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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-87K- 84.15% |
$14.1M - $15.8M
|
16.4K
$2.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
905+ 59.31% |
$147K - $164K
|
2.43K
$407K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
38+ 0.83% |
$6.18K - $6.89K
|
4.62K
$774K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.94KNew |
$315K - $351K
|
1.94K
$324K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
18+ 0.24% |
$2.93K - $3.26K
|
7.61K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
2.08KNew |
$338K - $376K
|
2.08K
$348K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-231- 1.91% |
$37.6K - $41.9K
|
11.9K
$1.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
39+ 0.02% |
$6.34K - $7.07K
|
205K
$34.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.2KNew |
$195K - $217K
|
1.2K
$201K
|
|
|
Jan 28, 2025
Q4 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-612K- 91.96% |
$99.6M - $111M
|
53.5K
$8.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
6.38K+ 6.82% |
$1.04M - $1.16M
|
100K
$16.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-12- 0.21% |
$1.95K - $2.18K
|
5.69K
$952K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-47.6K- 65.79% |
$7.74M - $8.63M
|
24.8K
$4.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-680- 7.62% |
$111K - $123K
|
8.24K
$1.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-3.01K- 2.78% |
$490K - $546K
|
105K
$17.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-2- 0.09% |
$325 - $363
|
2.13K
$357K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.45KNew |
$236K - $263K
|
1.45K
$243K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.43KNew |
$233K - $260K
|
1.43K
$240K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
625+ 8.26% |
$102K - $113K
|
8.19K
$1.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-899- 4.97% |
$146K - $163K
|
17.2K
$2.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.96K+ 3.05% |
$1.13M - $1.26M
|
236K
$39.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-923- 6.82% |
$150K - $167K
|
12.6K
$2.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
359+ 22.64% |
$58.4K - $65.1K
|
1.95K
$326K
|
|
|
Jan 27, 2025
Q4 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-34- 0.68% |
$5.53K - $6.17K
|
4.97K
$833K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
592+ 32.76% |
$96.3K - $107K
|
2.4K
$402K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-273- 1.46% |
$44.4K - $49.5K
|
18.4K
$3.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-141- 4.08% |
$22.9K - $25.6K
|
3.32K
$555K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
574+ 45.81% |
$93.4K - $104K
|
1.83K
$306K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-47- 2.33% |
$7.65K - $8.52K
|
1.97K
$330K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
141+ 0.52% |
$22.9K - $25.6K
|
27.1K
$4.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-80- 4.93% |
$13K - $14.5K
|
1.54K
$259K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.69KNew |
$763K - $850K
|
4.69K
$785K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-95- 50.0% |
$15.5K - $17.2K
|
95
$15.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-103- 3.56% |
$16.8K - $18.7K
|
2.79K
$468K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-44K- 86.41% |
$7.16M - $7.98M
|
6.92K
$1.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
106+ 6.85% |
$17.2K - $19.2K
|
1.65K
$277K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
20New |
$3.25K - $3.63K
|
20
$3.35K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5+ 0.47% |
$813 - $907
|
1.07K
$179K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
363+ 4.18% |
$59.1K - $65.8K
|
9.04K
$1.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-125- 0.99% |
$20.3K - $22.7K
|
12.5K
$2.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
6+ 0.58% |
$976 - $1.09K
|
1.04K
$173K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
51+ 8.92% |
$8.3K - $9.25K
|
623
$104K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.12K+ 9.69% |
$183K - $204K
|
12.7K
$2.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-119- 3.22% |
$19.4K - $21.6K
|
3.58K
$600K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-20- 2.59% |
$3.25K - $3.63K
|
752
$126K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-161- 9.37% |
$26.2K - $29.2K
|
1.56K
$261K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
161New |
$26.2K - $29.2K
|
161
$27K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
350+ 6.69% |
$56.9K - $63.5K
|
5.59K
$935K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
113KNew |
$18.4M - $20.5M
|
113K
$19M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
SELL
|
CALL |
-279K- 49.91% |
$45.5M - $50.7M
|
280K
$47M
|