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 |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
21.2KNew |
$3.65M - $3.85M
|
21.2K
$3.7M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.63K+ 57.98% |
$971K - $1.02M
|
15.3K
$2.68M
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.37KNew |
$237K - $249K
|
1.37K
$240K
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
1.14KNew |
$196K - $206K
|
1.14K
$198K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
802+ 49.38% |
$138K - $146K
|
2.43K
$424K
|
|
|
Jan 08, 2026
Q4 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
759+ 2.03% |
$131K - $138K
|
38.2K
$6.67M
|
|
|
Jan 09, 2026
Q4 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
283+ 2.89% |
$48.8K - $51.4K
|
10.1K
$1.76M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
247+ 9.75% |
$42.6K - $44.8K
|
2.78K
$486K
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
199+ 9.24% |
$34.3K - $36.1K
|
2.35K
$411K
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
185+ 0.72% |
$31.9K - $33.6K
|
25.7K
$4.49M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
146New |
$25.2K - $26.5K
|
146
$25.5K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
125+ 14.6% |
$21.5K - $22.7K
|
981
$171K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
85+ 2.35% |
$14.6K - $15.4K
|
3.71K
$648K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
67+ 1.76% |
$11.5K - $12.2K
|
3.88K
$677K
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
61+ 2.56% |
$10.5K - $11.1K
|
2.44K
$427K
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
17+ 0.57% |
$2.93K - $3.09K
|
3.01K
$526K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
15+ 1.23% |
$2.59K - $2.72K
|
1.23K
$216K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1+ 0.03% |
$172 - $182
|
3.35K
$586K
|
|
| Q3 2025 | |||||||
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.67M+ 62.53% |
$263M - $299M
|
4.34M
$759M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
114K+ 7566.67% |
$17.8M - $20.3M
|
115K
$20.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
105K+ 5.13% |
$16.5M - $18.8M
|
2.15M
$375M
|
|
|
Nov 13, 2025
Q3 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
67.9K+ 51.11% |
$10.7M - $12.2M
|
201K
$35.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
63.3KNew |
$9.94M - $11.3M
|
63.3K
$11.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
62.8KNew |
$9.87M - $11.2M
|
62.8K
$11M
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
58.7K+ 41.01% |
$9.22M - $10.5M
|
202K
$35.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
57.3K+ 76.38% |
$9.01M - $10.3M
|
132K
$23.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
53.2K+ 1500.48% |
$8.36M - $9.52M
|
56.8K
$9.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
53.2KNew |
$8.35M - $9.52M
|
53.2K
$9.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Royce & Associates LP
|
BUY
|
- |
48.4K+ 62.32% |
$7.61M - $8.66M
|
126K
$22M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
44K+ 54.3% |
$6.91M - $7.87M
|
125K
$21.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
36.2K+ 232.87% |
$5.68M - $6.47M
|
51.7K
$9.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
35.6K+ 142.08% |
$5.6M - $6.38M
|
60.7K
$10.6M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
31.6K+ 2.67% |
$4.97M - $5.66M
|
1.22M
$212M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
25.9K+ 246.87% |
$4.06M - $4.63M
|
36.3K
$6.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
24.7K+ 11.22% |
$3.88M - $4.41M
|
245K
$42.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Ariel Investments, LLC
Chicago, IL |
BUY
|
- |
23.5K+ 109.46% |
$3.69M - $4.2M
|
45K
$7.85M
|
|
|
Nov 06, 2025
Q3 2025
|
Connable Office Inc
|
BUY
|
- |
21.4KNew |
$3.36M - $3.83M
|
21.4K
$3.74M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
21.3KNew |
$3.34M - $3.8M
|
21.3K
$3.71M
|
|
|
Nov 13, 2025
Q3 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
21.1K+ 74.04% |
$3.31M - $3.77M
|
49.6K
$8.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.8K+ 8.83% |
$3.27M - $3.73M
|
257K
$44.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
18.3K+ 50.91% |
$2.87M - $3.27M
|
54.2K
$9.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17.1K+ 4.35% |
$2.69M - $3.07M
|
411K
$71.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
14.9K+ 40.41% |
$2.34M - $2.66M
|
51.7K
$9.02M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
13.6KNew |
$2.13M - $2.43M
|
13.6K
$2.37M
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
13.4KNew |
$2.1M - $2.39M
|
13.4K
$2.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
13.1K+ 9.84% |
$2.06M - $2.35M
|
147K
$25.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
11.7K+ 487.33% |
$1.83M - $2.09M
|
14K
$2.45M
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
11.3KNew |
$1.78M - $2.03M
|
11.3K
$1.98M
|
|
|
Oct 28, 2025
Q3 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
10.8K+ 39.33% |
$1.7M - $1.93M
|
38.3K
$6.68M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
9.87K+ 5.01% |
$1.55M - $1.77M
|
207K
$36.1M
|
|