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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.8K+ 8.83% |
$3.27M - $3.73M
|
257K
$44.8M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.19K- 26.1% |
$345K - $393K
|
6.21K
$1.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.12KNew |
$333K - $379K
|
2.12K
$370K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.29K+ 10.71% |
$359K - $409K
|
23.6K
$4.13M
|
|
|
Nov 14, 2025
Q3 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
938+ 10.19% |
$147K - $168K
|
10.1K
$1.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
580+ 43.51% |
$91.1K - $104K
|
1.91K
$334K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.05K- 1.87% |
$480K - $546K
|
160K
$27.9M
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.17K- 2.32% |
$184K - $210K
|
49.3K
$8.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-3.92K- 36.42% |
$616K - $701K
|
6.84K
$1.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
5+ 0.12% |
$786 - $895
|
4.24K
$740K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
9.66K+ 9.71% |
$1.52M - $1.73M
|
109K
$19.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-70- 2.34% |
$11K - $12.5K
|
2.92K
$511K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-65.2K- 49.31% |
$10.2M - $11.7M
|
67K
$11.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-2K- 25.32% |
$314K - $358K
|
5.9K
$1.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
792+ 0.94% |
$124K - $142K
|
84.7K
$14.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.37K+ 44.86% |
$373K - $425K
|
7.67K
$1.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-1.12K- 36.6% |
$176K - $200K
|
1.94K
$338K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
188+ 5.72% |
$29.5K - $33.6K
|
3.48K
$607K
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2+ 0.16% |
$314 - $358
|
1.24K
$216K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17.1K+ 4.35% |
$2.69M - $3.07M
|
411K
$71.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.02K- 18.12% |
$160K - $183K
|
4.61K
$805K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
1.62KNew |
$255K - $290K
|
1.62K
$283K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
96+ 1.8% |
$15.1K - $17.2K
|
5.44K
$951K
|
|
|
Nov 14, 2025
Q3 2025
|
Evelyn Partners Asset Management LTD
London, |
BUY
|
- |
50New |
$7.86K - $8.95K
|
50
$8.73K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.74K- 9.38% |
$273K - $310K
|
16.8K
$2.93M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
815+ 4.53% |
$128K - $146K
|
18.8K
$3.29M
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.16K+ 9.18% |
$183K - $208K
|
13.8K
$2.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
49New |
$7.7K - $8.77K
|
49
$8.56K
|
|
|
Nov 13, 2025
Q3 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-398- 8.32% |
$62.5K - $71.2K
|
4.39K
$766K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.66K+ 71.57% |
$261K - $298K
|
3.99K
$697K
|
|
|
Nov 13, 2025
Q3 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-131- 32.03% |
$20.6K - $23.4K
|
278
$48.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-32- 0.96% |
$5.03K - $5.73K
|
3.3K
$576K
|
|
|
Nov 13, 2025
Q3 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-41.1K- 82.56% |
$6.45M - $7.35M
|
8.67K
$1.52M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.25K+ 4.71% |
$1.14M - $1.3M
|
161K
$28.1M
|
|
|
Nov 13, 2025
Q3 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
9+ 0.55% |
$1.41K - $1.61K
|
1.64K
$286K
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
1.27K+ 13.44% |
$200K - $228K
|
10.7K
$1.87M
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-29- 0.23% |
$4.56K - $5.19K
|
12.5K
$2.18M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.17K+ 10.65% |
$183K - $208K
|
12.1K
$2.11M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
13+ 0.39% |
$2.04K - $2.33K
|
3.37K
$588K
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.57K- 2.74% |
$246K - $280K
|
55.7K
$9.73M
|
|
|
Nov 13, 2025
Q3 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
35.6K+ 142.08% |
$5.6M - $6.38M
|
60.7K
$10.6M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.99K+ 63.87% |
$312K - $356K
|
5.1K
$891K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
66New |
$10.4K - $11.8K
|
66
$11.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Independent Family Office, LLC
|
BUY
|
- |
312+ 0.91% |
$49K - $55.8K
|
34.6K
$6.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.53K+ 1.74% |
$240K - $273K
|
89.3K
$15.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-263- 1.07% |
$41.3K - $47.1K
|
24.3K
$4.25M
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
175+ 4.25% |
$27.5K - $31.3K
|
4.29K
$749K
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-13.2K- 23.72% |
$2.08M - $2.37M
|
42.6K
$7.44M
|
|
|
Nov 13, 2025
Q3 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
80+ 2.48% |
$12.6K - $14.3K
|
3.31K
$577K
|
|
|
Nov 13, 2025
Q3 2025
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-12- 0.88% |
$1.89K - $2.15K
|
1.35K
$235K
|
|