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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-29- 0.13% |
$4.56K - $5.19K
|
21.7K
$3.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
1.72K+ 78.3% |
$270K - $307K
|
3.91K
$683K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-40- 1.14% |
$6.28K - $7.16K
|
3.46K
$604K
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-535- 8.95% |
$84K - $95.7K
|
5.44K
$950K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-752- 3.2% |
$118K - $135K
|
22.7K
$3.97M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
9.87K+ 5.01% |
$1.55M - $1.77M
|
207K
$36.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-353- 3.34% |
$55.5K - $63.2K
|
10.2K
$1.78M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
940New |
$148K - $168K
|
940
$164K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.93K- 11.33% |
$303K - $345K
|
15.1K
$2.63M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
601+ 5.41% |
$94.4K - $108K
|
11.7K
$2.05M
|
|
|
Oct 29, 2025
Q3 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-4.07K- 56.49% |
$640K - $728K
|
3.14K
$548K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
13+ 0.85% |
$2.04K - $2.33K
|
1.55K
$270K
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-4.45K- 18.83% |
$699K - $796K
|
19.2K
$3.35M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
1.71K+ 1.15% |
$268K - $305K
|
151K
$26.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
3+ 0.18% |
$471 - $537
|
1.71K
$299K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-66- 21.15% |
$10.4K - $11.8K
|
246
$43K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.36K+ 39.61% |
$371K - $422K
|
8.32K
$1.45M
|
|
|
Oct 29, 2025
Q3 2025
|
Professional Advisory Services Inc
|
BUY
|
- |
1.23KNew |
$194K - $220K
|
1.23K
$215K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
302New |
$47.4K - $54K
|
302
$52.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-532- 3.99% |
$83.6K - $95.2K
|
12.8K
$2.24M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
31+ 3.47% |
$4.87K - $5.55K
|
925
$162K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
196+ 3.34% |
$30.8K - $35.1K
|
6.06K
$1.06M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-19- 1.27% |
$2.98K - $3.4K
|
1.48K
$258K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
106+ 3.47% |
$16.7K - $19K
|
3.16K
$552K
|
|
|
Oct 28, 2025
Q3 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
10.8K+ 39.33% |
$1.7M - $1.93M
|
38.3K
$6.68M
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
100New |
$15.7K - $17.9K
|
100
$17.5K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
280+ 2.89% |
$44K - $50.1K
|
9.97K
$1.74M
|
|
|
Oct 28, 2025
Q3 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-2.18K- 1.36% |
$343K - $390K
|
158K
$27.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-127- 38.84% |
$20K - $22.7K
|
200
$34.9K
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
12+ 0.4% |
$1.89K - $2.15K
|
2.99K
$522K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-8.37K- 60.32% |
$1.32M - $1.5M
|
5.51K
$962K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-95- 7.04% |
$14.9K - $17K
|
1.26K
$219K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.19KNew |
$345K - $393K
|
2.19K
$383K
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-125- 7.93% |
$19.6K - $22.4K
|
1.45K
$254K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-415- 7.58% |
$65.2K - $74.3K
|
5.06K
$884K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.37KNew |
$844K - $962K
|
5.37K
$939K
|
|
|
Oct 28, 2025
Q3 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-70- 1.02% |
$11K - $12.5K
|
6.76K
$1.18M
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
53+ 3.38% |
$8.33K - $9.48K
|
1.62K
$283K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-459- 2.97% |
$72.1K - $82.1K
|
15K
$2.62M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
86New |
$13.5K - $15.4K
|
86
$15K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
276+ 1.78% |
$43.4K - $49.4K
|
15.8K
$2.75M
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.12K- 10.81% |
$175K - $200K
|
9.21K
$1.61M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
688+ 7.4% |
$108K - $123K
|
9.98K
$1.74M
|
|
|
Oct 27, 2025
Q3 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-48.5K- 8.09% |
$7.61M - $8.67M
|
551K
$96.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
126+ 4.91% |
$19.8K - $22.5K
|
2.69K
$470K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
116+ 0.38% |
$18.2K - $20.8K
|
30.4K
$5.31M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-167- 12.16% |
$26.2K - $29.9K
|
1.21K
$211K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
8.33KNew |
$1.31M - $1.49M
|
8.33K
$1.46M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-46- 0.6% |
$7.23K - $8.23K
|
7.68K
$1.34M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
473+ 5.42% |
$74.3K - $84.6K
|
9.2K
$1.61M
|
|