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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
CALL |
27KNew |
$3.39M - $4.27M
|
27K
$4.57M
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
16New |
$2.01K - $2.53K
|
16
$2.71K
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
1.37KNew |
$171K - $216K
|
1.37K
$231K
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-1.5K- 17.86% |
$188K - $237K
|
6.9K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
16New |
$2.01K - $2.53K
|
16
$2.71K
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-3.92K- 71.26% |
$492K - $620K
|
1.58K
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-528- 71.35% |
$66.3K - $83.5K
|
212
$35.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
400+ 26.47% |
$50.2K - $63.3K
|
1.91K
$323K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
91+ 5.13% |
$11.4K - $14.4K
|
1.87K
$315K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-55- 35.48% |
$6.9K - $8.7K
|
100
$16.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
52New |
$6.53K - $8.23K
|
52
$8.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.33KNew |
$1.17M - $1.48M
|
9.33K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
9.06K+ 44.83% |
$1.14M - $1.43M
|
29.3K
$4.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
29.9K+ 37.1% |
$3.75M - $4.73M
|
111K
$18.7M
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-33- 0.71% |
$4.14K - $5.22K
|
4.6K
$779K
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-1K- 91.24% |
$126K - $158K
|
96
$16.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
PUT |
-600- 31.58% |
$75.3K - $94.9K
|
1.3K
$220K
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-32.6K- 88.32% |
$4.09M - $5.16M
|
4.31K
$730K
|
|
|
Feb 14, 2024
Q4 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
1.41KNew |
$177K - $223K
|
1.41K
$238K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-188- 5.84% |
$23.6K - $29.7K
|
3.03K
$513K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
154New |
$19.3K - $24.4K
|
154
$26K
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-2.6K- 63.52% |
$326K - $411K
|
1.49K
$253K
|
|
|
Feb 13, 2024
Q4 2023
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
1.63KNew |
$204K - $257K
|
1.63K
$275K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-713- 34.31% |
$89.5K - $113K
|
1.37K
$231K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
56New |
$7.03K - $8.86K
|
56
$9.47K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1New |
$126 - $158
|
1
$169
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.85KNew |
$232K - $293K
|
1.85K
$313K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1KNew |
$126K - $158K
|
1K
$169K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
16KNew |
$2.01M - $2.54M
|
16K
$2.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Cardinal Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.37KNew |
$925K - $1.17M
|
7.37K
$1.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
45+ 1.19% |
$5.65K - $7.12K
|
3.82K
$646K
|
|
|
Feb 12, 2024
Q4 2023
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
18.1KNew |
$2.27M - $2.87M
|
18.1K
$3.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
3.4KNew |
$427K - $538K
|
3.4K
$575K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4New |
$502 - $633
|
4
$677
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.08K+ 18.53% |
$261K - $329K
|
13.3K
$2.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-125- 25.0% |
$15.7K - $19.8K
|
375
$63.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Athena Investment Management
|
BUY
|
- |
1.33KNew |
$166K - $210K
|
1.33K
$224K
|
|
|
Feb 09, 2024
Q4 2023
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
14.7KNew |
$1.84M - $2.32M
|
14.7K
$2.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
26KNew |
$3.26M - $4.11M
|
26K
$4.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
65New |
$8.16K - $10.3K
|
65
$11K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
8+ 0.53% |
$1K - $1.27K
|
1.51K
$255K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.73K+ 115.38% |
$217K - $273K
|
3.22K
$545K
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-96- 6.48% |
$12K - $15.2K
|
1.39K
$234K
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-23- 1.51% |
$2.89K - $3.64K
|
1.5K
$254K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-9- 12.5% |
$1.13K - $1.42K
|
63
$10.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
3.18KNew |
$399K - $503K
|
3.18K
$538K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-692- 0.45% |
$86.9K - $109K
|
152K
$25.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
55New |
$6.9K - $8.7K
|
55
$9.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Equity Management
|
SELL
|
- |
-25K- 51.64% |
$3.14M - $3.96M
|
23.5K
$3.97M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.3KNew |
$163K - $205K
|
1.3K
$219K
|