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 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.09K+ 273.98% |
$304K - $331K
|
2.85K
$473K
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
2.02K+ 3.5% |
$294K - $320K
|
59.7K
$9.93M
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.98K+ 3.0% |
$288K - $314K
|
67.9K
$11.3M
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.89K+ 3.48% |
$275K - $300K
|
56.2K
$9.35M
|
|
May 14, 2024
Q1 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
1.89K+ 110.48% |
$275K - $300K
|
3.6K
$598K
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.85KNew |
$270K - $294K
|
1.85K
$308K
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
BUY
|
- |
1.83KNew |
$266K - $290K
|
1.83K
$304K
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
BUY
|
- |
1.82KNew |
$265K - $289K
|
1.82K
$303K
|
|
Apr 30, 2024
Q1 2024
|
Elm Partners Management LLC
|
BUY
|
- |
1.56KNew |
$227K - $248K
|
1.56K
$260K
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.49KNew |
$217K - $237K
|
1.49K
$248K
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.47KNew |
$213K - $233K
|
1.47K
$244K
|
|
Apr 08, 2024
Q1 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
1.46KNew |
$213K - $232K
|
1.46K
$243K
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.41KNew |
$206K - $224K
|
1.41K
$235K
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.34KNew |
$195K - $213K
|
1.34K
$223K
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.29K+ 11.81% |
$188K - $205K
|
12.2K
$2.03M
|
|
May 15, 2024
Q1 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
1.29KNew |
$188K - $205K
|
1.29K
$214K
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
1.29KNew |
$187K - $204K
|
1.29K
$214K
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
1.28KNew |
$187K - $204K
|
1.28K
$213K
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.27KNew |
$186K - $202K
|
1.27K
$212K
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
1.27KNew |
$185K - $202K
|
1.27K
$211K
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
1.27KNew |
$184K - $201K
|
1.27K
$211K
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
758New |
$110K - $120K
|
758
$126K
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
700New |
$102K - $111K
|
700
$116K
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
649New |
$94.5K - $103K
|
649
$108K
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
569+ 1161.22% |
$82.9K - $90.4K
|
618
$103K
|
|
May 14, 2024
Q1 2024
|
Factorial Partners, LLC
|
BUY
|
- |
500+ 7.25% |
$72.8K - $79.4K
|
7.4K
$1.23M
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
481New |
$70K - $76.4K
|
481
$80K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
460New |
$67K - $73.1K
|
460
$76.5K
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
430+ 3.85% |
$62.6K - $68.3K
|
11.6K
$1.93M
|
|
May 02, 2024
Q1 2024
|
Hardy Reed LLC
|
BUY
|
- |
416+ 3.13% |
$60.6K - $66.1K
|
13.7K
$2.28M
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
300New |
$43.7K - $47.6K
|
300
$49.9K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
255New |
$37.1K - $40.5K
|
255
$42.4K
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
235+ 17.95% |
$34.2K - $37.3K
|
1.54K
$257K
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
216New |
$31.5K - $34.3K
|
216
$35.9K
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
200+ 19.38% |
$29.1K - $31.8K
|
1.23K
$205K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
181New |
$26.4K - $28.7K
|
181
$30.1K
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
176New |
$25.6K - $28K
|
176
$29.3K
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
166+ 10.5% |
$24.2K - $26.4K
|
1.75K
$291K
|
|
Apr 02, 2024
Q1 2024
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
152+ 0.24% |
$22.1K - $24.1K
|
64.3K
$10.7M
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
104+ 75.91% |
$15.1K - $16.5K
|
241
$40.1K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
100New |
$14.6K - $15.9K
|
100
$16.6K
|
|
Apr 23, 2024
Q1 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
99+ 2.59% |
$14.4K - $15.7K
|
3.92K
$652K
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
96+ 6.76% |
$14K - $15.2K
|
1.52K
$252K
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
95New |
$13.8K - $15.1K
|
95
$15.8K
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
85+ 1.74% |
$12.4K - $13.5K
|
4.97K
$826K
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
84+ 142.37% |
$12.2K - $13.3K
|
143
$23.8K
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
72New |
$10.5K - $11.4K
|
72
$12K
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
69+ 4.58% |
$10K - $11K
|
1.57K
$262K
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
BUY
|
- |
62+ 0.41% |
$9.03K - $9.85K
|
15.2K
$2.54M
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
57+ 1.12% |
$8.3K - $9.05K
|
5.15K
$856K
|