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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-15- 0.86% |
$1.88K - $2.37K
|
1.73K
$290K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.47% |
$377 - $475
|
644
$108K
|
|
Jan 10, 2024
Q4 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
1.35KNew |
$169K - $213K
|
1.35K
$225K
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
BUY
|
- |
1.46KNew |
$183K - $230K
|
1.46K
$243K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
102New |
$12.8K - $16.1K
|
102
$17.1K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-92- 4.16% |
$11.5K - $14.6K
|
2.12K
$354K
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
BUY
|
- |
66New |
$8.28K - $10.4K
|
66
$11K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-288- 1.75% |
$36.1K - $45.6K
|
16.1K
$2.7M
|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
BUY
|
- |
2.25KNew |
$282K - $355K
|
2.25K
$376K
|
|
Q3 2023 | |||||||
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
132New |
$17.7K - $20K
|
132
$22.1K
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
16New |
$2.14K - $2.42K
|
16
$2.68K
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-5- 0.28% |
$669 - $756
|
1.81K
$302K
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
209New |
$28K - $31.6K
|
209
$35K
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-134- 69.79% |
$17.9K - $20.3K
|
58
$9.7K
|
|
Nov 14, 2023
Q3 2023
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-4.5K- 36.0% |
$602K - $681K
|
8K
$1.34M
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
273New |
$36.5K - $41.3K
|
273
$45.7K
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
7.28KNew |
$974K - $1.1M
|
7.28K
$1.22M
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.84K+ 2.9% |
$246K - $278K
|
65.3K
$10.9M
|
|
Nov 13, 2023
Q3 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
7.44KNew |
$995K - $1.12M
|
7.44K
$1.24M
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-68- 11.79% |
$9.1K - $10.3K
|
509
$85.2K
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-618KClosed |
$82.7M - $93.5M
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
210New |
$28.1K - $31.8K
|
210
$35.1K
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
34New |
$4.55K - $5.14K
|
34
$5.69K
|
|
Nov 08, 2023
Q3 2023
|
Connable Office Inc
|
BUY
|
- |
28.7KNew |
$3.84M - $4.34M
|
28.7K
$4.8M
|
|
Nov 08, 2023
Q3 2023
|
Appleton Group, LLC
|
BUY
|
- |
224+ 4.85% |
$30K - $33.9K
|
4.84K
$810K
|
|
Nov 08, 2023
Q3 2023
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
682New |
$91.3K - $103K
|
682
$114K
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-153- 5.68% |
$20.5K - $23.1K
|
2.54K
$425K
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
100+ 4.17% |
$13.4K - $15.1K
|
2.5K
$418K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-15.6K- 11.04% |
$2.09M - $2.36M
|
126K
$21M
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.27% |
$134 - $151
|
375
$62.7K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
29New |
$3.88K - $4.39K
|
29
$4.85K
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.3K+ 83.81% |
$308K - $348K
|
5.05K
$845K
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
BUY
|
- |
205New |
$27.4K - $31K
|
205
$34.3K
|
|
Oct 27, 2023
Q3 2023
|
Belvedere Trading LLC
|
SELL
|
CALL |
-100- 0.5% |
$13.4K - $15.1K
|
20.1K
$3.36M
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
478New |
$64K - $72.3K
|
478
$80K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
4.6KNew |
$615K - $696K
|
4.6K
$770K
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-483- 22.83% |
$64.6K - $73K
|
1.63K
$273K
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-8.59K- 24.64% |
$1.15M - $1.3M
|
26.3K
$4.4M
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
12New |
$1.61K - $1.81K
|
12
$2.01K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
344New |
$46K - $52K
|
344
$57.6K
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-88- 4.77% |
$11.8K - $13.3K
|
1.76K
$294K
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.88KNew |
$385K - $436K
|
2.88K
$482K
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.94K- 86.13% |
$259K - $293K
|
312
$52.2K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2- 15.38% |
$268 - $302
|
11
$1.84K
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
6.82KNew |
$913K - $1.03M
|
6.82K
$1.14M
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
30New |
$4.01K - $4.54K
|
30
$5.02K
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
5.86KNew |
$784K - $886K
|
5.86K
$980K
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
108New |
$14.5K - $16.3K
|
108
$18.1K
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-140- 14.06% |
$18.7K - $21.2K
|
856
$143K
|