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 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-5.52K- 27.92% |
$824K - $936K
|
14.3K
$2.39M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
2.54K+ 11.08% |
$379K - $430K
|
25.4K
$4.26M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-208- 12.12% |
$31K - $35.2K
|
1.51K
$252K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-251- 2.84% |
$37.5K - $42.5K
|
8.59K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-2.43K- 34.78% |
$362K - $411K
|
4.55K
$761K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
200+ 2.4% |
$29.9K - $33.9K
|
8.52K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.92K+ 90.1% |
$586K - $665K
|
8.28K
$1.39M
|
|
|
May 13, 2025
Q1 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-59.9K- 58.51% |
$8.95M - $10.2M
|
42.5K
$7.11M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-570- 2.18% |
$85.1K - $96.6K
|
25.6K
$4.29M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.47K- 7.59% |
$518K - $588K
|
42.3K
$7.08M
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-162- 4.81% |
$24.2K - $27.4K
|
3.2K
$536K
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
512KNew |
$76.5M - $86.8M
|
512K
$85.8M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-68.9K- 11.6% |
$10.3M - $11.7M
|
525K
$87.9M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
21+ 0.32% |
$3.13K - $3.56K
|
6.58K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
117K+ 12.18% |
$17.5M - $19.9M
|
1.08M
$181M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
123+ 6.04% |
$18.4K - $20.8K
|
2.16K
$362K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
537+ 29.42% |
$80.2K - $91K
|
2.36K
$395K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-8.62K- 1.39% |
$1.29M - $1.46M
|
611K
$102M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-5.13K- 21.35% |
$765K - $868K
|
18.9K
$3.16M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
11+ 2.73% |
$1.64K - $1.86K
|
414
$69.3K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-13- 0.9% |
$1.94K - $2.2K
|
1.44K
$241K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
3+ 0.09% |
$448 - $508
|
3.18K
$532K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.7K+ 3.79% |
$253K - $287K
|
46.4K
$7.77M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.45K- 8.86% |
$813K - $923K
|
56K
$9.38M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-32- 1.05% |
$4.78K - $5.42K
|
3.03K
$507K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
9.99KNew |
$1.49M - $1.69M
|
9.99K
$1.67M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
1.19KNew |
$177K - $201K
|
1.19K
$198K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
77.2K+ 49.88% |
$11.5M - $13.1M
|
232K
$38.9M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.29K+ 26.71% |
$193K - $219K
|
6.13K
$1.03M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-38- 2.0% |
$5.67K - $6.44K
|
1.86K
$311K
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-124- 5.0% |
$18.5K - $21K
|
2.36K
$394K
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-88- 3.3% |
$13.1K - $14.9K
|
2.58K
$432K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-136K- 22.28% |
$20.4M - $23.1M
|
476K
$79.7M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-112- 90.32% |
$16.7K - $19K
|
12
$2.01K
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-37- 1.1% |
$5.52K - $6.27K
|
3.34K
$559K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-976- 6.18% |
$146K - $165K
|
14.8K
$2.48M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
107New |
$16K - $18.1K
|
107
$17.9K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-524- 31.26% |
$78.2K - $88.8K
|
1.15K
$193K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-4.57K- 74.06% |
$682K - $774K
|
1.6K
$268K
|
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-329- 4.99% |
$49.1K - $55.7K
|
6.26K
$1.05M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.01K- 2.18% |
$151K - $172K
|
45.6K
$7.63M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-1.09K- 11.37% |
$163K - $185K
|
8.49K
$1.42M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-250- 6.16% |
$37.3K - $42.4K
|
3.81K
$638K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-7.86K- 84.81% |
$1.17M - $1.33M
|
1.41K
$236K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
25+ 0.3% |
$3.73K - $4.24K
|
8.31K
$1.39M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-12- 0.44% |
$1.79K - $2.03K
|
2.71K
$454K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-8- 0.4% |
$1.19K - $1.36K
|
1.99K
$334K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
35+ 13.31% |
$5.22K - $5.93K
|
298
$49.9K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.3K- 3.17% |
$642K - $728K
|
131K
$22M
|
|
|
May 12, 2025
Q1 2025
|
Boston Partners
Boston, MA |
SELL
|
- |
-24.4K- 44.03% |
$3.64M - $4.13M
|
31K
$5.19M
|