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 12, 2025
Q3 2025
|
Close Asset Management LTD
|
SELL
|
- |
-150- 40.0% |
$23.6K - $26.8K
|
225
$39.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.67M+ 62.53% |
$263M - $299M
|
4.34M
$759M
|
|
|
Nov 12, 2025
Q3 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-31- 0.46% |
$4.87K - $5.55K
|
6.65K
$1.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-1.22K- 1.56% |
$192K - $218K
|
77.2K
$13.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
482New |
$75.7K - $86.2K
|
482
$84.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-139- 3.37% |
$21.8K - $24.9K
|
3.99K
$696K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-858- 1.53% |
$135K - $154K
|
55.1K
$9.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-150- 8.11% |
$23.6K - $26.8K
|
1.7K
$297K
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.42K+ 18.3% |
$223K - $254K
|
9.16K
$1.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
11.7K+ 487.33% |
$1.83M - $2.09M
|
14K
$2.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
17+ 0.45% |
$2.67K - $3.04K
|
3.76K
$656K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-449- 4.35% |
$70.5K - $80.3K
|
9.88K
$1.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
9.8K+ 63.63% |
$1.54M - $1.75M
|
25.2K
$4.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
287+ 1.21% |
$45.1K - $51.4K
|
23.9K
$4.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
11+ 0.46% |
$1.73K - $1.97K
|
2.41K
$422K
|
|
|
Nov 12, 2025
Q3 2025
|
Royce & Associates LP
|
BUY
|
- |
48.4K+ 62.32% |
$7.61M - $8.66M
|
126K
$22M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.9K+ 34.19% |
$456K - $520K
|
11.4K
$1.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-361- 7.96% |
$56.7K - $64.6K
|
4.17K
$729K
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
481+ 21.69% |
$75.6K - $86.1K
|
2.7K
$471K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-528- 3.73% |
$82.9K - $94.5K
|
13.6K
$2.38M
|
|
|
Nov 12, 2025
Q3 2025
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-6.05K- 66.85% |
$950K - $1.08M
|
3K
$524K
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-124- 1.55% |
$19.5K - $22.2K
|
7.86K
$1.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-300- 2.71% |
$47.1K - $53.7K
|
10.8K
$1.88M
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-13.1K- 3.75% |
$2.06M - $2.35M
|
337K
$58.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.98K+ 6.75% |
$310K - $353K
|
31.2K
$5.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
11+ 0.45% |
$1.73K - $1.97K
|
2.46K
$429K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
202+ 4.82% |
$31.7K - $36.1K
|
4.39K
$767K
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-1- 0.05% |
$157 - $179
|
1.9K
$332K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-53- 2.1% |
$8.33K - $9.48K
|
2.47K
$431K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
43New |
$6.76K - $7.69K
|
43
$7.51K
|
|
|
Nov 12, 2025
Q3 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-38- 38.0% |
$5.97K - $6.8K
|
62
$10.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-80- 49.69% |
$12.6K - $14.3K
|
81
$14.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-35.7K- 11.32% |
$5.61M - $6.39M
|
280K
$48.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-22- 0.04% |
$3.46K - $3.94K
|
62.7K
$11M
|
|
|
Nov 12, 2025
Q3 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-93- 1.78% |
$14.6K - $16.6K
|
5.13K
$896K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.2K+ 0.62% |
$974K - $1.11M
|
1.01M
$176M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-27.3K- 50.5% |
$4.28M - $4.88M
|
26.7K
$4.67M
|
|
|
Nov 12, 2025
Q3 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.64K+ 5.49% |
$258K - $294K
|
31.5K
$5.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.46K- 2.42% |
$230K - $262K
|
58.9K
$10.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-860- 1.72% |
$135K - $154K
|
49.2K
$8.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-21- 0.77% |
$3.3K - $3.76K
|
2.7K
$471K
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
53.2KNew |
$8.35M - $9.52M
|
53.2K
$9.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
146+ 1.39% |
$22.9K - $26.1K
|
10.7K
$1.86M
|
|
|
Nov 12, 2025
Q3 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
9.46KNew |
$1.49M - $1.69M
|
9.46K
$1.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.49KNew |
$234K - $266K
|
1.49K
$260K
|
|
|
Nov 12, 2025
Q3 2025
|
American Wealth Advisors, LLC
Johns Creek, GA |
BUY
|
- |
3.38KNew |
$531K - $605K
|
3.38K
$591K
|
|
|
Nov 12, 2025
Q3 2025
|
Truepoint, Inc.
|
SELL
|
- |
-14- 0.65% |
$2.2K - $2.51K
|
2.12K
$371K
|
|
|
Nov 12, 2025
Q3 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1.2KNew |
$189K - $215K
|
1.2K
$210K
|
|
|
Nov 12, 2025
Q3 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-510- 11.14% |
$80.1K - $91.3K
|
4.07K
$711K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$157 - $179
|
6.47K
$1.13M
|
|