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 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.71K- 4.05% |
$554K - $629K
|
87.9K
$14.2M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.65K- 17.09% |
$545K - $618K
|
17.7K
$2.85M
|
|
May 14, 2025
Q1 2025
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-3.55K- 9.69% |
$530K - $602K
|
33.1K
$5.33M
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.47K- 7.59% |
$518K - $588K
|
42.3K
$6.81M
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3.21K- 1.74% |
$480K - $544K
|
181K
$29.1M
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-3.1K- 66.21% |
$463K - $526K
|
1.58K
$255K
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-2.91K- 22.85% |
$434K - $493K
|
9.82K
$1.58M
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.82K- 6.47% |
$421K - $478K
|
40.8K
$6.57M
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-2.8K- 16.29% |
$418K - $474K
|
14.4K
$2.32M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.74K- 9.54% |
$409K - $464K
|
26K
$4.18M
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-2.66K- 4.33% |
$397K - $451K
|
58.8K
$9.47M
|
|
May 07, 2025
Q1 2025
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-2.62K- 11.48% |
$390K - $443K
|
20.2K
$3.25M
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-2.47K- 7.65% |
$368K - $418K
|
29.8K
$4.8M
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-2.43K- 34.78% |
$362K - $411K
|
4.55K
$732K
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.36K- 2.59% |
$352K - $399K
|
88.5K
$14.3M
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.31K- 35.36% |
$344K - $390K
|
4.21K
$679K
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-2.28K- 10.26% |
$340K - $385K
|
19.9K
$3.2M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.24K- 9.41% |
$334K - $379K
|
21.5K
$3.47M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.09K- 9.91% |
$311K - $353K
|
19K
$3.05M
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.05K- 15.79% |
$306K - $347K
|
10.9K
$1.76M
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.03K- 3.23% |
$303K - $344K
|
60.9K
$9.8M
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.88K- 6.97% |
$280K - $318K
|
25K
$4.03M
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.84K- 1.95% |
$275K - $312K
|
92.3K
$14.9M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.78K- 4.15% |
$266K - $302K
|
41.1K
$6.63M
|
|
Apr 24, 2025
Q1 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-1.74K- 4.24% |
$260K - $295K
|
39.3K
$6.33M
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-1.71K- 66.63% |
$255K - $289K
|
855
$138K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.58K- 0.61% |
$236K - $268K
|
257K
$41.4M
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-1.57K- 29.92% |
$234K - $265K
|
3.67K
$591K
|
|
May 07, 2025
Q1 2025
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-1.51K- 29.01% |
$225K - $256K
|
3.7K
$595K
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-1.5K- 15.21% |
$224K - $254K
|
8.36K
$1.35M
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1.49K- 27.3% |
$222K - $252K
|
3.97K
$639K
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.47K- 12.37% |
$220K - $249K
|
10.4K
$1.68M
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.45K- 1.36% |
$216K - $245K
|
105K
$17M
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.4K- 13.01% |
$209K - $237K
|
9.36K
$1.51M
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.39K- 18.51% |
$208K - $236K
|
6.13K
$988K
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.39K- 49.13% |
$207K - $235K
|
1.44K
$231K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.38KClosed |
$206K - $234K
|
0
$0
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-1.32K- 72.33% |
$196K - $223K
|
503
$81K
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.26K- 23.37% |
$188K - $213K
|
4.12K
$664K
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.25K- 3.56% |
$186K - $212K
|
33.8K
$5.45M
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.21K- 42.88% |
$181K - $206K
|
1.62K
$260K
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-1.17K- 25.66% |
$174K - $198K
|
3.39K
$545K
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.14K- 17.1% |
$170K - $193K
|
5.53K
$890K
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.14K- 23.74% |
$170K - $192K
|
3.65K
$588K
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-1.1K- 7.05% |
$165K - $187K
|
14.5K
$2.34M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.1K- 3.24% |
$164K - $186K
|
32.7K
$5.27M
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.09K- 6.14% |
$163K - $185K
|
16.7K
$2.69M
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-1.09K- 23.79% |
$163K - $185K
|
3.5K
$564K
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-1.09K- 11.37% |
$163K - $185K
|
8.49K
$1.37M
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.08K- 25.84% |
$161K - $183K
|
3.1K
$499K
|