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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
1.25KNew |
$187K - $214K
|
1.25K
$210K
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.24KNew |
$186K - $213K
|
1.24K
$209K
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
1.24KNew |
$186K - $212K
|
1.24K
$209K
|
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
1.24KNew |
$186K - $212K
|
1.24K
$208K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.23KNew |
$185K - $211K
|
1.23K
$208K
|
|
|
Oct 17, 2024
Q3 2024
|
Professional Advisory Services Inc
|
BUY
|
- |
1.23KNew |
$185K - $211K
|
1.23K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
1.22KNew |
$183K - $209K
|
1.22K
$205K
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1.22KNew |
$182K - $208K
|
1.22K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.21KNew |
$182K - $208K
|
1.21K
$204K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.21K+ 27.49% |
$182K - $207K
|
5.62K
$945K
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.21KNew |
$181K - $207K
|
1.21K
$203K
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1.2KNew |
$180K - $206K
|
1.2K
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.17K+ 2.21% |
$176K - $201K
|
54.2K
$9.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.17K+ 353.33% |
$175K - $200K
|
1.5K
$252K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.03K+ 41.51% |
$154K - $176K
|
3.5K
$589K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.01KNew |
$151K - $172K
|
1.01K
$169K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
950+ 0.56% |
$143K - $163K
|
169K
$28.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
923+ 9.77% |
$138K - $158K
|
10.4K
$1.75M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
917+ 101.89% |
$138K - $157K
|
1.82K
$306K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
913New |
$137K - $156K
|
913
$154K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
905+ 8.69% |
$136K - $155K
|
11.3K
$1.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
901+ 4.0% |
$135K - $154K
|
23.4K
$3.94M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
889New |
$133K - $152K
|
889
$150K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
888+ 8.14% |
$133K - $152K
|
11.8K
$1.99M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
796+ 1.81% |
$119K - $136K
|
44.9K
$7.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
790+ 6.47% |
$119K - $135K
|
13K
$2.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
745+ 0.77% |
$112K - $128K
|
97.3K
$16.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
721+ 17.68% |
$108K - $124K
|
4.8K
$808K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
706+ 2.87% |
$106K - $121K
|
25.3K
$4.25M
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
665+ 18.4% |
$99.8K - $114K
|
4.28K
$720K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
631+ 18.46% |
$94.7K - $108K
|
4.05K
$681K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
610+ 11.91% |
$91.5K - $105K
|
5.73K
$965K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
575+ 1402.44% |
$86.3K - $98.5K
|
616
$104K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
549+ 7.24% |
$82.4K - $94.1K
|
8.13K
$1.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
546+ 8.91% |
$81.9K - $93.6K
|
6.68K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
538+ 5.74% |
$80.7K - $92.2K
|
9.92K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
516+ 15.42% |
$77.4K - $88.4K
|
3.86K
$650K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
506+ 1.88% |
$75.9K - $86.7K
|
27.5K
$4.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
498+ 14.74% |
$74.7K - $85.3K
|
3.88K
$652K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
494New |
$74.1K - $84.6K
|
494
$83.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
487+ 9.94% |
$73.1K - $83.4K
|
5.39K
$906K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
486+ 9.33% |
$72.9K - $83.3K
|
5.7K
$959K
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
467+ 21.32% |
$70.1K - $80K
|
2.66K
$447K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
460+ 23.17% |
$69K - $78.8K
|
2.45K
$411K
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
411+ 45.41% |
$61.7K - $70.4K
|
1.32K
$221K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
386+ 3.27% |
$57.9K - $66.1K
|
12.2K
$2.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
382+ 4.84% |
$57.3K - $65.5K
|
8.27K
$1.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
366+ 5.12% |
$54.9K - $62.7K
|
7.52K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
357+ 4.54% |
$53.6K - $61.2K
|
8.22K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
355+ 13.91% |
$53.3K - $60.8K
|
2.91K
$489K
|