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, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-7.78K- 82.55% |
$1.17M - $1.33M
|
1.65K
$277K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
20+ 0.44% |
$3K - $3.43K
|
4.54K
$764K
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-238- 1.26% |
$35.7K - $40.8K
|
18.6K
$3.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-918- 20.93% |
$138K - $157K
|
3.47K
$584K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-3- 0.05% |
$450 - $514
|
6.05K
$1.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
450K+ 789.05% |
$67.5M - $77.1M
|
507K
$85.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
161+ 10.43% |
$24.2K - $27.6K
|
1.71K
$287K
|
|
|
Oct 29, 2024
Q3 2024
|
Eukles Asset Management
|
SELL
|
- |
-178- 2.3% |
$26.7K - $30.5K
|
7.58K
$1.27M
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
SELL
|
- |
-154- 6.88% |
$23.1K - $26.4K
|
2.09K
$351K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-79- 1.71% |
$11.9K - $13.5K
|
4.54K
$764K
|
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-135- 0.41% |
$20.3K - $23.1K
|
32.4K
$5.46M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
6+ 0.22% |
$900 - $1.03K
|
2.67K
$450K
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-25- 0.14% |
$3.75K - $4.28K
|
18.4K
$3.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-107- 0.47% |
$16.1K - $18.3K
|
22.5K
$3.79M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
575+ 1402.44% |
$86.3K - $98.5K
|
616
$104K
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-2- 0.52% |
$300 - $343
|
383
$64.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
2+ 0.15% |
$300 - $343
|
1.33K
$224K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
SELL
|
- |
-1- 0.02% |
$150 - $171
|
6.57K
$1.11M
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-12- 0.34% |
$1.8K - $2.06K
|
3.53K
$594K
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
12+ 0.32% |
$1.8K - $2.06K
|
3.79K
$638K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
55+ 4.23% |
$8.25K - $9.42K
|
1.35K
$228K
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
51.7K+ 24.18% |
$7.76M - $8.87M
|
266K
$44.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.11K- 3.61% |
$167K - $190K
|
29.6K
$4.99M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
9New |
$1.35K - $1.54K
|
9
$1.51K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-41.9K- 5.48% |
$6.29M - $7.18M
|
724K
$122M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
188+ 1.43% |
$28.2K - $32.2K
|
13.3K
$2.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-10- 0.28% |
$1.5K - $1.71K
|
3.53K
$594K
|
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
1.29KNew |
$193K - $221K
|
1.29K
$217K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
351+ 153.95% |
$52.7K - $60.1K
|
579
$97.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
957+ 1.03% |
$144K - $164K
|
93.6K
$15.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
26+ 1.2% |
$3.9K - $4.45K
|
2.2K
$370K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.78KNew |
$268K - $305K
|
1.78K
$300K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-45- 1.32% |
$6.75K - $7.71K
|
3.36K
$565K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-200- 3.08% |
$30K - $34.3K
|
6.29K
$1.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.9K+ 191.16% |
$435K - $496K
|
4.41K
$742K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
235+ 2.39% |
$35.3K - $40.3K
|
10.1K
$1.69M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
11+ 0.09% |
$1.65K - $1.88K
|
12.1K
$2.03M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
147+ 4.44% |
$22.1K - $25.2K
|
3.46K
$582K
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
258+ 4.21% |
$38.7K - $44.2K
|
6.39K
$1.08M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-405- 3.71% |
$60.8K - $69.4K
|
10.5K
$1.77M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
12+ 0.81% |
$1.8K - $2.06K
|
1.49K
$250K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-48- 1.64% |
$7.2K - $8.22K
|
2.88K
$485K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.21K+ 27.49% |
$182K - $207K
|
5.62K
$945K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
51+ 2.6% |
$7.65K - $8.74K
|
2.01K
$339K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-115- 3.89% |
$17.3K - $19.7K
|
2.84K
$478K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-150- 1.65% |
$22.5K - $25.7K
|
8.92K
$1.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
23+ 0.45% |
$3.45K - $3.94K
|
5.18K
$872K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$150 - $171
|
3.41K
$574K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.91K+ 100.85% |
$587K - $670K
|
7.79K
$1.31M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-1.55K- 41.63% |
$232K - $265K
|
2.17K
$365K
|