Latest Institutional Transactions on Ishares Russell2000 Val ETF (IWN)
This table provides information on the latest institutional transactions involving Ishares Russell2000 Val ETF (IWN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
5.26KNew |
$907K - $955K
|
5.26K
$919K
|
|
|
Jan 16, 2026
Q4 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-452- 1.19% |
$77.9K - $82K
|
37.6K
$6.56M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.22K+ 43.32% |
$728K - $767K
|
14K
$2.44M
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-269- 8.08% |
$46.4K - $48.8K
|
3.06K
$534K
|
|
|
Jan 16, 2026
Q4 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
120New |
$20.7K - $21.8K
|
120
$21K
|
|
|
Jan 16, 2026
Q4 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
CALL |
2.5KNew |
$431K - $454K
|
2.5K
$437K
|
|
|
Jan 16, 2026
Q4 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
8+ 0.57% |
$1.38K - $1.45K
|
1.4K
$245K
|
|
|
Jan 16, 2026
Q4 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-12- 0.12% |
$2.07K - $2.18K
|
9.97K
$1.74M
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
656New |
$113K - $119K
|
656
$115K
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
23+ 7.1% |
$3.96K - $4.17K
|
347
$60.6K
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-263- 11.54% |
$45.3K - $47.7K
|
2.02K
$352K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-80- 2.06% |
$13.8K - $14.5K
|
3.8K
$663K
|
|
|
Jan 16, 2026
Q4 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
532+ 38.69% |
$91.7K - $96.6K
|
1.91K
$333K
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-245- 6.26% |
$42.2K - $44.5K
|
3.67K
$641K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.18K- 3.77% |
$203K - $213K
|
30K
$5.25M
|
|
|
Jan 15, 2026
Q4 2025
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-44.7K- 3.88% |
$7.7M - $8.11M
|
1.11M
$193M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-16.3K- 6.92% |
$2.81M - $2.96M
|
220K
$38.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-2.23K- 10.51% |
$385K - $405K
|
19K
$3.32M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-59- 0.77% |
$10.2K - $10.7K
|
7.62K
$1.33M
|
|
|
Jan 15, 2026
Q4 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
53+ 0.3% |
$9.13K - $9.62K
|
18K
$3.14M
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.1KNew |
$190K - $200K
|
1.1K
$192K
|
|
|
Jan 15, 2026
Q4 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
13+ 0.44% |
$2.24K - $2.36K
|
3K
$524K
|
|
|
Jan 15, 2026
Q4 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
13+ 0.46% |
$2.24K - $2.36K
|
2.82K
$492K
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-378- 1.25% |
$65.1K - $68.6K
|
29.8K
$5.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3+ 0.02% |
$517 - $545
|
16.6K
$2.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
78+ 0.28% |
$13.4K - $14.2K
|
28.1K
$4.91M
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-12- 14.29% |
$2.07K - $2.18K
|
72
$12.6K
|
|
|
Jan 14, 2026
Q4 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
9+ 0.54% |
$1.55K - $1.63K
|
1.69K
$295K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.42K- 10.24% |
$245K - $258K
|
12.5K
$2.18M
|
|
|
Jan 14, 2026
Q4 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
3.81KNew |
$656K - $691K
|
3.81K
$665K
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
577+ 3.18% |
$99.4K - $105K
|
18.7K
$3.27M
|
|
|
Jan 14, 2026
Q4 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-360- 4.38% |
$62K - $65.3K
|
7.85K
$1.37M
|
|
|
Jan 14, 2026
Q4 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-11.5K- 5.25% |
$1.98M - $2.08M
|
207K
$36.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
SELL
|
- |
-114- 23.31% |
$19.6K - $20.7K
|
375
$65.5K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-189- 7.1% |
$32.6K - $34.3K
|
2.47K
$432K
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
162+ 5.66% |
$27.9K - $29.4K
|
3.02K
$528K
|
|
|
Jan 14, 2026
Q4 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-26- 0.21% |
$4.48K - $4.72K
|
12.2K
$2.13M
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
BUY
|
- |
1+ 0.05% |
$172 - $182
|
2.03K
$354K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-136- 5.48% |
$23.4K - $24.7K
|
2.35K
$410K
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
13.7KNew |
$2.36M - $2.49M
|
13.7K
$2.39M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
70+ 3.48% |
$12.1K - $12.7K
|
2.08K
$364K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
20+ 1.54% |
$3.45K - $3.63K
|
1.32K
$230K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
30+ 2.46% |
$5.17K - $5.45K
|
1.25K
$218K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-250- 7.15% |
$43.1K - $45.4K
|
3.25K
$567K
|
|
|
Jan 13, 2026
Q4 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
84+ 5.92% |
$14.5K - $15.2K
|
1.5K
$262K
|
|
|
Jan 13, 2026
Q4 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
61+ 0.52% |
$10.5K - $11.1K
|
11.8K
$2.07M
|
|
|
Jan 13, 2026
Q4 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
12+ 0.5% |
$2.07K - $2.18K
|
2.4K
$419K
|
|
|
Jan 12, 2026
Q4 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-825- 1.16% |
$142K - $150K
|
70.3K
$12.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-532- 25.61% |
$91.7K - $96.6K
|
1.55K
$270K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-95- 2.43% |
$16.4K - $17.2K
|
3.82K
$667K
|
|