Latest Institutional Sells of Ishares Russell2000 Val ETF (IWN)
This list provides information on the latest institutional transactions involving Ishares Russell2000 Val ETF (IWN) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-796K- 99.39% |
$129M - $144M
|
4.89K
$819K
|
|
|
Jan 28, 2025
Q4 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-612K- 91.96% |
$99.6M - $111M
|
53.5K
$8.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
SELL
|
CALL |
-279K- 49.91% |
$45.5M - $50.7M
|
280K
$47M
|
|
|
Jan 14, 2025
Q4 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-182K- 12.89% |
$29.7M - $33.1M
|
1.23M
$206M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-87K- 84.15% |
$14.1M - $15.8M
|
16.4K
$2.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-47.6K- 65.79% |
$7.74M - $8.63M
|
24.8K
$4.15M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-44K- 86.41% |
$7.16M - $7.98M
|
6.92K
$1.16M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-22.2K- 49.31% |
$3.61M - $4.02M
|
22.8K
$3.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-10.4K- 74.47% |
$1.68M - $1.88M
|
3.55K
$594K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-7.87K- 18.55% |
$1.28M - $1.43M
|
34.6K
$5.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-6.7K- 47.09% |
$1.09M - $1.21M
|
7.53K
$1.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-4.98K- 36.65% |
$810K - $903K
|
8.61K
$1.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-3.94K- 1.67% |
$641K - $714K
|
232K
$38.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-3.78K- 26.49% |
$615K - $686K
|
10.5K
$1.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-3.61K- 4.57% |
$588K - $655K
|
75.5K
$12.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-3.49K- 1.47% |
$567K - $632K
|
233K
$39M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-3.01K- 2.78% |
$490K - $546K
|
105K
$17.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.84K- 99.93% |
$461K - $514K
|
2
$335
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-2.26K- 10.19% |
$367K - $409K
|
19.9K
$3.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.16K- 2.19% |
$351K - $391K
|
96.2K
$16.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-1.87K- 50.7% |
$304K - $339K
|
1.82K
$304K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
SELL
|
- |
-1.82K- 1.74% |
$297K - $331K
|
103K
$17.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-1.66K- 3.89% |
$270K - $301K
|
41K
$6.87M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.5K- 14.6% |
$245K - $273K
|
8.8K
$1.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-1.44K- 36.85% |
$234K - $261K
|
2.47K
$413K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.15K- 6.09% |
$187K - $208K
|
17.7K
$2.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-923- 6.82% |
$150K - $167K
|
12.6K
$2.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-919- 12.29% |
$150K - $167K
|
6.56K
$1.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-899- 4.97% |
$146K - $163K
|
17.2K
$2.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-680- 7.62% |
$111K - $123K
|
8.24K
$1.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-608- 11.91% |
$98.9K - $110K
|
4.5K
$753K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-601- 0.95% |
$97.8K - $109K
|
63K
$10.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-582- 6.03% |
$94.7K - $106K
|
9.07K
$1.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-571- 1.68% |
$92.9K - $104K
|
33.5K
$5.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-517- 39.29% |
$84.1K - $93.8K
|
799
$134K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-478- 3.22% |
$77.8K - $86.7K
|
14.4K
$2.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-475- 12.15% |
$77.3K - $86.1K
|
3.43K
$575K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-452- 2.62% |
$73.5K - $82K
|
16.8K
$2.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-445- 7.73% |
$72.4K - $80.7K
|
5.31K
$889K
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-392- 3.51% |
$63.8K - $71.1K
|
10.8K
$1.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-355- 6.11% |
$57.8K - $64.4K
|
5.46K
$914K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-344- 0.57% |
$56K - $62.4K
|
59.7K
$10M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-338- 0.8% |
$55K - $61.3K
|
41.7K
$6.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-336- 7.5% |
$54.7K - $60.9K
|
4.15K
$694K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-335- 2.79% |
$54.5K - $60.8K
|
11.7K
$1.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-328- 0.5% |
$53.4K - $59.5K
|
65.4K
$10.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-321- 4.24% |
$52.2K - $58.2K
|
7.26K
$1.21M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-300- 9.67% |
$48.8K - $54.4K
|
2.8K
$469K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-273- 1.46% |
$44.4K - $49.5K
|
18.4K
$3.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-273- 1.86% |
$44.4K - $49.5K
|
14.4K
$2.41M
|