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 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
450+ 9.31% |
$67.2K - $76.2K
|
5.29K
$851K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
436+ 10.59% |
$65.1K - $73.9K
|
4.56K
$734K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
427+ 3.36% |
$63.7K - $72.3K
|
13.2K
$2.12M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
410+ 26.5% |
$61.2K - $69.5K
|
1.96K
$315K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
373+ 3.55% |
$55.7K - $63.2K
|
10.9K
$1.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
371+ 12.34% |
$55.4K - $62.8K
|
3.38K
$544K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
346New |
$51.6K - $58.6K
|
346
$55.7K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
309+ 3.81% |
$46.1K - $52.3K
|
8.42K
$1.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
300+ 57.36% |
$44.8K - $50.8K
|
823
$133K
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
295+ 5.57% |
$44K - $50K
|
5.59K
$900K
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
288+ 11.63% |
$43K - $48.8K
|
2.76K
$445K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
278+ 10.87% |
$41.5K - $47.1K
|
2.84K
$457K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
276+ 27.68% |
$41.2K - $46.8K
|
1.27K
$205K
|
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
260+ 5.78% |
$38.8K - $44K
|
4.76K
$767K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
257New |
$38.4K - $43.5K
|
257
$41.4K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
254+ 0.26% |
$37.9K - $43K
|
99.2K
$16M
|
|
|
May 13, 2025
Q1 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
236+ 6.1% |
$35.2K - $40K
|
4.1K
$661K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
234+ 23.17% |
$34.9K - $39.6K
|
1.24K
$200K
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
232+ 6.76% |
$34.6K - $39.3K
|
3.67K
$590K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
229+ 5.49% |
$34.2K - $38.8K
|
4.4K
$709K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
218+ 1.47% |
$32.5K - $36.9K
|
15.1K
$2.43M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
212+ 4.08% |
$31.6K - $35.9K
|
5.41K
$872K
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
211+ 2.81% |
$31.5K - $35.7K
|
7.71K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
205+ 4.1% |
$30.6K - $34.7K
|
5.21K
$839K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
203+ 1.89% |
$30.3K - $34.4K
|
11K
$1.77M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
201+ 8.77% |
$30K - $34K
|
2.49K
$402K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
201+ 14.12% |
$30K - $34K
|
1.63K
$262K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
200+ 2.4% |
$29.9K - $33.9K
|
8.52K
$1.37M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
200New |
$29.9K - $33.9K
|
200
$32.2K
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
199+ 6.64% |
$29.7K - $33.7K
|
3.2K
$515K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
191+ 3.77% |
$28.5K - $32.4K
|
5.25K
$846K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
189+ 3.86% |
$28.2K - $32K
|
5.08K
$818K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
181+ 2.31% |
$27K - $30.7K
|
8.01K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
170+ 1.92% |
$25.4K - $28.8K
|
9.04K
$1.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
168+ 10.58% |
$25.1K - $28.5K
|
1.76K
$283K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
168+ 12.66% |
$25.1K - $28.5K
|
1.5K
$241K
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
158+ 0.41% |
$23.6K - $26.8K
|
38.6K
$6.22M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
157+ 133.05% |
$23.4K - $26.6K
|
275
$44.3K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
150New |
$22.4K - $25.4K
|
150
$24.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
147+ 4.31% |
$21.9K - $24.9K
|
3.56K
$573K
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
147+ 0.47% |
$21.9K - $24.9K
|
31.7K
$5.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
135+ 166.67% |
$20.2K - $22.9K
|
216
$34.8K
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
125+ 4.97% |
$18.7K - $21.2K
|
2.64K
$425K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
123+ 6.04% |
$18.4K - $20.8K
|
2.16K
$348K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
122+ 1.87% |
$18.2K - $20.7K
|
6.64K
$1.07M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
116+ 2.7% |
$17.3K - $19.7K
|
4.41K
$710K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
115+ 138.55% |
$17.2K - $19.5K
|
198
$31.9K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
107New |
$16K - $18.1K
|
107
$17.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
107+ 3.57% |
$16K - $18.1K
|
3.11K
$501K
|
|
|
Apr 21, 2025
Q1 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
105+ 0.47% |
$15.7K - $17.8K
|
22.3K
$3.59M
|