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 |
---|---|---|---|---|---|---|---|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
487+ 22.95% |
$62.8K - $77.6K
|
2.61K
$451K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
347+ 121.75% |
$44.7K - $55.3K
|
632
$109K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
248+ 1.63% |
$32K - $39.5K
|
15.5K
$2.67M
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
244New |
$31.5K - $38.9K
|
244
$42.1K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
173+ 7.38% |
$22.3K - $27.6K
|
2.52K
$435K
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
152+ 1381.82% |
$19.6K - $24.2K
|
163
$28.2K
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
90New |
$11.6K - $14.3K
|
90
$15.5K
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
64New |
$8.25K - $10.2K
|
64
$11.1K
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
60+ 16.22% |
$7.74K - $9.56K
|
430
$74.3K
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
45New |
$5.8K - $7.17K
|
45
$7.77K
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
41+ 58.57% |
$5.29K - $6.53K
|
111
$19.2K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
40New |
$5.16K - $6.38K
|
40
$6.91K
|
|
Oct 27, 2022
Q3 2022
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
33+ 1.89% |
$4.25K - $5.26K
|
1.78K
$307K
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
BUY
|
- |
28New |
$3.61K - $4.46K
|
28
$4.84K
|
|
Nov 08, 2022
Q3 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
23+ 0.17% |
$2.97K - $3.67K
|
13.5K
$2.34M
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
20New |
$2.58K - $3.19K
|
20
$3.45K
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
8New |
$1.03K - $1.28K
|
8
$1.38K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
PUT |
242KNew |
$32.5M - $39.4M
|
242K
$41.8M
|
|
Aug 15, 2022
Q2 2022
|
Hbk Investments L P
Dallas, TX |
BUY
|
PUT |
168KNew |
$22.6M - $27.3M
|
168K
$29M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
PUT |
92K+ 61.33% |
$12.4M - $15M
|
242K
$41.8M
|
|
Aug 11, 2022
Q2 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
63.6KNew |
$8.55M - $10.3M
|
63.6K
$11M
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
19.2KNew |
$2.58M - $3.13M
|
19.2K
$3.32M
|
|
Aug 15, 2022
Q2 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
5.07KNew |
$681K - $825K
|
5.07K
$875K
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
5KNew |
$672K - $813K
|
5K
$863K
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
2.87KNew |
$386K - $467K
|
2.87K
$496K
|
|
Aug 12, 2022
Q2 2022
|
Donald Smith & Co., Inc.
New York, NY |
BUY
|
- |
2.5K+ 39.51% |
$336K - $407K
|
8.83K
$1.52M
|
|
Jul 15, 2022
Q2 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
2.34KNew |
$314K - $380K
|
2.34K
$404K
|
|
Aug 11, 2022
Q2 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
2.33KNew |
$314K - $379K
|
2.33K
$403K
|
|
Aug 12, 2022
Q2 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
2.21KNew |
$298K - $360K
|
2.21K
$382K
|
|
Jul 29, 2022
Q2 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
1.77KNew |
$238K - $288K
|
1.77K
$306K
|
|
Aug 04, 2022
Q2 2022
|
360 Financial, Inc.
|
BUY
|
- |
965+ 1.62% |
$130K - $157K
|
60.7K
$10.5M
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
640New |
$86.1K - $104K
|
640
$111K
|
|
Aug 09, 2022
Q2 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
562+ 43.94% |
$75.6K - $91.4K
|
1.84K
$318K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
532New |
$71.5K - $86.6K
|
532
$91.9K
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
450New |
$60.5K - $73.2K
|
450
$77.7K
|
|
Aug 02, 2022
Q2 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
410+ 32.8% |
$55.1K - $66.7K
|
1.66K
$287K
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
176New |
$23.7K - $28.6K
|
176
$30.4K
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
159+ 9.17% |
$21.4K - $25.9K
|
1.89K
$327K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
157+ 11.23% |
$21.1K - $25.5K
|
1.56K
$269K
|
|
Jul 19, 2022
Q2 2022
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
145New |
$19.5K - $23.6K
|
145
$25K
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
105New |
$14.1K - $17.1K
|
105
$18.1K
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
100New |
$13.4K - $16.3K
|
100
$17.3K
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
100+ 2000.0% |
$13.4K - $16.3K
|
105
$18.1K
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
95New |
$12.8K - $15.5K
|
95
$16.4K
|
|
Aug 11, 2022
Q2 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
86New |
$11.6K - $14K
|
86
$14.9K
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
85+ 170.0% |
$11.4K - $13.8K
|
135
$23.3K
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
78New |
$10.5K - $12.7K
|
78
$13.5K
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
70New |
$9.41K - $11.4K
|
70
$12.1K
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
61New |
$8.2K - $9.93K
|
61
$10.5K
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
50+ 2.11% |
$6.72K - $8.14K
|
2.42K
$418K
|