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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.56K+ 71.89% |
$1.28M - $1.45M
|
20.5K
$3.3M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
8.52K+ 15.27% |
$1.27M - $1.44M
|
64.3K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.5K+ 7.69% |
$1.27M - $1.44M
|
119K
$19.2M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
7.67KNew |
$1.15M - $1.3M
|
7.67K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.73K+ 72.72% |
$1M - $1.14M
|
16K
$2.57M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.39K+ 3.86% |
$954K - $1.08M
|
172K
$27.7M
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
6.11KNew |
$912K - $1.04M
|
6.11K
$984K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
6.09KNew |
$908K - $1.03M
|
6.09K
$980K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
6.04K+ 7.22% |
$902K - $1.02M
|
89.8K
$14.5M
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
5.42K+ 29.31% |
$808K - $917K
|
23.9K
$3.85M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
5.39K+ 1.7% |
$805K - $913K
|
323K
$52M
|
|
|
May 09, 2025
Q1 2025
|
Performa LTD (Us), LLC
|
BUY
|
- |
5.29K+ 12.83% |
$790K - $896K
|
46.5K
$7.49M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
5.16KNew |
$770K - $873K
|
5.16K
$830K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4.99K+ 2.89% |
$744K - $844K
|
178K
$28.6M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.81K+ 128.13% |
$719K - $815K
|
8.57K
$1.38M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
4.76K+ 0.79% |
$710K - $806K
|
608K
$97.9M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.73K+ 49.44% |
$705K - $800K
|
14.3K
$2.3M
|
|
|
May 14, 2025
Q1 2025
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
4.55KNew |
$679K - $770K
|
4.55K
$732K
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
4.36K+ 1.83% |
$651K - $739K
|
243K
$39.1M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.27K+ 6.34% |
$637K - $723K
|
71.5K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
4.24KNew |
$633K - $718K
|
4.24K
$683K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.92K+ 90.1% |
$586K - $665K
|
8.28K
$1.33M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
3.88K+ 0.37% |
$579K - $657K
|
1.05M
$169M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
3.87K+ 7.55% |
$577K - $655K
|
55.1K
$8.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
3.84KNew |
$573K - $651K
|
3.84K
$619K
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
3.8K+ 4.07% |
$568K - $644K
|
97.3K
$15.7M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.66K+ 1.62% |
$546K - $619K
|
230K
$37M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.46K+ 9.66% |
$517K - $586K
|
39.3K
$6.33M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.45KNew |
$514K - $584K
|
3.45K
$555K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.28K+ 12.73% |
$489K - $555K
|
29K
$4.67M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3.06K+ 11.29% |
$457K - $518K
|
30.2K
$4.86M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.05KNew |
$455K - $516K
|
3.05K
$491K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.02KNew |
$450K - $511K
|
3.02K
$486K
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
2.9K+ 53.9% |
$433K - $491K
|
8.28K
$1.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
2.86K+ 1.79% |
$427K - $484K
|
163K
$26.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.81K+ 1.21% |
$420K - $477K
|
235K
$37.9M
|
|
|
May 15, 2025
Q1 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
2.8KNew |
$418K - $474K
|
2.8K
$451K
|
|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
2.78K+ 6.5% |
$415K - $471K
|
45.6K
$7.34M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
2.76KNew |
$412K - $468K
|
2.76K
$445K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.72K+ 37.6% |
$406K - $461K
|
9.96K
$1.6M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.71K+ 4.9% |
$404K - $459K
|
58K
$9.34M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
2.7K+ 43.96% |
$403K - $457K
|
8.84K
$1.42M
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
2.66K+ 169.73% |
$397K - $450K
|
4.22K
$680K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
2.54K+ 11.08% |
$379K - $430K
|
25.4K
$4.1M
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
2.51K+ 43.99% |
$375K - $425K
|
8.22K
$1.32M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.41K+ 22.92% |
$359K - $407K
|
12.9K
$2.08M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.31K+ 4.37% |
$344K - $391K
|
55.1K
$8.87M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
2.3K+ 31.08% |
$343K - $390K
|
9.7K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.24K+ 30.03% |
$335K - $380K
|
9.71K
$1.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
2.24K+ 15.58% |
$334K - $379K
|
16.6K
$2.67M
|