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 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-1.44K- 36.85% |
$234K - $261K
|
2.47K
$413K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
255+ 13.34% |
$41.5K - $46.2K
|
2.17K
$363K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
536+ 3.84% |
$87.2K - $97.2K
|
14.5K
$2.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-582- 6.03% |
$94.7K - $106K
|
9.07K
$1.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-18- 1.36% |
$2.93K - $3.26K
|
1.3K
$218K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.84K+ 334.44% |
$787K - $877K
|
6.28K
$1.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
403New |
$65.6K - $73.1K
|
403
$67.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
50New |
$8.13K - $9.07K
|
50
$8.37K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
517+ 11.21% |
$84.1K - $93.8K
|
5.13K
$859K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
6.65K+ 34.39% |
$1.08M - $1.21M
|
26K
$4.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-338- 0.8% |
$55K - $61.3K
|
41.7K
$6.98M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
750+ 42.93% |
$122K - $136K
|
2.5K
$418K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.37K+ 319.59% |
$711K - $793K
|
5.74K
$961K
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
128+ 1.76% |
$20.8K - $23.2K
|
7.41K
$1.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
52.7KNew |
$8.57M - $9.55M
|
52.7K
$8.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-3.78K- 26.49% |
$615K - $686K
|
10.5K
$1.76M
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
SELL
|
- |
-60- 0.84% |
$9.76K - $10.9K
|
7.07K
$1.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
1.25KNew |
$203K - $226K
|
1.25K
$209K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.78K+ 77.68% |
$777K - $866K
|
10.9K
$1.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
12+ 0.38% |
$1.95K - $2.18K
|
3.16K
$529K
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-167- 0.08% |
$27.2K - $30.3K
|
222K
$37.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-3.61K- 4.57% |
$588K - $655K
|
75.5K
$12.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
15New |
$2.44K - $2.72K
|
15
$2.51K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-16- 0.83% |
$2.6K - $2.9K
|
1.92K
$322K
|
|
|
Jan 14, 2025
Q4 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-182K- 12.89% |
$29.7M - $33.1M
|
1.23M
$206M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
460New |
$74.8K - $83.4K
|
460
$77K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
109+ 4.32% |
$17.7K - $19.8K
|
2.64K
$441K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-300- 9.67% |
$48.8K - $54.4K
|
2.8K
$469K
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
31.6KNew |
$5.13M - $5.72M
|
31.6K
$5.28M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-145- 1.95% |
$23.6K - $26.3K
|
7.27K
$1.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-6.7K- 47.09% |
$1.09M - $1.21M
|
7.53K
$1.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-355- 6.11% |
$57.8K - $64.4K
|
5.46K
$914K
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
21+ 0.18% |
$3.42K - $3.81K
|
11.7K
$1.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-7.87K- 18.55% |
$1.28M - $1.43M
|
34.6K
$5.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
42+ 3.42% |
$6.83K - $7.62K
|
1.27K
$213K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
60New |
$9.76K - $10.9K
|
60
$10K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-46- 3.54% |
$7.48K - $8.34K
|
1.25K
$210K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
254+ 21.51% |
$41.3K - $46.1K
|
1.44K
$240K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-120- 1.55% |
$19.5K - $21.8K
|
7.63K
$1.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-608- 11.91% |
$98.9K - $110K
|
4.5K
$753K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
439+ 0.3% |
$71.4K - $79.6K
|
146K
$24.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
625+ 1.31% |
$102K - $113K
|
48.4K
$8.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-29- 0.11% |
$4.72K - $5.26K
|
26.4K
$4.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-14- 0.79% |
$2.28K - $2.54K
|
1.76K
$295K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-271- 3.4% |
$44.1K - $49.1K
|
7.69K
$1.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-77- 35.98% |
$12.5K - $14K
|
137
$22.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-36- 2.17% |
$5.86K - $6.53K
|
1.62K
$271K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-13- 0.34% |
$2.11K - $2.36K
|
3.79K
$634K
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-105- 5.13% |
$17.1K - $19K
|
1.94K
$325K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
389+ 0.15% |
$63.3K - $70.5K
|
261K
$43.7M
|