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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
56K+ 4.53% |
$7.38M - $8.83M
|
1.29M
$208M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
35.5K+ 37.89% |
$4.68M - $5.6M
|
129K
$20.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
31.9K+ 11.91% |
$4.2M - $5.03M
|
300K
$48.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Azarias Capital Management, L.P.
Berwyn, PA |
BUY
|
- |
17.9KNew |
$2.36M - $2.82M
|
17.9K
$2.88M
|
|
|
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
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.78K+ 3.08% |
$1.03M - $1.23M
|
260K
$41.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
7.49K+ 330.07% |
$987K - $1.18M
|
9.75K
$1.57M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
6.18KNew |
$815K - $975K
|
6.18K
$995K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
5.62KNew |
$740K - $886K
|
5.62K
$904K
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
4.64K+ 16.62% |
$612K - $732K
|
32.6K
$5.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
3.31K+ 33.06% |
$437K - $523K
|
13.3K
$2.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
2.77K+ 45.0% |
$365K - $436K
|
8.91K
$1.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
2.39K+ 7.72% |
$315K - $377K
|
33.4K
$5.37M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2K+ 7.1% |
$263K - $315K
|
30.2K
$4.86M
|
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
BUY
|
- |
1.76K+ 4.3% |
$232K - $278K
|
42.8K
$6.89M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.72K+ 4.93% |
$226K - $271K
|
36.5K
$5.88M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.67K+ 78.45% |
$220K - $264K
|
3.8K
$612K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
1.5K+ 5.04% |
$198K - $237K
|
31.3K
$5.04M
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
1.4KNew |
$185K - $221K
|
1.4K
$226K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
1.29KNew |
$170K - $203K
|
1.29K
$208K
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
891+ 12.06% |
$117K - $141K
|
8.28K
$1.33M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
849+ 39.92% |
$112K - $134K
|
2.98K
$479K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
827+ 6.99% |
$109K - $130K
|
12.7K
$2.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
753+ 6.57% |
$99.3K - $119K
|
12.2K
$1.97M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
665+ 11.05% |
$87.7K - $105K
|
6.68K
$1.08M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
638+ 24.93% |
$84.1K - $101K
|
3.2K
$515K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
564+ 3.47% |
$74.4K - $89K
|
16.8K
$2.71M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
459+ 3.51% |
$60.5K - $72.4K
|
13.6K
$2.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
419+ 4.72% |
$55.2K - $66.1K
|
9.29K
$1.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
381+ 0.91% |
$50.2K - $60.1K
|
42.4K
$6.83M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
330+ 11.16% |
$43.5K - $52.1K
|
3.29K
$530K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
324+ 10.95% |
$42.7K - $51.1K
|
3.28K
$529K
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
233+ 3.22% |
$30.7K - $36.8K
|
7.48K
$1.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
217+ 16.09% |
$28.6K - $34.2K
|
1.57K
$252K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
209+ 1.07% |
$27.6K - $33K
|
19.8K
$3.19M
|
|
|
Jul 07, 2025
Q2 2025
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
185+ 0.3% |
$24.4K - $29.2K
|
62.6K
$10.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
176New |
$23.2K - $27.8K
|
176
$28.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
175+ 6.89% |
$23.1K - $27.6K
|
2.72K
$437K
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
171+ 8.51% |
$22.5K - $27K
|
2.18K
$351K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
160+ 4.15% |
$21.1K - $25.2K
|
4.01K
$646K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
132+ 4.71% |
$17.4K - $20.8K
|
2.93K
$472K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
111+ 6.0% |
$14.6K - $17.5K
|
1.96K
$316K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
111+ 28.1% |
$14.6K - $17.5K
|
506
$81.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
93+ 5.92% |
$12.3K - $14.7K
|
1.66K
$268K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
80+ 0.78% |
$10.5K - $12.6K
|
10.3K
$1.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
68+ 3.32% |
$8.97K - $10.7K
|
2.12K
$341K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
57+ 3.76% |
$7.51K - $8.99K
|
1.57K
$253K
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
55+ 0.2% |
$7.25K - $8.68K
|
28.1K
$4.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
40+ 0.22% |
$5.27K - $6.31K
|
17.9K
$2.88M
|