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 |
---|---|---|---|---|---|---|---|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
532New |
$71.5K - $86.6K
|
532
$80.4K
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
450New |
$60.5K - $73.2K
|
450
$68K
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-13Closed |
$1.75K - $2.12K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.31KClosed |
$175K - $212K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.06K- 39.1% |
$143K - $172K
|
1.65K
$250K
|
|
Aug 08, 2022
Q2 2022
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-760Closed |
$102K - $124K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-1.33KClosed |
$179K - $217K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
5New |
$672 - $814
|
5
$756
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-5- 0.15% |
$672 - $814
|
3.22K
$487K
|
|
Aug 04, 2022
Q2 2022
|
360 Financial, Inc.
|
BUY
|
- |
965+ 1.62% |
$130K - $157K
|
60.7K
$9.18M
|
|
Aug 04, 2022
Q2 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-124KClosed |
$16.7M - $20.2M
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-3.04KClosed |
$408K - $494K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
100+ 2000.0% |
$13.4K - $16.3K
|
105
$15.9K
|
|
Aug 03, 2022
Q2 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.24KClosed |
$167K - $202K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.37KClosed |
$184K - $223K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-4- 0.24% |
$538 - $651
|
1.67K
$253K
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
5KNew |
$672K - $813K
|
5K
$755K
|
|
Aug 01, 2022
Q2 2022
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-1.4KClosed |
$188K - $228K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
13+ 6.34% |
$1.75K - $2.12K
|
218
$33K
|
|
Jul 28, 2022
Q2 2022
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-1.5KClosed |
$202K - $244K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-160Closed |
$21.5K - $26K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-387Closed |
$52K - $63K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
176New |
$23.7K - $28.6K
|
176
$26.6K
|
|
Jul 27, 2022
Q2 2022
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-1.4KClosed |
$188K - $227K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-1.25KClosed |
$167K - $203K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Prw Wealth Management LLC
|
SELL
|
- |
-3.11KClosed |
$418K - $506K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
50+ 2.11% |
$6.72K - $8.14K
|
2.42K
$366K
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-114- 16.03% |
$15.3K - $18.5K
|
597
$90.3K
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-782Closed |
$105K - $127K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
19.2KNew |
$2.58M - $3.13M
|
19.2K
$2.91M
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
85+ 170.0% |
$11.4K - $13.8K
|
135
$20.4K
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
70New |
$9.41K - $11.4K
|
70
$10.6K
|
|
Jul 19, 2022
Q2 2022
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
145New |
$19.5K - $23.6K
|
145
$21.9K
|
|
Jul 19, 2022
Q2 2022
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-19.7K- 91.77% |
$2.65M - $3.21M
|
1.77K
$267K
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
95New |
$12.8K - $15.5K
|
95
$14.4K
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
SELL
|
- |
-2Closed |
$269 - $325
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-1.02K- 29.91% |
$137K - $166K
|
2.39K
$361K
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-7.72KClosed |
$1.04M - $1.26M
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.99K- 21.82% |
$402K - $487K
|
10.7K
$1.62M
|
|
Jul 15, 2022
Q2 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
2.34KNew |
$314K - $380K
|
2.34K
$354K
|
|
Jul 15, 2022
Q2 2022
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-3.57KClosed |
$481K - $582K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-19- 0.67% |
$2.55K - $3.09K
|
2.8K
$424K
|
|
Jul 15, 2022
Q2 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-1.38KClosed |
$186K - $225K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
640New |
$86.1K - $104K
|
640
$96.8K
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-153- 29.77% |
$20.6K - $24.9K
|
361
$54.6K
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
5New |
$672 - $814
|
5
$756
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-660- 90.91% |
$88.8K - $107K
|
66
$9.98K
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.25KClosed |
$168K - $203K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
44+ 0.41% |
$5.92K - $7.16K
|
10.9K
$1.64M
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-1.59KClosed |
$214K - $259K
|
0
$0
|