Latest Institutional Purchases of Ishares Russell2000 Val ETF (IWN)
This list provides information on the latest institutional transactions involving Ishares Russell2000 Val ETF (IWN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
422K+ 6.67% |
$55.7M - $66.6M
|
6.75M
$1.09B
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
237K+ 15292.53% |
$31.3M - $37.5M
|
239K
$38.5M
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
157K+ 7.64% |
$20.8M - $24.8M
|
2.22M
$357M
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
149K+ 13.99% |
$19.7M - $23.6M
|
1.22M
$196M
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
120K+ 42.07% |
$15.8M - $18.9M
|
405K
$65.2M
|
|
Aug 08, 2025
Q2 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
97.8K+ 19.51% |
$12.9M - $15.4M
|
599K
$96.5M
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
60.1KNew |
$7.92M - $9.48M
|
60.1K
$9.68M
|
|
Jul 21, 2025
Q2 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
56K+ 4.53% |
$7.38M - $8.83M
|
1.29M
$208M
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
49.8K+ 4.39% |
$6.57M - $7.86M
|
1.18M
$191M
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
49K+ 28.5% |
$6.46M - $7.72M
|
221K
$35.6M
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
45.5K+ 54.32% |
$6M - $7.18M
|
129K
$20.8M
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
44K+ 81.85% |
$5.81M - $6.95M
|
97.9K
$15.8M
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
43.7KNew |
$5.75M - $6.89M
|
43.7K
$7.03M
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
42.5K+ 17.5% |
$5.6M - $6.7M
|
285K
$45.9M
|
|
Aug 14, 2025
Q2 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
40.2K+ 16.66% |
$5.29M - $6.33M
|
281K
$45.3M
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
37.7K+ 46.94% |
$4.97M - $5.95M
|
118K
$19M
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
35.5K+ 37.89% |
$4.68M - $5.6M
|
129K
$20.8M
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
34.4K+ 5.11% |
$4.53M - $5.43M
|
707K
$114M
|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
31.9K+ 11.91% |
$4.2M - $5.03M
|
300K
$48.3M
|
|
Aug 14, 2025
Q2 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
BUY
|
- |
29.9KNew |
$3.94M - $4.72M
|
29.9K
$4.81M
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
25.5KNew |
$3.37M - $4.03M
|
25.5K
$4.11M
|
|
Aug 12, 2025
Q2 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
25.1KNew |
$3.31M - $3.96M
|
25.1K
$4.04M
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
21.6K+ 55.1% |
$2.85M - $3.42M
|
60.9K
$9.81M
|
|
Aug 13, 2025
Q2 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
CALL |
20.7K+ 363.16% |
$2.73M - $3.27M
|
26.4K
$4.25M
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
19.7K+ 203.09% |
$2.6M - $3.11M
|
29.4K
$4.74M
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
19.4K+ 27.45% |
$2.56M - $3.06M
|
90.2K
$14.5M
|
|
Jul 21, 2025
Q2 2025
|
Azarias Capital Management, L.P.
Berwyn, PA |
BUY
|
- |
17.9KNew |
$2.36M - $2.82M
|
17.9K
$2.88M
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
17.8K+ 18.33% |
$2.35M - $2.81M
|
115K
$18.5M
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.5K+ 1.77% |
$2.3M - $2.76M
|
1M
$162M
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
17KNew |
$2.24M - $2.68M
|
17K
$2.74M
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.8K+ 90.8% |
$1.68M - $2.02M
|
26.9K
$4.33M
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.6K+ 44.83% |
$1.67M - $2M
|
40.9K
$6.58M
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
11.7K+ 43.29% |
$1.54M - $1.85M
|
38.7K
$6.24M
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
BUY
|
- |
11K+ 3.62% |
$1.45M - $1.74M
|
315K
$50.8M
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
BUY
|
- |
10.4KNew |
$1.37M - $1.64M
|
10.4K
$1.68M
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
9.82K+ 2.73% |
$1.3M - $1.55M
|
370K
$59.6M
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
9.46KNew |
$1.25M - $1.49M
|
9.46K
$1.52M
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.83K+ 571.94% |
$1.16M - $1.39M
|
10.4K
$1.67M
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
8.67K+ 1.43% |
$1.14M - $1.37M
|
617K
$99.3M
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.45K+ 11.21% |
$1.11M - $1.33M
|
83.9K
$13.5M
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
BUY
|
- |
8.16K+ 21.14% |
$1.08M - $1.29M
|
46.8K
$7.53M
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
8.14K+ 40.32% |
$1.07M - $1.28M
|
28.3K
$4.56M
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
7.95KNew |
$1.05M - $1.25M
|
7.95K
$1.28M
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
7.87K+ 3.53% |
$1.04M - $1.24M
|
231K
$37.1M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.78K+ 3.08% |
$1.03M - $1.23M
|
260K
$41.9M
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.75K+ 18.33% |
$1.02M - $1.22M
|
50K
$8.06M
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
7.49K+ 330.07% |
$987K - $1.18M
|
9.75K
$1.57M
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
7.44K+ 16.12% |
$981K - $1.17M
|
53.6K
$8.63M
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
7.42KNew |
$978K - $1.17M
|
7.42K
$1.2M
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
6.93K+ 2.02% |
$914K - $1.09M
|
350K
$56.4M
|