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 13, 2024
Q1 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
27+ 1.35% |
$3.93K - $4.29K
|
2.02K
$309K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
26New |
$3.79K - $4.13K
|
26
$3.97K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
25New |
$3.64K - $3.97K
|
25
$3.82K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
20New |
$2.91K - $3.18K
|
20
$3.06K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
19New |
$2.77K - $3.02K
|
19
$2.9K
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
17+ 0.94% |
$2.48K - $2.7K
|
1.82K
$278K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
15New |
$2.18K - $2.38K
|
15
$2.29K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
9New |
$1.31K - $1.43K
|
9
$1.37K
|
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
7+ 2.94% |
$1.02K - $1.11K
|
245
$37.4K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
7New |
$1.02K - $1.11K
|
7
$1.07K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
7New |
$1.02K - $1.11K
|
7
$1.07K
|
|
|
Apr 30, 2024
Q1 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
5+ 0.1% |
$728 - $794
|
4.87K
$744K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
5+ 0.1% |
$728 - $794
|
5.15K
$786K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3+ 0.36% |
$437 - $476
|
840
$128K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.34% |
$146 - $159
|
295
$45.1K
|
|
|
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
$16.9M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
CALL |
27KNew |
$3.39M - $4.27M
|
27K
$4.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
26KNew |
$3.26M - $4.11M
|
26K
$3.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
16KNew |
$2.01M - $2.54M
|
16K
$2.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
9.06K+ 44.83% |
$1.14M - $1.43M
|
29.3K
$4.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Cardinal Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.37KNew |
$925K - $1.17M
|
7.37K
$1.13M
|
|
|
Jan 17, 2024
Q4 2023
|
Connective Portfolio Management, LLC
|
BUY
|
- |
7.09KNew |
$889K - $1.12M
|
7.09K
$1.08M
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
3.53KNew |
$443K - $558K
|
3.53K
$539K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
3.4KNew |
$427K - $538K
|
3.4K
$520K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
3.18KNew |
$399K - $503K
|
3.18K
$486K
|
|
|
Jan 30, 2024
Q4 2023
|
Independent Family Office, LLC
|
BUY
|
- |
3K+ 9.38% |
$377K - $475K
|
35K
$5.34M
|
|
|
Feb 07, 2025
Q4 2023
|
Croban
Fremont, OH |
BUY
|
- |
2.5KNew |
$313K - $395K
|
2.5K
$381K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.34K+ 17.7% |
$293K - $370K
|
15.5K
$2.38M
|
|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
BUY
|
- |
2.25KNew |
$282K - $355K
|
2.25K
$343K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.08K+ 18.53% |
$261K - $329K
|
13.3K
$2.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.85KNew |
$232K - $293K
|
1.85K
$283K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.76K+ 104.89% |
$221K - $278K
|
3.44K
$525K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.73K+ 115.38% |
$217K - $273K
|
3.22K
$492K
|
|
|
Feb 13, 2024
Q4 2023
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
1.63KNew |
$204K - $257K
|
1.63K
$249K
|
|
|
Feb 02, 2024
Q4 2023
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
1.56KNew |
$195K - $246K
|
1.56K
$238K
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
BUY
|
- |
1.46KNew |
$183K - $230K
|
1.46K
$222K
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.44KNew |
$180K - $227K
|
1.44K
$220K
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.41KNew |
$177K - $223K
|
1.41K
$216K
|
|
|
Feb 14, 2024
Q4 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
1.41KNew |
$177K - $223K
|
1.41K
$215K
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.4KNew |
$176K - $222K
|
1.4K
$214K
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
1.37KNew |
$171K - $216K
|
1.37K
$209K
|
|
|
Jan 10, 2024
Q4 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
1.35KNew |
$169K - $213K
|
1.35K
$206K
|
|
|
Feb 12, 2024
Q4 2023
|
Athena Investment Management
|
BUY
|
- |
1.33KNew |
$166K - $210K
|
1.33K
$202K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.3KNew |
$163K - $205K
|
1.3K
$198K
|
|
|
Feb 05, 2024
Q4 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
1.2K+ 0.84% |
$151K - $190K
|
144K
$22M
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.06K+ 2122.0% |
$133K - $168K
|
1.11K
$170K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1KNew |
$126K - $158K
|
1K
$153K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
600+ 2608.7% |
$75.3K - $94.9K
|
623
$95.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
573+ 19.46% |
$71.9K - $90.6K
|
3.52K
$537K
|
|