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 29, 2024
Q4 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
459New |
$57.6K - $72.6K
|
459
$70.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
400+ 26.47% |
$50.2K - $63.3K
|
1.91K
$292K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
364New |
$45.7K - $57.6K
|
364
$55.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
200New |
$25.1K - $31.6K
|
200
$30.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
154New |
$19.3K - $24.4K
|
154
$23.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
145New |
$18.2K - $22.9K
|
145
$22.1K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
117New |
$14.7K - $18.5K
|
117
$17.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
102New |
$12.8K - $16.1K
|
102
$15.6K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
101New |
$12.7K - $16K
|
101
$15.4K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
70+ 13.08% |
$8.79K - $11.1K
|
605
$92.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
70New |
$8.79K - $11.1K
|
70
$10.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
BUY
|
- |
66New |
$8.28K - $10.4K
|
66
$10.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
65New |
$8.16K - $10.3K
|
65
$9.93K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
62+ 3.67% |
$7.78K - $9.81K
|
1.75K
$267K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
56New |
$7.03K - $8.86K
|
56
$8.55K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
55New |
$6.9K - $8.7K
|
55
$8.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
52New |
$6.53K - $8.23K
|
52
$7.94K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
45+ 1.19% |
$5.65K - $7.12K
|
3.82K
$584K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
31New |
$3.89K - $4.9K
|
31
$4.74K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
29New |
$3.64K - $4.59K
|
29
$4.43K
|
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
25+ 1.05% |
$3.14K - $3.95K
|
2.4K
$367K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
22+ 0.57% |
$2.76K - $3.48K
|
3.88K
$592K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
17New |
$2.13K - $2.69K
|
17
$2.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
16New |
$2.01K - $2.53K
|
16
$2.44K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
16New |
$2.01K - $2.53K
|
16
$2.44K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
16New |
$2.01K - $2.53K
|
16
$2.44K
|
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
15New |
$1.88K - $2.37K
|
15
$2.29K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
13New |
$1.63K - $2.06K
|
13
$1.99K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
11New |
$1.38K - $1.74K
|
11
$1.68K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
8+ 0.53% |
$1K - $1.27K
|
1.51K
$230K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4New |
$502 - $633
|
4
$611
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.47% |
$377 - $475
|
644
$98.4K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
2+ 1.08% |
$251 - $316
|
187
$28.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1New |
$126 - $158
|
1
$153
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$126 - $158
|
1.48K
$226K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
1+ 1.79% |
$126 - $158
|
57
$8.71K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Connable Office Inc
|
BUY
|
- |
28.7KNew |
$3.84M - $4.34M
|
28.7K
$4.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
7.44KNew |
$995K - $1.12M
|
7.44K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
7.28KNew |
$974K - $1.1M
|
7.28K
$1.11M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
6.82KNew |
$913K - $1.03M
|
6.82K
$1.04M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
5.86KNew |
$784K - $886K
|
5.86K
$895K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
4.6KNew |
$615K - $696K
|
4.6K
$703K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.88KNew |
$385K - $436K
|
2.88K
$440K
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.3K+ 83.81% |
$308K - $348K
|
5.05K
$772K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.84K+ 2.9% |
$246K - $278K
|
65.3K
$9.97M
|
|
|
Nov 08, 2023
Q3 2023
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
682New |
$91.3K - $103K
|
682
$104K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
478New |
$64K - $72.3K
|
478
$73K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400New |
$53.5K - $60.5K
|
400
$61.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
344New |
$46K - $52K
|
344
$52.5K
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
273New |
$36.5K - $41.3K
|
273
$41.7K
|
|