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 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 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
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-54- 34.39% |
$9.31K - $9.8K
|
103
$18K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-2- 0.03% |
$345 - $363
|
6.43K
$1.12M
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
SELL
|
- |
-273- 6.69% |
$47K - $49.6K
|
3.81K
$665K
|
|
|
Jan 12, 2026
Q4 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
12+ 0.59% |
$2.07K - $2.18K
|
2.04K
$356K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-279- 8.6% |
$48.1K - $50.6K
|
2.97K
$518K
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
8+ 0.23% |
$1.38K - $1.45K
|
3.44K
$602K
|
|
|
Jan 12, 2026
Q4 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
7+ 0.59% |
$1.21K - $1.27K
|
1.19K
$208K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-2.68K- 22.96% |
$463K - $487K
|
9.01K
$1.57M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-583- 16.34% |
$100K - $106K
|
2.99K
$522K
|
|
|
Jan 12, 2026
Q4 2025
|
Corundum Group, Inc.
|
BUY
|
- |
10.2K+ 23.48% |
$1.77M - $1.86M
|
53.9K
$9.41M
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
61+ 2.56% |
$10.5K - $11.1K
|
2.44K
$427K
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
199+ 9.24% |
$34.3K - $36.1K
|
2.35K
$411K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-220- 20.18% |
$37.9K - $39.9K
|
870
$152K
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-86- 0.42% |
$14.8K - $15.6K
|
20.3K
$3.54M
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
SELL
|
- |
-288- 9.79% |
$49.6K - $52.3K
|
2.65K
$464K
|
|
|
Jan 09, 2026
Q4 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
283+ 2.89% |
$48.8K - $51.4K
|
10.1K
$1.76M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
15+ 1.23% |
$2.59K - $2.72K
|
1.23K
$216K
|
|
|
Jan 08, 2026
Q4 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-39- 2.45% |
$6.72K - $7.08K
|
1.56K
$272K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.07K- 1.63% |
$701K - $739K
|
246K
$42.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1+ 0.03% |
$172 - $182
|
3.35K
$586K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
125+ 14.6% |
$21.5K - $22.7K
|
981
$171K
|
|
|
Jan 08, 2026
Q4 2025
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-64- 0.03% |
$11K - $11.6K
|
240K
$41.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
SELL
|
- |
-124- 6.63% |
$21.4K - $22.5K
|
1.75K
$305K
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.37KNew |
$237K - $249K
|
1.37K
$240K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
802+ 49.38% |
$138K - $146K
|
2.43K
$424K
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
1.14KNew |
$196K - $206K
|
1.14K
$198K
|
|