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 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
199+ 6.64% |
$29.7K - $33.7K
|
3.2K
$535K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
191+ 3.77% |
$28.5K - $32.4K
|
5.25K
$880K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
189+ 3.86% |
$28.2K - $32K
|
5.08K
$851K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
181+ 2.31% |
$27K - $30.7K
|
8.01K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
170+ 1.92% |
$25.4K - $28.8K
|
9.04K
$1.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
168+ 10.58% |
$25.1K - $28.5K
|
1.76K
$294K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
168+ 12.66% |
$25.1K - $28.5K
|
1.5K
$250K
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
158+ 0.41% |
$23.6K - $26.8K
|
38.6K
$6.46M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
157+ 133.05% |
$23.4K - $26.6K
|
275
$46K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
150New |
$22.4K - $25.4K
|
150
$25.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
147+ 0.47% |
$21.9K - $24.9K
|
31.7K
$5.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
135+ 166.67% |
$20.2K - $22.9K
|
216
$36.2K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
123+ 6.04% |
$18.4K - $20.8K
|
2.16K
$362K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
122+ 1.87% |
$18.2K - $20.7K
|
6.64K
$1.11M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
116+ 2.7% |
$17.3K - $19.7K
|
4.41K
$738K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
107New |
$16K - $18.1K
|
107
$17.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
100+ 0.09% |
$14.9K - $16.9K
|
108K
$18M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
99+ 6.35% |
$14.8K - $16.8K
|
1.66K
$277K
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
95+ 5.33% |
$14.2K - $16.1K
|
1.88K
$314K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
94+ 15.09% |
$14K - $15.9K
|
717
$120K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
89+ 3.21% |
$13.3K - $15.1K
|
2.86K
$479K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
86+ 0.95% |
$12.8K - $14.6K
|
9.1K
$1.52M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
85+ 67.46% |
$12.7K - $14.4K
|
211
$35.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
83+ 4.31% |
$12.4K - $14.1K
|
2.01K
$336K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
78+ 162.5% |
$11.6K - $13.2K
|
126
$21.1K
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
75+ 4.0% |
$11.2K - $12.7K
|
1.95K
$326K
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
BUY
|
- |
75+ 3.01% |
$11.2K - $12.7K
|
2.57K
$430K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
75+ 0.52% |
$11.2K - $12.7K
|
14.4K
$2.41M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
66+ 7.87% |
$9.85K - $11.2K
|
905
$152K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
62+ 2.61% |
$9.25K - $10.5K
|
2.43K
$407K
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
58+ 4.46% |
$8.66K - $9.83K
|
1.36K
$227K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
53+ 0.47% |
$7.91K - $8.98K
|
11.2K
$1.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
50+ 79.37% |
$7.46K - $8.47K
|
113
$18.9K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
50+ 0.4% |
$7.46K - $8.47K
|
12.7K
$2.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
50New |
$7.46K - $8.47K
|
50
$8.37K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
49+ 1.47% |
$7.31K - $8.3K
|
3.39K
$568K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
48New |
$7.16K - $8.13K
|
48
$8.04K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
47+ 0.24% |
$7.02K - $7.96K
|
20K
$3.36M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
45New |
$6.72K - $7.62K
|
45
$7.53K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
45+ 1.92% |
$6.72K - $7.62K
|
2.39K
$399K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
45New |
$6.72K - $7.62K
|
45
$7.53K
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
45+ 2.73% |
$6.72K - $7.62K
|
1.69K
$283K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
43+ 0.28% |
$6.42K - $7.28K
|
15.3K
$2.57M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
43+ 1.29% |
$6.42K - $7.28K
|
3.39K
$567K
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
40New |
$5.97K - $6.78K
|
40
$6.7K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
40New |
$5.97K - $6.78K
|
40
$6.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
40+ 3.1% |
$5.97K - $6.78K
|
1.33K
$223K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
36New |
$5.37K - $6.1K
|
36
$6.03K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
35+ 13.31% |
$5.22K - $5.93K
|
298
$49.9K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
34+ 0.29% |
$5.08K - $5.76K
|
11.9K
$1.98M
|