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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
13.7KNew |
$2M - $2.18M
|
13.7K
$2.21M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
11.9KNew |
$1.74M - $1.9M
|
11.9K
$1.92M
|
|
|
Jul 09, 2025
Q1 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
10.7KNew |
$1.56M - $1.7M
|
10.7K
$1.72M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
4.5KNew |
$655K - $714K
|
4.5K
$725K
|
|
|
May 13, 2024
Q1 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
4.39K+ 112.61% |
$638K - $696K
|
8.28K
$1.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
2.71KNew |
$395K - $431K
|
2.71K
$437K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
2.5KNew |
$364K - $397K
|
2.5K
$403K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.16KNew |
$314K - $342K
|
2.16K
$347K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.09K+ 273.98% |
$304K - $331K
|
2.85K
$458K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
2.02K+ 3.5% |
$294K - $320K
|
59.7K
$9.61M
|
|
|
May 14, 2024
Q1 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
1.89K+ 110.48% |
$275K - $300K
|
3.6K
$579K
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
BUY
|
- |
1.83KNew |
$266K - $290K
|
1.83K
$294K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.49KNew |
$217K - $237K
|
1.49K
$240K
|
|
|
Apr 08, 2024
Q1 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
1.46KNew |
$213K - $232K
|
1.46K
$235K
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
1.27KNew |
$184K - $201K
|
1.27K
$204K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
758New |
$110K - $120K
|
758
$122K
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
700New |
$102K - $111K
|
700
$113K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
649New |
$94.5K - $103K
|
649
$105K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
569+ 1161.22% |
$82.9K - $90.4K
|
618
$99.5K
|
|
|
May 14, 2024
Q1 2024
|
Factorial Partners, LLC
|
BUY
|
- |
500+ 7.25% |
$72.8K - $79.4K
|
7.4K
$1.19M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
460New |
$67K - $73.1K
|
460
$74.1K
|
|
|
May 02, 2024
Q1 2024
|
Hardy Reed LLC
|
BUY
|
- |
416+ 3.13% |
$60.6K - $66.1K
|
13.7K
$2.21M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
255New |
$37.1K - $40.5K
|
255
$41.1K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
216New |
$31.5K - $34.3K
|
216
$34.8K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
176New |
$25.6K - $28K
|
176
$28.3K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
104+ 75.91% |
$15.1K - $16.5K
|
241
$38.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
100New |
$14.6K - $15.9K
|
100
$16.1K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
69+ 4.58% |
$10K - $11K
|
1.57K
$253K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
50New |
$7.28K - $7.94K
|
50
$8.05K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
47+ 11.78% |
$6.84K - $7.46K
|
446
$71.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
26New |
$3.79K - $4.13K
|
26
$4.19K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
25New |
$3.64K - $3.97K
|
25
$4.03K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
20New |
$2.91K - $3.18K
|
20
$3.22K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
19New |
$2.77K - $3.02K
|
19
$3.06K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
15New |
$2.18K - $2.38K
|
15
$2.42K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
9New |
$1.31K - $1.43K
|
9
$1.45K
|
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
7+ 2.94% |
$1.02K - $1.11K
|
245
$39.5K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
7New |
$1.02K - $1.11K
|
7
$1.13K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
7New |
$1.02K - $1.11K
|
7
$1.13K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
5+ 0.1% |
$728 - $794
|
5.15K
$829K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3+ 0.36% |
$437 - $476
|
840
$135K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.34% |
$146 - $159
|
295
$47.5K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
29.9K+ 37.1% |
$3.75M - $4.73M
|
111K
$17.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
CALL |
27KNew |
$3.39M - $4.27M
|
27K
$4.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
26KNew |
$3.26M - $4.11M
|
26K
$4.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
16KNew |
$2.01M - $2.54M
|
16K
$2.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
9.06K+ 44.83% |
$1.14M - $1.43M
|
29.3K
$4.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Cardinal Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.37KNew |
$925K - $1.17M
|
7.37K
$1.19M
|
|
|
Jan 17, 2024
Q4 2023
|
Connective Portfolio Management, LLC
|
BUY
|
- |
7.09KNew |
$889K - $1.12M
|
7.09K
$1.14M
|
|