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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
678+ 14.58% |
$89.4K - $107K
|
5.33K
$930K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
18+ 46.15% |
$2.37K - $2.84K
|
57
$9.96K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-26.1K- 52.31% |
$3.45M - $4.12M
|
23.8K
$4.16M
|
|
|
Jul 28, 2025
Q2 2025
|
Stegner Investment Associates Inc.
|
BUY
|
- |
31+ 0.81% |
$4.09K - $4.89K
|
3.86K
$675K
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
BUY
|
- |
1.3KNew |
$171K - $204K
|
1.3K
$226K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-50- 4.5% |
$6.59K - $7.89K
|
1.06K
$185K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
6+ 120.0% |
$791 - $947
|
11
$1.92K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.1K- 80.69% |
$1.87M - $2.23M
|
3.39K
$591K
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.72KNew |
$359K - $429K
|
2.72K
$475K
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-333- 40.71% |
$43.9K - $52.5K
|
485
$84.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-44- 2.26% |
$5.8K - $6.94K
|
1.9K
$332K
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
2.61KNew |
$344K - $412K
|
2.61K
$456K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
194+ 43.89% |
$25.6K - $30.6K
|
636
$111K
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
SELL
|
- |
-416- 3.03% |
$54.8K - $65.6K
|
13.3K
$2.33M
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
30New |
$3.96K - $4.73K
|
30
$5.24K
|
|
|
Jul 23, 2025
Q2 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-226- 59.01% |
$29.8K - $35.7K
|
157
$27.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Baxter Bros Inc
|
SELL
|
- |
-175- 7.45% |
$23.1K - $27.6K
|
2.18K
$380K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
110+ 5.07% |
$14.5K - $17.4K
|
2.28K
$398K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-138- 2.14% |
$18.2K - $21.8K
|
6.32K
$1.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-250- 8.04% |
$33K - $39.4K
|
2.86K
$499K
|
|
|
Jul 21, 2025
Q2 2025
|
Azarias Capital Management, L.P.
Berwyn, PA |
BUY
|
- |
17.9KNew |
$2.36M - $2.82M
|
17.9K
$3.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
1.28KNew |
$169K - $202K
|
1.28K
$224K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-120- 21.05% |
$15.8K - $18.9K
|
450
$78.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
1.4KNew |
$185K - $221K
|
1.4K
$245K
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1- 9.09% |
$132 - $158
|
10
$1.75K
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
SELL
|
- |
-411- 0.55% |
$54.2K - $64.8K
|
74.8K
$13.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 1.18% |
$132 - $158
|
86
$15K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-60- 3.89% |
$7.91K - $9.47K
|
1.48K
$259K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 3.03% |
$132 - $158
|
34
$5.94K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-13- 0.86% |
$1.71K - $2.05K
|
1.5K
$261K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-27- 0.13% |
$3.56K - $4.26K
|
20.7K
$3.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
25New |
$3.3K - $3.94K
|
25
$4.37K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
849+ 39.92% |
$112K - $134K
|
2.98K
$520K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-1- 0.76% |
$132 - $158
|
131
$22.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-74- 9.32% |
$9.76K - $11.7K
|
720
$126K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-561- 74.8% |
$74K - $88.5K
|
189
$33K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-56- 1.0% |
$7.38K - $8.83K
|
5.53K
$966K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
176New |
$23.2K - $27.8K
|
176
$30.7K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
1.29KNew |
$170K - $203K
|
1.29K
$225K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3+ 0.42% |
$396 - $473
|
713
$125K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-139- 5.32% |
$18.3K - $21.9K
|
2.47K
$432K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
35+ 2.14% |
$4.61K - $5.52K
|
1.67K
$292K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-100- 18.55% |
$13.2K - $15.8K
|
439
$76.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-75- 51.02% |
$9.89K - $11.8K
|
72
$12.6K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-214- 4.61% |
$28.2K - $33.8K
|
4.43K
$773K
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-249- 12.17% |
$32.8K - $39.3K
|
1.8K
$314K
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
55KNew |
$8.2M - $9.31M
|
55K
$9.6M
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
40New |
$5.97K - $6.78K
|
40
$6.99K
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
15+ 150.0% |
$2.24K - $2.54K
|
25
$4.37K
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
7.67KNew |
$1.15M - $1.3M
|
7.67K
$1.34M
|
|