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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-306- 1.48% |
$45.9K - $52.4K
|
20.4K
$3.28M
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-274- 49.82% |
$41.1K - $46.9K
|
276
$44.4K
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-200- 3.08% |
$30K - $34.3K
|
6.29K
$1.01M
|
|
Oct 29, 2024
Q3 2024
|
F
|
SELL
|
- |
-154- 6.88% |
$23.1K - $26.4K
|
2.09K
$336K
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-121- 95.28% |
$18.2K - $20.7K
|
6
$966
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-115- 3.89% |
$17.3K - $19.7K
|
2.84K
$458K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-98- 4.0% |
$14.7K - $16.8K
|
2.35K
$378K
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-97- 4.1% |
$14.6K - $16.6K
|
2.27K
$365K
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-96- 6.64% |
$14.4K - $16.4K
|
1.35K
$217K
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-86- 7.62% |
$12.9K - $14.7K
|
1.04K
$168K
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-79- 2.08% |
$11.9K - $13.5K
|
3.73K
$600K
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-75- 46.88% |
$11.3K - $12.9K
|
85
$13.7K
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-50- 2.3% |
$7.5K - $8.57K
|
2.12K
$342K
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-43- 2.04% |
$6.45K - $7.37K
|
2.07K
$333K
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-40- 5.06% |
$6K - $6.85K
|
750
$121K
|
|
Nov 21, 2024
Q3 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-31Closed |
$4.65K - $5.31K
|
0
$0
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-27- 2.8% |
$4.05K - $4.63K
|
939
$151K
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-25- 0.26% |
$3.75K - $4.28K
|
9.58K
$1.54M
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-25- 1.56% |
$3.75K - $4.28K
|
1.58K
$254K
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-18- 0.21% |
$2.7K - $3.08K
|
8.57K
$1.38M
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-4- 0.82% |
$600 - $685
|
482
$77.6K
|
|
Apr 25, 2025
Q3 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-2- 0.12% |
$300 - $343
|
1.68K
$270K
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-2- 0.52% |
$300 - $343
|
383
$61.7K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-40.1K- 10.38% |
$5.86M - $6.38M
|
347K
$55.8M
|
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-10.4KClosed |
$1.52M - $1.65M
|
0
$0
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-2.6K- 49.03% |
$379K - $413K
|
2.7K
$435K
|
|
Aug 14, 2024
Q2 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-1.6K- 51.61% |
$234K - $254K
|
1.5K
$242K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.34K- 2.91% |
$195K - $212K
|
44.5K
$7.16M
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-649- 18.37% |
$94.8K - $103K
|
2.88K
$464K
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-457- 21.03% |
$66.7K - $72.6K
|
1.72K
$276K
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-353- 34.88% |
$51.5K - $56.1K
|
659
$106K
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-311- 25.16% |
$45.4K - $49.4K
|
925
$149K
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-296- 39.21% |
$43.2K - $47K
|
459
$73.9K
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-254- 8.29% |
$37.1K - $40.4K
|
2.81K
$453K
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-252- 14.68% |
$36.8K - $40.1K
|
1.47K
$236K
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-240- 7.22% |
$35K - $38.1K
|
3.08K
$496K
|
|
Jul 25, 2024
Q2 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-151- 7.55% |
$22.1K - $24K
|
1.85K
$298K
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
SELL
|
- |
-140- 6.37% |
$20.4K - $22.3K
|
2.06K
$331K
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-129- 6.2% |
$18.8K - $20.5K
|
1.95K
$314K
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
SELL
|
- |
-100- 7.34% |
$14.6K - $15.9K
|
1.26K
$203K
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-75- 4.98% |
$11K - $11.9K
|
1.43K
$230K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-39- 61.9% |
$5.7K - $6.2K
|
24
$3.87K
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-37- 16.67% |
$5.4K - $5.88K
|
185
$29.8K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-35- 74.47% |
$5.11K - $5.56K
|
12
$1.93K
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-29- 4.61% |
$4.23K - $4.61K
|
600
$96.6K
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-20- 0.95% |
$2.92K - $3.18K
|
2.08K
$334K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-16Closed |
$2.34K - $2.54K
|
0
$0
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-15- 0.64% |
$2.19K - $2.38K
|
2.32K
$374K
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-15- 3.5% |
$2.19K - $2.38K
|
413
$66.5K
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-15- 3.09% |
$2.19K - $2.38K
|
471
$75.9K
|