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 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 0.5% |
$471 - $537
|
607
$106K
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-200- 0.98% |
$31.4K - $35.8K
|
20.1K
$3.52M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.39KNew |
$218K - $248K
|
1.39K
$242K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
9New |
$1.41K - $1.61K
|
9
$1.57K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.44K+ 8.29% |
$698K - $795K
|
58K
$10.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
3+ 5.26% |
$471 - $537
|
60
$10.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
62+ 0.67% |
$9.74K - $11.1K
|
9.32K
$1.63M
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-222- 3.64% |
$34.9K - $39.7K
|
5.88K
$1.03M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
474+ 3.39% |
$74.5K - $84.8K
|
14.5K
$2.53M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-98- 12.93% |
$15.4K - $17.5K
|
660
$115K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1+ 0.33% |
$157 - $179
|
308
$53.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
260New |
$40.8K - $46.5K
|
260
$45.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-10- 0.44% |
$1.57K - $1.79K
|
2.25K
$393K
|
|
|
Nov 03, 2025
Q3 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
1.19KNew |
$187K - $213K
|
1.19K
$208K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-28- 0.81% |
$4.4K - $5.01K
|
3.42K
$598K
|
|
|
Nov 03, 2025
Q3 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-61- 1.61% |
$9.58K - $10.9K
|
3.73K
$651K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
61+ 0.76% |
$9.58K - $10.9K
|
8.06K
$1.41M
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
9+ 0.11% |
$1.41K - $1.61K
|
8.34K
$1.46M
|
|
|
Nov 03, 2025
Q3 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-662- 11.93% |
$104K - $118K
|
4.89K
$853K
|
|
|
Oct 31, 2025
Q3 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-7.45K- 60.78% |
$1.17M - $1.33M
|
4.8K
$839K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
22+ 0.12% |
$3.46K - $3.94K
|
17.7K
$3.09M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.83K- 2.04% |
$444K - $506K
|
136K
$23.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1+ 1.49% |
$157 - $179
|
68
$11.9K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-63- 1.92% |
$9.9K - $11.3K
|
3.22K
$563K
|
|
|
Oct 31, 2025
Q3 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-250- 13.12% |
$39.3K - $44.7K
|
1.66K
$289K
|
|
|
Oct 31, 2025
Q3 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-65- 21.81% |
$10.2K - $11.6K
|
233
$40.7K
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
1+ 0.03% |
$157 - $179
|
2.99K
$522K
|
|
|
Oct 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 1.41% |
$157 - $179
|
72
$12.6K
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
SELL
|
- |
-25- 1.18% |
$3.93K - $4.47K
|
2.1K
$367K
|
|
|
Oct 31, 2025
Q3 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-96- 6.42% |
$15.1K - $17.2K
|
1.4K
$244K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.95K- 11.22% |
$306K - $348K
|
15.4K
$2.69M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
357+ 0.12% |
$56.1K - $63.9K
|
308K
$53.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
954+ 0.56% |
$150K - $171K
|
172K
$30M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-143- 2.75% |
$22.5K - $25.6K
|
5.06K
$885K
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
BUY
|
- |
945+ 18.06% |
$148K - $169K
|
6.18K
$1.08M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.23K- 3.69% |
$194K - $221K
|
32.2K
$5.62M
|
|
|
Oct 31, 2025
Q3 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
1.17KNew |
$184K - $210K
|
1.17K
$205K
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
9+ 0.95% |
$1.41K - $1.61K
|
957
$167K
|
|
|
Oct 30, 2025
Q3 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-35- 1.24% |
$5.5K - $6.26K
|
2.78K
$486K
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.11K+ 8.79% |
$175K - $199K
|
13.8K
$2.41M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-761- 1.14% |
$120K - $136K
|
65.9K
$11.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.71K- 22.85% |
$269K - $306K
|
5.78K
$1.01M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
116+ 5.26% |
$18.2K - $20.8K
|
2.32K
$405K
|
|
|
Oct 30, 2025
Q3 2025
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-29- 0.13% |
$4.56K - $5.19K
|
21.7K
$3.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
1.72K+ 78.3% |
$270K - $307K
|
3.91K
$683K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-40- 1.14% |
$6.28K - $7.16K
|
3.46K
$604K
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-535- 8.95% |
$84K - $95.7K
|
5.44K
$950K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-752- 3.2% |
$118K - $135K
|
22.7K
$3.97M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
9.87K+ 5.01% |
$1.55M - $1.77M
|
207K
$36.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-353- 3.34% |
$55.5K - $63.2K
|
10.2K
$1.78M
|
|