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 |
|---|---|---|---|---|---|---|---|
|
Jun 13, 2023
Q1 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-797- 62.71% |
$104K - $125K
|
474
$80.2K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
19+ 0.5% |
$2.48K - $2.98K
|
3.79K
$642K
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-100- 0.2% |
$13.1K - $15.7K
|
50K
$8.46M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
27New |
$3.53K - $4.24K
|
27
$4.57K
|
|
|
May 15, 2023
Q1 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
24.6K+ 1542.42% |
$3.22M - $3.86M
|
26.2K
$4.43M
|
|
|
May 15, 2023
Q1 2023
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-13.1K- 61.77% |
$1.71M - $2.06M
|
8.11K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
222New |
$29K - $34.8K
|
222
$37.5K
|
|
|
May 12, 2023
Q1 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
19.7KNew |
$2.58M - $3.1M
|
19.7K
$3.34M
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-8.62K- 27.45% |
$1.13M - $1.35M
|
22.8K
$3.85M
|
|
|
May 12, 2023
Q1 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
29.6KNew |
$3.87M - $4.65M
|
29.6K
$5.01M
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-154- 7.98% |
$20.1K - $24.2K
|
1.78K
$300K
|
|
|
May 12, 2023
Q1 2023
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
246KNew |
$32.2M - $38.7M
|
246K
$41.7M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-40- 2.37% |
$5.23K - $6.28K
|
1.65K
$278K
|
|
|
May 11, 2023
Q1 2023
|
Nbw Capital LLC
|
BUY
|
- |
136+ 0.29% |
$17.8K - $21.3K
|
47.6K
$8.06M
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
40New |
$5.23K - $6.28K
|
40
$6.77K
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-268- 32.13% |
$35K - $42.1K
|
566
$95.7K
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
143New |
$18.7K - $22.4K
|
143
$24.2K
|
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
SELL
|
- |
-7.83K- 50.76% |
$1.02M - $1.23M
|
7.6K
$1.28M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
707KNew |
$92.5M - $111M
|
707K
$120M
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-42- 4.84% |
$5.49K - $6.59K
|
826
$140K
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
27New |
$3.53K - $4.24K
|
27
$4.57K
|
|
|
May 04, 2023
Q1 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
1.8KNew |
$235K - $283K
|
1.8K
$304K
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.75KNew |
$229K - $275K
|
1.75K
$296K
|
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
31.8K+ 82.57% |
$4.15M - $4.99M
|
70.2K
$11.9M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-12- 0.79% |
$1.57K - $1.88K
|
1.5K
$254K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
556New |
$72.7K - $87.3K
|
556
$94K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-12- 2.76% |
$1.57K - $1.88K
|
423
$71.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
17New |
$2.22K - $2.67K
|
17
$2.88K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-34- 25.0% |
$4.45K - $5.34K
|
102
$17.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
75+ 2.16% |
$9.81K - $11.8K
|
3.55K
$601K
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-35- 2.26% |
$4.58K - $5.49K
|
1.51K
$256K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.6KNew |
$209K - $251K
|
1.6K
$271K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
3.11KNew |
$407K - $488K
|
3.11K
$526K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-23- 13.22% |
$3.01K - $3.61K
|
151
$25.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
SELL
|
- |
-32- 1.06% |
$4.18K - $5.02K
|
3K
$507K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-904- 10.93% |
$118K - $142K
|
7.37K
$1.25M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
BUY
|
- |
1.5KNew |
$196K - $236K
|
1.5K
$254K
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
SELL
|
- |
-2.8K- 33.06% |
$366K - $439K
|
5.67K
$959K
|
|
|
Apr 10, 2023
Q1 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
99New |
$12.9K - $15.5K
|
99
$16.7K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
17+ 0.31% |
$2.22K - $2.67K
|
5.44K
$919K
|
|
| Q4 2022 | |||||||
|
Jan 29, 2025
Q4 2022
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-168- 5.45% |
$22.1K - $25.1K
|
2.92K
$493K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
12New |
$1.58K - $1.8K
|
12
$2.03K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
30New |
$3.94K - $4.49K
|
30
$5.07K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
394+ 21.83% |
$51.7K - $59K
|
2.2K
$372K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
83.6KNew |
$11M - $12.5M
|
83.6K
$14.1M
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
76New |
$9.98K - $11.4K
|
76
$12.9K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
17New |
$2.23K - $2.54K
|
17
$2.88K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
4.67KNew |
$613K - $698K
|
4.67K
$789K
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
310New |
$40.7K - $46.4K
|
310
$52.4K
|
|
|
Feb 24, 2023
Q4 2022
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1.93KNew |
$253K - $288K
|
1.93K
$326K
|
|