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 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
|
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
|
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
|
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
|
|
|
Oct 24, 2024
Q3 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
1.57KNew |
$235K - $268K
|
1.57K
$264K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.91K- 3.09% |
$737K - $842K
|
154K
$25.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
1.4KNew |
$210K - $240K
|
1.4K
$235K
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-6.55K- 6.37% |
$983K - $1.12M
|
96.4K
$16.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-92- 11.59% |
$13.8K - $15.8K
|
702
$118K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
3.15K+ 100.0% |
$473K - $540K
|
6.31K
$1.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
64+ 67.37% |
$9.6K - $11K
|
159
$26.8K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
106+ 2.2% |
$15.9K - $18.2K
|
4.92K
$828K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
7+ 0.45% |
$1.05K - $1.2K
|
1.55K
$262K
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
2.92K+ 66.45% |
$438K - $501K
|
7.32K
$1.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
1.24KNew |
$186K - $212K
|
1.24K
$208K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
70+ 1.24% |
$10.5K - $12K
|
5.71K
$962K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-43- 2.04% |
$6.45K - $7.37K
|
2.07K
$348K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-4- 0.27% |
$600 - $685
|
1.46K
$246K
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.72K- 33.17% |
$258K - $294K
|
3.46K
$582K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-26- 0.41% |
$3.9K - $4.45K
|
6.36K
$1.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-13- 4.15% |
$1.95K - $2.23K
|
300
$50.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
173+ 7.39% |
$26K - $29.6K
|
2.51K
$423K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-436- 0.8% |
$65.4K - $74.7K
|
54K
$9.09M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
SELL
|
- |
-279- 10.83% |
$41.9K - $47.8K
|
2.3K
$387K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-25- 1.56% |
$3.75K - $4.28K
|
1.58K
$265K
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-369- 5.22% |
$55.4K - $63.2K
|
6.7K
$1.13M
|
|
|
Oct 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
4.35K+ 12.35% |
$653K - $746K
|
39.6K
$6.67M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-594- 2.42% |
$89.1K - $102K
|
24K
$4.03M
|
|
|
Oct 22, 2024
Q3 2024
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-417- 12.61% |
$62.6K - $71.4K
|
2.89K
$486K
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-18- 0.28% |
$2.7K - $3.08K
|
6.5K
$1.09M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
3.98KNew |
$598K - $682K
|
3.98K
$670K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
40+ 0.72% |
$6K - $6.85K
|
5.56K
$936K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-889- 87.59% |
$133K - $152K
|
126
$21.2K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
150K+ 11666.17% |
$22.5M - $25.6M
|
151K
$25.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.62K- 0.52% |
$242K - $277K
|
309K
$52M
|