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
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-484- 3.32% |
$72.2K - $82K
|
14.1K
$2.27M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-478- 5.54% |
$71.4K - $81K
|
8.15K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-473- 24.26% |
$70.6K - $80.1K
|
1.48K
$238K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-452- 2.7% |
$67.5K - $76.6K
|
16.3K
$2.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-452- 24.74% |
$67.5K - $76.6K
|
1.38K
$221K
|
|
|
May 14, 2025
Q1 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-447- 21.14% |
$66.7K - $75.7K
|
1.67K
$268K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-447- 7.43% |
$66.7K - $75.7K
|
5.57K
$897K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-444- 37.06% |
$66.3K - $75.2K
|
754
$121K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-440- 18.06% |
$65.7K - $74.5K
|
2K
$321K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-439- 16.64% |
$65.5K - $74.4K
|
2.2K
$354K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-436- 10.4% |
$65.1K - $73.9K
|
3.76K
$605K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-433- 30.17% |
$64.6K - $73.4K
|
1K
$161K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-403- 4.58% |
$60.2K - $68.3K
|
8.4K
$1.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-403- 26.25% |
$60.2K - $68.3K
|
1.13K
$182K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-400- 10.0% |
$59.7K - $67.8K
|
3.6K
$580K
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-389- 5.12% |
$58.1K - $65.9K
|
7.21K
$1.16M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-377- 13.09% |
$56.3K - $63.9K
|
2.5K
$403K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-376- 0.18% |
$56.1K - $63.7K
|
204K
$32.9M
|
|
|
May 15, 2025
Q1 2025
|
Alamar Capital Management, LLC
|
SELL
|
- |
-365- 2.76% |
$54.5K - $61.8K
|
12.9K
$2.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-364- 9.57% |
$54.3K - $61.7K
|
3.44K
$554K
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-361- 3.83% |
$53.9K - $61.2K
|
9.06K
$1.46M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-361- 48.01% |
$53.9K - $61.2K
|
391
$63K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-360- 3.15% |
$53.7K - $61K
|
11.1K
$1.78M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-359- 3.25% |
$53.6K - $60.8K
|
10.7K
$1.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-358- 3.77% |
$53.4K - $60.6K
|
9.15K
$1.47M
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-346- 2.96% |
$51.6K - $58.6K
|
11.3K
$1.83M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-344- 11.13% |
$51.3K - $58.3K
|
2.75K
$442K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-336- 23.46% |
$50.2K - $56.9K
|
1.1K
$177K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-330- 3.74% |
$49.3K - $55.9K
|
8.49K
$1.37M
|
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-329- 4.99% |
$49.1K - $55.7K
|
6.26K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-323- 1.41% |
$48.2K - $54.7K
|
22.7K
$3.65M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-316- 2.2% |
$47.2K - $53.5K
|
14K
$2.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-311- 88.86% |
$46.4K - $52.7K
|
39
$6.28K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-307- 50.0% |
$45.8K - $52K
|
307
$49.4K
|
|
|
May 08, 2025
Q1 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-306- 2.84% |
$45.7K - $51.8K
|
10.5K
$1.69M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-305- 3.41% |
$45.5K - $51.7K
|
8.63K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-300- 6.32% |
$44.8K - $50.8K
|
4.45K
$717K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-299- 10.26% |
$44.6K - $50.7K
|
2.62K
$421K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-297- 1.38% |
$44.3K - $50.3K
|
21.2K
$3.42M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-293- 46.73% |
$43.7K - $49.6K
|
334
$53.8K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-276- 5.8% |
$41.2K - $46.8K
|
4.48K
$722K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-273- 6.07% |
$40.8K - $46.2K
|
4.22K
$680K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-270- 9.11% |
$40.3K - $45.7K
|
2.69K
$434K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-270- 3.28% |
$40.3K - $45.7K
|
7.97K
$1.28M
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-269- 0.36% |
$40.2K - $45.6K
|
75.2K
$12.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-263- 1.32% |
$39.3K - $44.6K
|
19.6K
$3.16M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-253- 3.23% |
$37.8K - $42.9K
|
7.59K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-252- 3.84% |
$37.6K - $42.7K
|
6.32K
$1.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-252- 7.85% |
$37.6K - $42.7K
|
2.96K
$477K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-251- 2.84% |
$37.5K - $42.5K
|
8.59K
$1.38M
|