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 |
---|---|---|---|---|---|---|---|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400New |
$53.5K - $60.5K
|
400
$66.5K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
344New |
$46K - $52K
|
344
$57.2K
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
273New |
$36.5K - $41.3K
|
273
$45.4K
|
|
Nov 08, 2023
Q3 2023
|
Appleton Group, LLC
|
BUY
|
- |
224+ 4.85% |
$30K - $33.9K
|
4.84K
$805K
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
210New |
$28.1K - $31.8K
|
210
$34.9K
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
209New |
$28K - $31.6K
|
209
$34.8K
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
BUY
|
- |
205New |
$27.4K - $31K
|
205
$34.1K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
132New |
$17.7K - $20K
|
132
$22K
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
108New |
$14.5K - $16.3K
|
108
$18K
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
100+ 4.17% |
$13.4K - $15.1K
|
2.5K
$416K
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
34New |
$4.55K - $5.14K
|
34
$5.66K
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
30New |
$4.01K - $4.54K
|
30
$4.99K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
29New |
$3.88K - $4.39K
|
29
$4.82K
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
16New |
$2.14K - $2.42K
|
16
$2.66K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
12New |
$1.61K - $1.81K
|
12
$2K
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.27% |
$134 - $151
|
375
$62.4K
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2023 | |||||||
Jul 26, 2023
Q2 2023
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
80.8K+ 122.59% |
$10.4M - $11.5M
|
147K
$24.4M
|
|
Aug 14, 2023
Q2 2023
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
CALL |
75KNew |
$9.67M - $10.7M
|
75K
$12.5M
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
17KNew |
$2.19M - $2.41M
|
17K
$2.82M
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
10.8KNew |
$1.4M - $1.54M
|
10.8K
$1.8M
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
10.1KNew |
$1.3M - $1.44M
|
10.1K
$1.68M
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
4.2K+ 986.85% |
$542K - $598K
|
4.63K
$770K
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
4.17KNew |
$537K - $593K
|
4.17K
$693K
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
3.42KNew |
$441K - $487K
|
3.42K
$570K
|
|
Aug 01, 2023
Q2 2023
|
Regency Capital Management Inc.\De
|
BUY
|
- |
2KNew |
$258K - $285K
|
2K
$333K
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
1.52KNew |
$196K - $216K
|
1.52K
$253K
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.43KNew |
$184K - $203K
|
1.43K
$237K
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.14K+ 3.8% |
$147K - $163K
|
31.3K
$5.2M
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
382+ 4.56% |
$49.3K - $54.4K
|
8.76K
$1.46M
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
180New |
$23.2K - $25.6K
|
180
$29.9K
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
160New |
$20.6K - $22.8K
|
160
$26.6K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
70New |
$9.03K - $9.96K
|
70
$11.6K
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
70New |
$9.03K - $9.96K
|
70
$11.6K
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
58+ 3.06% |
$7.48K - $8.26K
|
1.95K
$325K
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
50New |
$6.45K - $7.12K
|
50
$8.32K
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
25+ 0.55% |
$3.22K - $3.56K
|
4.61K
$767K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
17New |
$2.19K - $2.42K
|
17
$2.83K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
17+ 121.43% |
$2.19K - $2.42K
|
31
$5.16K
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
6New |
$774 - $854
|
6
$998
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
6New |
$774 - $854
|
6
$998
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
4New |
$516 - $569
|
4
$665
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.6% |
$129 - $142
|
168
$28K
|
|
Aug 11, 2023
Q2 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$129 - $142
|
3.06K
$508K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.36% |
$129 - $142
|
275
$45.8K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
707KNew |
$92.5M - $111M
|
707K
$118M
|
|
May 12, 2023
Q1 2023
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
246KNew |
$32.2M - $38.7M
|
246K
$41M
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
31.8K+ 82.57% |
$4.15M - $4.99M
|
70.2K
$11.7M
|
|
May 12, 2023
Q1 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
29.6KNew |
$3.87M - $4.65M
|
29.6K
$4.92M
|