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 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
BUY
|
- |
2.75KNew |
$432K - $492K
|
2.75K
$481K
|
|
|
Oct 27, 2025
Q3 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
1.78KNew |
$279K - $318K
|
1.78K
$310K
|
|
|
Oct 27, 2025
Q3 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.38KNew |
$216K - $246K
|
1.38K
$240K
|
|
|
Oct 27, 2025
Q3 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
10+ 0.47% |
$1.57K - $1.79K
|
2.13K
$371K
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
1.64K+ 22.16% |
$258K - $294K
|
9.05K
$1.58M
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
422+ 12.08% |
$66.3K - $75.5K
|
3.91K
$684K
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-68- 3.87% |
$10.7K - $12.2K
|
1.69K
$295K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-615- 13.46% |
$96.6K - $110K
|
3.95K
$690K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5+ 0.16% |
$786 - $895
|
3.14K
$549K
|
|
|
Oct 24, 2025
Q3 2025
|
Covenant Partners, LLC
|
SELL
|
- |
-9.59K- 20.97% |
$1.51M - $1.72M
|
36.2K
$6.32M
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
216+ 222.68% |
$33.9K - $38.7K
|
313
$54.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-289- 0.34% |
$45.4K - $51.7K
|
84.7K
$14.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-956- 15.21% |
$150K - $171K
|
5.33K
$931K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
477+ 28.91% |
$74.9K - $85.4K
|
2.13K
$372K
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
5+ 0.18% |
$786 - $895
|
2.74K
$478K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-8.87K- 14.21% |
$1.39M - $1.59M
|
53.5K
$9.35M
|
|
|
Oct 23, 2025
Q3 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
1+ 0.0% |
$157 - $179
|
24.6K
$4.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
13.4KNew |
$2.1M - $2.39M
|
13.4K
$2.34M
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
323+ 2.75% |
$50.7K - $57.8K
|
12.1K
$2.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.22KNew |
$505K - $575K
|
3.22K
$562K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.68K+ 8.67% |
$578K - $658K
|
46.1K
$8.05M
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
120+ 7.43% |
$18.9K - $21.5K
|
1.73K
$303K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
31+ 0.95% |
$4.87K - $5.55K
|
3.31K
$577K
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-530- 1.37% |
$83.3K - $94.8K
|
38.2K
$6.67M
|
|
|
Oct 23, 2025
Q3 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-50- 0.31% |
$7.86K - $8.95K
|
16.1K
$2.81M
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-29- 0.63% |
$4.56K - $5.19K
|
4.57K
$798K
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
1.3KNew |
$205K - $233K
|
1.3K
$227K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-26- 1.09% |
$4.08K - $4.65K
|
2.37K
$414K
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
11+ 0.39% |
$1.73K - $1.97K
|
2.81K
$490K
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
2.53KNew |
$397K - $453K
|
2.53K
$442K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-75.7K- 8.35% |
$11.9M - $13.5M
|
830K
$145M
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.85K- 95.21% |
$290K - $331K
|
93
$16.2K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-475- 2.04% |
$74.6K - $85K
|
22.8K
$3.97M
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
782New |
$123K - $140K
|
782
$137K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
31.6K+ 2.67% |
$4.97M - $5.66M
|
1.22M
$212M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
14+ 0.91% |
$2.2K - $2.51K
|
1.56K
$272K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-100- 7.05% |
$15.7K - $17.9K
|
1.32K
$230K
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.5K+ 5.95% |
$235K - $268K
|
26.6K
$4.65M
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
2.72KNew |
$427K - $486K
|
2.72K
$474K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.25% |
$157 - $179
|
394
$68.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-259- 24.81% |
$40.7K - $46.3K
|
785
$137K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
115+ 3.15% |
$18.1K - $20.6K
|
3.76K
$657K
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
5+ 0.23% |
$786 - $895
|
2.17K
$379K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.32K- 12.09% |
$364K - $415K
|
16.9K
$2.95M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-221- 4.01% |
$34.7K - $39.5K
|
5.29K
$925K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
30+ 81.08% |
$4.71K - $5.37K
|
67
$11.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-139K- 10.8% |
$21.9M - $24.9M
|
1.15M
$201M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.08K+ 0.99% |
$169K - $193K
|
110K
$19.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-109- 1.28% |
$17.1K - $19.5K
|
8.42K
$1.47M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-107- 21.15% |
$16.8K - $19.1K
|
399
$69.7K
|
|