Latest Institutional Purchases of Ishares Russell2000 Val ETF (IWN)

IWN Quotes by TradingView

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
Aug 14, 2023 Q2 2023
Pin Oak Investment Advisors Inc

Houston, TX
BUY
 -
50
New
$6.45K - $7.12K
50 $8.05K
Aug 14, 2023 Q2 2023
First Trust Advisors LP

Wheaton, IL
BUY
 -
25
+ 0.55%
$3.22K - $3.56K
4.61K $742K
Aug 10, 2023 Q2 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
17
New
$2.19K - $2.42K
17 $2.74K
Jul 26, 2023 Q2 2023
Time Scale Financial, Inc.

BUY
 -
17
+ 121.43%
$2.19K - $2.42K
31 $4.99K
Sep 12, 2023 Q2 2023
Cgc Financial Services, LLC

Lake Oswego, OR
BUY
 -
6
New
$774 - $854
6 $966
Jul 27, 2023 Q2 2023
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
6
New
$774 - $854
6 $966
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
4
New
$516 - $569
4 $644
Aug 15, 2023 Q2 2023
Retirement Group, LLC

BUY
 -
1
+ 0.6%
$129 - $142
168 $27.1K
Aug 01, 2023 Q2 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
1
+ 0.36%
$129 - $142
275 $44.3K
Aug 15, 2023 Q2 2023
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
0
New
$0 - $0
0 $0
Q1 2023
May 12, 2023 Q1 2023
Cramer Rosenthal Mcglynn LLC

Greenwich, CT
BUY
 -
246K
New
$32.2M - $38.7M
246K $39.7M
May 03, 2023 Q1 2023
Asb Consultores, LLC

Aventura, FL
BUY
 -
31.8K
+ 82.57%
$4.15M - $4.99M
70.2K $11.3M
May 12, 2023 Q1 2023
Chicago Wealth Management, Inc.

Chicago, IL
BUY
 -
29.6K
New
$3.87M - $4.65M
29.6K $4.77M
May 15, 2023 Q1 2023
Midwest Professional Planners, Ltd.

Wausau, WI
BUY
 -
24.6K
+ 1542.42%
$3.22M - $3.86M
26.2K $4.22M
May 12, 2023 Q1 2023
Rinkey Investments

San Diego, CA
BUY
 -
19.7K
New
$2.58M - $3.1M
19.7K $3.18M
Apr 21, 2023 Q1 2023
Bka Wealth Consulting, Inc.

BUY
 -
3.11K
New
$407K - $488K
3.11K $501K
May 04, 2023 Q1 2023
Vantage Financial Partners Ltd., Inc.

BUY
 -
1.8K
New
$235K - $283K
1.8K $290K
May 04, 2023 Q1 2023
Bordeaux Wealth Advisors LLC

BUY
 -
1.75K
New
$229K - $275K
1.75K $282K
Apr 25, 2023 Q1 2023
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
1.6K
New
$209K - $251K
1.6K $258K
Apr 17, 2023 Q1 2023
Financial Insights, Inc.

BUY
 -
1.5K
New
$196K - $236K
1.5K $242K
May 03, 2023 Q1 2023
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
556
New
$72.7K - $87.3K
556 $89.5K
May 15, 2023 Q1 2023
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
222
New
$29K - $34.8K
222 $35.8K
May 10, 2023 Q1 2023
Hamilton Point Investment Advisors, LLC

BUY
 -
143
New
$18.7K - $22.4K
143 $23K
May 11, 2023 Q1 2023
Nbw Capital LLC

BUY
 -
136
+ 0.29%
$17.8K - $21.3K
47.6K $7.67M
Apr 10, 2023 Q1 2023
Carl Stuart Investment Advisor, Inc

Austin, TX
BUY
 -
99
New
$12.9K - $15.5K
99 $15.9K
Apr 25, 2023 Q1 2023
Amplius Wealth Advisors, LLC

BUY
 -
75
+ 2.16%
$9.81K - $11.8K
3.55K $572K
May 11, 2023 Q1 2023
Bristlecone Advisors, LLC

BUY
 -
40
New
$5.23K - $6.28K
40 $6.44K
May 15, 2023 Q1 2023
Lee Financial CO

Dallas, TX
BUY
 -
27
New
$3.53K - $4.24K
27 $4.35K
May 05, 2023 Q1 2023
Tri Star Advisors Inc.

