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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
University Of Pittsburgh Of The Commonwealth System Of Higher Education
Pittsburgh, PA |
SELL
|
- |
-960- 37.28% |
$124K - $137K
|
1.62K
$260K
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-865- 31.68% |
$112K - $123K
|
1.87K
$300K
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-725- 26.08% |
$93.5K - $103K
|
2.06K
$331K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-649- 0.29% |
$83.7K - $92.4K
|
222K
$35.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-440- 15.73% |
$56.7K - $62.6K
|
2.36K
$380K
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-275- 5.99% |
$35.5K - $39.1K
|
4.32K
$695K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-262- 15.19% |
$33.8K - $37.3K
|
1.46K
$236K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-204- 7.3% |
$26.3K - $29K
|
2.59K
$417K
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-200- 95.69% |
$25.8K - $28.5K
|
9
$1.45K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-151Closed |
$19.5K - $21.5K
|
0
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-101- 42.44% |
$13K - $14.4K
|
137
$22.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-30- 16.22% |
$3.87K - $4.27K
|
155
$25K
|
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-20- 25.0% |
$2.58K - $2.85K
|
60
$9.66K
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-20- 23.53% |
$2.58K - $2.85K
|
65
$10.5K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-16- 5.23% |
$2.06K - $2.28K
|
290
$46.7K
|
|
|
Jul 07, 2023
Q2 2023
|
Virginia National Bank
|
SELL
|
- |
-2- 0.14% |
$258 - $285
|
1.48K
$238K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-13.1K- 61.77% |
$1.71M - $2.06M
|
8.11K
$1.31M
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-8.62K- 27.45% |
$1.13M - $1.35M
|
22.8K
$3.67M
|
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
SELL
|
- |
-7.83K- 50.76% |
$1.02M - $1.23M
|
7.6K
$1.22M
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
SELL
|
- |
-2.8K- 33.06% |
$366K - $439K
|
5.67K
$913K
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.98KClosed |
$259K - $311K
|
0
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-904- 10.93% |
$118K - $142K
|
7.37K
$1.19M
|
|
|
Jun 13, 2023
Q1 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-797- 62.71% |
$104K - $125K
|
474
$76.3K
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-268- 32.13% |
$35K - $42.1K
|
566
$91.2K
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-154- 7.98% |
$20.1K - $24.2K
|
1.78K
$286K
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-100- 0.2% |
$13.1K - $15.7K
|
50K
$8.05M
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-42- 4.84% |
$5.49K - $6.59K
|
826
$133K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-40- 2.37% |
$5.23K - $6.28K
|
1.65K
$265K
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-35- 2.26% |
$4.58K - $5.49K
|
1.51K
$244K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-34- 25.0% |
$4.45K - $5.34K
|
102
$16.4K
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
SELL
|
- |
-32- 1.06% |
$4.18K - $5.02K
|
3K
$483K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-23- 13.22% |
$3.01K - $3.61K
|
151
$24.3K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-12- 0.79% |
$1.57K - $1.88K
|
1.5K
$242K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-12- 2.76% |
$1.57K - $1.88K
|
423
$68.1K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-20.9K- 43.72% |
$2.74M - $3.12M
|
26.9K
$4.33M
|
|
|
Feb 06, 2023
Q4 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-3.6K- 16.81% |
$472K - $538K
|
17.8K
$2.87M
|
|
|
Jan 20, 2023
Q4 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-3K- 62.57% |
$394K - $449K
|
1.8K
$289K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.15K- 58.88% |
$151K - $172K
|
801
$129K
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-1.03K- 28.34% |
$136K - $154K
|
2.61K
$420K
|
|
|
Jan 27, 2023
Q4 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-648- 29.52% |
$85.1K - $97K
|
1.55K
$249K
|
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-341- 50.07% |
$44.8K - $51K
|
340
$54.8K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-228- 88.72% |
$29.9K - $34.1K
|
29
$4.67K
|
|
|
Jan 29, 2025
Q4 2022
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-168- 5.45% |
$22.1K - $25.1K
|
2.92K
$469K
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-122- 16.12% |
$16K - $18.3K
|
635
$102K
|
|
|
Feb 14, 2023
Q4 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-63- 74.12% |
$8.27K - $9.43K
|
22
$3.54K
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-38- 1.5% |
$4.99K - $5.69K
|
2.5K
$402K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-34- 2.84% |
$4.46K - $5.09K
|
1.16K
$187K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-11- 15.71% |
$1.44K - $1.65K
|
59
$9.5K
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-8- 0.27% |
$1.05K - $1.2K
|
3K
$484K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Electron Capital Partners, LLC
New York, NY |
SELL
|
PUT |
-337K- 25.96% |
$43.4M - $53.6M
|
960K
$155M
|
|