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, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-251- 2.84% |
$37.5K - $42.5K
|
8.59K
$1.38M
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-251- 12.74% |
$37.5K - $42.5K
|
1.72K
$277K
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-250- 6.16% |
$37.3K - $42.4K
|
3.81K
$614K
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-250- 15.06% |
$37.3K - $42.4K
|
1.41K
$227K
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-240- 18.53% |
$35.8K - $40.7K
|
1.06K
$170K
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-238- 6.71% |
$35.5K - $40.3K
|
3.31K
$533K
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-233- 1.27% |
$34.8K - $39.5K
|
18.2K
$2.93M
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-213- 11.75% |
$31.8K - $36.1K
|
1.6K
$258K
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-211- 4.92% |
$31.5K - $35.7K
|
4.08K
$657K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-210- 12.7% |
$31.3K - $35.6K
|
1.44K
$233K
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-208- 12.12% |
$31K - $35.2K
|
1.51K
$243K
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-205- 4.32% |
$30.6K - $34.7K
|
4.54K
$731K
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-205- 4.47% |
$30.6K - $34.7K
|
4.38K
$705K
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-204- 0.58% |
$30.5K - $34.6K
|
35.3K
$5.68M
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-202- 4.37% |
$30.2K - $34.2K
|
4.42K
$712K
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-200- 3.68% |
$29.9K - $33.9K
|
5.23K
$843K
|
|
May 01, 2025
Q1 2025
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-198- 1.65% |
$29.6K - $33.5K
|
11.8K
$1.9M
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-197- 2.77% |
$29.4K - $33.4K
|
6.92K
$1.11M
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-196- 0.82% |
$29.3K - $33.2K
|
23.9K
$3.84M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-188- 2.03% |
$28.1K - $31.8K
|
9.09K
$1.46M
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-183- 6.1% |
$27.3K - $31K
|
2.82K
$454K
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-175- 5.56% |
$26.1K - $29.6K
|
2.97K
$479K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-168- 0.95% |
$25.1K - $28.5K
|
17.5K
$2.82M
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-162- 4.81% |
$24.2K - $27.4K
|
3.2K
$516K
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-154- 3.33% |
$23K - $26.1K
|
4.47K
$720K
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-154- 3.71% |
$23K - $26.1K
|
3.99K
$643K
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-150- 7.23% |
$22.4K - $25.4K
|
1.93K
$310K
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-150- 6.59% |
$22.4K - $25.4K
|
2.13K
$342K
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-146- 7.84% |
$21.8K - $24.7K
|
1.72K
$277K
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-143- 0.77% |
$21.3K - $24.2K
|
18.5K
$2.97M
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-143- 3.72% |
$21.3K - $24.2K
|
3.7K
$596K
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-136- 4.69% |
$20.3K - $23K
|
2.77K
$445K
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-126- 4.39% |
$18.8K - $21.3K
|
2.74K
$441K
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-124- 5.92% |
$18.5K - $21K
|
1.97K
$317K
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-124- 5.0% |
$18.5K - $21K
|
2.36K
$379K
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-116- 0.69% |
$17.3K - $19.7K
|
16.8K
$2.7M
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-112- 90.32% |
$16.7K - $19K
|
12
$1.93K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-112- 11.02% |
$16.7K - $19K
|
904
$146K
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-110- 1.69% |
$16.4K - $18.6K
|
6.41K
$1.03M
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-106- 4.46% |
$15.8K - $18K
|
2.27K
$366K
|
|
May 06, 2025
Q1 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-106- 3.01% |
$15.8K - $18K
|
3.42K
$551K
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-106- 12.3% |
$15.8K - $18K
|
756
$122K
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-104- 24.94% |
$15.5K - $17.6K
|
313
$50.4K
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
SELL
|
- |
-101- 1.43% |
$15.1K - $17.1K
|
6.97K
$1.12M
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-100- 4.98% |
$14.9K - $16.9K
|
1.91K
$307K
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-100- 1.51% |
$14.9K - $16.9K
|
6.51K
$1.05M
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-100- 14.25% |
$14.9K - $16.9K
|
602
$97K
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-99- 1.51% |
$14.8K - $16.8K
|
6.46K
$1.04M
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-94- 3.29% |
$14K - $15.9K
|
2.77K
$445K
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-93- 2.51% |
$13.9K - $15.8K
|
3.61K
$581K
|