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 23, 2023
Q4 2022
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.75KNew |
$361K - $412K
|
2.75K
$465K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
508+ 2419.05% |
$66.7K - $76K
|
529
$89.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
3.26KNew |
$427K - $487K
|
3.26K
$551K
|
|
|
Feb 14, 2023
Q4 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-63- 74.12% |
$8.27K - $9.43K
|
22
$3.72K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
459+ 10.91% |
$60.3K - $68.7K
|
4.67K
$789K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
90+ 900.0% |
$11.8K - $13.5K
|
100
$16.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
17.5KNew |
$2.3M - $2.62M
|
17.5K
$2.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
50New |
$6.57K - $7.48K
|
50
$8.46K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-11- 15.71% |
$1.44K - $1.65K
|
59
$9.98K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
26.1KNew |
$3.43M - $3.91M
|
26.1K
$4.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
16.8KNew |
$2.21M - $2.51M
|
16.8K
$2.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
9.1KNew |
$1.2M - $1.36M
|
9.1K
$1.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.9KNew |
$249K - $284K
|
1.9K
$321K
|
|
|
Feb 14, 2023
Q4 2022
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
2.39KNew |
$314K - $358K
|
2.39K
$405K
|
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
2.92KNew |
$384K - $437K
|
2.92K
$494K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
124+ 7.75% |
$16.3K - $18.6K
|
1.73K
$292K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
71New |
$9.32K - $10.6K
|
71
$12K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
222New |
$29.2K - $33.2K
|
222
$37.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
2.51KNew |
$329K - $375K
|
2.51K
$424K
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.47KNew |
$193K - $220K
|
1.47K
$248K
|
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
12.8KNew |
$1.68M - $1.91M
|
12.8K
$2.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
7+ 0.41% |
$919 - $1.05K
|
1.73K
$292K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
4.67KNew |
$613K - $698K
|
4.67K
$789K
|
|
|
Feb 13, 2023
Q4 2022
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-20.9K- 43.72% |
$2.74M - $3.12M
|
26.9K
$4.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
3.05KNew |
$400K - $456K
|
3.05K
$515K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.51KNew |
$198K - $225K
|
1.51K
$255K
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
11.4KNew |
$1.49M - $1.7M
|
11.4K
$1.92M
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
48New |
$6.3K - $7.18K
|
48
$8.12K
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
682+ 36.96% |
$89.6K - $102K
|
2.53K
$427K
|
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
35New |
$4.6K - $5.24K
|
35
$5.92K
|
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-341- 50.07% |
$44.8K - $51K
|
340
$57.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
293+ 2.4% |
$38.5K - $43.8K
|
12.5K
$2.12M
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
15.2K+ 759.92% |
$1.99M - $2.27M
|
17.2K
$2.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Services Advisory Inc
|
BUY
|
- |
94KNew |
$12.3M - $14.1M
|
94K
$15.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
1.5KNew |
$197K - $224K
|
1.5K
$254K
|
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.48KNew |
$194K - $221K
|
1.48K
$250K
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-1.03K- 28.34% |
$136K - $154K
|
2.61K
$441K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
550New |
$72.2K - $82.3K
|
550
$93K
|
|
|
Feb 06, 2023
Q4 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-3.6K- 16.81% |
$472K - $538K
|
17.8K
$3.01M
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
7.5KNew |
$985K - $1.12M
|
7.5K
$1.27M
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
70New |
$9.19K - $10.5K
|
70
$11.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
BUY
|
- |
37.1KNew |
$4.87M - $5.55M
|
37.1K
$6.28M
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
31+ 15.5% |
$4.07K - $4.64K
|
231
$39.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
26.2KNew |
$3.44M - $3.92M
|
26.2K
$4.43M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
100+ 84.75% |
$13.1K - $15K
|
218
$36.9K
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
SELL
|
- |
-13.4K- 46.06% |
$1.76M - $2.01M
|
15.7K
$2.66M
|
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
BUY
|
- |
1.49KNew |
$195K - $223K
|
1.49K
$252K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
83.6KNew |
$11M - $12.5M
|
83.6K
$14.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
1+ 0.34% |
$131 - $150
|
295
$49.9K
|