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 11, 2024
Q3 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-90- 1.97% |
$13.5K - $15.4K
|
4.47K
$752K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
36+ 171.43% |
$5.4K - $6.17K
|
57
$9.59K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.42K- 31.41% |
$514K - $586K
|
7.48K
$1.26M
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-97- 4.1% |
$14.6K - $16.6K
|
2.27K
$382K
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1.77KNew |
$265K - $302K
|
1.77K
$297K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-27- 2.8% |
$4.05K - $4.63K
|
939
$158K
|
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-121- 95.28% |
$18.2K - $20.7K
|
6
$1.01K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.27KNew |
$190K - $217K
|
1.27K
$214K
|
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
1.42K+ 17.19% |
$213K - $243K
|
9.68K
$1.63M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-34- 0.45% |
$5.1K - $5.83K
|
7.5K
$1.26M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-225- 35.49% |
$33.8K - $38.6K
|
409
$68.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.78K+ 6.37% |
$267K - $305K
|
29.7K
$5M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
300New |
$45K - $51.4K
|
300
$50.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
1.49KNew |
$224K - $255K
|
1.49K
$251K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-50- 1.42% |
$7.5K - $8.57K
|
3.47K
$584K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-422- 8.36% |
$63.3K - $72.3K
|
4.62K
$778K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
913New |
$137K - $156K
|
913
$154K
|
|
|
Oct 07, 2024
Q3 2024
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-603- 12.09% |
$90.5K - $103K
|
4.39K
$738K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
19+ 0.52% |
$2.85K - $3.26K
|
3.65K
$614K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
17+ 0.86% |
$2.55K - $2.91K
|
1.99K
$334K
|
|
|
Oct 07, 2024
Q3 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
65.5KNew |
$9.82M - $11.2M
|
65.5K
$11M
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
460+ 23.17% |
$69K - $78.8K
|
2.45K
$411K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
18.9KNew |
$2.84M - $3.25M
|
18.9K
$3.19M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
3.29K+ 11.21% |
$494K - $564K
|
32.7K
$5.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-3.77K- 33.61% |
$566K - $646K
|
7.45K
$1.25M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
33+ 0.51% |
$4.95K - $5.65K
|
6.5K
$1.09M
|
|
| Q2 2024 | |||||||
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-29- 1.46% |
$4.23K - $4.61K
|
1.96K
$330K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
73+ 6.29% |
$10.7K - $11.6K
|
1.23K
$208K
|
|
|
Sep 19, 2024
Q2 2024
|
Clifford Capital Partners LLC
Alpine, UT |
BUY
|
- |
31.2KNew |
$4.56M - $4.96M
|
31.2K
$5.25M
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
943New |
$138K - $150K
|
943
$159K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-57- 44.53% |
$8.32K - $9.06K
|
71
$11.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
3.23KNew |
$471K - $513K
|
3.23K
$543K
|
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-649- 18.37% |
$94.8K - $103K
|
2.88K
$485K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-67- 2.12% |
$9.78K - $10.6K
|
3.09K
$520K
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
CALL |
2.6K+ 288.89% |
$380K - $413K
|
3.5K
$589K
|
|
|
Aug 14, 2024
Q2 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.95K- 48.63% |
$285K - $310K
|
2.06K
$347K
|
|
|
Aug 14, 2024
Q2 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
50.8KNew |
$7.42M - $8.07M
|
50.8K
$8.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
30+ 1.68% |
$4.38K - $4.77K
|
1.82K
$306K
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-200- 10.67% |
$29.2K - $31.8K
|
1.67K
$282K
|
|
|
Aug 14, 2024
Q2 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-40.1K- 10.38% |
$5.86M - $6.38M
|
347K
$58.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Gendell Jeffrey L
Greenwich, CT |
BUY
|
- |
10K+ 8.94% |
$1.46M - $1.59M
|
122K
$20.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
464KNew |
$67.8M - $73.8M
|
464K
$78.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
1.19KNew |
$173K - $189K
|
1.19K
$200K
|
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
53.8KNew |
$7.85M - $8.55M
|
53.8K
$9.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-1.6K- 51.61% |
$234K - $254K
|
1.5K
$252K
|
|
|
Aug 14, 2024
Q2 2024
|
Towle & CO
Denver, CO |
BUY
|
- |
8.01KNew |
$1.17M - $1.27M
|
8.01K
$1.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
24KNew |
$3.51M - $3.82M
|
24K
$4.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.93K+ 22.97% |
$281K - $306K
|
10.3K
$1.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-678- 27.08% |
$99K - $108K
|
1.83K
$307K
|
|
|
Aug 13, 2024
Q2 2024
|
Gator Capital Management, LLC
|
SELL
|
- |
-45- 1.27% |
$6.57K - $7.15K
|
3.5K
$588K
|
|