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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.14K+ 4.11% |
$319K - $362K
|
54.1K
$8.71M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.1K+ 166.56% |
$314K - $356K
|
3.36K
$542K
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
2KNew |
$299K - $339K
|
2K
$322K
|
|
|
Apr 22, 2025
Q1 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
2K+ 2.75% |
$299K - $339K
|
74.7K
$12M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
2KNew |
$299K - $339K
|
2K
$322K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.99K+ 20.59% |
$297K - $337K
|
11.7K
$1.88M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.83K+ 29.08% |
$273K - $309K
|
8.11K
$1.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
1.82KNew |
$272K - $309K
|
1.82K
$294K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.79KNew |
$267K - $303K
|
1.79K
$288K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.73K+ 2.99% |
$257K - $292K
|
59.4K
$9.57M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.7K+ 3.79% |
$253K - $287K
|
46.4K
$7.48M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.54KNew |
$230K - $261K
|
1.54K
$249K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.51K+ 18.32% |
$226K - $256K
|
9.78K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
1.46KNew |
$217K - $247K
|
1.46K
$234K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.43KNew |
$214K - $243K
|
1.43K
$231K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
1.38K+ 16.0% |
$207K - $234K
|
10K
$1.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
1.37KNew |
$204K - $232K
|
1.37K
$220K
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.37K+ 4.46% |
$204K - $232K
|
32K
$5.16M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.3K+ 23.73% |
$194K - $220K
|
6.77K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.29K+ 26.71% |
$193K - $219K
|
6.13K
$986K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.27K+ 10.18% |
$190K - $216K
|
13.8K
$2.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.23K+ 0.85% |
$183K - $208K
|
145K
$23.4M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
1.19KNew |
$177K - $201K
|
1.19K
$191K
|
|
|
May 09, 2025
Q1 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
1.16KNew |
$173K - $196K
|
1.16K
$186K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.16K+ 351.06% |
$172K - $196K
|
1.48K
$239K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
1.1K+ 2.27% |
$164K - $187K
|
49.5K
$7.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
1.09K+ 0.75% |
$163K - $185K
|
147K
$23.7M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.04KNew |
$156K - $177K
|
1.04K
$168K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
1.03K+ 13.28% |
$154K - $175K
|
8.81K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1K+ 19.44% |
$149K - $170K
|
6.15K
$990K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
CALL |
1K+ 21.28% |
$149K - $169K
|
5.7K
$918K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
937+ 70.56% |
$140K - $159K
|
2.27K
$365K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
818New |
$122K - $139K
|
818
$132K
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
803+ 3.06% |
$120K - $136K
|
27K
$4.35M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
785+ 15.3% |
$117K - $133K
|
5.92K
$953K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
706+ 56.48% |
$105K - $120K
|
1.96K
$315K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
693+ 11.45% |
$103K - $117K
|
6.75K
$1.09M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
672+ 34.73% |
$100K - $114K
|
2.61K
$420K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
658New |
$98.2K - $111K
|
658
$106K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
657New |
$98.1K - $111K
|
657
$106K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
633+ 0.85% |
$94.5K - $107K
|
75.4K
$12.1M
|
|
|
May 13, 2025
Q1 2025
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
630+ 15.12% |
$94K - $107K
|
4.8K
$772K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
583+ 45.94% |
$87K - $98.8K
|
1.85K
$298K
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
BUY
|
- |
563+ 150.13% |
$84K - $95.4K
|
938
$151K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
558New |
$83.3K - $94.5K
|
558
$89.9K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
537+ 29.42% |
$80.2K - $91K
|
2.36K
$380K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
515New |
$76.9K - $87.2K
|
515
$82.9K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
479+ 28.11% |
$71.5K - $81.1K
|
2.18K
$352K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
478+ 3.23% |
$71.4K - $81K
|
15.3K
$2.46M
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
457+ 4.72% |
$68.2K - $77.4K
|
10.1K
$1.63M
|