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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2022
Q2 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
44+ 0.41% |
$5.92K - $7.16K
|
10.9K
$1.87M
|
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
15New |
$2.02K - $2.44K
|
15
$2.59K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
13+ 6.34% |
$1.75K - $2.12K
|
218
$37.6K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
8New |
$1.08K - $1.3K
|
8
$1.38K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
5New |
$672 - $814
|
5
$864
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
5New |
$672 - $814
|
5
$864
|
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
3New |
$403 - $488
|
3
$518
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
456KNew |
$68.9M - $77.1M
|
456K
$78.7M
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
141KNew |
$21.3M - $23.8M
|
141K
$24.3M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
100KNew |
$15.1M - $16.9M
|
100K
$17.3M
|
|
|
May 16, 2022
Q1 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
28.6KNew |
$4.33M - $4.84M
|
28.6K
$4.94M
|
|
|
May 16, 2022
Q1 2022
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
23.8KNew |
$3.6M - $4.03M
|
23.8K
$4.11M
|
|
|
Apr 12, 2022
Q1 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
811New |
$123K - $137K
|
811
$140K
|
|
|
May 09, 2022
Q1 2022
|
Morris Capital Advisors, LLC
|
BUY
|
- |
122+ 4.03% |
$18.5K - $20.6K
|
3.15K
$545K
|
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
BUY
|
- |
44+ 1.34% |
$6.66K - $7.45K
|
3.33K
$576K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
18New |
$2.72K - $3.05K
|
18
$3.11K
|
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
BUY
|
- |
3+ 0.13% |
$454 - $508
|
2.26K
$390K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
147KNew |
$23.1M - $26M
|
147K
$25.4M
|
|
|
Feb 14, 2022
Q4 2021
|
New Legacy Group, LLC
|
BUY
|
- |
6KNew |
$944K - $1.06M
|
6K
$1.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
CALL |
5KNew |
$787K - $884K
|
5K
$864K
|
|
|
Feb 08, 2022
Q4 2021
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
1.27K+ 90.82% |
$199K - $224K
|
2.66K
$460K
|
|
|
Jan 24, 2022
Q4 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
610New |
$96K - $108K
|
610
$105K
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
222New |
$34.9K - $39.3K
|
222
$38.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
182New |
$28.6K - $32.2K
|
182
$31.4K
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
45New |
$7.08K - $7.96K
|
45
$7.77K
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
17New |
$2.67K - $3.01K
|
17
$2.94K
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
10New |
$1.57K - $1.77K
|
10
$1.73K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
16.6KNew |
$2.53M - $2.77M
|
16.6K
$2.86M
|
|
|
Nov 15, 2021
Q3 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
2.29KNew |
$351K - $384K
|
2.29K
$396K
|
|
|
Nov 15, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
2.26KNew |
$346K - $379K
|
2.26K
$391K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
552New |
$84.5K - $92.4K
|
552
$95.3K
|
|
|
Oct 20, 2021
Q3 2021
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
460+ 21.7% |
$70.4K - $77K
|
2.58K
$446K
|
|
|
Oct 20, 2021
Q3 2021
|
Donald L. Hagan, LLC
|
BUY
|
- |
22+ 1.39% |
$3.37K - $3.68K
|
1.6K
$277K
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
5New |
$765 - $837
|
5
$864
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2New |
$306 - $335
|
2
$345
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
29.4KNew |
$4.62M - $5.12M
|
29.4K
$5.08M
|
|
|
Aug 13, 2021
Q2 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
PUT |
6.81KNew |
$1.07M - $1.18M
|
6.81K
$1.18M
|
|
|
Aug 12, 2021
Q2 2021
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
151New |
$23.7K - $26.3K
|
151
$26.1K
|
|
| Q1 2021 | |||||||
|
May 10, 2021
Q1 2021
|
Versor Investments LP
|
BUY
|
- |
3.25KNew |
$423K - $551K
|
3.25K
$561K
|
|
|
Apr 21, 2021
Q1 2021
|
Affiance Financial, LLC
|
BUY
|
- |
107New |
$13.9K - $18.1K
|
107
$18.5K
|
|
|
Apr 06, 2021
Q1 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
85New |
$11.1K - $14.4K
|
85
$14.7K
|
|
|
May 12, 2021
Q1 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
19New |
$2.47K - $3.22K
|
19
$3.28K
|
|
|
Jul 16, 2021
Q1 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
8New |
$1.04K - $1.36K
|
8
$1.38K
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2020 | |||||||
|
Sep 21, 2023
Q4 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
3.75KNew |
$378K - $496K
|
3.75K
$647K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Soft Vest Advisors, LLC
Abilene, TX |
BUY
|
PUT |
250K+ 34.72% |
$22.9M - $27.1M
|
970K
$168M
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
2.11KNew |
$194K - $229K
|
2.11K
$365K
|
|
|
Oct 22, 2020
Q3 2020
|
Ballast Advisors LLC
|
BUY
|
- |
14+ 4.32% |
$1.28K - $1.52K
|
338
$58.4K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Starboard Value LP
New York, NY |
BUY
|
PUT |
2.22MNew |
$165M - $242M
|
2.22M
$383M
|
|
|
Aug 14, 2020
Q2 2020
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
PUT |
5.06KNew |
$377K - $552K
|
5.06K
$874K
|
|