$126K - $151K
|
8.67K
$1.52M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
41+ 5.72% |
$5.41K - $6.47K
|
758
$133K
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-101- 3.86% |
$13.3K - $15.9K
|
2.51K
$441K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.55K- 6.13% |
$469K - $561K
|
54.5K
$9.56M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.33K- 58.66% |
$703K - $841K
|
3.76K
$660K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
279+ 8.09% |
$36.8K - $44K
|
3.73K
$654K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
46+ 0.78% |
$6.06K - $7.26K
|
5.96K
$1.05M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-478- 17.23% |
$63K - $75.4K
|
2.3K
$403K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
859+ 31.96% |
$113K - $136K
|
3.55K
$623K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-982- 1.67% |
$129K - $155K
|
57.8K
$10.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.28K- 13.66% |
$168K - $202K
|
8.08K
$1.42M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-732- 24.61% |
$96.5K - $115K
|
2.24K
$394K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-541- 13.0% |
$71.3K - $85.3K
|
3.62K
$636K
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
25+ 1.05% |
$3.3K - $3.94K
|
2.41K
$423K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-414- 14.6% |
$54.6K - $65.3K
|
2.42K
$425K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
35+ 0.79% |
$4.61K - $5.52K
|
4.44K
$780K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-11.7K- 4.22% |
$1.55M - $1.85M
|
266K
$46.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
1.27KNew |
$167K - $200K
|
1.27K
$223K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-25- 3.79% |
$3.3K - $3.94K
|
635
$111K
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-153- 7.68% |
$20.2K - $24.1K
|
1.84K
$323K
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-11- 0.23% |
$1.45K - $1.74K
|
4.76K
$836K
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
10+ 1.96% |
$1.32K - $1.58K
|
519
$91.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
BUY
|
- |
60+ 1.61% |
$7.91K - $9.47K
|
3.79K
$665K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-495- 2.72% |
$65.3K - $78.1K
|
17.7K
$3.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-290- 16.92% |
$38.2K - $45.8K
|
1.42K
$250K
|
|
|
Aug 04, 2025
Q2 2025
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
782+ 20.03% |
$103K - $123K
|
4.69K
$823K
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
SELL
|
- |
-44- 0.56% |
$5.8K - $6.94K
|
7.84K
$1.38M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
165New |
$21.8K - $26K
|
165
$29K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-24- 2.12% |
$3.16K - $3.79K
|
1.11K
$195K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
9+ 18.75% |
$1.19K - $1.42K
|
57
$10K
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-33.1K- 14.38% |
$4.36M - $5.21M
|
197K
$34.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-1.33K- 48.17% |
$175K - $210K
|
1.43K
$251K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
1.76K+ 1.7% |
$231K - $277K
|
105K
$18.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.35K- 9.04% |
$310K - $371K
|
23.6K
$4.15M
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
1+ 0.02% |
$132 - $158
|
4.72K
$828K
|
|
|
Jul 31, 2025
Q2 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
17+ 1.01% |
$2.24K - $2.68K
|
1.71K
$300K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
185+ 26.09% |
$24.4K - $29.2K
|
894
$157K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-107- 6.52% |
$14.1K - $16.9K
|
1.54K
$269K
|