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 |
---|---|---|---|---|---|---|---|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-233K- 43.4% |
$34.8M - $39.5M
|
304K
$44.1M
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-119K- 99.34% |
$17.8M - $20.2M
|
794
$115K
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-74.6K- 36.98% |
$11.1M - $12.6M
|
127K
$18.4M
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-55.6K- 24.45% |
$8.3M - $9.42M
|
172K
$24.9M
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-48.1K- 48.08% |
$7.17M - $8.14M
|
51.9K
$7.51M
|
|
Apr 28, 2025
Q1 2025
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-20.2K- 76.71% |
$3.02M - $3.43M
|
6.15K
$890K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-10.4K- 3.94% |
$1.55M - $1.75M
|
252K
$36.5M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-6.72K- 3.55% |
$1M - $1.14M
|
182K
$26.4M
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-5.87K- 6.1% |
$876K - $994K
|
90.4K
$13.1M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.74K- 47.6% |
$857K - $973K
|
6.32K
$915K
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.19K- 75.05% |
$775K - $880K
|
1.73K
$250K
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-4.36K- 57.12% |
$651K - $739K
|
3.28K
$474K
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-4.34K- 13.09% |
$647K - $735K
|
28.8K
$4.17M
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.89K- 67.77% |
$581K - $659K
|
1.85K
$268K
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-3.1K- 66.21% |
$463K - $526K
|
1.58K
$229K
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-2.8K- 16.29% |
$418K - $474K
|
14.4K
$2.08M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.74K- 9.54% |
$409K - $464K
|
26K
$3.76M
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-2.66K- 4.33% |
$397K - $451K
|
58.8K
$8.52M
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-2.47K- 7.65% |
$368K - $418K
|
29.8K
$4.31M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.09K- 9.91% |
$311K - $353K
|
19K
$2.75M
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.92K- 25.01% |
$287K - $326K
|
5.77K
$835K
|
|
Apr 24, 2025
Q1 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-1.74K- 4.24% |
$260K - $295K
|
39.3K
$5.69M
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1.49K- 27.3% |
$222K - $252K
|
3.97K
$574K
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.47K- 12.37% |
$220K - $249K
|
10.4K
$1.51M
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.4K- 13.01% |
$209K - $237K
|
9.36K
$1.35M
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1.39K- 4.7% |
$207K - $235K
|
28.2K
$4.08M
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.36K- 4.07% |
$203K - $231K
|
32.1K
$4.65M
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-1.32K- 72.33% |
$196K - $223K
|
503
$72.8K
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.26K- 23.37% |
$188K - $213K
|
4.12K
$597K
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.25K- 3.56% |
$186K - $212K
|
33.8K
$4.9M
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.17K- 1.86% |
$175K - $198K
|
61.8K
$8.95M
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-1.17K- 25.66% |
$174K - $198K
|
3.39K
$490K
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-1.1K- 7.05% |
$165K - $187K
|
14.5K
$2.11M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.1K- 3.24% |
$164K - $186K
|
32.7K
$4.74M
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.09K- 6.14% |
$163K - $185K
|
16.7K
$2.42M
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-1.09K- 23.79% |
$163K - $185K
|
3.5K
$507K
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.08K- 25.84% |
$161K - $183K
|
3.1K
$449K
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.03K- 32.63% |
$154K - $174K
|
2.13K
$308K
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-928- 1.42% |
$139K - $157K
|
64.4K
$9.33M
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-912- 1.53% |
$136K - $154K
|
58.8K
$8.52M
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-898- 17.91% |
$134K - $152K
|
4.12K
$596K
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-897- 7.05% |
$134K - $152K
|
11.8K
$1.71M
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-841- 30.64% |
$126K - $142K
|
1.9K
$276K
|
|
May 02, 2025
Q1 2025
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-801- 33.91% |
$120K - $136K
|
1.56K
$226K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-795- 18.43% |
$119K - $135K
|
3.52K
$509K
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-745- 33.18% |
$111K - $126K
|
1.5K
$217K
|
|
Apr 29, 2025
Q1 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-730- 11.77% |
$109K - $124K
|
5.47K
$792K
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-702- 4.1% |
$105K - $119K
|
16.4K
$2.38M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-679- 1.96% |
$101K - $115K
|
33.9K
$4.91M
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-675- 27.53% |
$101K - $114K
|
1.78K
$257K
|