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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-19- 1.15% |
$2.5K - $3K
|
1.63K
$286K
|
|
|
Jul 31, 2025
Q2 2025
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-1.29K- 34.97% |
$170K - $204K
|
2.4K
$422K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.08K- 1.96% |
$142K - $170K
|
54K
$9.48M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1.19K+ 59650.0% |
$157K - $188K
|
1.2K
$210K
|
|
|
Jul 31, 2025
Q2 2025
|
Leeward Investments, LLC Ma
|
SELL
|
- |
-4.58K- 3.36% |
$604K - $722K
|
132K
$23.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
981+ 27.08% |
$129K - $155K
|
4.6K
$808K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
103+ 1.63% |
$13.6K - $16.2K
|
6.43K
$1.13M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
311+ 797.44% |
$41K - $49.1K
|
350
$61.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.07K- 23.38% |
$141K - $168K
|
3.5K
$614K
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.57K- 1.16% |
$339K - $406K
|
219K
$38.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Jordan Park Group LLC
|
BUY
|
- |
60+ 1.1% |
$7.91K - $9.47K
|
5.53K
$971K
|
|
|
Jul 31, 2025
Q2 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
4.15KNew |
$547K - $655K
|
4.15K
$729K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.82K- 16.84% |
$371K - $444K
|
13.9K
$2.44M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-45.2K- 2.16% |
$5.96M - $7.13M
|
2.04M
$359M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
283+ 8.34% |
$37.3K - $44.6K
|
3.68K
$645K
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-56- 57.14% |
$7.38K - $8.83K
|
42
$7.37K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
11+ 0.48% |
$1.45K - $1.74K
|
2.28K
$401K
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-114- 0.96% |
$15K - $18K
|
11.8K
$2.06M
|
|
|
Jul 30, 2025
Q2 2025
|
Covenant Partners, LLC
|
SELL
|
- |
-15.7K- 25.54% |
$2.07M - $2.48M
|
45.8K
$8.03M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-15.5K- 4.8% |
$2.04M - $2.44M
|
307K
$53.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-6.96K- 3.92% |
$918K - $1.1M
|
171K
$30M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-78- 1.48% |
$10.3K - $12.3K
|
5.21K
$914K
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
3K+ 104.02% |
$396K - $473K
|
5.88K
$1.03M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-23- 0.21% |
$3.03K - $3.63K
|
10.9K
$1.91M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
49.8K+ 4.39% |
$6.57M - $7.86M
|
1.18M
$208M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.8K- 8.27% |
$369K - $442K
|
31.1K
$5.46M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
135+ 1.78% |
$17.8K - $21.3K
|
7.73K
$1.36M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.19K- 11.2% |
$289K - $345K
|
17.4K
$3.05M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
31+ 1.0% |
$4.09K - $4.89K
|
3.14K
$551K
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
10+ 0.19% |
$1.32K - $1.58K
|
5.33K
$935K
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.69K- 2.62% |
$222K - $266K
|
62.7K
$11M
|
|
|
Jul 30, 2025
Q2 2025
|
Alamar Capital Management, LLC
|
BUY
|
- |
553+ 4.3% |
$72.9K - $87.2K
|
13.4K
$2.36M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-167- 2.72% |
$22K - $26.3K
|
5.97K
$1.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
563+ 14.99% |
$74.2K - $88.8K
|
4.32K
$758K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.2K+ 16.01% |
$159K - $190K
|
8.72K
$1.53M
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
4.8KNew |
$633K - $758K
|
4.8K
$843K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-99- 1.56% |
$13.1K - $15.6K
|
6.26K
$1.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
1.28KNew |
$169K - $202K
|
1.28K
$225K
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-216- 0.91% |
$28.5K - $34.1K
|
23.6K
$4.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-43- 0.77% |
$5.67K - $6.78K
|
5.55K
$973K
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-50- 2.56% |
$6.59K - $7.89K
|
1.91K
$335K
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-280- 16.6% |
$36.9K - $44.2K
|
1.41K
$247K
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-1.92K- 18.97% |
$253K - $303K
|
8.21K
$1.44M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-901- 1.05% |
$119K - $142K
|
85K
$14.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
3+ 0.11% |
$396 - $473
|
2.69K
$472K
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-192- 5.03% |
$25.3K - $30.3K
|
3.63K
$637K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
52+ 1.71% |
$6.86K - $8.2K
|
3.1K
$544K
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
678+ 14.58% |
$89.4K - $107K
|
5.33K
$935K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
113+ 0.37% |
$14.9K - $17.8K
|
30.3K
$5.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-141- 1.19% |
$18.6K - $22.2K
|
11.7K
$2.06M
|