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 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-9- 3.54% |
$1.31K - $1.43K
|
245
$39.5K
|
|
| Q4 2023 | |||||||
|
Feb 07, 2024
Q4 2023
|
Strategic Equity Management
|
SELL
|
- |
-25K- 51.64% |
$3.14M - $3.96M
|
23.5K
$3.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-3.92K- 71.26% |
$492K - $620K
|
1.58K
$255K
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-2.6K- 63.52% |
$326K - $411K
|
1.49K
$240K
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-2.14KClosed |
$269K - $339K
|
0
$0
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-1.95K- 79.91% |
$244K - $308K
|
489
$78.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-1.5K- 17.86% |
$188K - $237K
|
6.9K
$1.11M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.18K- 98.58% |
$148K - $186K
|
17
$2.74K
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-1K- 91.24% |
$126K - $158K
|
96
$15.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-713- 34.31% |
$89.5K - $113K
|
1.37K
$220K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-692- 0.45% |
$86.9K - $109K
|
152K
$24.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-607- 4.9% |
$76.2K - $96K
|
11.8K
$1.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
PUT |
-600- 31.58% |
$75.3K - $94.9K
|
1.3K
$209K
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-528- 71.35% |
$66.3K - $83.5K
|
212
$34.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-477- 2.48% |
$59.9K - $75.5K
|
18.8K
$3.02M
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-457- 5.93% |
$57.4K - $72.3K
|
7.25K
$1.17M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-381- 7.7% |
$47.8K - $60.3K
|
4.57K
$736K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-304- 15.62% |
$38.2K - $48.1K
|
1.64K
$264K
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-300- 14.4% |
$37.7K - $47.5K
|
1.78K
$287K
|
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-296- 16.2% |
$37.2K - $46.8K
|
1.53K
$247K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-288- 1.75% |
$36.1K - $45.6K
|
16.1K
$2.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-188- 5.84% |
$23.6K - $29.7K
|
3.03K
$488K
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-125- 25.0% |
$15.7K - $19.8K
|
375
$60.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-96- 6.48% |
$12K - $15.2K
|
1.39K
$223K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-92- 4.16% |
$11.5K - $14.6K
|
2.12K
$341K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-78- 30.0% |
$9.79K - $12.3K
|
182
$29.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-55- 35.48% |
$6.9K - $8.7K
|
100
$16.1K
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-33- 0.71% |
$4.14K - $5.22K
|
4.6K
$741K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-30- 0.66% |
$3.77K - $4.75K
|
4.51K
$726K
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-23- 1.51% |
$2.89K - $3.64K
|
1.5K
$242K
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-15- 0.86% |
$1.88K - $2.37K
|
1.73K
$279K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-9- 12.5% |
$1.13K - $1.42K
|
63
$10.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-7- 0.98% |
$879 - $1.11K
|
709
$114K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-618KClosed |
$82.7M - $93.5M
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-15.6K- 11.04% |
$2.09M - $2.36M
|
126K
$20.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-8.59K- 24.64% |
$1.15M - $1.3M
|
26.3K
$4.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-4.5K- 36.0% |
$602K - $681K
|
8K
$1.29M
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.94K- 86.13% |
$259K - $293K
|
312
$50.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-525- 9.67% |
$70.2K - $79.4K
|
4.9K
$789K
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-483- 22.83% |
$64.6K - $73K
|
1.63K
$263K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-153- 5.68% |
$20.5K - $23.1K
|
2.54K
$409K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-140- 14.06% |
$18.7K - $21.2K
|
856
$138K
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-134- 69.79% |
$17.9K - $20.3K
|
58
$9.34K
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-126- 0.62% |
$16.9K - $19.1K
|
20.3K
$3.26M
|
|
|
Oct 27, 2023
Q3 2023
|
Belvedere Trading LLC
|
SELL
|
CALL |
-100- 0.5% |
$13.4K - $15.1K
|
20.1K
$3.24M
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-88- 4.77% |
$11.8K - $13.3K
|
1.76K
$283K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-68- 11.79% |
$9.1K - $10.3K
|
509
$82K
|
|
|
Oct 10, 2023
Q3 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-7- 0.33% |
$937 - $1.06K
|
2.12K
$341K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-5- 0.28% |
$669 - $756
|
1.81K
$291K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2- 15.38% |
$268 - $302
|
11
$1.77K
|
|