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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-7.34K- 49.55% |
$967K - $1.16M
|
7.47K
$1.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-494- 9.06% |
$65.1K - $77.9K
|
4.96K
$866K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-10- 71.43% |
$1.32K - $1.58K
|
4
$699
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
53New |
$6.99K - $8.36K
|
53
$9.26K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
233New |
$30.7K - $36.8K
|
233
$40.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
426New |
$56.2K - $67.2K
|
426
$74.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-193- 3.07% |
$25.4K - $30.4K
|
6.1K
$1.07M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.44K+ 34.22% |
$190K - $227K
|
5.66K
$988K
|
|
|
Aug 11, 2025
Q2 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.3KNew |
$171K - $205K
|
1.3K
$227K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-805- 20.95% |
$106K - $127K
|
3.04K
$530K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
100+ 2.77% |
$13.2K - $15.8K
|
3.72K
$649K
|
|
|
Aug 11, 2025
Q2 2025
|
Performa LTD (Us), LLC
|
BUY
|
- |
5.98K+ 12.84% |
$788K - $943K
|
52.5K
$9.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-1.05K- 95.99% |
$139K - $166K
|
44
$7.69K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-44- 20.37% |
$5.8K - $6.94K
|
172
$30K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
705+ 292.53% |
$92.9K - $111K
|
946
$165K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.11K- 10.64% |
$146K - $175K
|
9.32K
$1.63M
|
|
|
Aug 08, 2025
Q2 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-740- 8.63% |
$97.6K - $117K
|
7.83K
$1.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
3New |
$396 - $473
|
3
$524
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.6K+ 44.83% |
$1.67M - $2M
|
40.9K
$7.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-24- 60.0% |
$3.16K - $3.79K
|
16
$2.79K
|
|
|
Aug 07, 2025
Q2 2025
|
Allen Investment Management LLC
|
SELL
|
- |
-24- 1.18% |
$3.16K - $3.79K
|
2.02K
$352K
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
SELL
|
- |
-300- 15.97% |
$39.6K - $47.3K
|
1.58K
$276K
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
7.95KNew |
$1.05M - $1.25M
|
7.95K
$1.39M
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
647New |
$85.3K - $102K
|
647
$113K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
3.59K+ 249.93% |
$474K - $567K
|
5.03K
$879K
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
1+ 0.03% |
$132 - $158
|
3.99K
$696K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-300- 3.08% |
$39.6K - $47.3K
|
9.43K
$1.65M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-150- 0.75% |
$19.8K - $23.7K
|
19.9K
$3.48M
|
|
|
Aug 06, 2025
Q2 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
80+ 1.95% |
$10.5K - $12.6K
|
4.18K
$731K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-4- 0.08% |
$527 - $631
|
5.08K
$887K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
33+ 825.0% |
$4.35K - $5.21K
|
37
$6.46K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
35+ 3.87% |
$4.61K - $5.52K
|
940
$164K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
11+ 0.51% |
$1.45K - $1.74K
|
2.17K
$379K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
20+ 0.66% |
$2.64K - $3.16K
|
3.06K
$535K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.55K- 6.13% |
$469K - $561K
|
54.5K
$9.51M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-25- 3.79% |
$3.3K - $3.94K
|
635
$111K
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-11- 0.23% |
$1.45K - $1.74K
|
4.76K
$831K
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
10+ 1.96% |
$1.32K - $1.58K
|
519
$90.7K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
165New |
$21.8K - $26K
|
165
$28.8K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
9+ 18.75% |
$1.19K - $1.42K
|
57
$9.96K
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-1.33K- 48.17% |
$175K - $210K
|
1.43K
$250K
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
1+ 0.02% |
$132 - $158
|
4.72K
$824K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1.19K+ 59650.0% |
$157K - $188K
|
1.2K
$209K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
311+ 797.44% |
$41K - $49.1K
|
350
$61.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Jordan Park Group LLC
|
BUY
|
- |
60+ 1.1% |
$7.91K - $9.47K
|
5.53K
$966K
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-56- 57.14% |
$7.38K - $8.83K
|
42
$7.34K
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
4.8KNew |
$633K - $758K
|
4.8K
$839K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-99- 1.56% |
$13.1K - $15.6K
|
6.26K
$1.09M
|
|
|
Jul 29, 2025
Q2 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
1.28KNew |
$169K - $202K
|
1.28K
$224K
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-280- 16.6% |
$36.9K - $44.2K
|
1.41K
$246K
|
|