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 07, 2020
Q2 2020
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-172KClosed |
$12.8M - $18.8M
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-153Closed |
$11.4K - $16.7K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
2.08KNew |
$155K - $227K
|
2.08K
$315K
|
|
|
Aug 03, 2020
Q2 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-250Closed |
$18.6K - $27.3K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-134Closed |
$9.97K - $14.6K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-75Closed |
$5.58K - $8.18K
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
Corbenic Partners LLC
|
SELL
|
- |
-19Closed |
$1.41K - $2.07K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Harbor Investment Advisory, LLC
|
BUY
|
PUT |
1.5KNew |
$112K - $164K
|
1.5K
$227K
|
|
|
Jul 16, 2020
Q2 2020
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-3.76KClosed |
$280K - $410K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-8.56KClosed |
$637K - $934K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-5.8KClosed |
$432K - $633K
|
0
$0
|
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-1.07KClosed |
$79.7K - $117K
|
0
$0
|
|
|
Jul 01, 2020
Q2 2020
|
Cox Capital Mgt LLC
|
SELL
|
- |
-400Closed |
$29.8K - $43.6K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Vulcan Value Partners, LLC
Birmingham, AL |
SELL
|
- |
-5.72KClosed |
$411K - $741K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-4.28KClosed |
$307K - $554K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-2.7KClosed |
$194K - $350K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.84KClosed |
$132K - $238K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Maple Capital Management, Inc.
|
SELL
|
- |
-7.07KClosed |
$507K - $915K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-424Closed |
$30.4K - $54.9K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Plancorp, LLC
|
SELL
|
- |
-2.12KClosed |
$152K - $274K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-2.28KClosed |
$164K - $295K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-47Closed |
$3.37K - $6.09K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Private Management Group Inc
|
SELL
|
- |
-3.61KClosed |
$259K - $467K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Brandes Investment Partners, LP
La Jolla, CA |
SELL
|
- |
-129Closed |
$9.26K - $16.7K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Ckw Financial Group
|
SELL
|
- |
-16Closed |
$1.15K - $2.07K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-30Closed |
$2.15K - $3.89K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-5.54KClosed |
$398K - $718K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Wrapmanager Inc
|
SELL
|
- |
-2.07KClosed |
$149K - $268K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-55Closed |
$3.95K - $7.12K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Gables Capital Management Inc.
|
SELL
|
- |
-499- 9.33% |
$35.8K - $64.6K
|
4.85K
$734K
|
|
|
May 07, 2020
Q1 2020
|
Crewe Advisors LLC
|
SELL
|
- |
-242Closed |
$17.4K - $31.3K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Trellis Advisors, LLC
|
SELL
|
- |
-4.12KClosed |
$296K - $534K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-700Closed |
$50.3K - $90.7K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Investors Research Corp
|
BUY
|
- |
150New |
$10.8K - $19.4K
|
150
$22.7K
|
|
|
Apr 29, 2020
Q1 2020
|
Riversedge Advisors, LLC
|
SELL
|
- |
-2.3KClosed |
$165K - $298K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
First National Trust CO
|
SELL
|
- |
-1.95KClosed |
$140K - $253K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.66KClosed |
$119K - $214K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-4.38KClosed |
$314K - $567K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-40.8KClosed |
$2.93M - $5.28M
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-173Closed |
$12.4K - $22.4K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Barnett & Company, Inc.
|
SELL
|
- |
-301Closed |
$21.6K - $39K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Parkside Investments, LLC
|
SELL
|
- |
-36.1KClosed |
$2.59M - $4.68M
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.62KClosed |
$116K - $210K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Resource Planning Group
|
SELL
|
- |
-1.6KClosed |
$115K - $208K
|
0
$0
|
|
|
Apr 06, 2020
Q1 2020
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-1.76KClosed |
$126K - $228K
|
0
$0
|
|
|
Apr 03, 2020
Q1 2020
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-1.94KClosed |
$139K - $251K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Dec 21, 2023
Q4 2019
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
670+ 116.72% |
$77.4K - $86.4K
|
1.24K
$188K
|
|
|
Feb 14, 2020
Q4 2019
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-1.23KClosed |
$143K - $159K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
2.19KNew |
$253K - $282K
|
2.19K
$331K
|
|
|
Feb 14, 2020
Q4 2019
|
Comprehensive Financial Management LLC
Los Gatos, CA |
BUY
|
- |
230KNew |
$26.6M - $29.7M
|
230K
$34.9M
|
|