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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
3KNew |
$488K - $544K
|
3K
$502K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
12.6KNew |
$2.04M - $2.28M
|
12.6K
$2.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.36K+ 56.74% |
$221K - $247K
|
3.76K
$629K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
350+ 20.53% |
$56.9K - $63.5K
|
2.06K
$344K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4.13K+ 13.91% |
$672K - $749K
|
33.8K
$5.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-5.73K- 99.55% |
$932K - $1.04M
|
26
$4.35K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
840+ 33.15% |
$137K - $152K
|
3.37K
$565K
|
|
|
Feb 04, 2025
Q4 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-197- 1.62% |
$32K - $35.7K
|
12K
$2.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-1.36K- 5.15% |
$221K - $247K
|
25.1K
$4.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
8+ 11.43% |
$1.3K - $1.45K
|
78
$13.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-178- 12.37% |
$29K - $32.3K
|
1.26K
$211K
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-132- 0.81% |
$21.5K - $23.9K
|
16.3K
$2.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-323- 4.95% |
$52.5K - $58.6K
|
6.2K
$1.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-57- 3.47% |
$9.27K - $10.3K
|
1.59K
$266K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-180- 4.52% |
$29.3K - $32.6K
|
3.8K
$637K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
27+ 1.07% |
$4.39K - $4.9K
|
2.54K
$425K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
300New |
$48.8K - $54.4K
|
300
$50.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
89New |
$14.5K - $16.1K
|
89
$14.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
10.2K+ 1.73% |
$1.67M - $1.86M
|
603K
$101M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-98- 3.22% |
$15.9K - $17.8K
|
2.95K
$494K
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
1.53KNew |
$248K - $277K
|
1.53K
$255K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
291+ 2.07% |
$47.3K - $52.8K
|
14.3K
$2.4M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.5K- 2.64% |
$244K - $272K
|
55.3K
$9.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4- 0.11% |
$651 - $725
|
3.76K
$629K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.93% |
$163 - $181
|
108
$18.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Leeward Investments, LLC Ma
|
SELL
|
- |
-21.1K- 44.79% |
$3.43M - $3.83M
|
26K
$4.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-11- 0.31% |
$1.79K - $1.99K
|
3.52K
$589K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
1.29KNew |
$210K - $234K
|
1.29K
$216K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.54K+ 5.71% |
$576K - $643K
|
65.6K
$11M
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
152+ 5.34% |
$24.7K - $27.6K
|
3K
$502K
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
30+ 0.16% |
$4.88K - $5.44K
|
18.5K
$3.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
147New |
$23.9K - $26.7K
|
147
$24.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
239+ 5.34% |
$38.9K - $43.3K
|
4.72K
$790K
|
|
|
Jan 31, 2025
Q4 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
90.8K+ 34.19% |
$14.8M - $16.5M
|
357K
$59.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
202KNew |
$32.8M - $36.6M
|
202K
$33.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
81+ 4.74% |
$13.2K - $14.7K
|
1.79K
$300K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.26K+ 9.43% |
$530K - $591K
|
37.8K
$6.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
21New |
$3.42K - $3.81K
|
21
$3.52K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
979+ 0.52% |
$159K - $178K
|
189K
$31.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
30+ 0.11% |
$4.88K - $5.44K
|
27.3K
$4.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
769+ 41.14% |
$125K - $139K
|
2.64K
$442K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
267+ 1.31% |
$43.4K - $48.4K
|
20.7K
$3.47M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
30.3K+ 2.88% |
$4.92M - $5.49M
|
1.08M
$181M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.15K- 6.09% |
$187K - $208K
|
17.7K
$2.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
38+ 50.67% |
$6.18K - $6.89K
|
113
$18.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
3+ 4.76% |
$488 - $544
|
66
$11.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-1- 0.03% |
$163 - $181
|
3.02K
$506K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-137- 4.71% |
$22.3K - $24.8K
|
2.77K
$464K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-335- 2.79% |
$54.5K - $60.8K
|
11.7K
$1.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
180New |
$29.3K - $32.6K
|
180
$30.1K
|