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 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
|
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
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-31- 0.41% |
$4.87K - $5.55K
|
7.47K
$1.31M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
SELL
|
- |
-4- 0.06% |
$628 - $716
|
6.44K
$1.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-126- 0.97% |
$19.8K - $22.5K
|
12.8K
$2.24M
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-940- 26.88% |
$148K - $168K
|
2.56K
$447K
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.52K+ 13.98% |
$238K - $271K
|
12.4K
$2.16M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-10- 0.27% |
$1.57K - $1.79K
|
3.74K
$653K
|
|
|
Oct 21, 2025
Q3 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
1.03K+ 2.28% |
$162K - $185K
|
46.4K
$8.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
92+ 4.54% |
$14.5K - $16.5K
|
2.12K
$370K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
1.25KNew |
$196K - $223K
|
1.25K
$218K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-376- 9.63% |
$59.1K - $67.3K
|
3.53K
$616K
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
BUY
|
- |
641+ 18.33% |
$101K - $115K
|
4.14K
$723K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-202- 2.07% |
$31.7K - $36.1K
|
9.58K
$1.67M
|
|
|
Oct 20, 2025
Q3 2025
|
Croban
Fremont, OH |
SELL
|
- |
-143- 5.47% |
$22.5K - $25.6K
|
2.47K
$431K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
305+ 7.1% |
$47.9K - $54.6K
|
4.6K
$803K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-153- 2.48% |
$24K - $27.4K
|
6.03K
$1.05M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-381- 1.22% |
$59.9K - $68.2K
|
30.9K
$5.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-85- 40.28% |
$13.4K - $15.2K
|
126
$22K
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
21.3KNew |
$3.34M - $3.8M
|
21.3K
$3.71M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
51New |
$8.01K - $9.13K
|
51
$8.91K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-8- 3.83% |
$1.26K - $1.43K
|
201
$35.1K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.17K+ 39.77% |
$183K - $209K
|
4.1K
$716K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-143- 3.56% |
$22.5K - $25.6K
|
3.88K
$677K
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-10- 58.82% |
$1.57K - $1.79K
|
7
$1.22K
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-29- 0.3% |
$4.56K - $5.19K
|
9.73K
$1.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
314+ 22.74% |
$49.3K - $56.2K
|
1.7K
$296K
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
9+ 0.43% |
$1.41K - $1.61K
|
2.09K
$365K
|
|
|
Oct 17, 2025
Q3 2025
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-12- 0.24% |
$1.89K - $2.15K
|
4.97K
$868K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.48KNew |
$232K - $264K
|
1.48K
$258K
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
5+ 0.14% |
$786 - $895
|
3.59K
$627K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
120New |
$18.9K - $21.5K
|
120
$21K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.31K+ 1.02% |
$206K - $235K
|
130K
$22.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-498- 4.86% |
$78.2K - $89.1K
|
9.75K
$1.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-144- 1.8% |
$22.6K - $25.8K
|
7.87K
$1.38M
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-61- 14.49% |
$9.58K - $10.9K
|
360
$62.9K
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-90- 1.51% |
$14.1K - $16.1K
|
5.86K
$1.02M
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
37New |
$5.81K - $6.62K
|
37
$6.46K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-184- 34.52% |
$28.9K - $32.9K
|
349
$61K
|
|
|
Oct 16, 2025
Q3 2025
|
Amarillo National Bank
|
SELL
|
- |
-1.14K- 33.99% |
$178K - $203K
|
2.2K
$385K
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-80- 2.6% |
$12.6K - $14.3K
|
3K
$524K
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-38- 1.08% |
$5.97K - $6.8K
|
3.47K
$605K
|
|
|
Oct 16, 2025
Q3 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.49K+ 4.07% |
$234K - $266K
|
38K
$6.64M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.09K- 18.28% |
$171K - $195K
|
4.88K
$852K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
32+ 1.54% |
$5.03K - $5.73K
|
2.11K
$368K
|
|
|
Oct 15, 2025
Q3 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.18KNew |
$186K - $212K
|
1.18K
$207K
|
|