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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-30- 2.17% |
$4.48K - $5.08K
|
1.35K
$217K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-29- 40.28% |
$4.33K - $4.91K
|
43
$6.93K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-27- 0.36% |
$4.03K - $4.57K
|
7.49K
$1.21M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-26- 0.11% |
$3.88K - $4.4K
|
24K
$3.86M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-26- 1.04% |
$3.88K - $4.4K
|
2.48K
$400K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-26- 46.43% |
$3.88K - $4.4K
|
30
$4.83K
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-25- 1.05% |
$3.73K - $4.24K
|
2.35K
$378K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-20- 1.27% |
$2.99K - $3.39K
|
1.56K
$251K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-20- 0.78% |
$2.99K - $3.39K
|
2.55K
$411K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-20- 0.24% |
$2.99K - $3.39K
|
8.15K
$1.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-20- 0.72% |
$2.99K - $3.39K
|
2.77K
$447K
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-18- 1.01% |
$2.69K - $3.05K
|
1.77K
$285K
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-17- 0.93% |
$2.54K - $2.88K
|
1.81K
$291K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-17- 0.12% |
$2.54K - $2.88K
|
14.4K
$2.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-15- 0.3% |
$2.24K - $2.54K
|
4.96K
$798K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-13- 0.9% |
$1.94K - $2.2K
|
1.44K
$232K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-13- 1.66% |
$1.94K - $2.2K
|
772
$124K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-12- 0.44% |
$1.79K - $2.03K
|
2.71K
$437K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-10- 0.28% |
$1.49K - $1.69K
|
3.59K
$578K
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
SELL
|
- |
-9- 2.62% |
$1.34K - $1.52K
|
335
$54K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-9- 69.23% |
$1.34K - $1.52K
|
4
$644
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-8- 0.4% |
$1.19K - $1.36K
|
1.99K
$321K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-8- 42.11% |
$1.19K - $1.36K
|
11
$1.77K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-7- 0.07% |
$1.04K - $1.19K
|
9.44K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-5- 0.24% |
$746 - $847
|
2.11K
$339K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-5- 0.47% |
$746 - $847
|
1.06K
$171K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4- 0.03% |
$597 - $678
|
14.5K
$2.33M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-3- 0.73% |
$448 - $508
|
408
$65.7K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-3- 4.55% |
$448 - $508
|
63
$10.1K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2- 0.03% |
$299 - $339
|
6.04K
$972K
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1- 0.03% |
$149 - $169
|
2.95K
$475K
|
|
|
Apr 30, 2025
Q1 2025
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-1- 0.04% |
$149 - $169
|
2.43K
$391K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-1- 0.03% |
$149 - $169
|
3.62K
$583K
|
|
| Q4 2024 | |||||||
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
SELL
|
CALL |
-279K- 49.91% |
$45.5M - $50.7M
|
280K
$45.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-87K- 84.15% |
$14.1M - $15.8M
|
16.4K
$2.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-33.5K- 36.26% |
$5.45M - $6.08M
|
58.9K
$9.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-6.66K- 15.01% |
$1.08M - $1.21M
|
37.7K
$6.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-6.42K- 82.36% |
$1.04M - $1.16M
|
1.38K
$221K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-5.73K- 99.55% |
$932K - $1.04M
|
26
$4.19K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-4.67K- 51.42% |
$760K - $847K
|
4.41K
$711K
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-1.66K- 3.89% |
$270K - $301K
|
41K
$6.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-1.66K- 67.22% |
$269K - $300K
|
807
$130K
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-1.4K- 2.68% |
$228K - $254K
|
50.9K
$8.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-1.27K- 49.49% |
$207K - $230K
|
1.3K
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-977- 30.69% |
$159K - $177K
|
2.21K
$355K
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-694- 7.06% |
$113K - $126K
|
9.13K
$1.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-493- 2.0% |
$80.2K - $89.4K
|
24.2K
$3.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-478- 3.22% |
$77.8K - $86.7K
|
14.4K
$2.32M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-475- 8.29% |
$77.3K - $86.1K
|
5.26K
$847K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-406- 33.69% |
$66.1K - $73.6K
|
799
$129K
|
|