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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
60+ 16.22% |
$7.74K - $9.56K
|
430
$72K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
20New |
$2.58K - $3.19K
|
20
$3.35K
|
|
|
Oct 27, 2022
Q3 2022
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
33+ 1.89% |
$4.25K - $5.26K
|
1.78K
$298K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.15KNew |
$148K - $183K
|
1.15K
$193K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-14.2K- 13.73% |
$1.83M - $2.27M
|
89.3K
$15M
|
|
|
Oct 24, 2022
Q3 2022
|
First Bancorp, Inc
|
BUY
|
- |
3K+ 100.0% |
$387K - $478K
|
6K
$1M
|
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
BUY
|
- |
28New |
$3.61K - $4.46K
|
28
$4.69K
|
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
SELL
|
- |
-76- 50.0% |
$9.8K - $12.1K
|
76
$12.7K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
566New |
$73K - $90.2K
|
566
$94.8K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-39.2KClosed |
$5.05M - $6.24M
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-715- 16.95% |
$92.2K - $114K
|
3.5K
$587K
|
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.05KClosed |
$264K - $326K
|
0
$0
|
|
| Q2 2022 | |||||||
|
Nov 19, 2024
Q2 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-2- 0.05% |
$269 - $325
|
3.7K
$620K
|
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-16- 11.03% |
$2.15K - $2.6K
|
129
$21.6K
|
|
|
Sep 27, 2022
Q2 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
SELL
|
- |
-14.3KClosed |
$1.92M - $2.32M
|
0
$0
|
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
100New |
$13.4K - $16.3K
|
100
$16.7K
|
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
3New |
$403 - $488
|
3
$502
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-11Closed |
$1.48K - $1.79K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-655Closed |
$88.1K - $107K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-13.1KClosed |
$1.76M - $2.13M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
8New |
$1.08K - $1.3K
|
8
$1.34K
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.53KClosed |
$205K - $249K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
5.07KNew |
$681K - $825K
|
5.07K
$849K
|
|
|
Aug 15, 2022
Q2 2022
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-31.6KClosed |
$4.24M - $5.14M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Diametric Capital, LP
Boston, MA |
SELL
|
- |
-11.3KClosed |
$1.52M - $1.84M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-55- 3.37% |
$7.4K - $8.95K
|
1.58K
$264K
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-122Closed |
$16.4K - $19.9K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-54.3KClosed |
$7.3M - $8.83M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Summit Partners Public Asset Management, LLC
Boston, MA |
SELL
|
PUT |
-100KClosed |
$13.4M - $16.3M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
PUT |
242KNew |
$32.5M - $39.4M
|
242K
$40.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-100Closed |
$13.4K - $16.3K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
157+ 11.23% |
$21.1K - $25.5K
|
1.56K
$260K
|
|
|
Aug 15, 2022
Q2 2022
|
Brandywine Trust CO
Hockessin, DE |
SELL
|
- |
-6.65KClosed |
$895K - $1.08M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Johns Hopkins University
Baltimore, MD |
SELL
|
- |
-734K- 95.45% |
$98.7M - $119M
|
35K
$5.86M
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Investments L P
Dallas, TX |
BUY
|
PUT |
168KNew |
$22.6M - $27.3M
|
168K
$28.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-33- 1.12% |
$4.44K - $5.37K
|
2.92K
$489K
|
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.26KClosed |
$169K - $205K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-32- 0.52% |
$4.3K - $5.21K
|
6.09K
$1.02M
|
|
|
Aug 15, 2022
Q2 2022
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-566Closed |
$76.1K - $92.1K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-240Closed |
$32.3K - $39.1K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-5.07KClosed |
$682K - $825K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Donald Smith & Co., Inc.
New York, NY |
BUY
|
- |
2.5K+ 39.51% |
$336K - $407K
|
8.83K
$1.48M
|
|
|
Aug 12, 2022
Q2 2022
|
Price Capital Management, Inc.
Lafayette, LA |
SELL
|
- |
-25KClosed |
$3.36M - $4.07M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
15New |
$2.02K - $2.44K
|
15
$2.51K
|
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
105New |
$14.1K - $17.1K
|
105
$17.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-2.23K- 5.47% |
$299K - $362K
|
38.5K
$6.44M
|
|
|
Aug 12, 2022
Q2 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.36KClosed |
$183K - $222K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-2.69KClosed |
$362K - $438K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-15.7KClosed |
$2.11M - $2.55M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-43Closed |
$5.78K - $7K
|
0
$0
|
|