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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2020
Q2 2020
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
2.08KNew |
$155K - $227K
|
2.08K
$348K
|
|
|
Jul 16, 2020
Q2 2020
|
Harbor Investment Advisory, LLC
|
BUY
|
PUT |
1.5KNew |
$112K - $164K
|
1.5K
$251K
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
248New |
$18.5K - $27.1K
|
248
$41.5K
|
|
| Q1 2020 | |||||||
|
May 05, 2020
Q1 2020
|
Investors Research Corp
|
BUY
|
- |
150New |
$10.8K - $19.4K
|
150
$25.1K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Comprehensive Financial Management LLC
Los Gatos, CA |
BUY
|
- |
230KNew |
$26.6M - $29.7M
|
230K
$38.6M
|
|
|
Feb 12, 2020
Q4 2019
|
Next Capital Management LLC
|
BUY
|
- |
4.21KNew |
$487K - $544K
|
4.21K
$706K
|
|
|
Feb 14, 2020
Q4 2019
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
2.19KNew |
$253K - $282K
|
2.19K
$367K
|
|
|
Feb 12, 2020
Q4 2019
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
1.64KNew |
$190K - $212K
|
1.64K
$275K
|
|
|
Dec 21, 2023
Q4 2019
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
670+ 116.72% |
$77.4K - $86.4K
|
1.24K
$208K
|
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
299New |
$34.5K - $38.6K
|
299
$50.1K
|
|
|
Feb 13, 2020
Q4 2019
|
Lake Point Wealth Management
|
BUY
|
- |
115New |
$13.3K - $14.8K
|
115
$19.3K
|
|
|
Jan 14, 2020
Q4 2019
|
Belmont Capital, LLC
|
BUY
|
- |
25New |
$2.89K - $3.23K
|
25
$4.19K
|
|
|
Feb 12, 2020
Q4 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2+ 0.4% |
$231 - $258
|
502
$84.1K
|
|
| Q1 2019 | |||||||
|
Apr 26, 2019
Q1 2019
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
9.97KNew |
$1.07M - $1.25M
|
9.97K
$1.67M
|
|
| Q4 2018 | |||||||
|
Jan 08, 2019
Q4 2018
|
Clarus Wealth Advisors
|
BUY
|
- |
80.5KNew |
$8.22M - $10.6M
|
80.5K
$13.5M
|
|
|
May 09, 2023
Q4 2018
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
417New |
$42.6K - $55K
|
417
$69.8K
|
|
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
385New |
$39.3K - $50.8K
|
385
$64.5K
|
|
|
Feb 07, 2019
Q4 2018
|
Jnba Financial Advisors
|
BUY
|
- |
21New |
$2.14K - $2.77K
|
21
$3.52K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
130KNew |
$17.2M - $17.8M
|
130K
$21.7M
|
|
| Q2 2018 | |||||||
|
Aug 13, 2018
Q2 2018
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
7.7KNew |
$919K - $1.04M
|
7.7K
$1.29M
|
|
|
Aug 13, 2018
Q2 2018
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.1KNew |
$131K - $149K
|
1.1K
$184K
|
|
| Q1 2018 | |||||||
|
May 14, 2018
Q1 2018
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
CALL |
331KNew |
$39.2M - $43.2M
|
331K
$55.3M
|
|
| Q4 2017 | |||||||
|
Jun 26, 2024
Q4 2017
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
1.5KNew |
$182K - $192K
|
1.5K
$251K
|
|
| Q3 2017 | |||||||
|
Nov 07, 2017
Q3 2017
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
28.3KNew |
$3.44M - $3.51M
|
28.3K
$4.74M
|
|
|
Nov 14, 2017
Q3 2017
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
PUT |
200New |
$24.3K - $24.8K
|
200
$33.5K
|
|
| Q1 2016 | |||||||
|
Nov 06, 2023
Q1 2016
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
27New |
N/A
|
27
$4.52K
|
|