BUY
 -
27
New
$3.53K - $4.24K
27 $4.35K
May 30, 2023 Q1 2023
Fullen Financial Group

BUY
 -
19
+ 0.5%
$2.48K - $2.98K
3.79K $611K
Apr 28, 2023 Q1 2023
Adirondack Trust CO

BUY
 -
17
New
$2.22K - $2.67K
17 $2.74K
Apr 06, 2023 Q1 2023
Parsec Financial Management, Inc.

BUY
 -
17
+ 0.31%
$2.22K - $2.67K
5.44K $875K
Q4 2022
Feb 07, 2023 Q4 2022
Financial Services Advisory Inc

BUY
 -
94K
New
$12.3M - $14.1M
94K $15.1M
Mar 30, 2023 Q4 2022
Reframe Wealth, LLC

Fairfax, VA
BUY
 -
83.6K
New
$11M - $12.5M
83.6K $13.5M
Feb 01, 2023 Q4 2022
Capital Directions Investment Advisors, LLC

BUY
 -
83.6K
New
$11M - $12.5M
83.6K $13.5M
Feb 03, 2023 Q4 2022
Sepio Capital, LP

BUY
 -
37.1K
New
$4.87M - $5.55M
37.1K $5.98M
Feb 03, 2023 Q4 2022
Allen Capital Group, LLC

BUY
 -
26.2K
New
$3.44M - $3.92M
26.2K $4.22M
Feb 14, 2023 Q4 2022
Lido Advisors, LLC

Los Angeles, CA
BUY
 PUT
26.1K
New
$3.43M - $3.91M
26.1K $4.2M
Feb 14, 2023 Q4 2022
Hudson Bay Capital Management LP

Greenwich, CT
BUY
 -
17.5K
New
$2.3M - $2.62M
17.5K $2.82M
Feb 14, 2023 Q4 2022
Prelude Capital Management, LLC

New York, NY
BUY
 PUT
16.8K
New
$2.21M - $2.51M
16.8K $2.71M
Feb 08, 2023 Q4 2022
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
15.2K
+ 759.92%
$1.99M - $2.27M
17.2K $2.76M
Jan 31, 2023 Q4 2022
New World Advisors LLC

Hingham, MA
BUY
 -
14.7K
New
$1.93M - $2.2M
14.7K $2.37M
Jan 23, 2023 Q4 2022
Sargent Bickham Lagudis LLC

BUY
 -
14.4K
+ 71825.0%
$1.89M - $2.15M
14.4K $2.32M
Jan 19, 2023 Q4 2022
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
13.1K
New
$1.72M - $1.96M
13.1K $2.1M
Feb 13, 2023 Q4 2022
American Century Companies Inc

Kansas City, MO
BUY
 -
12.8K
New
$1.68M - $1.91M
12.8K $2.06M
Feb 10, 2023 Q4 2022
Ipsen Advisor Group LLC

Little Rock, AR
BUY
 -
11.4K
New
$1.49M - $1.7M
11.4K $1.83M
Feb 14, 2023 Q4 2022
Lombard Odier Asset Management (Switzerland) Sa

Petit Lancy, V8
BUY
 -
9.1K
New
$1.2M - $1.36M
9.1K $1.47M
Feb 06, 2023 Q4 2022
Banque Pictet & Cie Sa

BUY
 -
7.5K
New
$985K - $1.12M
7.5K $1.21M
Jan 20, 2023 Q4 2022
Anderson Hoagland & CO

BUY
 -
7.5K
New
$985K - $1.12M
7.5K $1.21M

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