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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-6.78K- 53.97% |
$1.01M - $1.15M
|
5.79K
$873K
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-110- 1.69% |
$16.4K - $18.6K
|
6.41K
$966K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
5.39K+ 1.7% |
$805K - $913K
|
323K
$48.7M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4.99K+ 2.89% |
$744K - $844K
|
178K
$26.8M
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
623+ 2.28% |
$93K - $106K
|
27.9K
$4.21M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-276- 5.8% |
$41.2K - $46.8K
|
4.48K
$676K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-251- 12.74% |
$37.5K - $42.5K
|
1.72K
$259K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
1.38K+ 16.0% |
$207K - $234K
|
10K
$1.51M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.09K- 6.14% |
$163K - $185K
|
16.7K
$2.52M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-841- 30.64% |
$126K - $142K
|
1.9K
$287K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
8+ 0.51% |
$1.19K - $1.36K
|
1.57K
$237K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
450+ 9.31% |
$67.2K - $76.2K
|
5.29K
$797K
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-4.34K- 13.09% |
$647K - $735K
|
28.8K
$4.34M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-233K- 43.4% |
$34.8M - $39.5M
|
304K
$45.9M
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-389- 5.12% |
$58.1K - $65.9K
|
7.21K
$1.09M
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
5.42K+ 29.31% |
$808K - $917K
|
23.9K
$3.6M
|
|
|
May 02, 2025
Q1 2025
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-801- 33.91% |
$120K - $136K
|
1.56K
$235K
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.26K- 23.37% |
$188K - $213K
|
4.12K
$622K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-200- 3.68% |
$29.9K - $33.9K
|
5.23K
$789K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-403- 4.58% |
$60.2K - $68.3K
|
8.4K
$1.27M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-26- 1.04% |
$3.88K - $4.4K
|
2.48K
$375K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-675- 27.53% |
$101K - $114K
|
1.78K
$268K
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-515- 11.65% |
$76.9K - $87.2K
|
3.91K
$589K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-39- 0.84% |
$5.82K - $6.61K
|
4.58K
$691K
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
2+ 0.03% |
$299 - $339
|
7.88K
$1.19M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-436K- 86.71% |
$65.1M - $73.9M
|
66.8K
$10.1M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3+ 0.1% |
$448 - $508
|
3.11K
$469K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-522- 2.52% |
$77.9K - $88.4K
|
20.2K
$3.05M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-9- 69.23% |
$1.34K - $1.52K
|
4
$603
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
902+ 7.4% |
$135K - $153K
|
13.1K
$1.97M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
1.03K+ 13.28% |
$154K - $175K
|
8.81K
$1.33M
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-224- 2.14% |
$33.4K - $37.9K
|
10.2K
$1.55M
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-1.09K- 23.79% |
$163K - $185K
|
3.5K
$529K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-612- 4.9% |
$91.4K - $104K
|
11.9K
$1.79M
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
10+ 0.08% |
$1.49K - $1.69K
|
12.2K
$1.85M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
199+ 6.64% |
$29.7K - $33.7K
|
3.2K
$482K
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.08K- 25.84% |
$161K - $183K
|
3.1K
$467K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-48.1K- 48.08% |
$7.17M - $8.14M
|
51.9K
$7.83M
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-81- 2.65% |
$12.1K - $13.7K
|
2.97K
$448K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.1K- 3.24% |
$164K - $186K
|
32.7K
$4.94M
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
941+ 2.78% |
$140K - $159K
|
34.8K
$5.25M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-213- 11.75% |
$31.8K - $36.1K
|
1.6K
$241K
|
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-183- 6.1% |
$27.3K - $31K
|
2.82K
$425K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
20+ 0.66% |
$2.99K - $3.39K
|
3.04K
$459K
|
|
|
May 01, 2025
Q1 2025
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-198- 1.65% |
$29.6K - $33.5K
|
11.8K
$1.78M
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
211+ 2.81% |
$31.5K - $35.7K
|
7.71K
$1.16M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-519- 68.83% |
$77.5K - $87.9K
|
235
$35.4K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.81K+ 128.13% |
$719K - $815K
|
8.57K
$1.29M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
672+ 34.73% |
$100K - $114K
|
2.61K
$393K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
3.88K+ 0.37% |
$579K - $657K
|
1.05M
$158M
|