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, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
9.2K+ 34.85% |
$1.38M - $1.58M
|
35.6K
$5.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.36K+ 2.43% |
$205K - $234K
|
57.6K
$9.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-1.98K- 27.19% |
$298K - $340K
|
5.31K
$894K
|
|
|
Nov 14, 2024
Q3 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
1.91K+ 55.37% |
$286K - $327K
|
5.35K
$900K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.45K- 3.15% |
$368K - $420K
|
75.3K
$12.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-3.19K- 64.99% |
$478K - $546K
|
1.72K
$289K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-659- 35.85% |
$98.9K - $113K
|
1.18K
$198K
|
|
|
Nov 14, 2024
Q3 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
1.25KNew |
$187K - $214K
|
1.25K
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-4- 0.82% |
$600 - $685
|
482
$81.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
1.4KNew |
$210K - $240K
|
1.4K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
1.22KNew |
$183K - $209K
|
1.22K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
40New |
$6K - $6.85K
|
40
$6.73K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-4.15K- 5.93% |
$622K - $710K
|
65.8K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
13.5K+ 25.03% |
$2.02M - $2.31M
|
67.4K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-71.3K- 43.57% |
$10.7M - $12.2M
|
92.4K
$15.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-15.5K- 87.78% |
$2.32M - $2.65M
|
2.16K
$363K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
11.7KNew |
$1.76M - $2M
|
11.7K
$1.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Ariel Investments, LLC
Chicago, IL |
BUY
|
- |
8.97K+ 142.47% |
$1.35M - $1.54M
|
15.3K
$2.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-5- 0.37% |
$750 - $857
|
1.33K
$224K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-13.9K- 6.86% |
$2.08M - $2.37M
|
188K
$31.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.2% |
$150 - $171
|
501
$84.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
172New |
$25.8K - $29.5K
|
172
$28.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-149- 0.44% |
$22.4K - $25.5K
|
33.7K
$5.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.78K+ 1112.94% |
$568K - $648K
|
4.12K
$694K
|
|
|
Nov 13, 2024
Q3 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
350+ 7.18% |
$52.5K - $60K
|
5.23K
$880K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-172- 4.2% |
$25.8K - $29.5K
|
3.93K
$661K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
15.9K+ 1.53% |
$2.38M - $2.72M
|
1.05M
$177M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
32+ 1.33% |
$4.8K - $5.48K
|
2.44K
$410K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.98K- 3.3% |
$898K - $1.02M
|
176K
$29.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
355+ 13.91% |
$53.3K - $60.8K
|
2.91K
$489K
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
1.24KNew |
$186K - $212K
|
1.24K
$209K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
45+ 0.41% |
$6.75K - $7.71K
|
11K
$1.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.35KNew |
$203K - $231K
|
1.35K
$227K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
34+ 1.21% |
$5.1K - $5.83K
|
2.84K
$478K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-1.7K- 5.96% |
$255K - $291K
|
26.9K
$4.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
98.1K+ 3.72% |
$14.7M - $16.8M
|
2.73M
$460M
|
|
|
Nov 13, 2024
Q3 2024
|
Ategra Capital Management, LLC
Vienna, VA |
BUY
|
- |
6.68KNew |
$1M - $1.14M
|
6.68K
$1.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
100+ 7.46% |
$15K - $17.1K
|
1.44K
$242K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-20.1K- 49.2% |
$3.02M - $3.44M
|
20.8K
$3.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.81KNew |
$271K - $310K
|
1.81K
$304K
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1.95KNew |
$293K - $334K
|
1.95K
$328K
|
|
|
Nov 13, 2024
Q3 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
2.59K+ 7.06% |
$389K - $444K
|
39.3K
$6.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
6.12K+ 10.94% |
$918K - $1.05M
|
62.1K
$10.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-425- 14.05% |
$63.8K - $72.8K
|
2.6K
$438K
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-32- 2.18% |
$4.8K - $5.48K
|
1.44K
$242K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$150 - $171
|
9.53K
$1.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.58K+ 60.37% |
$1.29M - $1.47M
|
22.8K
$3.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.24K- 9.75% |
$786K - $898K
|
48.5K
$8.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-532- 1.01% |
$79.8K - $91.2K
|
52.1K
$8.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.61K+ 47.23% |
$242K - $277K
|
5.03K
$847K
|