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 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
27+ 0.15% |
$4.24K - $4.83K
|
17.9K
$3.13M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
141+ 0.45% |
$22.2K - $25.2K
|
31.2K
$5.45M
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-17.4K- 56.93% |
$2.74M - $3.12M
|
13.2K
$2.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-469- 3.19% |
$73.7K - $83.9K
|
14.2K
$2.49M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-1.72K- 4.93% |
$270K - $307K
|
33.1K
$5.79M
|
|
|
Oct 15, 2025
Q3 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
1.19KNew |
$187K - $213K
|
1.19K
$208K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
370+ 8.04% |
$58.1K - $66.2K
|
4.97K
$869K
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
49+ 2.87% |
$7.7K - $8.77K
|
1.76K
$307K
|
|
|
Oct 14, 2025
Q3 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
162+ 8.42% |
$25.5K - $29K
|
2.09K
$365K
|
|
|
Oct 14, 2025
Q3 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1+ 0.04% |
$157 - $179
|
2.28K
$397K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.51K+ 67.18% |
$552K - $629K
|
8.74K
$1.53M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
131+ 4.1% |
$20.6K - $23.4K
|
3.33K
$581K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
1+ 0.05% |
$157 - $179
|
2.03K
$354K
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
BUY
|
- |
26+ 0.87% |
$4.08K - $4.65K
|
3.03K
$529K
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.87K- 3.23% |
$294K - $334K
|
56K
$9.78M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
44New |
$6.91K - $7.87K
|
44
$7.69K
|
|
|
Oct 14, 2025
Q3 2025
|
Veery Capital, LLC
|
BUY
|
- |
179+ 2.39% |
$28.1K - $32K
|
7.66K
$1.34M
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
14+ 0.89% |
$2.2K - $2.51K
|
1.59K
$277K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-701- 5.04% |
$110K - $125K
|
13.2K
$2.31M
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-4- 0.29% |
$628 - $716
|
1.4K
$244K
|
|
|
Oct 10, 2025
Q3 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-6- 0.42% |
$943 - $1.07K
|
1.43K
$250K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3- 27.27% |
$471 - $537
|
8
$1.4K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-148- 1.09% |
$23.3K - $26.5K
|
13.4K
$2.34M
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
BUY
|
- |
325+ 0.63% |
$51.1K - $58.2K
|
52K
$9.08M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-80- 4.02% |
$12.6K - $14.3K
|
1.91K
$333K
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
5+ 0.27% |
$786 - $895
|
1.86K
$324K
|
|
|
Oct 09, 2025
Q3 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-130- 1.73% |
$20.4K - $23.3K
|
7.41K
$1.29M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
76+ 4.4% |
$11.9K - $13.6K
|
1.8K
$315K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-55- 3.07% |
$8.64K - $9.84K
|
1.74K
$303K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.18KNew |
$186K - $212K
|
1.18K
$207K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
293+ 2.06% |
$46K - $52.4K
|
14.5K
$2.54M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.24KNew |
$194K - $221K
|
1.24K
$216K
|
|
|
Oct 08, 2025
Q3 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
20+ 0.43% |
$3.14K - $3.58K
|
4.69K
$819K
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-22- 0.07% |
$3.46K - $3.94K
|
30.1K
$5.26M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-30- 0.21% |
$4.71K - $5.37K
|
14K
$2.45M
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
22+ 0.18% |
$3.46K - $3.94K
|
12.2K
$2.14M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.69KNew |
$266K - $303K
|
1.69K
$296K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
104+ 0.31% |
$16.3K - $18.6K
|
33.3K
$5.82M
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
BUY
|
- |
7+ 0.32% |
$1.1K - $1.25K
|
2.19K
$382K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
824New |
$129K - $147K
|
824
$144K
|
|
|
Oct 06, 2025
Q3 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
1.2KNew |
$189K - $215K
|
1.2K
$210K
|
|
|
Oct 03, 2025
Q3 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-85- 2.89% |
$13.4K - $15.2K
|
2.86K
$499K
|
|
| Q2 2025 | |||||||
|
Jan 08, 2026
Q2 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
BUY
|
- |
3.54K+ 13.42% |
$466K - $558K
|
29.9K
$5.22M
|
|
|
Dec 01, 2025
Q2 2025
|
Maxele Advisors, LLC
Webster Groves, MO |
SELL
|
- |
-34- 0.68% |
$4.48K - $5.36K
|
4.97K
$869K
|
|
|
Nov 24, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.52KNew |
$200K - $239K
|
1.52K
$265K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.66K+ 1.04% |
$746K - $893K
|
551K
$96.3M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
593+ 15.07% |
$78.2K - $93.6K
|
4.53K
$791K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
348+ 31.64% |
$45.9K - $54.9K
|
1.45K
$253K
|
|
|
Sep 29, 2025
Q2 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.48KNew |
$196K - $234K
|
1.48K
$259K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
615New |
$81.1K - $97K
|
615
$107K
|
|