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 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
15+ 0.45% |
$2.19K - $2.38K
|
3.35K
$563K
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-29- 4.61% |
$4.23K - $4.61K
|
600
$101K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.56K+ 179.82% |
$520K - $566K
|
5.55K
$933K
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.58KNew |
$376K - $409K
|
2.58K
$433K
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
343+ 408.33% |
$50.1K - $54.5K
|
427
$71.9K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
20.4K+ 10.51% |
$2.99M - $3.25M
|
215K
$36.2M
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
15+ 46.88% |
$2.19K - $2.38K
|
47
$7.91K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.34K- 2.91% |
$195K - $212K
|
44.5K
$7.48M
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-15- 0.64% |
$2.19K - $2.38K
|
2.32K
$391K
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2- 0.18% |
$292 - $318
|
1.12K
$189K
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
6.4KNew |
$935K - $1.02M
|
6.4K
$1.08M
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-252- 3.69% |
$36.8K - $40.1K
|
6.57K
$1.11M
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-15- 3.5% |
$2.19K - $2.38K
|
413
$69.5K
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-15- 0.07% |
$2.19K - $2.38K
|
22.5K
$3.79M
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
3.94K+ 23.57% |
$575K - $625K
|
20.6K
$3.47M
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-20- 0.95% |
$2.92K - $3.18K
|
2.08K
$349K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-16Closed |
$2.34K - $2.54K
|
0
$0
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
2.76KNew |
$403K - $438K
|
2.76K
$464K
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
SELL
|
- |
-68- 1.41% |
$9.93K - $10.8K
|
4.76K
$801K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.8KNew |
$263K - $287K
|
1.8K
$303K
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-37- 16.67% |
$5.4K - $5.88K
|
185
$31.1K
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-15- 3.09% |
$2.19K - $2.38K
|
471
$79.3K
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-178- 17.02% |
$26K - $28.3K
|
868
$146K
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-375- 85.62% |
$54.8K - $59.6K
|
63
$10.6K
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
494+ 98.8% |
$72.1K - $78.5K
|
994
$167K
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.94% |
$146 - $159
|
107
$18K
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
720KNew |
$105M - $114M
|
720K
$121M
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
13New |
$1.9K - $2.07K
|
13
$2.19K
|
|
Aug 08, 2024
Q2 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-71- 0.94% |
$10.4K - $11.3K
|
7.5K
$1.26M
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
150New |
$21.9K - $23.8K
|
150
$25.2K
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
78New |
$11.4K - $12.4K
|
78
$13.1K
|
|
Aug 07, 2024
Q2 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-19- 0.47% |
$2.77K - $3.02K
|
3.99K
$671K
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.34KNew |
$196K - $213K
|
1.34K
$226K
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-272- 14.11% |
$39.7K - $43.2K
|
1.66K
$279K
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-252- 14.68% |
$36.8K - $40.1K
|
1.47K
$247K
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-31.5K- 21.95% |
$4.6M - $5M
|
112K
$18.8M
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-16- 28.57% |
$2.34K - $2.54K
|
40
$6.73K
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-129- 6.2% |
$18.8K - $20.5K
|
1.95K
$328K
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-37- 2.18% |
$5.4K - $5.88K
|
1.66K
$279K
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-120- 0.99% |
$17.5K - $19.1K
|
12K
$2.02M
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-85- 53.13% |
$12.4K - $13.5K
|
75
$12.6K
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
156+ 32.43% |
$22.8K - $24.8K
|
637
$107K
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-200- 10.48% |
$29.2K - $31.8K
|
1.71K
$288K
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
1+ 0.02% |
$146 - $159
|
4.48K
$754K
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-75- 4.98% |
$11K - $11.9K
|
1.43K
$241K
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-296- 39.21% |
$43.2K - $47K
|
459
$77.2K
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
39New |
$5.7K - $6.2K
|
39
$6.56K
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-1.17K- 32.25% |
$170K - $185K
|
2.45K
$413K
|
|
Jul 31, 2024
Q2 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
58+ 1.35% |
$8.47K - $9.22K
|
4.34K
$731K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-7- 0.16% |
$1.02K - $1.11K
|
4.35K
$731K
|