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 17, 2021
Q4 2020
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-17.3KClosed |
$1.74M - $2.28M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-200Closed |
$20.2K - $26.5K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-239Closed |
$24.1K - $31.6K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Private Capital Management, LLC
Naples, FL |
SELL
|
PUT |
-9KClosed |
$908K - $1.19M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-6.18KClosed |
$624K - $818K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-334KClosed |
$33.7M - $44.1M
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-701Closed |
$70.7K - $92.7K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-495Closed |
$49.9K - $65.5K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-30.2KClosed |
$3.05M - $3.99M
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Human Investing LLC
|
SELL
|
- |
-166Closed |
$16.7K - $22K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Meritage Portfolio Management
|
SELL
|
- |
-2.85KClosed |
$288K - $377K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
American Research & Management Co.
|
SELL
|
- |
-40- 50.0% |
$4.04K - $5.29K
|
40
$6.05K
|
|
|
Jan 19, 2021
Q4 2020
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-3.86KClosed |
$390K - $511K
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
Marquette Asset Management, LLC
|
SELL
|
- |
-66- 16.92% |
$6.66K - $8.73K
|
324
$49K
|
|
|
Jan 11, 2021
Q4 2020
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-2.61KClosed |
$263K - $345K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 18, 2024
Q3 2020
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-83- 1.92% |
$7.6K - $8.99K
|
4.24K
$641K
|
|
|
Nov 09, 2023
Q3 2020
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-960- 78.37% |
$87.9K - $104K
|
265
$40.1K
|
|
|
Dec 14, 2020
Q3 2020
|
Burney CO
Reston, VA |
SELL
|
- |
-3.22KClosed |
$295K - $349K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Gen Trust, LLC
|
SELL
|
- |
-2.82KClosed |
$258K - $305K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-35KClosed |
$3.21M - $3.79M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-29.1KClosed |
$2.66M - $3.15M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Endurant Capital Management LP
San Mateo, CA |
SELL
|
PUT |
-109KClosed |
$9.95M - $11.8M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Citizens & Northern Corp
|
SELL
|
- |
-41.9KClosed |
$3.84M - $4.54M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Soft Vest Advisors, LLC
Abilene, TX |
BUY
|
PUT |
250K+ 34.72% |
$22.9M - $27.1M
|
970K
$147M
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-226Closed |
$20.7K - $24.5K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-9.86KClosed |
$903K - $1.07M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Myda Advisors LLC
Inwood, NY |
SELL
|
- |
-16KClosed |
$1.47M - $1.73M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-2.2KClosed |
$201K - $238K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-6.42KClosed |
$587K - $695K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-141Closed |
$12.9K - $15.3K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-2.63KClosed |
$241K - $285K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
2.11KNew |
$194K - $229K
|
2.11K
$320K
|
|
|
Oct 22, 2020
Q3 2020
|
Ballast Advisors LLC
|
BUY
|
- |
14+ 4.32% |
$1.28K - $1.52K
|
338
$51.1K
|
|
|
Oct 13, 2020
Q3 2020
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-3.76KClosed |
$344K - $407K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 05, 2024
Q2 2020
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-8.92KClosed |
$664K - $974K
|
0
$0
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-15.8K- 48.03% |
$1.17M - $1.72M
|
17.1K
$2.58M
|
|
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-68Closed |
$5.06K - $7.42K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-414Closed |
$30.8K - $45.2K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-35Closed |
$2.61K - $3.82K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-1.96KClosed |
$146K - $214K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Starboard Value LP
New York, NY |
BUY
|
PUT |
2.22MNew |
$165M - $242M
|
2.22M
$336M
|
|
|
Aug 14, 2020
Q2 2020
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-3.47KClosed |
$258K - $378K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-55Closed |
$4.09K - $6K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
PUT |
5.06KNew |
$377K - $552K
|
5.06K
$765K
|
|
|
Aug 13, 2020
Q2 2020
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-3.21KClosed |
$239K - $350K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-3.78KClosed |
$281K - $412K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-4.93KClosed |
$367K - $538K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
248New |
$18.5K - $27.1K
|
248
$37.5K
|
|
|
Aug 10, 2020
Q2 2020
|
Valley National Advisers Inc
|
SELL
|
- |
-28Closed |
$2.08K - $3.06K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-21Closed |
$1.56K - $2.29K
|
0
$0
|
|