Latest Institutional Purchases of Ishares Russell2000 Val ETF (IWN)
This list provides information on the latest institutional transactions involving Ishares Russell2000 Val ETF (IWN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
113KNew |
$18.4M - $20.5M
|
113K
$19.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
52.7KNew |
$8.57M - $9.55M
|
52.7K
$8.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
39.4KNew |
$6.42M - $7.15M
|
39.4K
$6.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
31.6KNew |
$5.13M - $5.72M
|
31.6K
$5.31M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
28KNew |
$4.56M - $5.08M
|
28K
$4.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
18KNew |
$2.92M - $3.26M
|
18K
$3.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
16.6KNew |
$2.7M - $3.01M
|
16.6K
$2.79M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
15.3K+ 125.25% |
$2.49M - $2.77M
|
27.5K
$4.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
14.4KNew |
$2.34M - $2.6M
|
14.4K
$2.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
13.7K+ 20.21% |
$2.23M - $2.48M
|
81.4K
$13.7M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
11.6K+ 101.85% |
$1.88M - $2.1M
|
23K
$3.86M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
6.65K+ 34.39% |
$1.08M - $1.21M
|
26K
$4.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.84K+ 334.44% |
$787K - $877K
|
6.28K
$1.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.78K+ 77.68% |
$777K - $866K
|
10.9K
$1.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.69KNew |
$763K - $850K
|
4.69K
$789K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.37K+ 319.59% |
$711K - $793K
|
5.74K
$966K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
4.34KNew |
$706K - $787K
|
4.34K
$730K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
3.72KNew |
$605K - $674K
|
3.72K
$625K
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
2.32K+ 39.55% |
$377K - $421K
|
8.18K
$1.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
2.14K+ 175.7% |
$348K - $388K
|
3.36K
$565K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.63K+ 8.39% |
$265K - $295K
|
21.1K
$3.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.57KNew |
$256K - $285K
|
1.57K
$264K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.56K+ 1.86% |
$254K - $284K
|
85.8K
$14.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.45K+ 102.61% |
$236K - $263K
|
2.87K
$482K
|
|
|
Jan 23, 2025
Q4 2024
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
1.43K+ 52.27% |
$233K - $259K
|
4.17K
$701K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.38K+ 114.67% |
$224K - $250K
|
2.58K
$433K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.29KNew |
$210K - $234K
|
1.29K
$217K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.26KNew |
$205K - $229K
|
1.26K
$212K
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
1.25KNew |
$203K - $226K
|
1.25K
$210K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.23KNew |
$200K - $223K
|
1.23K
$207K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.22K+ 87.57% |
$198K - $221K
|
2.61K
$439K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.12K+ 9.69% |
$183K - $204K
|
12.7K
$2.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
1.11K+ 7.6% |
$180K - $200K
|
15.6K
$2.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
884+ 25.78% |
$144K - $160K
|
4.31K
$726K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
765+ 3.46% |
$124K - $139K
|
22.9K
$3.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
750+ 42.93% |
$122K - $136K
|
2.5K
$420K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
650+ 20.49% |
$106K - $118K
|
3.82K
$643K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
625+ 1.31% |
$102K - $113K
|
48.4K
$8.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
536+ 3.84% |
$87.2K - $97.2K
|
14.5K
$2.44M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
535+ 2.08% |
$87K - $97K
|
26.2K
$4.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
527New |
$85.7K - $95.6K
|
527
$88.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
517+ 11.21% |
$84.1K - $93.8K
|
5.13K
$863K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
505+ 5.54% |
$82.2K - $91.6K
|
9.63K
$1.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
462+ 1.45% |
$75.2K - $83.8K
|
32.2K
$5.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
460New |
$74.8K - $83.4K
|
460
$77.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
439+ 0.3% |
$71.4K - $79.6K
|
146K
$24.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
403New |
$65.6K - $73.1K
|
403
$67.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
389+ 0.15% |
$63.3K - $70.5K
|
261K
$43.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
363+ 4.18% |
$59.1K - $65.8K
|
9.04K
$1.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
359New |
$58.4K - $65.1K
|
359
$60.4K
|